Hey, guys, what's up?
It's Christine Seale, the HighLevel queen, and today we are going to talk about how
to convert your HighLevel pipeline into a sales machine.
So let's get started.
So for those of you guys who don't know, we actually have a free Facebook group
called Marketing Agency Automation Secrets where we give away hundreds of dollars
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OK, the first thing that we're going to do
to turn your pipeline into a sales machine is talk about the sales funnel.
Now, this may seem pretty basic
considering you guys are marketers, but we see this done wrong time and time again.
And we want to make sure that you are set up for success.
OK, so a sales funnel
is a guided path that prospects are going to move through to get to the sales
process and ultimately make you more money.
OK, and there's different steps here.
And you're going to see why I'm showing you this in a second.
OK, so you're going to start with awareness.
Oh, but look at this pipeline stage prospecting, OK.
Oh, and then stage two Discovery pipeline stage.
Oh, there's three pipeline stages here.
Stage two qualifying leads.
Stage three, initial meeting stage
for a defined prospect needs OK sales final stage number three is
evaluation and that maps to stage five make an offer.
Now I'm telling you this because the way
that HighLevel team designed the pipeline and the dashboard reporting was to go
through this process, which means ultimately,
if you set up your pipeline the way that I see a lot of people set up
their pipeline, new lead and then booked appointment and then no
show and then lost the deal, you can see how that does not map
correctly through the stages of the sales pipeline.
OK,
stage four intent is going to have to stage six negotiation.
And finally, proposal five purchase maps to seven,
closing the deal, six loyalty maps to eight deliver the product.
So you're going to want to keep this in mind when you're designing your pipeline.
Now, I'm not saying that you need every single one of these.
OK, I'm not saying that at all.
But make sure that every stage down the line is one stage closer to the sale.
Hopefully that makes sense.
OK, step two is we're going to set up the pipeline correctly.
OK, now I just want to show you one of my pipelines really quickly.
You can see that I'm on the dashboard
and that I had one hundred seventy two people enroll.
That said that they were that raised their
hand to say, I'm interested in your boot camp.
OK, out of that,
fifty seven made a deposit.
OK, now this says 56 joined the wait list.
Now, technically, the wait list should be up here.
OK, but I'm showing this to you guys to show you, number one, I'm not perfect.
And number two, how it messes with your numbers.
OK,
and then look, group to thirty six road map sessions scheduled.
Thirty six. One thirty six.
Does that seem right?
Let's look at this again.
So these numbers,
you're going to be including
what was in
the previous stage here.
OK, so we don't actually know if this 36 was like the same.
Thirty six for all three stages, we were not sure.
OK, so we can go over here to opportunities.
And look.
And you can see that there was 17 that scheduled a session, eight ingroup to.
Twenty on the wait list.
OK, so if we do a little bit of math, 17 plus eight is 25.
OK, so there's twenty five people in these two plus twenty is forty five.
So if we go back here,
our numbers aren't adding up,
but that's because we didn't set up the pipeline correctly.
OK, so what we're going to do is set it up
the right way and I'm gonna show you how to do that right now.
How you set up your pipeline correctly,
go to settings, go to pipelines, create a new pipeline
and you can name it the right one or whatever you want to name it, OK,
something that you know, you're going to know what it is.
All right.
And then here we want similar pipeline stages.
OK, so I'm going to move this over to the side so I can still see it.
And one
one is prospecting.
So I always call that lead in.
You can call it prospecting if you want
to
call.
It could be a demo meeting or it could be defying the prospects needs.
OK, so the most common one I see is Qualcomm, which is a qualification call.
OK, oops.
OK,
then the next one we're going to say we're going to do a demo.
OK, then we're going to say
let's see offer made.
OK, now we can do all kinds of cool things
with these like do different animations or webhook when these cards are removed.
Stage six is negotiation finally proposal.
So proposals sent
and then this is closing the deal.
So I always call that one and that basically just marks it as one.
And then the next one is deliver the product.
Now, I don't usually include that because
I actually make it a completely different pipeline from my paying clients.
And the reason why I didn't do
that in my earlier example was because that was a digital product.
So it's not an ongoing thing.
It's an ongoing thing.
I have a completely separate pipeline for my paying clients, OK?
Now
we've got to set up the right way, OK? We even called it the right one.
Now, step three, as you want to set up
your triggers, go ahead and go to triggers and click on add a trigger.
Now, this is going to be a little tricky because we want to make sure that
we have the right amount of triggers for each pipeline stage.
OK,
now I'm going to show you how to do one and then you can use this same process
over and over again for the other pipeline stages.
So you're going to want to name it
something that matches with your pipeline stage.
So you know what the heck that you did
when it's tomorrow or next week or next month.
OK, so I am going to have one called.
Pipeline.
And actually, I like to number at the beginning because
it makes it easier to find
and I recommend doing folder's too, but I'm not going to get into that here.
OK, so this is going to be when a lead first comes in,
you have a bunch of different ways lead can come in.
But let's just say that they submitted a form to come in.
OK,
so what we're going to do is we're going to add up the opportunity
and we have our pipeline now and that's leadin
now. Super, super important.
OK, here you want your source.
So I'm going to say form and then my lead value.
Guys, this is key right here.
This is key to making sure that your pipeline is set up for a sales machine.
You're going to want to put your lead value in here.
And if you don't like, just use your average customer lifetime value, OK?
If you don't know that, go look that up.
I'm not going to get into that in this video, OK?
And then our status, this is open because they literally just came in the pipeline.
