Transform Your Clients Success with 13
Powerful Free Workflows

Improve Your Data, Keep Clients Accountable & Use AI to Win More Business

Why Gives This Away?

Perhaps you’re just starting out on your agency journey, or maybe you’re hitting 6 figure months?  Either way, I want to provide you with a metric ton of value so you can start your 2023 year off strong.

I’ve spent the past year in my dark cave, smashing my keyboard, and billing $1,000’s for these automations, which will all be yours in mere seconds. And to be honest, I couldn’t have gotten here without the help of the GHL community. Consider this my way of saying thank you.

Having said that, if you find even just one of these automation useful, consider paying what you think its value is worth below. If you’re not in a position to do this, it’s cool, I’ve been there, just pass the favor forward to someone deserving.




P.S. All download links at the bottom of the page

AI Sales Support With Open AI

What Problem This Solves: For me specifically it’s working with Lawyers. Their sales staff are not 100% be clued up in law. They can use Open AI inside of GHL to determine if a lead is qualified. If the lead isn’t qualified, they’re provided additional qualifying questions. You could use the same set up in a number of different ways e.g. Objection handling, bespoke advice, bespoke email writing.

How It Works:

  • When a form is submitted it sends the leads answers to zapier. This will then trigger a predetermined prompt in Open AI. In my case, I’m asking Open AI to first read official legal paperwork (which I supply within the prompt). Then to read the clients answers. And finally to produce a yes or no answer & explain its reasoning (always get Open AI to explain its reasoning as it can be wrong!)
  • Once Open AI has answered, it updates the GHL pipeline to AI answered and attaches a note with the answer. This all takes roughly 1 min.

Use Open AI to Chat With Your Leads Via SMS

What Problem This Solves: Most leads drop in the evening time, and often forget they signed up for something in the morning. Now you can stop that from happening by having Open AI communicate with your leads directly. Open AI is clever enough to be instructed with the goals of your client & steer the conversation towards a specific outcome.

This would also work for email marketing too. When a subscriber responds, you would be able to automatically follow up with them & strengthen the connection between you and your community.

How it Works:

  • You need a starting step SMS e.g. “Hey name, I noticed you signed up to one of our ads, how can we help you?”
  • You then need to add a wait step (contact reply, followed by a condition step (contact reply = yes)
  • Then you need to save their {{message.body}} – (kudos to James Hurst for teaching me this part) to a custom field. I call my custom field {{client.response1}}
  • Then you need to use a webhook to zapier
  • Inside of zapier you extract the client’s conversation & use a prompt with Open AI. My prompt is something like this “You are a chatbot, highly skilled in (niche), you are responding to a client. You will know what you have previously sent to the client as it will be highlighted in curly brackets. You will know what & how the client has responded as it will be highlighted in quotation marks. You have 4 objectives ranked in priority. Priority 1 is to close the client or ask them to book a call, this might take several messages. Priority 2 is to be empathetic, Priority 3 is to keep the conversation going by asking questions, Priority 4 is to (I forget but you get the idea).{Open AI: said: xyz} “ Client responded: xyz”  Open AI: 
  • Once it responds I update a new custom field called {{AI.response1}}, add a tag called AI1, and update the client.
  • Inside of the original workflow, there is a wait step. The wait step requires the client to have the tag AI1.
  • Now that Zapier has updated the client with the tag, it will send the AI response to your lead on the next step.
  • To continue the conversation you’ll need to repeat all of the above steps and use a new zap with a new webhook, you’ll have to copy the conversation so Open AI can understand what it has previously sent (it doesn’t have a memory). This is all explained 1000x better in the video – so hard to write this in the written word lol.

Round Robin Lead Router

What Problem This Solves: If you use one marketing campaign to deliver leads to many clients you can avoid paying for additional software by just using High Level.


How it Works: 

  • Set up 1 master Highlevel sub account which you import all of your leads to 
  • Assign each client as a user (don’t add their email address or contact details)
  • If you route leads based on conditions use the condition step to route by condition
  • If you route leads by number skip the condition step and move on to the assign user step
  • Once your leads are assigned by user, use the condition step to separate the leads by each user
  • After this step use a webhook to transfer your leads out of your main GHL account to their GHL account or their own CRM

Update Age of Lead in Pipeline

What Problem This Solves: It’s difficult to determine how long a lead has been present in a pipeline. By updating the age of the lead you can have a visual representation of the age of your leads. This also grants you new additional features (such as note timestamps – where you can timestamp specific actions e.g. how long it took to make a sale).


