What is GoHighlevel/Highlevel?
GoHighlevel, or just Highlevel as its users call it, is an all-in-one sales and marketing platform for marketing agencies and small businesses. The GoHighlevel platform offers every tool needed to run a business successfully at a fixed monthly cost. The GoHighlevel platform allows you to Whitelabel their software so agencies can use this platform and brand it like it was their own. This allows agencies to create a Software as a Service (SaaS) business and an additional monthly recurring revenue stream.
Typically agencies would perform a job for their client like building a website or running Facebook ads only to have the job end or the client cancel their service. Now, agencies have to continue to market to find another client. Now with GoHighlevel, you can migrate your clients off whatever CRM, email marketing tool, phone system, or funnel software they may be using and run their business entirely off the GoHighlevel platform. The best thing about this is that your clients pay you monthly for these services. You can charge $297, $497, or whatever you want to charge for these services and your client continues to pay for these each month like a utility creating a stable recurring monthly revenue.
GoHighlevel sets no limits for its users on any paid plan so you can have unlimited contacts, websites, funnels, email or text templates, and workflows. There are also no limits for storage so you can host as many videos, files, documents, or images as you or your clients may have.
For a complete list of features for this platform, you can look at my article GoHighlevel Review.
If you are interested in how GoHighlevel structures its pricing, review my article GoHighlevel Pricing Plans.
What is a Sales Pipeline?
A sales pipeline refers to the systematic and visual representation of the various sales process stages. It outlines the steps a potential customer goes through from the initial contact to the final purchase or conversion. The pipeline serves as a framework for managing and tracking sales opportunities, allowing sales teams to prioritize their efforts, forecast revenue, and identify areas for improvement.
Typically, a sales pipeline consists of several stages that align with the buyer’s journey, such as prospecting, qualifying leads, making a proposal or presentation, negotiating, and closing the sale. Each stage represents a specific milestone or action that needs to be accomplished to move the prospect further along the pipeline.
Sales pipelines are commonly visualized using a pipeline or funnel-shaped diagram. At the top of the funnel are more leads and prospects; as the process advances, only a portion of them convert into actual customers, resulting in a narrower funnel towards the bottom. By monitoring the progress of leads through each stage, sales teams can identify bottlenecks, optimize their sales strategies, allocate resources effectively, and ultimately increase their conversion rates and revenue.
Sales pipeline management involves actively tracking and managing leads, updating their status as they progress through the pipeline, and ensuring that appropriate actions are taken at each stage to move them closer to a successful sale. Various tools and software platforms are available to assist sales teams in organizing and visualizing their pipelines, streamlining their workflow, and enhancing collaboration and communication within the team.
How to Set up Pipelines in GoHighlevel?
In the GoHighlevel platform, there are Pipelines & Opportunities. Pipelines are the physical structure you create to organize your lead flow, but Opportunities are where you, as a user, can physically see the lead and the stage of the pipeline in which the lead is. Rather than looking at every lead in your pipeline, sometimes, as a business owner, you want to get a big-picture look at your leads and, more importantly, the value they represent to your business in revenue. GoHighlevel dashboard provides a graphical funnel view of the number of leads in your pipeline, the number of leads in each stage, the current worth of the leads you have, and how many leads you have won or lost. The simplified view of your lead data allows agency owners to make quicker and better decisions on lead management.
Let’s take a look at how the GoHighlevel pipeline system works.
First, we need to start by creating our Pipeline and its stages. For this article, we are looking at a sales pipeline with 6 stages. To create our pipeline, go to the Opportunity menu option, then to the Pipeline tab, and click the Create New Pipeline button. Below you see our pipeline stages and notice the two toggles to indicate whether you want the pipeline to be visible on the dashboard view. We are leaving them on because we do want them to be visible.
Once the pipeline is created, you can see the stages in the opportunity view.
The pipeline is empty, but let’s say you already have several leads in your CRM that need to be assigned to a stage. You can easily assign the lead to a particular stage in the CRM. You would open the lead and scroll down to the Opportunity area and click on the add button, and you can assign the lead to a pipeline.
So let’s assign a view leads to the pipeline, and here is what it looks like afterward.
We have added a lead value of $200 for these leads, but that value depends on your product or service, so that you can adjust this value as necessary.
Now that we have leads in the pipeline, we can look at our dashboard to see how the pipeline is doing.
Notice there are two leads with a value of $400 that can be seen right from the dashboard. Examining the funnel lets you determine how many leads are in what stages. Notice, however, that the conversion rate in the top right still shows 0% because we have not marked any of our leads as won in the pipeline indicating a sale. We will move the lead John Smith into the Won status and notice that he is no longer on the opportunity view because we have won the sale.
Notice now our conversion rate just went to 50%. This shows you how the GoHighlevel pipeline and opportunity feature can help your business track leads and determine your conversion rate.
All this is fantastic, but what good is this feature if it requires me to monitor the sales pipeline all day manually? It’s excellent that GoHighlevel has a workflow feature that can assist you in automating all your pipeline needs. Let’s take a look at this feature in more detail.
Lead Management in Pipelines
You can imagine getting hundreds or even thousands of leads. This type of pipeline system can take a lot of work to manage. GoHighlevel has built-in automation regarding leads and pipelines created to simplify lead management.
Workflows are the automation engine in GoHighlevel. The tricky thing about workflows is finding the right trigger or event to start the workflow. Here are several common types users use in the GoHighlevel system to handle pipeline leads.
When you get new leads into your system, they will most likely come from a lead magnet, some input form on your website, or an ad like Facebook or Tiktok. Here are several triggers within the GoHighlevel platform that you can use to start a workflow.
When the workflow starts, you can do any number of operations for the new lead, like tag them, move them into a particular pipeline stage, and even notify a team member that a new lead was generated. Workflows were meant to include all your business sales process and logic.
Only some leads you get will become a customer. You must ensure a follow-up system to let your sales team know when a lead has yet to be communicated with or has yet to move to the next stage in the pipeline. To do this, you need to create a workflow where you track each lead, their stage, and how long they have been in that stage. Here is an example of a Stale Opportunity workflow trigger that allows you to track all leads in the Sales Pipeline and Lead Generation stage for more than 1 day. You can then create multiple workflows tracking every stage at different times based on what is acceptable to your business.
GoHighlevel Pipelines Conclusion
As you can see from this article, the GoHighlevel platform has every tool and feature that you need to build a website or funnel, forms to collect input data from your leads, pipelines to track the state of a lead, and the automation to follow with every lead that you get.
There are no limits to the number of funnels, websites, pipelines, or leads you can have with GoHighlevel. They offer three single pricing plans for everyone. .
Thank you for reading my article, and have a great day.