Automate Your Sales Process 💰 With GoHighLevel Workflows & Automations + Pipelines & Opportunities

All right what's going on everybody Josh pocock here founder and CEO of executive stride in today's video we're going to be looking at how to use automations and opportunity pipeline stages workflows to move leads or deals or clients or whatever through your pipeline how do you set up these automations how do you set up these triggers these workflows and all this stuff we're gonna dive into it and give you the rundown so without to do let's get into it [Music] all

Right so whether you're a seasoned veteran with go high level or a newbie you know you can learn something from this video if you want to learn about automation's workflows all this stuff so automations what are automations first of all well before um you know even until this day if you go to marketing you can see actually is it science um I believe it is marketing triggers okay somewhere here I can't find it right now but there's triggers campaigns I believe

It's still unless it's not showing in this account but there's triggers and campaigns which go high level had campaigns are like um email campaigns text campaigns and then triggers were certain events that triggered to it and you had to connect them both now go high level has something called workflows which was in the tab of automation so you can see here I have some folders you can create folders and set up uh your workflows there we're going to be creating workflows

From scratch just to show you the basics The Bare Bones of how to create these workflows how you can actually use them all right before I get into that though I'll briefly touch on opportunity stages all right so opportunities are pretty much pipelines you can create if you're familiar with any sort of CRM tool pipe Drive close I O whatever uh HubSpot you'll be familiar with these and you can create as unlimited amount of pipelines so these are your opportunities these

Are your pipelines pretty much one and of the same to create a new pipeline you just go to the pipeline tab under opportunities you create a new pipeline so I can name this like you know as you can see sales pipeline or literally any pipeline like hiring pipeline anything for your business for example you can see here sales pipeline we have this is a template account by the way so this is not exactly like how we set our things up but

I'm just showing you a you know demo for the sake of this YouTube video you can see sales pipeline we have lot and then these are the stage names and you can uh you know change the order of these but we have lost churns demo schedule demo reschedule demo no show demo complete or not closed demo one trial demo one cc credit card demo one setup fee all right you can select visible in funnel chart or not visible in pie chart

Or not and then you can decide if cernet actions certain stage names are visible in pie chart or funnel chart or not I'll show you what that looks like in just a second say if you only wanted to have some funnel stages visible but not others let's say we wanted that to look like this then when you go to your dashboard over here your dashboard is basically an overview of your opportunities like well it's an overview of a lot of things

But the stuff you would see here opportunities pipeline value conversion rate and then funnel and all this stuff this would show um based on your opportunities your pipelines and the contacts and within there right so you can basically view these as different buckets all right and as your say for example if we're in a sales pipeline uh as our Prospect or you know whatever potential client gets worked through this pipeline uh until uh ideally a you know demo closed or a

Deal one or a customer you would have automations triggering firing off on autopilot right and that same that same thing goes for recruiting funnels pipeline funnels uh all these stuff customer onboarding funnels um there's these buckets which are the pipeline or the stages and sometimes it will be manually like say for example if a if you're a sales guy or your sales team is working through a sales pipeline or even if you are um you know demos are automatically scheduled once

During so I did a video yesterday on how to set up calendars within go high levels so check that out see if someone's booking on your calendar you would have an automation within the uh within the automations and all that stuff that triggers automatically to assign that that new contact and opportunity uh move them to the the pipe this Opera this Pipeline and assign them an opportunity stage of demo scheduled so this would automatically happen you can assign a value automatically

To that new contact say if your average deal is like worth 5K or 10K USD you can assign that value so that's going to show you how much you know demo schedules as well as um it will show your pipeline value so it would you could put that Prospect as an open Prospect so there's open lost and closed right so opened deal value loss deal value close deal value um let's go back to opportunities okay and uh and then say for

Example you know demo reschedule if they reschedule it's automatically going to move them to this uh bucket right here demo no show now this would be like if you know they didn't show for the call all you would simply do or all your sales rep would simply do is just drag that over to demo no show once that they're dragged into this bucket you should have automation set up within your automation so any new opportunity you do you I'll show you

This in a second anytime uh they're dragged into this opportunity stage it's going to trigger off automations so they're gonna be hit with emails SMS nurturing them back to book like hey John I understand things are busy you know we blah blah blah blah you know whatever you're you know we have obviously templates and stuff that we use for these um you know to get people to book again but basically it's just dragging them back to book like hey I understand

