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Go High Level (GHL) Expert Skill

Platform Overview​

Go High Level (GHL) is an all-in-one white-label marketing and sales platform designed for agencies and businesses. It consolidates multiple marketing tools into a single platform.

Core Capabilities​

  • CRM & Pipeline Management: Contact management, deal tracking, custom fields
  • Communication: Email, SMS, phone calls, voicemail drops, FB Messenger
  • Marketing Automation: Workflows, triggers, campaigns
  • Website & Funnel Builder: Landing pages, funnels, websites, membership sites
  • Appointment Scheduling: Calendar booking, automated reminders
  • Reputation Management: Review collection and monitoring
  • Reporting & Analytics: Performance tracking and dashboards
  • White Label: Rebrand for agency clients

Workflows & Automation​

What Are Workflows?​

Workflows are the automation engine in GHL. They trigger actions based on specific events.

Workflow Structure​

  1. Trigger: What starts the workflow (e.g., tag added, form submitted, opportunity stage changed)
  2. Actions: What happens (send email, SMS, create task, add tag, etc.)
  3. Conditions: If/then logic to create branching paths
  4. Delays: Wait specific time before next action

Common Workflow Types​

Lead Magnet Delivery:

Trigger: Form submitted (lead magnet opt-in)
↓
Action: Send email with PDF link
↓
Action: Add tag "Downloaded [Lead Magnet]"
↓
Action: Start email nurture sequence

Appointment Reminder:

Trigger: Appointment booked
↓
Wait: Until 24 hours before appointment
↓
Action: Send SMS reminder
↓
Wait: Until 1 hour before appointment
↓
Action: Send SMS final reminder

Pipeline Automation:

Trigger: Opportunity moved to "Qualified" stage
↓
Action: Send internal notification to sales team
↓
Action: Send follow-up email to contact
↓
Action: Create task "Schedule demo call"

Quick Reference: Common Tasks​

Setting Up a Lead Magnet Campaign​

  1. Create landing page with opt-in form
  2. Upload lead magnet PDF to Files
  3. Create confirmation email with download link
  4. Build workflow: Form submit → Send email → Add tag → Start email sequence
  5. Create 6-email sequence in workflow with delays
  6. Test complete flow
  7. Activate and monitor

Creating Email Sequence​

  1. Navigate to Automation → Workflows
  2. Create new workflow
  3. Set trigger (tag added, form submitted, etc.)
  4. Add "Send Email" action
  5. Add "Wait" action (specify days)
  6. Add next "Send Email" action
  7. Repeat for all emails in sequence
  8. Test with test contact
  9. Activate workflow

Building a Funnel​

  1. Navigate to Sites → Funnels
  2. Click "New Funnel"
  3. Choose template or start from scratch
  4. Customize pages with drag-and-drop editor
  5. Add forms and connect to workflows
  6. Set up confirmation pages
  7. Connect custom domain (optional)
  8. Test funnel flow completely
  9. Publish and promote

Pipeline Setup​

  1. Navigate to Opportunities → Pipelines
  2. Create new pipeline
  3. Add stages (Lead → Qualified → Proposal → Closed Won/Lost)
  4. Set monetary values for tracking
  5. Create workflows for stage changes
  6. Train team on pipeline usage
  7. Monitor conversion rates by stage

Troubleshooting Common Issues​

Email Deliverability Problems​

  • Verify custom domain is set up correctly
  • Check SPF/DKIM records
  • Warm up new sending domains gradually
  • Remove inactive contacts
  • Monitor bounce and spam rates
  • Use clean, permission-based lists

Workflow Not Triggering​

  • Check trigger conditions are met
  • Verify contact has required tags/fields
  • Review workflow filters
  • Check if workflow is active (not paused)
  • Look for conflicting workflows
  • Test with single test contact first

Forms Not Submitting​

  • Check form field validation
  • Verify workflow connections
  • Test in incognito mode (clear cache)
  • Check for JavaScript errors in browser console
  • Ensure required fields are filled
  • Verify redirect URL is correct

Sub-Accounts & Agency Features​

Sub-Account Structure​

  • Agency Account: Master account for your agency
  • Sub-Accounts: Individual client accounts
  • Snapshots: Pre-built funnels/workflows you can deploy to sub-accounts
  • SaaS Mode: Charge clients monthly for GHL access

Snapshots​

Snapshots are templates that include:

  • Funnels and pages
  • Workflows
  • Email templates
  • Forms
  • Calendars
  • Custom fields
  • Tags and pipelines

Use Cases:

  • Deploy complete marketing systems to new clients
  • Create industry-specific templates
  • Package services as done-for-you solutions