Onboarding Setup

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Getting Started, Onboarding Setup

Getting Started – Automatic Email and SMS Followup

Automatic follow-up is where GoHighLevel really starts to pay off. In this getting started guide, you’ll learn how to build a simple but powerful workflow that sends email and SMS follow-ups after a form submission so more leads reply, book calls, and buy—without you manually chasing them.

We’ll cover the exact trigger to use, how to structure your email and SMS drips, and best practices for timing, compliance, and testing.

Getting Started – Automatic Email and SMS Followup Read Post »

Featured image for How to Set Up Pipelines and Opportunities in GoHighLevel (Step-by-Step Guide)
Getting Started, Onboarding Setup

Getting Started – Set Up Pipelines and Opportunities in GoHighLevel

Pipelines and opportunities are the heartbeat of your GoHighLevel CRM. In this guide, you’ll set up a simple, high-converting sales pipeline, turn contacts into trackable deals, and use automation to keep every opportunity moving until it’s won or lost—without relying on spreadsheets or memory.

Getting Started – Set Up Pipelines and Opportunities in GoHighLevel Read Post »

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