You missed things you know emergencies happen or whatever you know if you like to rebook or we have some you know whatever you're saying you know I'm just rambling off the top of my head here but you're gonna go get them to book back on a call you know and um so there's a demo no-show sequence right there's and this should be a sequential thing every single bucket pretty much is should have triggers and automations firing off to bring them back

To the next step of the funnel like you can view this as like a funnel or a pipeline and it's walking them down if they get out of the pipeline or out of your desired outcome your straight-line system to the goal of the sale then you're gonna have automations and triggers automatically nurturing them back to the straight line back to the funnel back to the desired outcome all right do you see where I'm going with this I'm trying to explain it

There's a bunch of ways I could explain it like if I draw a whiteboard out and really showed you but um you know maybe I'll do that in other videos I'm just trying to give you an idea of how this kind of works on a holistic level all right and you can see how you can do this with any sort of thing you know these are how pipelines and opportunities work and this is why it's so powerful to have an all-in-one

Encompassing system not only just having a an all-in-one compassing system but having the right framework and kind of like operating system built into it which is what we do we've been doing this for a long time you know over three four years really diving in building out systems and procedures within go high level and other platforms bringing them into this is what we plug our clients into it's kind of like a turnkey solution but even regardless this is something that you

Can start building out even on a small scale if you want help with this then book a call I'll leave links down below and we can definitely just scale this out for you real quick um but yeah so demo reschedule demo no show demo completed not closed right so you know when you don't close deal and you know you need to follow up or sales reps needs to follow up there can be a level of personalization uh which I do recommend

But a lot of that can be automated so you just drag them over into this bucket and then voicemail drop sequences uh emails SMS boom just firing hey here here's the proposal link whatever the case may be you kind of get the point and then demo one trial demo one closed number one Whatever say if they get closed they make a payment or whatever all right now they're moved maybe to another pipeline opportunity stage of onboarding right and then success funnel

So making sure that they're getting touched so you can automate a lot of your communication your customer success if you run an agency or a coaching business you need to have these trust me like running an agency is a lot different it's like very similar I've done both like we do both we run marketing agency we run uh coaching Consulting business uh and you know that those are that's why we like to work with those type of clients coaches Consultants course

Creators uh marketing agencies there is definitely some similarities it is a bit different but running a service based business it's a lot of it's a lot more uh obviously Service delivery so if you can automate as much of that as possible within any business but especially that it's going to save you a lot of headache all right so if you can one the biggest thing with any type of you know providing results you need to make sure your back end is

Good and your clients are happy so if you can automate a lot of this stuff to make sure regardless like obviously you're gonna do some manual stuff you're going to hire clients success people later on if you don't already have them but uh you know you can have 30 day touch points two week touch points uh weekly touch points hey just checking in like all these certain things you can set up within this system all right and I'm gonna do more

Videos on this YouTube Channel showing you actually like built out um systems and the whole structure but this is a high level overview to kind of get you ready also too if you just want us to do this all for you and literally just plug you in and show you how to use it we can like I said we can do that for you no problem but um let's just show you kind of so that kind of gives you a high

Level overview of the opportunities and why that's so valuable over here you can create folders to obviously organize your workflows but let me just create a new workflow you'll see here there's going to be some templatized stuff here that and these are actually pretty good you can take a look at them like even for example like I'll just show you this is this is not something I would use but it's a good like framework as an example just to show you

We use a lot more advanced ones uh like we have some pretty intricate workflows it doesn't even matter how necessarily intricate it is and like you don't need a huge thing but it needs to be the right marketing principles and everything like should be implemented in it um so so yeah like that's the thing you need to have the right operating system within this amazing machine that we have here so um Okay so basically just to kind of go walk you

Through what this workflow is doing center point so we wouldn't even want this this is not something okay so let me just delete this action uh delete this section okay actually I can literally just delete scrap this whole thing I'm just going to build this from scratch to kind of show you so let's say we're doing the one I was just talking about the demo booking stage what we would do is we could do something like you could either use one

Of these appointment triggers and you could um basically trigger it based on an event you don't want to do any wait so this would appointment status you wouldn't want to do that you would want to do customer booked appointment add filter um in calendar or in calendar group and then you could do sales team right we could save this so this would be a trigger anytime an appointment is booked within the sales team group this automation is going to trigger all

