Coaching snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the Snapshot and Make It Sound Like You

Load the snapshot and put every message in the coach's own voice.

Go to Agency view > Account Snapshots and load the OBMC Coaching snapshot
Open Settings > Business Profile and set business name, phone, and time zone
Go to Settings > Custom Values and fill in owner name, links, and offer values
Set the email from name to the coach's full name in Settings > Email Services
Read through workflow 01 messages in Automation > Workflows and adjust phrases to match the coach's voice

Agency → Snapshots → Load

Lesson 2 of 6

Get every lead from forms, DMs, and calls into a consistent follow-up.

Open Sites > Forms > Builder and edit the lead form with Program Interest, Biggest Challenge, and Timeline to Start
Embed the form on the website and link-in-bio page
Connect Facebook and Instagram in Settings > Integrations so DMs land in Conversations
Open Automation > Workflows > 01 New Lead and confirm the trigger and owner notification
Submit a test lead and confirm the text, email, and new opportunity

Workflow 01 · Speed-to-Lead

Lesson 3 of 6

Fill your calendar with prepared leads who show up.

Go to Calendars > Calendar Settings and open Free Discovery Call
Set availability, 30-45 minute duration, buffers, and a video meeting location
Paste the calendar link into Settings > Custom Values > Booking Link
Open workflow 04 and confirm the prep questions match your call structure
Mark a test call as no-show and confirm workflow 05 sends the reschedule sequence

Calendars

Lesson 4 of 6

Move every lead from call to decision with consistent follow-up.

Open Opportunities > Pipelines > Sales Pipeline and review stages from New Lead / Applicant to Enrolled
Move a test deal to Offer Sent and confirm workflow 07 begins
Set workflow 18 to alert you about offers with no response after 3 days
Move a test deal to Enrolled and confirm workflow 08 sends onboarding steps
Connect Stripe in Payments > Integrations so payment plans trigger workflows 15 and 16

Opportunities → Pipelines

Lesson 5 of 6

Turn graduates into reviews and introductions, and bring past leads back.

Go to Reputation > Settings and connect Google Business Profile, or set Review Link to a testimonial form
Open workflow 11 and set your private alert for 1-3 star feedback
Set the Referral Reward custom value to a bonus you're happy to give
Import past leads and alumni in Contacts > Import and tag them 'reactivation'
Enroll the tagged list in workflow 14 in small daily batches

Reputation

Lesson 6 of 6

Make every live event and program ending produce booked calls.

Open workflow 21 and set the trigger to your webinar or challenge registration form or tag
Add If/Else branches on Event Attendance for live attendees, replay viewers, and no-shows
Add Program End Date to current clients in Contacts and confirm workflow 19 fires 2-4 weeks before it
Schedule workflow 20 for late December and mid-August planning seasons
After each event, compare registrants, calls booked, and enrollments in Opportunities and Reporting

Automation → Workflows

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.