How We Built a High-Converting Funnel and Enrollment Workflow in Go High Level for a Coaching Business

How We Built a High-Converting Funnel and Enrollment Workflow in Go High Level for a Coaching Business Client Overview Our client runs a US-based coaching business offering structured online courses. They were already using Go High Level (GHL), but their lead funnel wasn’t converting, and their enrollment process was entirely manual. Despite steady traffic, leads were falling through the cracks. There was no clear system to turn interest into sales. This significantly impacted our client’s growth. Their setup in GHL was functional, but it just needed a little bit of a pro’s touch. We decided to keep their account in GHL and built a completely automated funnel and enrollment workflow.  Here’s what we delivered: A fully branded funnel for lead capture, course info, and checkout Calendar routing logic to guide qualified leads to strategy calls Tag-based segmentation and lead tracking Automated nurture sequences for cold leads A hands-free enrollment flow that starts right after payment Challenges The funnel wasn’t converting visitors into action. The old landing experience was unclear, with no defined next step. Many leads dropped off because of this issue. All leads were treated the same. There was no tagging system to separate hot and cold leads. This made the follow-up process a bit inefficient. Booking calls was unstructured. The client had no way to direct qualified leads to specific calendars or availability windows. Enrollment steps were slow and manual. After someone paid, the client still had to manually send emails, share access links, and update CRM records. How We Helped Them Key implementations: We created a complete, automated funnel system inside their existing Go High Level workspace. Our focus was on clarity, segmentation, and conversion during this implementation. Custom funnel pages We built mobile-friendly pages for the course overview, testimonials, lead capture, and payment. All of them were optimized to reduce friction and boost trust. Calendar routing logic Leads answering key questions (e.g., budget, urgency) were routed to different calendars. This was done to make sure the client prioritizes qualified prospects. Smart lead tagging and segmentation Every action (form fill, call booked, purchase made) triggered a tag. It gave full visibility across the funnel. Email nurture workflows Leads who didn’t convert were placed into a drip sequence with educational content, reminders, and offers. This helped our client recover any opportunities that were missed or lost.  Automated onboarding after payment Once a purchase was made, the system instantly sent a welcome email, course access instructions, and added the student to the right CRM stage. Portfolio Results 38% increase in lead-to-call conversion rate after funnel launch 100% of new enrollments now receive instant onboarding without manual steps 6–8 hours/week saved on admin tasks like follow-ups, tagging, and email handling Clear segmentation of 100% of incoming leads based on behavior and interest 48-hour average reduction in time between lead opt-in and course access Increase Conversions by 38%, Save 6–8 Hours a Week, and Onboard Students Instantly When every lead gets the right follow-up and every student gets instant access, growth stops being guesswork. It becomes a repeatable process you can trust. Book a call today. Let’s build your own high-converting funnel and hands-free onboarding system. Get your system done today

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

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. Portfolio 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. Get your system done today