Smarter Workflows, Stronger Growth

Real examples of automations that saved time and scaled results.

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Lead Management Workflows

💡Agile Lead Assignment & Follow-Up

Problem:

Leads lacked categorization and assignment, causing follow-up delays.

Solution:

A GoHighLevel workflow tags, categorizes, assigns leads in round-robin fashion, and triggers instant follow-up.

Result:

Faster response, stronger engagement, and consistently higher conversions.

♨️Warm Lead Nurture Sequence

Problem:

Warm leads dropped off due to sluggish follow-up.

Solution:

An automated SMS/email workflow with intelligent branching (based on open rates and bookings).

Result:

More appointments booked and virtually no lead decay.

Operations & Data Handling Workflows

📂Automated Share Tracker & File Manager

Problem:

Manual handling of form data and filing was slow and error-prone.

Solution:

A Zapier workflow that pulls form inputs, locates files in Google Drive, categorizes data, and updates the tracker automatically.

Result:

Accurate, real-time document management-freeing your team from tedious admin.

🔑Smart Access Tagging & Enrollment Automation

Problem:

No efficient method to track client login behavior or trigger package-specific follow-ups.

Solution:

On first login, users are tagged by course package and their opportunity is auto-created or updated accordingly.

Result:

Streamlined onboarding, accurate tagging, and transparent client journey tracking from Day One.

Sales & Pipeline Automation Workflows

📈Dynamic Course Purchase Pipeline & Status Manager

Problem:

Manual tracking of course purchases and status changes (no-shows, lost leads) was inefficient and risky.

Solution:

Workflow triggered by course actions or purchase status updates-creating/updating opportunities and notifying the team based on user behavior.

Result:

Real-time lead visibility, faster team response, and a complete hands-off tracking system.

Automation Architect | Funnel & Pipeline Strategist

Let’s turn complexity into simple, scalable systems.

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