Automate to Elevate Mastering Client Onboarding With High Level


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Hey there, friends! If you've ever struggled with managing your high ticket clients through a chaotic jumble of software, trust me, I've been there too! But guess what? I found a game-changer that transformed my sales process!

In my latest YouTube video, I'm spilling the beans on how to wrangle your clients with ease using High Level CRM. You won't believe how this powerful tool helped me keep track of my sales pipeline, automate tasks, and make sure no one falls through the cracks.

I'll walk you through setting up a high ticket sales pipeline step-by-step, showing you the magic of automation and how it simplifies your life. Say goodbye to sticky notes and endless confusion!

So, grab your favorite drink, hit that play button, and let's dive into the world of High Level together. Oh, and don't forget to click on the link in the description to get a 30-day free trial of High Level!

See you there!


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*Some of the links in this description may be affiliate links, which means I may receive a small commission at NO ADDITIONAL cost to you if you decide to purchase something. But girl, I don't recommend anything I don't love so no worries about that! ;)


Contents of this video
0:00 - Intro
1:28 - Opportunities / Pipelines
1:55 - How to make it work
4:05 - Create or update an opportunity
5:23 - Follow up
6:44 - Paid
8:23 - Onboarding workflow
11:05 - Send an email


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