Right you could also just do by the way you could do form form submitted if you have a custom form for your calendar like I showed you yesterday so you could do form is and then you could do sales um or let's see straw what was that um calendar stride calendar booking application let's this is a demo account by the way like I said so you won't want to do both of these but you could actually you could you could uh

No you would just choose one whatever you want ideally um I mean it doesn't matter if you wouldn't necessarily hurt if you did both but so I'm just going to delete this for for now all right add first action so I'm not gonna build out like an exact flow that we would use but let's just use a uh an example so you're going to create opportunity or update we're going to use our sales pipeline in pipeline opportunity stage is going to

Go to demo scheduled opportunity name we're going to go to contact uh full name contact name and then we're going to also add um maybe contact company name um you could add like some other stuff too if you wanted opportunity source we're gonna go to attribution we're going to go to either go to you could do like you could do to first last whatever you want um I would personally go to um or is it Source supposed to do source so

UTM Source this will pull in like if it came from Facebook Google whatever lead value let's just say it's ten thousand dollars or even just like okay we'll say ten thousand just uh keep it simple we're gonna keep this to the status of open of course um if you want allow opportunity to move to any previous theater in pipeline you can select that or allow duplicate opportunities we're not going to do that um okay so don't do a comma here and

Then save so this creates an opportunity in our thing what I would also suggest is for you to add a web hook I'm not going to show you how to do this but you would want to use either uh zapier or Integra Integra mat or something like pably and you're going to want to create a web hook integration between this Automation and either slack or Discord or whatever slack is let's just say slack to keep things simple you're you're running your

Communication through slack with your team and everything you're going to create a channel in slack called demos booked or appointment scheduled or something like this and you're going to create an integration with an integromat or zapier and you're just going to connect them and basically you're gonna put the URL here for the web hook and then you're gonna pass the variables from the prospect that's booking the appointment to through integromat or zapier and then into your slack so anytime someone books

You're gonna get a notification within your slack saying New Prospect booked or new demo booked it's going to say their name their company name their phone number all the information they filled out within your calendar whatever you're asking for right you can also do the same thing with a quiz if you're getting a quiz funnel and then a booking or if you're getting the quiz questions within the booking it really depends I know I'm just kind of saying some stuff that

May sound maybe technical marketing jargon if if you don't get that don't worry about it but for those who do you're gonna know what I'm talking about all right so create new opportunity right next let's say we want a email so action you can just like you would obviously give this an a I must just say email one uh from name so you could put your name I like to just do for from user and we could do uh username and

Then from email we can do user and then a user email and then subject um booking like okay I'm not gonna actually write a full email booking con for oops confirm confirm there we go confirmation um template so you can actually use a template like so we have a bunch of templates here so you could plug in a template as well but you could also just write your own or keep it here custom variables hey first name your demo is booked

Please confirm you'll be attending by replying yes say if you want to do something like that some people do stuff like that this I would make this right here this confirmation email would be um giving it would get letting them know that our itinerary so I would say I would actually like have this itinerary I would change that to like demo itinerary whatever I'm not going to spend too much time writing the copy and all this stuff but demo booking itinerary

I would let them know like what like here's uh like what we're gonna go over in the call what it's about we're gonna go through your game plan of you know success and then we would include like maybe a PDF or some sort of social proof click case study something like this guys right some sort of Marketing sales material getting them prepped for the thing also as a side note I would have a homework video for them or a video sales

Letter sending them all this stuff prepping them for the call all right guys that's the beauty with online sales you can really get them warmed up before the call so like these are things like we show our clients how to build out all their marketing assets all their sales assets all these things that you can use to warm uh them up and then also how to build up these automations all this stuff like that anyways so you can like really customize

Your emails in here you can change the font do all this stuff but let's just pretend we're happy with that we're gonna save that we're gonna create a weight right wait for like one day now you can also do by the way you can do time delays or you can do event booking time so you could do weight um like before or after a specific event time right but let's just say we're waiting on a time delay of one day um

But this could like like that's the thing if they're booking a day ahead you wouldn't necessarily want to keep hitting them out so I would maybe do an appointment delay um it depends but actually I would to be honest I would do something like uh 48 minutes Maybe or like an hour and then send them another email you could do something like that or a text you can also do a text right away too I'm not going to show you like

The intricacies of building this out but um yeah you could create an email send them a bunch of case studies whatever and you could also then say say you build out your your drip booking sequence then what I would do is add a um where is it just type workflow add to workflow you're going to want to add them to a workflow and I would add them to a nurturing sequence so es nurturing sequence this would be a nurturing sequence that's

