Create and Automate Opportunities & Pipelines in GoHighLevel (2024)

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  • Опубликовано: 23 дек 2024

Комментарии • 78

  • @valeriavine
    @valeriavine 3 месяца назад +3

    Amazing work man. I like the way you go beyond that basics to pretty sophisticated and creative territory, yet keep it really light and simple. Might need to have a chat with you later, as I get deeper into the weeds of designing out GHL system for a non sales driven organisation.

    • @JonnyTheNomad
      @JonnyTheNomad  3 месяца назад

      Glad you enjoyed it Valeria! You can schedule a free coaching call with me with this link: gosmarterflow.com/coaching 😉

  • @joseph2447
    @joseph2447 2 месяца назад +2

    best GHL video for a beginner, thank you so much!

    • @JonnyTheNomad
      @JonnyTheNomad  2 месяца назад

      Glad you enjoyed it Joseph 🙌🏻

  • @TannerMcKenzie-h9x
    @TannerMcKenzie-h9x 3 месяца назад +2

    People I have been asking saying GHL is so simple, thank you for breaking it down for a dummy!

    • @JonnyTheNomad
      @JonnyTheNomad  3 месяца назад

      Glad you enjoyed the video Tanner 🙌🏻 you can schedule a free group coaching call with me here: gosmarterflow.com/coaching

  • @Lanna_Mariee
    @Lanna_Mariee 4 месяца назад +2

    Amazing video Jonny! I've learnt so much from you already

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      Glad you enjoyed it Alanna 🙌🏻

  • @valerieanne6272
    @valerieanne6272 4 месяца назад +2

    Great great video! Straight to the point and very valuable

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      You’re welcome Valerie ;) hope to see you on the daily call soon!

  • @wahabali4873
    @wahabali4873 4 месяца назад +2

    Learning a lot from your channel. Thank you so much for the help.

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад +1

      You’re welcome 😉 if you have any specific questions, then just comment them below and I’ll try my best to help!

  • @playtimekidstvph
    @playtimekidstvph 3 месяца назад +2

    Hey Jonny, I love your work. Can you make a specific automation for a "No show"? Thanks. Never stop making content!

    • @JonnyTheNomad
      @JonnyTheNomad  3 месяца назад

      Glad you enjoyed the video ;) I show a no show automation in this video: ruclips.net/video/CvRqgG_ikso/видео.htmlsi=ziQihhhxA7FuqvfL
      Let me know if that helps!

  • @blainejasmin
    @blainejasmin 5 месяцев назад +2

    This was a great tutorial. Thank you for putting this together

  • @babalolaolubukola1839
    @babalolaolubukola1839 Месяц назад

    Very nice work bro!
    Helpful

  • @paulotebet9050
    @paulotebet9050 3 месяца назад +2

    Thanks for the content. Very helpfull. I did't get what the "Update Status Meeting" button does. How all those fields are stored in the contact record, so they can be compared latter in the automation?

    • @JonnyTheNomad
      @JonnyTheNomad  3 месяца назад

      Hmm we can have a look at it together if you schedule a call with this free link: gosmarterflow.com/coaching
      Basically it’s just a form that once you fill it out the fields populate in the CRM ;)

  • @LauraLindsey-r9e
    @LauraLindsey-r9e 2 месяца назад +1

    That was great and super helpful! I particularly love the Status Update form/automation toward the end and have been looking for a solution like this. Is that a form you created, or do you create it within the Funnel section itself? TIA!

    • @JonnyTheNomad
      @JonnyTheNomad  2 месяца назад +1

      Yes that’s a form embedded on a funnel 😉 you can jump on a free call here if you’d like: gosmarterflow.com/coaching

    • @TatianaDesign-t1o
      @TatianaDesign-t1o 2 месяца назад

      The Status Update form can be created within Go High Level's form builder. You can customize it to collect the specific information you need. Once the form is set up, you can integrate it into your funnel and automate follow-ups based on the responses. If you’d like, I can guide you through the process of creating it and setting up the automation!

  • @paulotebet9050
    @paulotebet9050 3 месяца назад +2

    Do you have another video where you show how to create the full automation?

    • @JonnyTheNomad
      @JonnyTheNomad  3 месяца назад

      Check out my recent video on form automations, I dive a bit deeper into it there ;)
      You can also jump on a free coaching call with me with this link: gosmarterflow.com/coaching

  • @PinkPanda.london
    @PinkPanda.london Месяц назад +1

    Have you got a video where you breakdown how you attach the form answers (Show, no show, sold, etc) into the workflow automation? Trying to suss that myself, as soon as you showed it I was like YEEEEEES FINALLY! Then didn't explain it 😂 Love the video!

    • @JonnyTheNomad
      @JonnyTheNomad  Месяц назад

      You can check out these two videos around that topic and see if they help you solve that problem ;)
      Form automations: ruclips.net/video/RsMA6gXX9Hk/видео.htmlsi=S-bARxPu-tjhN4Sk
      If/Else conditions:
      ruclips.net/video/Q0as2D0jp1o/видео.htmlsi=Hhh5FbTQ4ZhLuvOV
      You can also join my free community here and ask a question with a loom recording ;)
      gosmarterflow.com/community

  • @highlevelwizard
    @highlevelwizard 2 месяца назад +2

    Pretty Decent Stuff Johnyo

  • @Wateristhewaytounity
    @Wateristhewaytounity 6 месяцев назад +2

    This was a really valuable video! Thank you for sharing it. Do you have a video on how you created the funnel page that you showed in this video?

