GoHighLevel 🤖 Workflow & Automations Triggers + Pipeline Opportunity Stage Segmentation - GHL 2023

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 go high level automations and why you need to use if else conditions how to use them what's the proper ways how do you start your automations how what's the like the right triggers to do everything how do you structure your automations when you're creating all these different automations your show up sequence your follow-up sequence your nurturing sequence how

Do you trigger them how do you move them from bite line stages you know I'll give you a little bit of insight there's different ways to do it but we're going to go over a couple in this video so without to do let's get right into it foreign [Music] okay so we are right in the automations and workflows section so I'm not going to show you how to get into all this you should already know if you don't go check out

Some of my other videos I've done videos on showing you how to use everything and go high levels so go check out some of those um so here up here you'll see the triggers right the trigger section so you can have multiple triggers in a workflow if you didn't already know and certain workflows will have one trigger so now workflows will have you know two triggers or more some will have five triggers some will have no triggers right and if you

Don't have any triggers in a workflow you may be wondering how does it run well it could run with something sort of like this now this is uh something like a master workflow now this one that you're seeing right here specifically we don't actively use right now we use a much more updated um this is kind of like a watered down version of something similar to what we use I'm just showing you this for the sake of this video just to

Give you as an example but um yeah this is like a master workflow so say if you were looking at an opportunity pipeline this is these triggers right here are all for the same opportunity pipeline okay and as the opportunity right if you're not familiar with our opportunity pipelines go check out some of my other videos but as the opportunity aka the lead potential client the deal moves down the pipeline stage right it's going to be added into different workflows right

And those workflows a lot of them don't have triggers because all the triggers are right here and this if else condition is just sending them to different workflows as you can see right here all right so I hope that makes sense um now up here in the trigger workflow section I'll kind of show you what this looks like so we have a workflow trigger a pipeline stage changed pipeline stage so that you can change these right here the names and this

Is in pipeline you select the pipeline then you add a filter so pipeline stage is whatever your desired stage is right you'll see this is kind of like a typical like prospecting like advertising to uh to sale type opportunity stages that are shown here so you'll see shown so someone shows up for calls this is a sale uh lead form submitted no show no sale changed appointment or so this is a appointment book so pipeline stage changed from something to appointment

Booked and yeah so that's a that's an example right yours may look different I'm just showing you an example here but then we have a if else right so just so you know all you do is you go add you can just search for stuff that I'm mentioning here so if else now these right here these are what's known as branches so as we see in new Facebook leader appointment no show these are different branches the way I set that up

Is simply put I just come down here and I click on Branch add branch right so you can do three different things within um NFL so you can add a branch out of conditioner add a segment if you add a condition it's going to basically add a condition for that Branch right now like this Branch right here for sale is triggering when or Not Sorry isn't triggering it's basically a branch of only the workflow trigger of pipeline stage sale right so

That is that pipeline stage and this one is new lead or appointment so this is either Facebook lead stage uh submitted lead form submitted or appointment booked stage and it's going to trigger for both those and then that right here is a condition and you can change your condition to either have an and or an or so right here this is going to show or you know move basically uh work for this Branch if it is a lead form or a

Book deployment now if I did and it means that they would have to submit a lead form and a book deployment all right so um it's you know you depending on what you're doing you just be cognizant of that you can utilize that and then add segment um so this would be an and so it'd be a segment of this right here and something else so um there's certain situations where you may want to use that I'm not going to get

Into that right now but yeah so that's kind of kind of how the conditions work right so you have that segmenting each of your triggers into a branch right and then simply put these branches are mainly just sending them to different workflows right so um that is that's what they're doing so no show goes to missed appointment follow up no sale um goes to nurture sequence I did a video on nurturing sequences yesterday go check that out you need to start

Up a nurture sequence for your company an overarching company nurturing sequence basically that's uh you know to sum it up it's kind of a joke don't take it personally don't get offended but it's like either they buy or they die all right that's that's a quote from The Wolf of Wall Street right so it's not actually like that it's just that they're gonna get continuous emails and follow-ups from you until they either take the desired action or they opt out they

Can always opt out right you give them that option in the bottom of the email right or the text right so yeah you can basically leverage that to nurture your lead databases you can do react list uh list reactivation campaigns these this that Etc if you need any help with that um you can uh you know book a call with us and we can chat but uh sale so on to yeah so add to new client workflow so onboarding workflows so

You should have these type of workflows in your business like onboarding new client workflows right when a client onboards with your company um what happens do you have to like do five different manual actions in order to onboard the client all right that doesn't make a lot of sense I mean initially when if you're safe you're just starting out cool that's fine right there's certain things like all these bells and whistles automations Etc I won't even recommend worrying about this stuff

Until you actually have like a business going you have clients if you don't have clients you don't have a business because what is a business money into your bank account money in all right if you're just spending money out and spending your time it's not a business yet it's literally just you're just I don't even know you're just wasting time or you're spending time right you're spending stuff you're just spending stuff you need to get money right so you're making clients

