How We Automated the Post-Enrollment Process for a US-Based Coaching Business Using Go High Level

Client Overview

We recently worked with a US-based coaching business that offered paid online courses. They were already using GoHighLevel (GHL) for their post-course processes; however, nothing was automated.

Every time a student completed a course, our client manually had to:

  • Create a certificate of completion.
  • Type out and send a completion email.
  • Share the post-course survey link one by one.
  • Track completions and follow up manually if a student didn’t respond.
  • Send follow-ups if there were no responses.

This worked well initially, when the student volume was low. But as enrollments grew, things fell apart. 

“Every single certificate was made manually. It was eating up hours each week, and we still couldn’t follow up properly.”

The whole process was error-prone, time-consuming, and highly unsustainable. We stepped in and built a clean, fully automated backend inside their existing GoHighLevel (GHL) system. Now everything runs without any manual intervention from the founder.

Challenges

Everything depended on the founder’s time.

The founder drove the entire post-course experience. Everything was done manually. If they were busy or missed a step, the student journey stalled.

There was no reliable way to track who needed what.

The system didn’t distinguish between students who finished, those who needed reminders, or those who dropped off. There were no clear tags or filters, so follow-ups were either inconsistent or missed altogether.

Student experience was inconsistent.

Some students got their certificates on time, others had to wait. Survey links were forgotten or sent late. The lack of automation created delays and made the experience feel disorganized.

Manual work was blocking growth.

The backend couldn’t keep up as more students enrolled. What worked for 10 students a week didn’t scale to 50. As the program became more successful, more time was lost managing it.

Here’s How We Helped

We rebuilt the entire post-course workflow using smart automation inside the client’s existing Go High Level (GHL) account. Instead of adding new tools, we focused on making what they already had work the way it should.

Here’s what we implemented: 

A trigger-based completion system

 We set up an internal trigger that detects when a student finishes the course, without quizzes or formal tests. This trigger acts as the starting point for everything that follows.  

Automated certificate generation

We designed a dynamic certificate template and integrated it with GHL so each student receives a personalized PDF certificate automatically. This reduced the time spent manually creating and sending the certificates.

Branded email delivery with smart follow-ups

As soon as a student completes the course, they receive a pre-written, fully branded email with their certificate and a survey link. If they don’t submit the survey within a few days, follow-up reminders go out automatically.

Tag-based progress tracking

We set up tags and filters separating the students who completed the course, those still in progress, and those that need a follow-up. This gave our client a clean and trackable view of every learner.

A scalable backend that runs on autopilot

With every step now automated, the client no longer has to touch any part of the post-course process. The system can handle 10 or 100 students with the same consistency.

Impact in the First 30 Days

  • 100% reduction in manual certificate handling
  • 3+ hours saved weekly on admin work
  • Clear segmentation between completed and inactive learners
  • Increased survey response rate through automated follow-ups
  • The client can now scale enrollments without needing more backend support

Save 3+ Hours Every Week and Run Operations That Scale

When routine work is automated, your team has more time to focus on growth. Students get a consistent experience, and you get a system that works no matter how many enrollments come in.

Book a call today. Let’s build your automated post-enrollment system.