    • @JonnyTheNomad
      @JonnyTheNomad  6 месяцев назад +1

      I don’t yet, but I’m creating a automations series where I’ll dive deeper into my automations and funnels, so subscribe and you’ll learn a lot more along the way ;) are you using HighLevel for your own business or reselling it to others?

    • @Wateristhewaytounity
      @Wateristhewaytounity 6 месяцев назад +1

      @@JonnyTheNomad Nice I will be looking out for that video! Im actually going through, and setting it up for a client of mine.

    • @JonnyTheNomad
      @JonnyTheNomad  5 месяцев назад

      @@Wateristhewaytounity That's awesome congrats! If you have any specific questions just comment on a video ;)

  • @zaidoonemad7879
    @zaidoonemad7879 4 месяца назад +2

    Can I set a timer for the exam in the courses offered by go high level... For example, the exam starts at 10:00 AM and ends at 11:00 AM... meaning the exam ends one hour after the exam starts?

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад +1

      I don’t think that’s a standard feature, but you can also ask HighLevel support about that, they constantly update the software.
      You could also try to create CSS code with chat gpt and install it into the course area ;)

  • @zaidoonemad7879
    @zaidoonemad7879 4 месяца назад +2

    Are there a limitation numbers of members in membership or offer of courses in go high level??

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад +1

      Not that I know of. How many members are you talking about?

    • @zaidoonemad7879
      @zaidoonemad7879 4 месяца назад +1

      @@JonnyTheNomad yes ... I mean that

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад +1

      @@zaidoonemad7879 if you have any other questions, just ask ;)

  • @joseparedes380
    @joseparedes380 Месяц назад +1

    Great video and pretty useful. Let me ask you a question if you don't mind: how to bring specific contact information in a in a custom field to opportunities? let's say that there is a specific data form contact fields i need to show as a opportunities custom field. Any idea? thank you

    • @JonnyTheNomad
      @JonnyTheNomad  Месяц назад +1

      I would try leaving the data in the contact custom field and just place that contact custom field in the opportunity where you need it ;) You can join my free HL community with this link Jose, I've got some free HL courses in there that might interest you! gosmarterflow.com/community

  • @keithwilson7701
    @keithwilson7701 2 месяца назад +1

    Great video Jonny thank you. One quick question. You mentioned about automatically moving opportunities from one stage to another, based on actions that happen. So for example, if we book an appointment manually, is there a way to move it, but ensuring everything else within the opportunity stays the same as it was previously because it looks like you have to define new details for 'opportunity name, source, lead value etc' rather than simply using what's already there? Hope this makes sense 🙂

    • @JonnyTheNomad
      @JonnyTheNomad  2 месяца назад +1

      Hey Keith, great question! It’s a longer answer, if you want to you can book a call with me here and we can show you: gosmarterflow.com/support-free

    • @keithwilson7701
      @keithwilson7701 2 месяца назад +1

      Thanks @@JonnyTheNomad, I'll book a call soon

    • @JonnyTheNomad
      @JonnyTheNomad  2 месяца назад

      @@keithwilson7701 sounds like a plan! You can also shoot me an email here: jonathan@gosmarterflow.com

  • @justinc5568
    @justinc5568 2 месяца назад +1

    what are you using for video recording/video editing? Also -- great video...I'm borrowing some of your automations. :)

    • @JonnyTheNomad
      @JonnyTheNomad  2 месяца назад

      I record my face with my iPhone and my laptop is a new Mac book pro with QuickTime recorder ;) my video editor then stitches it together and makes it look cool!

  • @zaidoonemad7879
    @zaidoonemad7879 4 месяца назад +2

    Another question: How can I make just one time quiz without possibility of retake quizz??? ‏‪of course in assessment membership.

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад +1

      Not sure how to do that… I would ask the official HighLevel support and see if that’s an option, but I doubt it.

    • @zaidoonemad7879
      @zaidoonemad7879 4 месяца назад

      @@JonnyTheNomad thanks

    • @TatianaDesign-t1o
      @TatianaDesign-t1o 2 месяца назад

      To create a one-time quiz in your membership without retakes, start by setting up your quiz with all questions and answers. In the quiz settings, look for the option to disable retakes or limit attempts, and set it to one. Ensure that the quiz is accessible only to eligible members. If your platform supports it, use conditional logic to mark the quiz as “completed” upon submission. Finally, clearly inform users that the quiz can only be taken once. This setup will ensure your quiz functions as intended!

  • @shaygold_
    @shaygold_ 4 месяца назад +2

    great video! What do you use to record your screen

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      Glad you enjoyed it! In my old videos camtasia, in my new videos QuickTime app on Mac book 😉

    • @shaygold_
      @shaygold_ 4 месяца назад +1

      @@JonnyTheNomad oh great thank you! I’ll try the QuickTime app

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      @@shaygold_ yeah definitely give it a shot, it's free on mac and has been better than camtasia!
      That's awesome that you have a RUclips channel as well! Do you use HighLevel for it?