Pretty much ongoing so there are in your nurturing sequence there no matter what they're going to be getting emails from you like until they you know until they kill a die basically or until they opt out right now the only way they'll be able to be removed from this nurturing sequence is if they won they die I'm just joking there but one like it's gonna be for all eternity or they opt out of your nurturing sequence or they take specific actions

Like either one becoming a customer once that's done there's going to be a workflow that automatically removes them from all other like marketing sequences because you don't want to keep you know bombarding them or you could keep them in it doesn't really matter but um so yeah either one they take a specific action they book another call say maybe if they don't close here whatever but yeah you're going to want to add them into something like that also too as a

Side note for up here this username and user email you you can go like this and go assign to user so you get assign this to a specific user right and then whatever user is you're assigning that to whatever email and name is associated with that user is what it would be sending the emails from okay so that's an easy way so if you have a bunch of emails on a campaign or automation you don't have to like go in and

Manually like change the email to whatever or change the name so if you want to change the sender or whatever you can just use it as the assigned to option and then you could just go up to wherever you assign that user and you could change the assigned user that makes it really easy for you guys all right and then simply put you could go ahead and test the workflow with a contact double check that it's sending working through whatever you

Could publish this save Etc and over here you can see your history you can see your settings all right you can schedule workflows test things you can also just change the sender email address right here for all your workflow things so that's kind of cool you can stop on response auto mark is read events start date specific time anytime um history status all right so I'm not going to get into all the specific settings of a workflow but this was this

Video just so you know as a as a follow-up to really give you an understanding this is showing you the dynamic between Automation workflows and opportunity stages and how you can get them working together to move them along your pipeline this is like one of the main things of a CRM I just want to let you guys know if you're not if you don't know if you don't have a CRM in your business by the way guys you need one it's

Literally mandatory if you're just using Google Sheets or something like that just like don't do that um you need a CRM and this is one of those things in your business like like if there's one thing that you're paying for on a monthly basis you need to be paying for a CRM um there are like you can maybe get like a lifetime deal or whatever for some crms that's I mean it could be okay but I'm just telling you guys in

My experience like I've been doing this for a long time eventually you're gonna need to pay for a good CRM and this is the best CRM barn on there's only a couple like I'll tell you the other crms that are really really good closed.io that's the probably to be honest it's probably a little bit better for um close.com now probably a little bit it's it's better for sales reps to be honest it is better right now um it's just a lot

More expensive so it really depends we use close i o as well um really really good solid CRM for sdrs outbound wraps Etc calling cold calling cool emailing you can if you set this up right you can like kill it with your outbound team so this is another really good CRM hubspot's good um but yeah go high level uh close eye out this is the most affordable you can get bang for your buck so if you're on a budget you need

To get this I'll leave links below if you have any questions let me know in the comments Down Below guys but other than that I don't want to make this video super super long hope you got some value out of this um I'm gonna be making a lot more videos on this and other topics and just how to grow your business guys 2023 super big year I'm here to help you guys crush it if you want to be alone for the

Journey be a part of a winning team winning Community make sure to hit that subscribe button turn on post notifications I got a lot of value and a lot of content planned for you guys up in the content quality this year you're going to be doing a lot of cool stuff uh excited to have you guys following the journey I've been super super busy uh the start of the year and even the end of last year there's a few new projects

We have going on a few new side projects a lot of stuff I'm working on so uh I know I've been getting a lot of like comments on some of the other videos and I guys I'm telling you I'm gonna reply to all of you guys and get back to everyone that's been ask me questions and this and that and also I'm going to make it a habit once I do that going forward to make sure I'm on top of it

At least for now until you know we we blow up this Channel and I just can't manually go through every single person but um appreciate everyone's support I really do uh and yeah other than that guys um join the stride Community if you haven't already if you ever need to ask me something like urgent or try to get a hold of me this is the best way and and you're also going to get a lot of free value so join that

And then also to uh join the waitlist for our accelerate your stride six day challenge show you all the tools and templates and stuff you need to get to 100K per month in or add an extra 100K per month if you're already like killing it in your business all right so go here it's a free challenge it's uh not dropped yet so just join the wait list and other than that guys I will see you in tomorrow's video keep hustling keep

Grinding and of course accelerate your stride take care guys foreign