GoHighLevel Onboarding Automation Workflow 🏆 Improve Customer Experience, Success & Retention [GHL]

All right what's going on everybody Josh pogok here founder and CEO of executive stride in today's video we're going to be going over the importance of an onboarding sequence how you can structure one and set one up within go high level and really just automate that whole process from Once you close the deal the client or the new client pays to a happy you know raving client right so let's dive right into it [Music] all right so here we are within

The go high level automations tab now this is just one example of an onboarding sequence we have a few variations and this isn't actually our most current up-to-date one that we're using um this is a bit of an older version but um you know you can get a bunch of ideas from it regardless so basically here is what it looks like now you could have a trigger at the top or you could trigger it from another workflow so this one's not

Triggering from anything but um you could trigger this Say by for example doing a form submit and then using your onboarding form right from that point you're going to want to add something like a contact tag um such as you know customer or you know whatever the case may be all right then we have a welcome email so this is where you can welcome them to you know your your company um any sort of login details membership access you can grant

Them to that now speaking of which um what I would typically do which we have in our uh new newer onboarding uh you know sequences you would want to do a membership Grant offer if you offer some sort of membership course or even if you're not selling courses or coaching or Consulting um I would I would really recommend creating some sort of video training some video portals within go high level and really maximize that functionality because it can just one automate

A lot of stuff answer a lot of your prospects questions or your new clients questions throughout the process even if you're done first done for you service marketing agency it's really really useful to have something like this even if it's just a small thing to get started but you don't necessarily need it I'm just letting you know my recommendations so I would Grant offer uh grant them uh membership access to whatever offer that is all right and then here is just

An example of a flow so this was specifically more when we were doing more done for you Service uh you know um service work right and so it'd be like send them the welcome email there's welcome video there is an onboarding form so actually sorry sorry so this actually wouldn't trigger from the onboarding form that that would be a different workflow this would actually trigger from um something like when an opportunity stage opportunity status changed and you could add filters and

You could select a pipeline and then move from status so you would remove it move when it moves to a closed customer status or you could do one some you could do something like that right anything to trigger the fact that a deal has been closed then it's going to run through the automation right so basically the main purpose of this is to welcome them welcome to them to the family you know let them know the next steps one you know

It's the worst thing to do is when you buy something from something from someone whether it's a service provider or you know a course whatever and you have to go back and forth to get on board and to get started to get access all right all these different things are going to really inhibit the customer experience for your prospects for your clients right so you want a really automate as much of that as possible one that's going to just make you

And your company look a lot more professional it's going to enhance the customer experience and in return enhance their results they're going to be more motivated it's going to enhance the results they can get started sooner um and then that in turn is going to enhance your case studies your testimonials you're not going to have to spend so much time you're going to be able to focus time on other stuff all right so it's literally a flywheel of success all right

An upward spiral of momentum that you're building right here so you're leveraging systems um in your business in every way possible and especially right guys so you know selling and once you know sales if you're if you're good at sales even if you're not good at sales don't worry don't be discouraged but if you're like especially these online sales it's not that it's not really that difficult if you have a good offer so typically like once someone learns how to sell

Say if we teach someone how to sell or someone already knows how to sell a lot of the issues is with fulfillment scaling this that whatever so you need these systems are super crucial and it will definitely change your business even just implementing something like this if you don't have it in your business will drastically drastically trust me it's going to save you a bunch of time a bunch of headache Etc anyways let me get right into it I don't want

To keep talking but all right so we're gonna wait three days so we sent them an onboarding form the onboarding form ideally could just be a form or it could be a link to a landing page an onboarding um funnel all right an onboarding you know I'm not going to dive into that in this video um maybe in future videos but you want to get them to an onboarding funnel ideally um and then wait three days and then if contact tag

