The masterclass handout

The GHL Second Brain.

The whole system on one page: every pipeline stage, what fires when somebody enters it, and the exact place in GoHighLevel that thing lives. This is a working map, not a summary. Keep it open beside your account and you can build straight off it, stage by stage.

How to read it

Five layers, stacked. The pipeline is the floor and nothing above it works without it. Read down, build up.

L1

The pipeline and its stages

Seven stages. Every lead is in exactly one

A stage is a place a person can be, not a label for how you feel about them. If you cannot say what fires when somebody lands in a stage, it is not a stage yet.

New→Routed→Primed→Engaged→Booked→Client→Dormant
StageEntered whenWhat firesExits to
1. NewContact created from any sourceSource tag applied, contact record built, acknowledgement SMS inside ten minutes.Routed, on reply
2. RoutedThe routing question is answeredAnswer tag applied, one of four destinations picked, the matching run starts.Primed
3. PrimedRouting run beginsThe four-message DM framework. Message three gives something unconditionally.Engaged or Dormant
4. EngagedAny human replyAll automation halts. The conversation is handed to a person, not a workflow.Booked or back to Primed
5. BookedCall appears on the calendarConfirmation, reminder at 24h, reminder at 1h, pre-call video. Every sequence exits.Client, or no-show branch
6. ClientPayment clearsOnboarding run: pre-session videos, intake form, first check-in scheduled.Stays, with CSM layer on
7. DormantEight touches, no replyLong nurture only. One touch a fortnight, no asks, no countdowns.Back to New, on any reply
The one rule for this table

A person moves stage because something happened, never because you decided they felt warmer. Every row above has an event in the second column. If you add a stage and cannot fill that column, the stage is a feeling and it will rot.

L2

Inquiry routing

One question does the sorting, not you

Everything arriving from any source hits the same question, and the answer decides the route. Four answers, four destinations. You build the table once and stop making the decision.

AnswerTagRouteFirst message out
Just starting outstage-foundationLong nurtureThe free resource. No call ask for at least a fortnight.
Have clients, no systemstage-chaosShort primingThe pain-point SMS, then the pre-call video.
System exists, it leaksstage-operatorStraight to bookingBooking link in the first reply. No warm-up needed.
Silent 48 hoursno-reply-48Re-ask onceSame question, shorter. Then the run exits for good.

Sources feeding this: Instagram comments and DMs, the bio link, the application form, inbound SMS, and the masterclass registration itself. All five land on the same question, which is why one table can route the lot.

L3

The client success surface

What runs after the money, which is where retention is won

Most builds stop at the sale. The stages below are the ones that decide whether somebody is still a client in month three, and they are the cheapest part of the whole system to automate.

Day 0Onboarding fires on paymentIntake form, the pre-session video series, and the first session booked before they close the tab. Not an email saying welcome, an actual sequence with a form at the end of it.
Day 1 to 7The priming weekThe pre-session videos release on a drip relative to their join date, not a calendar date. The first check-in is already on the calendar before session one happens.
WeeklyThe check-in loopThe automated ask, the form, and the response logged against the contact. This is the loop that eats fifteen hours a week when it is done by hand.
On silenceThe drop-off flagTwo missed check-ins raises a flag to a human. This is deliberately not automated further, because a client going quiet is the one moment that needs a person.
What this layer is not

It is not a bot handling your clients. Every branch above ends by putting information in front of you faster. The flag on two missed check-ins does not send a message, it tells you to.

L4

Auto resolution

The questions that never reach you

A large share of inbound is the same six questions. Each one gets an answer that fires on a keyword and closes itself out. Anything that is not on this list goes to a human immediately rather than being guessed at.

TriggerResolves withCloses itself
Price, cost, how muchThe pricing page link and the one-line answerYes, unless they reply again
Reschedule, move my callThe reschedule link, calendar updated on useYes
Where is my loginAccess link re-sent to the email on fileYes
Cancel, refund, pauseNothing automated. Flagged to a person inside the hourNo, on purpose
Is this for meThe routing question from layer twoNo, it routes
Anything unmatchedStraight to the inbox with the full thread attachedNo
The line, stated plainly

Automate the answer you would give identically every time. The moment the right answer depends on who is asking, it goes to a person. Row four is in this table specifically to say that some things must never auto-resolve.

L5

Auto content and product generation

The top layer, and the one to build last

Once the four layers below it are running, the system knows things worth using: which questions come up most, which objection kills the most deals, which check-in answers repeat. That is a content calendar and a product roadmap, sitting in your CRM already.

Feed one

Questions into content

The six auto-resolution triggers are, in order, the six things your audience most wants explained. Each one is a post, and the volume against each keyword tells you which to make first.

Feed two

Objections into sequence copy

The objection that shows up most in Engaged conversations becomes touch five of the follow-up run. You are not guessing at what to pre-empt, the pipeline already told you.

Feed three

Check-in answers into products

The same problem in twenty check-ins is a product. This is the honest version of market research: it is already logged against contacts, it just needs reading.

Build this last, and not before

This layer needs volume underneath it to say anything true. Run layers one to four for a few weeks first. A content calendar generated from nine contacts is a calendar built on noise.

REF

Where everything lives in GoHighLevel

The map, translated into menu items

Every piece named above, and the place in your account you actually build it. This is the column people ask for after the session, so it is on the handout.

The pieceIn GoHighLevelNotes
The seven stagesOpportunities › PipelinesOne pipeline, seven stages, built before any workflow exists.
Source and answer tagsContacts › TagsKeep the naming flat and lowercase. Tag sprawl is what makes routing unreadable a year later.
The routing questionAutomation › WorkflowsTrigger on inbound reply, condition on the answer, four branches out.
The four-message DM runAutomation › WorkflowsMessage one left as an editable field on purpose.
The eight touch sequenceAutomation › WorkflowsBuild the exit conditions before any of the eight messages.
Booking, reminders, no-showCalendarsThe no-show branch is separate. Without it no-shows leave the pipeline silently.
Auto-resolution keywordsAutomation › TriggersKeyword in, canned reply out. Unmatched goes to the inbox untouched.
Check-in loop and formsSites › Forms with WorkflowsAnswers write back to the contact so layer five can read them later.
Drip and countdownMemberships and WorkflowsRelative to join date, never a fixed calendar date.
Payment on applicationPaymentsIn-account, so the Client stage can trigger on the payment event itself.

Build it in this order

Five steps. Each one is finished before the next starts, and the second one is the one to do tonight if you only do one.

Step 1

The stages

Seven stages in one pipeline. Move three real contacts through them by hand before automating a single move.

Step 2

The routing question

Four answers, four tags, four destinations. Fire it at your own number once before it touches a real conversation.

Step 3

The priming run

Four messages, structure automated, sentences yours. Message three gives something with nothing attached.

Step 4

The eight touches

Exits first, then the messages. Reply, booking, purchase and unsubscribe all end the run.

Step 5

Calendar and client layer

Booking, both reminders, the no-show branch, then the onboarding run that fires on payment.

Later

Layers four and five

Auto-resolution once you can see which six questions repeat. Generation once there is enough volume to read.

The session this came from

This map is the handout. The masterclass walks the same five layers and then builds steps one to five on screen in a real account. Free, 60 to 90 minutes, no live dates.

Read the full session

AR Funnel · GHL Masterclass · The GHL Second Brain system map · Attendee handout

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