20d • Jay's Automations
🛑 Stop Dragging Leads Manually!
95% of teams think they have a “pipeline”…
…but they’re actually just dragging cards around and guessing what’s happening.
Meanwhile deals are slipping, leads are sitting idle, and the CEO has no real visibility into what’s working and what’s broken.
This is the simple reporting system we use that fixes all of that and it runs automatically.
Inside GoHighLevel, your pipeline should clearly reflect how a lead moves:
Interested → Call Booked → Post-Call Outcome (Hot / Cold / Closed / No-Show / Finished)
Each of these is a stage, and leads move left → right as they progress.
But here’s the key…
👉 your team shouldn’t be manually dragging leads between columns.
The system should do it for you.
Here’s the setup:
1) Build your pipeline structure
In GHL:
Pipelines → Create Pipeline → check “include in reports” → create your stages
(feel free to use mine below)
This gives you a clean visual view of your sales flow.
2) Add the 3 core automations
This is where everything becomes powerful.
#1 - TRIGGER
When a lead books a call → automatically move them from Interested → Call Booked
#2 - Post-call
After the call, they fill out a quick form.
Based on responses, GHL automatically moves the lead to:
- Hot
- Cold
- Closed
- No-show
Now your pipeline reflects reality instantly.
#3 - ABANDONED
If a lead sits in your pipeline for 90+ days → automatically remove or archive it.
3) Reporting takes care of itself
When this is set up correctly, you don’t need spreadsheets.
You open your pipeline and instantly see:
• how many leads are interested
• how many calls are booked
• how many deals are closing
• where leads are getting stuck
Set this up once… and your pipeline becomes a real-time reporting system that your whole team can rely on.
If you want to see exactly how these automations are built (and grab the templates I use)…
Comment “Pipeline” and I’ll share it with you.
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🛑 Stop Dragging Leads Manually!
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