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
- Someone opts in for a lead magnet. Immediately deliver the asset and set expectations for what comes next.
- Apply tags for the lead magnet/topic so segmentation is automatic (and reporting stays clean).
- Run a short, email-first nurture sequence that teaches and earns trust.
- 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.
- For non-bookers, reuse the same CTA with objection-handling follow-ups instead of random extra emails.
Want this tailored to your exact pipeline, tags, and integrations? Send project details.