    • @shaygold_
      @shaygold_ 4 месяца назад +1

      @@JonnyTheNomad Yes, however I won't be using this channel to showcase the software, I'll be using my business channel. Just finished setting up my saas and Ive done cold calls, they work well but I haven't tried creating short form content and youtube tutorials and it's been on my mind so yes, Im nervous but ready. I'm also thinking of trying screenflow, apparently its only for mac aswell. I'll try them and see what works best.

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      @@shaygold_ That's awesome, what's the name of your business channel?
      You should sign up for a free group coaching call, I think you would be a great fit! gosmarterflow.com/coaching

  • @InformationDiet-ps1ul
    @InformationDiet-ps1ul 5 месяцев назад +2

    So i have people going through a vsl funnel. The first page is an optin form where they submit info. Then they go to a schuele page with a cal. But when they book a call it create a duplicate opportunity. How do I fix that?

    • @JonnyTheNomad
      @JonnyTheNomad  5 месяцев назад

      There’s a little toggle at the bottom of creating opps, it allows duplicate opportunities, turn that toggle off and it should move the existing opportunity instead of creating a new one 😉 I offer daily group coaching calls if you want to check them out!

    • @InformationDiet-ps1ul
      @InformationDiet-ps1ul 5 месяцев назад

      @@JonnyTheNomad Booked a call. Still doens't work

    • @TatianaDesign-t1o
      @TatianaDesign-t1o 2 месяца назад

      To prevent duplicate opportunities when someone books a call through your VSL funnel, ensure your opt-in form collects unique identifiers like email addresses or phone numbers. Then, in your workflow, add a condition to check if an opportunity with that unique identifier already exists. If a duplicate is detected, update the existing opportunity instead of creating a new one. This approach will help you manage your opportunities without duplicates. Let me know if you need help setting this up!

  • @AlexandraHurlman
    @AlexandraHurlman 2 месяца назад +1

    Curious how quickly the email would be triggered in the instance where you built a trigger to go out with an opportunity change? Is it immediate or is there some level of delay (like for instance if I accidentally dragged someone to "Closed" when I didn't mean to.... would I be able to amend the action before the email triggered, or is it immediate?) Thank you!

    • @JonnyTheNomad
      @JonnyTheNomad  2 месяца назад

      It’s pretty much immediate, so you do have to be careful 😉 schedule a free call with us here Alexandra and we can have a look at your setup: gosmarterflow.com/coaching

    • @TatianaDesign-t1o
      @TatianaDesign-t1o 2 месяца назад

      The email triggered by an opportunity change is typically immediate in Go High Level. However, if you accidentally move someone to "Closed," you can quickly amend the action before the email is sent.
      To ensure you have a chance to correct any mistakes, consider adding a short delay (e.g., a few minutes) to your email trigger. This way, you'll have a window to adjust the opportunity status before the email goes out. If you need help setting this up, let me know!

  • @alben6967
    @alben6967 7 месяцев назад +2

    Great video. Thanks!

  • @LivioMatti-l3h
    @LivioMatti-l3h 23 часа назад

    Does it automatically send an email in the first few seconds after you change the pipeline stage? (If you obviously don't add a wait action...) because if you change someone unintentionally, it could be bad.

  • @jeev49
    @jeev49 5 месяцев назад +2

    Great vid

    • @JonnyTheNomad
      @JonnyTheNomad  5 месяцев назад

      Thanks Jeev, I’m launching a free community soon so keep your eyes out for that ;)

  • @tarekbayazid5078
    @tarekbayazid5078 7 месяцев назад +2

    thank you for sharing

    • @JonnyTheNomad
      @JonnyTheNomad  7 месяцев назад

      You’re welcome Tarek 😉 how long have you been using HighLevel for?
      Also are you using it for your own business or reselling it to other businesses?

  • @jmusic9169
    @jmusic9169 5 месяцев назад +2

    Hey Jonny great vid 👍🏽 are you giving this snapshot away ?

    • @JonnyTheNomad
      @JonnyTheNomad  5 месяцев назад +1

      I can’t give it away, but you can send me an email and we can talk about it ;) also all my videos basically outline and explain the snapshot if you want it for free just keep watching! And ask any questions

    • @jmusic9169
      @jmusic9169 5 месяцев назад

      Ok thanks 🙏🏽

  • @Neothevessel
    @Neothevessel 4 месяца назад +2

    Arya Stark💪🏾💪🏾💪🏾💪🏾

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      She’s the best 🙌🏻💪🏻

  • @brandond2868
    @brandond2868 4 месяца назад +1

    That doesn't seem to "move" opportunity, you then just have 2 opportunities. Maybe I misunderstood.

    • @JonnyTheNomad
      @JonnyTheNomad  4 месяца назад

      You must have the duplicate opportunity setting on. I would turn that off as that can get really messy. When that is off it won’t create a new opportunity, instead it will update the existing one ;)