GHL Native Pipeline Closer

Stage 2: Contacted (Trigger: Stage Changed)

Workflow trigger: "Opportunity Stage Changed to Contacted"

Actions:

1. Wait 1 hour
2. If/Else: Check if contact replied (use "Contact Replied" condition)
   • YES: Move to "Engaged", tag "replied"
   • NO: Send follow-up SMS + email combo
3. Wait 24 hours
4. If still no reply: trigger Voice AI outbound call
5. Wait 48 hours
6. If still no reply: send breakup message ("Last chance before I close your file")
7. If no reply after breakup: move to "Dead Lead" stage, tag "nurture-drip"

Stage 3: Engaged (Trigger: Contact Replied or Stage Changed)

Workflow trigger: "Contact Replied" + "Opportunity in Engaged stage"

Actions:

1. Send calendar booking link via SMS immediately
2. Wait 30 minutes
3. If no booking: send SMS with urgency ("Only 3 slots left this week")
4. Wait 4 hours
5. If no booking: trigger Voice AI call to book live
6. On booking confirmed (Calendar trigger): move to "Demo Booked"

Stage 4: Demo Booked (Trigger: Appointment Scheduled)

Workflow trigger: "Appointment Status = Confirmed"

Actions:

1. Send confirmation SMS + email with meeting details
2. 24 hours before: send reminder SMS
3. 1 hour before: send final reminder SMS
4. After appointment time:
   • If/Else: "Appointment Status = Showed"
     • YES: move to "Closed Won" or handle manually
     • NO: fire no-show nurture sequence (see sales hacks)

Key Native GHL Tools

Workflows

The automation engine. Every stage transition uses a workflow.

• Triggers: Opportunity Created/Changed, Contact Reply, Appointment events, Tag Applied
• Actions: SMS, Email, Voice AI Call, Wait, If/Else, Move Opportunity, Add/Remove Tag
• See references/ghl_workflow_logic.md for trigger/action patterns

Pipelines & Opportunities

Track every lead's position. One pipeline per offer. Stages map to buyer journey.

• Move opportunities via workflow actions, not manually
• Use "Opportunity Value" to track deal size
• See references/ghl_terminology.md for full glossary

Calendar

Native booking with consent capture.

• Calendar widget captures Voice AI outbound consent
• Embed in SMS/email for frictionless booking
• Configure availability, buffer times, and confirmation workflows

Smart Lists

Filter contacts by tags, stages, activity. Use for:

• "Leads contacted but no reply in 48h"
• "Booked but no-showed"
• Bulk re-enrollment into workflows

Voice AI Agents

Native outbound/inbound call handling.

• Configure per-niche agents with custom prompts
• Outbound requires consent (calendar booking or form submission)
• Calling hours: 10 AM - 6 PM in contact's timezone
• 100 calls/day/location, 1 call/min rate limit

Sales Hack Framework

Proven native GHL tactics for higher conversion. Full implementation details in references/ghl_sales_hacks.md.

Quick Reference

Troubleshooting

Common Issues

Workflow not firing:

• Check trigger conditions match exactly (stage name, pipeline ID)
• Verify contact is enrolled (check contact timeline)
• Check workflow is "Published" not "Draft"
• Check for conflicting workflows that might remove the contact

Opportunity not moving stages:

• Verify "Update Opportunity" action has correct pipeline + stage selected
• Check If/Else conditions are evaluating correctly
• Look for wait steps that haven't resolved yet

Voice AI calls not going out:

• Verify consent exists (calendar booking with checkbox)
• Check calling hours (10 AM - 6 PM contact timezone)
• Check daily limit (100/location/day)
• Verify phone number is assigned to agent
• Check "Update Disclosure" banner is cleared

SMS not delivering:

• Check A2P registration status in Trust Center
• Verify phone number has SMS capability
• Check for opt-out tags on contact

Implementation Checklist

When setting up a new pipeline closer system:

1. Create pipeline with correct stages (New Lead, Contacted, Engaged, Demo Booked, Closed Won, Dead Lead)
2. Create all tags (speed-to-lead-fired, replied, no-show, nurture-drip, hot-lead, breakup-sent)
3. Build Stage 1 workflow (speed-to-lead)
4. Build Stage 2 workflow (multi-channel follow-up)
5. Build Stage 3 workflow (engagement to booking)
6. Build Stage 4 workflow (appointment reminders + no-show nurture)
7. Configure Voice AI agents with niche-specific prompts
8. Set up calendar with consent checkbox enabled
9. Create Smart Lists for monitoring (no-reply 48h, no-shows, hot leads)
10. Test end-to-end with a test contact
11. Verify all disclosure/consent requirements are met
12. Publish all workflows and monitor for 24h