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okay so after four years and nearly 200 clients now this is the pipeline that I use for my go high level account under the opportunities tab so I'll create it here with you and then I'm also going to show you a second part to it which automatically keeps the pipeline clean for you and basically shows you who's hot and ready who's ready to be followed up with and who's not just so that you can kind of save your time on that side of things so you go settings pipelines creating a pipeline if you haven't made one I just call my name and here are the stages we're going to create so the first one we're going left to right on the Opera in the opportunities tab so the first one is going to be follow up and I call this one later then what we're going to do is follow up now then I go not contacted so I'll break these down for you really quick so follow up later is made for anybody who you need to follow up with in two days or further six months two years whatever it is two days or further follow up now these are the people that you're gonna need to talk to next business day next time you hop in to go into your into your high level account these are the people you're going to be calling not contacted pretty self-explanatory these are new leads that you have not yet gotten on the phone with now if you dial somebody and they don't answer I keep them and not contacted people in follow-up now and follow up later they're only in these categories if you've verbally spoken with them and they've picked up the phone even if they said call me in 20 minutes right we'll move them out if not contacted into follow-up now right then from here what I do is intro booked so what intro booked is is let's say you're making your calls somebody says just that you call them they say hey now's not a really good time can you call me later from there sure when's a good time then you can set you know 4 P.M you know set up a calendar event then we can put them in the intro booked pipeline stage then from here we can go appointment booked then if you really you can just go closed from there or you don't even really need the clothes on but sometimes you can get creative you can do some stuff like no show for example and like re- try to reactivate people who know show to meetings if you wanted to do that but basically this is the the gist of it and you don't even need like the no-show or anything like that so follow up later again people meant to be dialed two days or further in the future follow-up now people where tomorrow these are going to be the ones you're dialing or even later today or you know when you start at the beginning of your work day making your dials the follow-up now these are going to be ones that you contact as well not contacted these are my number one priority right when I hop in the first thing I'm doing is calling all of my not contacted leads these are the fresh leads these are the people that you want to be calling they're the hottest ones generally speaking then from there I call the follow-up now leads and if I have anything scheduled I'll take the intro book the leads and these are sales calls but you can call it sales call booked I call mine SS for strategy session whatever you want to call it this one just indicates who has been booked in the sales calls then from there you can drag them into one you can drag them into follow-up later whatever the the situation is so we'll create this pipeline we'll go back now here you can see our opportunities tab is completely empty so what's going to happen from here is there's now a new problem which is let's say you need to talk to somebody in three weeks and let's say you're at a point where you have 270 people in your CRM right problem is maybe you have I don't know nine not contacted leads today or screwed you have 25 not contacted leads you have 65 that are follow up now you have you know 95 people who are follow up later well one of the problems with high level in general is that it sorts it sorts the people in kind of a weird way I believe it sorts them I forgot it was but it's not what you want it to be and you can't like reorder them the way you want to at the time of me recording this video so the problem is then well if you have however many people I said like 80 people or 85 or whatever it was in follow-up later 95 then you'd have to click through every single one of them to find out which one you need to call tomorrow so to fix that problem and have this follow-up now thing be automatically live updating for you so these are all the people who need to be talked to right now there's actually a really simple way to do that that I use and it's by using the workflows within the high level or go high level automations tab so let's say you know you contact a lead and they say Hey you know now's not a good time I'm about to go on vacation but I definitely want to talk to you can you call me in two weeks very realistic scenario so from there what's going to happen is you'll click on the contacts profile on their opportunity let me pause and create one okay so let's say you talk to a test guy here um and so what let's say test guy says hey call me in uh in two weeks I'm gonna go on vacation but I really want to talk to you so from there very very simple basically what you do is you're going to set a task in the future this part is kind of weird like when I talk to high level support this is just what they said to do seems to work for me but just keep an eye out for yourself that maybe things have changed but basically you know you'll call test guy was on vacation definitely interested in ad for example so from there you'll set your due date to be whatever date you want it to be so let's say two weeks into the future we'll say like maybe he says call me on the 18th so cool we'll do you can set that oh why are you doing this to me and then you can set a time that's ideally not 10 23 PM but that's just right now um so let's say we want to call them you know I don't know 10 a.m or something right all right so here what we'll do is we'll add the task and then so it's there 18th of August and then we're going to drag him over to follow up later so what we're going to do now is create a workflow that once the 18th hits it's going to automatically drag him into follow-up now so on the 18th you go oh gotta call test guy right he's back from his vacation and you didn't even have to Blink or look at the follow-up layer thing right so these are just kind of people who you have on the back burner your your kind of pipeline happening behind the scenes so we'll go to automation create workflow we can start from scratch and from here what the trigger is going to be is Task reminder and what I have it set to is after number of days one seems kind of weird but this is what I was instructed to do by the people at high level um and from there what we want to do is add an action which is going to be opportunity we're going to update the opportunity in the main pipeline we're going to move them to follow up now and I believe I leave this one on Save action publish call it whatever you want cool stuff and then save so uh what we can do is test the workflow on test guy run the test so he should be moved over now to follow up now so that's how you do that so this is what I do in my agency like I it's nothing fancy like I know there's some of this uh I don't even know what you call it but the stuff where there's like the auto dial add on to any of that stuff I just go cold hard manual write notes on everything be super aggressive with it but this is how I set up my pipeline in the opportunities tab in in my go high level account for my social media marketing agency and uh so if you have an smma I highly recommend you do this it's really simple it's what I do it's tried and true again I've been doing this for a long time or I've been using this for a long time and uh that's more or less that if you want more high level tutorials do let me know but uh that is pretty much it so watch whatever's on screen see there