How it Works:

  • Create a custom number field 
  • Add your lead to a workflow which waits one day
  • Then use the math function to add the number 1 to your custom field 
  • Then update the opportunity with the number custom field + days 
  • Then use the Go To function to bring the lead back to the wait step

Note Timestamps

What Problem This Solves: Get key information when a lead does a specific action. This is useful for gaining more insight into your campaigns & automations. It’s also useful info for sales presentations e.g. “On average it takes our clients 6 days to turn a lead into a sale, you can expect an ROI within the first week of working with us”


How It Works:

  • When a lead reaches a specific step in the pipeline use the pipeline trigger function to begin the workflow.
  • Then use the update note action & add the lead age custom field to the note, detailing the specific action which has taken place.

Dual Pipelines - Improves Your Clients Lead Focus For More Sales

What Problem This Solves: Clear the clutter of your pipelines & focus your clients time on leads most likely to convert. This dual pipeline mirrors how large organisations Fortune 500 / FTSE 100 companies operate. They use the setter/closer model & this pipeline mirrors this. You have a pipeline for sales activity to get a lead to respond. You have a separate pipeline for follow ups/closing.


How it Works:

  • You have a new lead pipeline with 5 days of activity. If the lead doesn’t respond they’re updated as a lukewarm lead, then they’re auto updated as a cold lead.
  • If a lead responds then they’re moved to the hot lead pipeline
  • With the lukewarm & cold lead step you’re supposed to create email campaigns off the back of these steps, and instruct your clients to periodically call through these leads every once and a while 
  • With the Hot lead pipeline you have a number of sales activity steps here. One of these steps includes appointments.
  • With the appointment step, the software will update the contacts name to show the date & time they’ve booked an appointment to avoid leaving the pipeline to find this information 
  • If a contact misses their appointment, it updates their notes, sends & SMS & moves them back to the new lead pipeline (and updates the appointment status to no-show)
  • There are a bunch of other features in the hot lead pipeline such as: auto send contracts/invoices, auto update when contracts/invoices have been completed. Auto tag opportunity as won. Create a note timestamp when a sale has been registered.

Micro Manager Automations

What Problem This Solves: When clients have issues with closing leads, you typically find out when it’s too late. The micromanager automations correct their behaviour & alerts you straight away. This covers you because you’ve done everything in your power to inform your clients how to work your leads. This also highlights when clients or their staff are lazy.


How It Works:

  • If a lead isn’t called within the first 24 hrs an automation is triggered to send the manager/client an email alerting them to this fact 
  • If a lead isn’t called a specific number of times of a set period of time, your client/manager is sent an email alerting them to this 
  • If a task is set and isn’t completed then you can send a reminder. After 48 hrs your client/manager will receive an email alerting them to this

Auto Send E-Sign Docs/Contracts - And Chase Leads to Complete Docs

What Problem This Solves: We call this the one call close. Typically when paperwork is sent over to a lead it can take days for this paperwork to be produced & sent. Instead, you can send this to your leads whilst you’re on the phone with them, confirm they have received it, and walk them through it, so if they have any concerns or objections you can handle it whilst on the phone.


How it Works:

  • It uses the GHL trigger pipeline status changed. Zapier then kicks in and makes Pandadocs send over Paperwork. GHL will then send them an SMS informing them to check their emails.
  • Lastly, this trigger requires you to create a unique client reference number & to import their details into a google sheet (this is important for updating your pipeline when the contract/invoice has been completed.
  • On completion of the document, Pandadocs will set a new lookup spreadsheet row inside zapier. This will look for the client reference number, and then it will extract your lead’s email using this lookup function (explained better in the video)
  • By using this email, we can now move the lead to the docs received/won status inside of GHL
  • Additionally, if the invoice/contract isn’t completed GHL will auto chase & remind leads to complete their documentation & remind users to chase their leads.

Enhanced GHL Stats With Google Data Studio

What Problem This Solves: Create your own custom Dashboard inside of Google Data Studios where you can track any stat you want e.g. number of calls, number of sales, number of tasks, number of outstanding tasks etc


How it Works:

  • It uses a trigger e.g. Call status outgoing to send a webhook to zapier. Inside Zapier you would then update a spreadsheet with the date & add the number. This will repeat every time this action takes place (be warned this can be expensive with zapier, is cheaper & GHL will soon have their own G-sheet integration)
  • Once the spreadsheet has data, you can use google data studio to showcase this data & track specific stats & be able to drill down by date too.

All Files

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Google Data Studio

Google Data Studio - Google Sheet Template

E-Sign Google Sheet Template

Zapier Open AI SMS Zap 1

Zapier Open AI - Sales Support/Qualify Leads

Zapier Send E-Sign Zap

Zapier - E-Sign Recieved Update GHL

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