GHL CRM Setup and Automation
Pipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreA coaching business runs on a steady flow of discovery calls and a program people stay in. Most coaches stitch that together from five tools that do not talk to each other. We build it in GoHighLevel: the funnel, the application, the calendar, the payment, the sessions and the renewal, in one place.
Business and executive coaches who want webinar and workshop funnels that fill the calendar with qualified discovery calls and programs that clients renew.
Inside: a 9-stage pipeline and 6 workflows (Speed to lead, Webinar reminders, Application follow-up, Discovery call reminders, Offer follow-up, Renewal campaign), plus forms, a booking calendar and a review request.
From $297. Install it yourself, have us install it, or have us tailor it with a website.
See the snapshot and optionsPipelines, workflows, follow-up sequences and reporting built around how your team actually sells.
Learn moreUsage-based, subscription and milestone billing wired directly into your CRM and workflows.
Learn moreReminders that fire once, from the business number, at the right time.
Learn moreFor most coaches, yes. GoHighLevel has funnels, calendars, email and text, payments, memberships and communities in one account. Some coaches keep a course platform they love, and we connect it instead. We will tell you which tools to keep and what you would save.
They filter out people who are not a fit before they take up your calendar, and they give you the context to run a better call. Answers land on the contact record, and anyone below your criteria gets a polite reply with a lower-cost option instead of a call.
The offer, agreement and payment link go out right after the call. If the prospect does not decide, a short follow-up sequence answers common questions and shares results, and you get a task to call before the offer expires. Enrollment moves them straight into onboarding.
Yes. Group programs get cohort calendars, community groups and course content. One-on-one clients book sessions from your calendar with reminders. Many coaches run both in the same account.
Start before the program ends. Clients get progress check-ins along the way, the coach gets an alert when someone goes quiet, and a few weeks before the end date a review call is booked with an offer for the next level.
A 30-minute call is enough to tell you what we would do first and what it would cost.
No pitch deck. We look at your current setup and tell you what we would do and what it would cost.Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.