Kickoff Forum completed this is an example for for for a kickoff form is so this is basically saying if this contact has this tag or if it doesn't that we're doing it if else Branch right here so if it does um what is this tags includes um wait until campaign launch okay so campaign launch okay so this is if it doesn't have the tag this is if it does and I'll show you this in a second and you can make this

Even more intricate this is like a basic type example um if it doesn't you're going to remind them hey because because this has happened sometimes you know like you may experience where you send up you get a new client you know they're busy right they could be you know doing whatever and maybe they forget to fill out the onboarding form or this that whatever and then a week goes by and they're like hey so and so they're talking to you what's

The next steps I'm ready and you're like well I sent you the onboarding form and they're like oh I can't find it in my inbox or maybe it's in my spam all right so you don't want a situation like that it's your job it's you know you can be like you could be trying to blame like in your head get mad oh it's not my fault blame the prospect oh they didn't see their email no it's your job to make sure

That they're actually you're holding them accountable to achieve their success and you know make them go through the next steps all right so and you showing that initiative is it gonna be like oh okay this person this company is here for me they want they're they're holding me accountable right you don't like that's one like if you just sign up for something if someone signs up and then you just don't talk to them and there's no you know even if you

Did give them the steps that's not good that's not good customer service that's not what you want to do so we're gonna follow up with them we're gonna send them onboarding from reminder this is something you can do this email uh text or both it's gonna say something like hey um you know hey you know so and so it's really just gonna repeat a lot of this first email just just mainly mentioning the onboarding stuff so it's kind of just like

Hey let them know hey just following up didn't get your um onboarding form yet we need this form it's crucial and it's it should take maybe five to ten minutes or five to Thirty fifteen to thirty minutes however long it is it's crucial for your campaign success or for your you know success with this program we really want to make sure that we can get this information so our team can get to work building out your campaign setup or you know

Helping you implement this program into your business to accelerate your stride whatever the case may be and then you let them know the next steps etc etc here fill out the form again blah blah blah all right and then there's another weight so another weight of three days and then a contingency or a uh your if they have the form yes then we're gonna go up to here which I'll get to in a second if not another uh former Miner very

Similar to the last one wait three days if they filled it out go to the step up here if not send internal email notification to account manager and then send another internal notification CRM notification you could even add a text notification here all right and then our account manager would really be making sure to to follow up maybe give them a call or something right all right and then once they fill it out all right so say they fill out their

Kickoff form all right maybe it takes you guys about three to seven days so if you're doing a done for you service this is this same principles can be applied for a course a coaching program any really service threat and uh and uh say if you're doing a service where you actually got where you guys do something and like set that set up do a setup for them all right and then once it's set up um you maybe drag them over

In a pipeline and go high level to a new opportunity stage of you know campaign launched and then once that happens um a workflow adds a tag of uh campaign launched to their um uh to their you know to the contact and then this right here Waits until campaign launches so Waits until campaign launches uh holds a contact for a specific time until a condition exists or until contact replies so we're waiting until the tag includes campaign launched once that happens

It's gonna wait 14 days all right now this is like automated uh customer follow-up slash success right for a for a structure around a specific service so depending on your service depending on what you're providing coaching Etc these are like kind of success touch points at this point right now we have a lot more touch points than this um especially at the very start we really like the thing that I realized especially with our company is selling is never ever been

An issue I've been in sales you know almost 10 years now door door sales Etc just selling so many things so sales is never an issue uh very easy and I can train people to sell very very easy sales reps Etc I've trained some really a lot of sales reps really really quickly to to make a lot of money um and whatnot but uh the issue is is like you know the more you scale sales the more bottlenecks will appear with

Fulfillment and stuff like that so you want to leverage this platform go high level is insane this like has completely like once we got started with this our fulfillment and everything like that with our customers like improved probably by like at least three to five x and it's even more now but it's just been completely insane you can leverage automations and all these different animations I'm showing you now we had certain things like this in other platforms like we were using

