Workflow Mindmap

Email: lead capture to sales HighLevel

A HighLevel email-first funnel from lead magnet delivery to segmentation, booking, and pipeline handoff.

Workflow explanation

  1. Someone opts in for a lead magnet. Immediately deliver the asset and set expectations for what comes next.
  2. Apply tags for the lead magnet/topic so segmentation is automatic (and reporting stays clean).
  3. Run a short, email-first nurture sequence that teaches and earns trust.
  4. Use engagement to branch:
    • High intent: send a clear CTA to book a call or request a quote, then create an opportunity when they book.
    • Low intent: run a smaller re-engagement attempt and then place them into long-term nurture.
  5. For non-bookers, reuse the same CTA with objection-handling follow-ups instead of random extra emails.

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