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    Doug

    How to Automate Your High-Ticket Sales Call Funnels in HighLevel

    How to Automate Your Sales Call Funnels in HighLevel - YouTube

    This tutorial demonstrates how to build and automate high-ticket sales call funnels within HighLevel. By integrating personal "fit calls" into a multi-stage automation system, you can effectively capture leads, manage an opportunity pipeline, and deliver personalized "backdoor" offers or bonuses to maximize conversions. The setup is designed to be dynamic and malleable, making it suitable for coaching programs, memberships, or any high-touch sales process.

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    Key Takeaways

    • AI-Assisted Calendar Setup: Leverage HighLevel’s AI to quickly generate a 15-minute discovery call calendar with built-in reminders and conflict checking.
    • Lead Capture & Automation Triggers: Use a form or application submission to trigger the initial workflow, which automatically creates the contact and applies tags such as "coaching prospect".
    • Strategic Opportunity Pipelines: Track leads through specific stages—Qualified Candidates, Booked a Call, Offer Sent, and Join the Program—to maintain clear sales data and conversion percentages.
    • Multi-Email Follow-up Sequences: Implement a series of three to four follow-up emails separated by wait conditions to encourage leads to book their call using your calendar link.
    • Workflow Clean-up: Use "Remove from Workflow" actions to ensure contacts stop receiving booking reminders immediately after they successfully schedule an appointment.
    • Automated No-Show Reclamation: Create a trigger that fires when an opportunity is manually dragged to a "No-Show" stage, automatically sending re-booking links to reclaim potentially lost revenue.
    • Scarcity via Backdoor Offers: Increase urgency by using marketing countdown timers for 24-hour bonuses or discounts; these can be configured to automatically redirect to a standard offer page once the timer expires.
    • Final Conversion Automation: Utilize "Payment Received" triggers to move the opportunity to the final pipeline stage and automatically grant access to digital products like courses or communities.