You're closing clients you have a business Etc you're not just just starting out then you're going to want to start setting these things up all right so you need onboarding sequences automate onboarding all right really uh like literally you can automate um maybe about 90 to 95 percent of onboarding maybe even 100 um depending on what your service is if you're a SAT very simple um even a service-based marketing agency coach consultant you know you're on board you can trigger things

Invite them to your membership area um you can send you can send things you can add a uh web hook you can go send that to zapier or Integra map to set off different um zaps or you know into a remote scenarios all right um and let's see what else okay so there's that uh assigning users by the way this is something to note okay this is something you would want to do and then when you're creating emails and such for

Certain things you're going to want to assign a user and then you can easily just go from name user full name right and then from email user email so you don't have to put an email here or a name you can just do user and then if anywhere in workflows ETC you need to you want to change who it's sending from you can just assign it to a different user or you know certain things um you know it's going to assign

To a specific user and then they're going to be like the contact lead lead owner of that of that contact say if it's like a sales rep Etc and then automated emails text and such will go from personalized from their their information right um so there's that um and then what else so assign to user create opportunity wait one second um if booked appointment add to appointment reminder so this is show up sequence right here and then one thing to note

Is removed from missed appointment workflow removed from uh Auto booking workflow right so it's removing them from those two workflows if they book an appointment if not sending an internal notification and add to Auto booking workflow so if you're using I hope this doesn't this is something that you're just it's not that it's it's when you're using like a Master Flow and then you have different automations and you're setting up your uh your workflow structure and everything keep in mind to

Use these right here removing from certain workflows right so if I'm if someone books takes a specific action you're going to want to remove them from either specific workflows or maybe even all workflows sometimes so this is a specific case where you would want to do that there's other cases as well just keep that in mind when you're building out your workflows all right so guys in this video I wanted to give you guys kind of an engineer's mind of systems

Thinking right that's really what it is when it comes down to systems thinking um that yeah that's that's really what the sum it up is sum it up in this video is showing you this the system but also kind of telling you how it's built why it's built it's not the per I'm not going to say this right here is the perfect system we have way better systems we have etc etc but um this is just one thing I would call

It that would give some value to you guys to either if you don't have something like this or you don't know how to do certain things it's going to one a show you but also give you the thinking on how this was built why certain things were done and it's going to allow you to do custom builds yourself as well as really get more comfortable in a tool like oh high level as well as just in general with marketing and why

And sales process optimization all right now if you want help specifically with doing stuff like this and a much quicker scales well filling your calendar with leads you know just I'm not going to get into it but just the whole shabam to really accelerate your stride of your business you can book a call with us executivestrad.com forward slash quiz not going to mention too much about it but if it is something that you're interested in Just Go book a call other

Than that though we do have a free stride Community all right so um go check that out that is let me just show you guys if you're not already in here don't know what you're doing if you're a fan of his channel but go stridecommunity.com super super valuable stuff we're going to be posting in here and you're going to be able to network with a bunch of like-minded individuals course creators coaches Consultants agency owners software owners Etc so building a highly

Engaged group go check it out new exclusive content will be in there as well as live streams Etc interviews coming soon and then uh the accelerate your stride challenge make sure to join this it's a free six day challenge to learn how to accelerate your stride add an additional 100K mrr to your business all right and this will be dropping soon it's a free six day challenge join the wait list right now while you can join it at no cost all

Right go here join it once it actually drops you'll get instant email and text notifications but other than that guys I want to make this video too too long I will see you in tomorrow's video guys if you like this type of stuff make sure to hit that like button hit that subscribe button and turn on post notifications like I said guys uh the go high level links will be linked down below if you're not if you don't have go high

Level you can get started on a 14 day free trial if you do have go high level you can potentially upgrade to agency plans uh SAS plan SAS mode and uh if you do one of the two if you do some sort of action through one of those links down below uh it just so you know it's obviously affiliate links so I do get a little Kickback but it's the same price for you it literally doesn't change anything but just for

Showing the support by using the link if you do uh reach out to me on Instagram or Facebook or just summer you can uh my email as well Josh because I can subscribe if you uh do if I don't notice right away usually we have uh we'll notice but if for whatever reason if you do use one of the links let me know we'll get you custom uh we'll I'll get on a either me and my team will get on like

A short call with you get you walk you through getting you set up helping get your systems over if you already have all these other platforms will help you get set up on there as well as uh if you're completely new to business and you're just using it just give you some pointers whatever even maybe give you some free snapshots some free funnels Etc and a free course too so yeah let me know if that's the case if you do sign

Up through there like I said usually just let comment down below or message in the stride Community but if you I'm super busy lately so if you ever if you you know shoot me an email shoot me a uh Instagram message if anything links for that will be down below and then we'll get back to you and we can set that up all right guys so other than that see you in tomorrow's video keep hustling keep grinding and of course guys

Accelerate your stride take care thank you