Activecampaign Conley et cetera but having them all condensed down into one cohesive system and just a bunch of stuff you can do as well as our systems just kept on improving we've been doing this for a long time is being complete Game Changer but yeah so having these follow-ups like uh 14 day review wait 15 days end of month meeting right so setting up a meeting hey you know it's been your first month with the company like here let's set up

A meeting if you don't certain Services maybe you're gonna like if you're doing a coaching service you're probably gonna have like two to three to four uh coaching calls a week maybe even more right if you have team members running the coaching calls right so it depends on the service but uh sometimes you're gonna have bi-weekly calls whatever sometimes you're automatically going to get your clients maybe onto some sort of recurring thing uh for for touching calls and you're gonna have

Account managers dealing with that um but you know these these are some things you can think about right then wait 14 days 45 day review wait 30 Days end a month uh meeting remove from workflow all right you can make this more intricate and as well and this is not uh like we have other customer success workflows and touch points and like I said ours is a little bit more uh uh Advanced now just meaning that it has a lot more

Stuff and there's a lot more touch points like I said um holding your resp the way I view it is like we're responsible for our client success and you know just by giving them the information you know I want to make sure people are implementing it and actually succeeding and and whatnot so just by giving them hey this is the onboarding form okay if someone doesn't fill that out that's one that's the they can't get success if they don't fill out

That form so it's not their job to you know maybe if they forget about the form and then to remember and and just whatever no it's your job they just paid you a bunch of money it's your job to follow up with them that's what a professional company does and that's how you're going to really improve your client success and trust me client success is the most important thing it's the like I said sales it will come you don't even need

To be that good at sales uh in all honesty if your service is like really really good and your customers are getting really good results trust me it's the stuff will sell itself right so that's when I'd say focus a lot on this stuff but at the start if you're just starting out you need sales right don't try to build these intricate systems but I'm speaking of people who at least have some sort of you know client base and you know

Stuff going on these are some good workflows you need like I said guys this is built within go high level so if you want to um sign up for go high level check out some of the links down below I'll leave links there you can either sign up through the link down there or you can upgrade if you're already on go high level to like a higher plan if you're not familiar with that tool go check out some of my other

Videos I've been doing a few videos recently on different workflows that you can add into your business if you're like hey I want a very in-depth thing and like share this workflow with me this that whatever we do all that for our clients all right uh I may be making I'll probably make some sort of compilation of workflows and snapshot that will be added into the accelerator stride six day challenge all right that will be free all right because I want

To give you guys some free value for sure so like I said if you haven't already guys one join the stride community so stridecommunity.com um it's 100 free here's what it looks like um there we go so free Facebook group free Discord Channel link will be in the description and then also too guys join the accelerator stride six day challenge that will be dropping soon I've been saying that for a while um but it's going to be dropping soon that there's

A good reason why it's taking so long one yes I'm super busy with some a bunch of stuff um but this is one of my top priorities and I've been wanting to make it really good I just don't want to put something out there that's you know Matt I want this to be really good it's not like you're paying for it but I still want to be good even though it's not it's not like I can say oh I want you

To get your bang for your buck because it's free but I still want you to make this I want this content to be easily digestible and applicable and I'm also going to give you free resources and uh potential I I don't know if I'll do it right off the get-go but I will eventually have some sort of go high level snapshot for you guys where you can pluck plug in some of that stuff and that's gonna be free guys so really

It will really help you but other than that if you do sign up through my affiliate links down below for go high level it's not going to cost you anything extra I just get a little Kickback from them but uh let me know either in the comments or reach out to me on Instagram or Facebook and uh or email whatever and I'll shoot you over some goodies too to help you get started me or my team will do that for you

All right guys so other than that I will see you in tomorrow's video guys if you like this type of stuff make sure to smash that like button smash that subscribe button and turn on post notifications so I'll see you in tomorrow's video keep hustling guys keep grinding and of course accelerate your stride