OK, now, if you don't actually want
to count a value until a leader responds positively, leave this blank right now
and make another trigger for when they respond positively to this campaign.
OK, but I'm just going to pretend like you want that they're OK.
Then we're going to save it.
Then you're going to want to turn it on.
OK, now that's our first one.
And.
I'm going to actually reopen this because
I forgot to add a contact tag, I always out of contact.
Hi, guys.
Form eye contact tag on how where they came in.
Like, so this is going to be form.
And then if you're doing like a bilingual campaign or something like that,
you want to make sure that you put the language as a tag, et cetera.
OK, so for this one, I'm just going to do for him, then
I'm going to do another trigger for when a client is marked as one.
I don't remember which pipeline state what number it was.
I was going to say that it was number six.
If it wasn't, change it to the right number.
OK, so here when we move someone in the one pipeline
stage and I'm just going to open it so I can show you again.
OK, so this yeah, it is, it is stage six,
so whenever we move a card over here into one, we want to log that as a victory.
So pipeline stage changed in the pipeline, the right one.
You always want to add filters, pipeline, stage one.
OK, here,
we're going to add up to opportunity
and then we're going to do status one.
OK, you leave the rest of it blank.
Now, if you have a second pipeline for clients like I do, I actually
prefer to move them into the customer pipeline at this point.
Or you can just clone the opportunity and I'll show you how to do that.
So we're also going to add an opportunity
into the customers, into the customers pipeline.
Now, this only has deposit paid.
I'm going to leave that for now.
And in lead value, it's going to be whatever it was,
whatever your average customer lifetime value was.
OK,
and then here, if they're in the customers pipeline, I typically don't mark them as
one just because it's a total pain to try to find them later.
And then you forget that the dropdown is not working correctly.
OK, so
if you're lost now and like I'm I'm talking crazy to you,
it's OK.
Make sure that you like the pipeline
there, because I'm going to show you how to use your pipeline now.
OK, so we set this all up
and this is a different pipeline because I actually have real data here.
But you use these to controlthe filters.
OK, so if you want to sort by date, you do it there.
This I use this all the time.
This is your pipeline dropdown.
So whichever one you choose,
this is the right one that we just made.
OK, now I can see that customers that's a different pipeline bootcamp.
That's a different pipeline.
OK, the other important one here is where it says all.
So this is everyone.
It's going to default to open.
So it's not going to show you people that actually pay you money.
One just going to show you your paying customers
lost, going to show you the people that decided not to go with you and abandoned.
Same kind of deal there.
You can actually.
Now, this is really tricky.
And I don't usually do it this way because
I always mess up and move at the wrong place.
But you can drag them and see where it says one abandoned or lost.
You can drag them, but you run the risk of accidentally moving them over like this
instead of down there like that, even if it's highlighted.
So what I usually do as I just open it
by clicking on the white space like that, and then I'm market
like that and it takes a little bit longer, but that's how I do a cleanup.
So if for some reason my triggers were not using the one
functionality like it is here, then I would
just do a little cleanup on my pipeline just to see the numbers.
And then going forward, this would fix it for everybody, OK?
All right.
So that was step three trigger set up step four.
And this is one of the most important things that you guys can do.
And if you guys don't take anything else away from this except this step,
this is going to this is what's going to make you money.
OK,
follow up with your parcel's.
Now you say, Christine,
what is the partial I learned what parcels were
from Rachel Esli, who's one of our clients and a friend of mine.
She is an amazing person.
If you don't follow her, go do that after this video.
But
basically a partial means someone who put
in their information on step one of your order form and didn't pay you money.
OK, that's what that means.
So I bet you have a ton of these.
If you use Clickfunnels or you use the HighLevel to step order form,
I bet you guys have a ton of partials and you don't even realize it.
OK, now I'm going to show you how.
OK, so first in campaigns,
we have a follow up campaign and this follow up campaign was sent
to every single person who put in their information and did not buy.
All right. Basically, it says.
This hey, first name, it's Christine, so your name,
I noticed you started the process to join our course, but you didn't finish.
Are there any questions I can answer for you?
That's it.
OK, twenty minutes after now, I'm going to show you the trigger.
And simple is usually better, guys. Usually better.
OK, the trigger
is when a two step order form is completed inside of one of your funnels.
And it's an Opt-In submission type, which means that they just opted
in but they didn't actually buy or adding a tag calling them a partial.
OK, we're putting them in a pipeline into Parshall's.
We're removing them from the ActiveCampaign and we're adding
them into the little one text campaign right here.
That's all we're doing, OK?
The reason why we're removing from all
is because we don't want to continue sending them a different message series.
Now, how do I make sure that the people that buy
don't get this message?
Well.
You saw the 20 minutes on the campaign.
So now
I'm going to show you that whenever whenever there's a sale, see this sale?
So you have options, Seale or up sell.
So the first one was in this one's a sale.
OK, so when you have a sale, we're using a different tag.
We're putting them into a different
pipeline stage and we're removing them from all the campaigns.
OK, so we're actually we think that within
20 minutes, if they're going to buy, they would have bought.
If they have questions, they're going to take longer than 20 minutes.
So we're removing them from all the campaign.
So they actually get taken out
of that partial campaign and they get added into the purchase campaign
and then we remove the partial tag to clean it up.
So that is how you turn your
HighLevel pipeline into a Seale scene by setting your pipeline up the right way
and also following up with everyone who raised their hand and said they wanted
to buy your stuff and didn't actually buy your stuff.
I hope that helps.
Don't forget to go check out our free Facebook group in the comments.
I'll see you next time.