Automate Sales to Onboarding Process

A program to automate the sales process from initial contact to onboarding and financial management, using Airtable and GoHighLevel (GHL). The goal is to create a seamless system that minimizes manual effort and ensures no payments are missed.

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Program Modules

💰

Sales Process Automation

Automate the sales process from initial contact to closing the deal using Airtable and GHL. Leverage social proof by showcasing successful deals on Slack.

Update Airtable Status to 'Sale'

Weekly

Upon closing a deal, update the client's status in Airtable (e.g., from 'Upcoming Call' or 'Follow Up' to 'Sale'). This provides a visual cue of progress and reinforces positive action.

simulation

Record Deal Amount in 'One Deals'

Weekly

Enter the deal amount in the 'One Deals' section in Airtable to track new revenue. Reflect on the impact of each deal on overall revenue goals.

reflection

Celebrate Sales Win on Slack!

Weekly

Trigger a Slack notification to celebrate new sales and share details with the team, reinforcing social proof and team motivation.

simulation
🧾

Financial Automation Setup

Automate the setup of payment plans and track recurring payments in Airtable to avoid missed payments. Frame this as 'avoiding lost revenue' to leverage loss aversion.

Add Fulfillment Details in Airtable

Weekly

Input the date the client joined, program details (e.g., Empower Her Sisterhood), and payment plan information into Airtable.

simulation

Set Next Payment Date

Weekly

Specify the next payment date for the client in Airtable to track upcoming payments and amounts due. Reflect on the importance of accurate tracking.

reflection
🤝

Automated Client Onboarding

Automate the client onboarding process using GoHighLevel (GHL) by sending onboarding forms and creating client records upon completion. Show progress with a leaderboard

Trigger GHL Onboarding Automation

Weekly

Press a button in GHL to send an automated text and email to the client with a link to the onboarding form.

simulation

Create Client Record After Form Submission

Weekly

Automatically create a client record with their onboarding information in Airtable upon completion of the form. Reflect on the time saved with automation.

reflection