Sales and marketing HighLevel

Workflow explanation

1. Capture a lead from any entry point (form, chat, landing page, ad, referral).
2. Normalize the data: create/update the contact, set required fields, and apply consistent tags (source, offer, interest).
3. Start a short nurture sequence that builds trust and drives one primary action: book a call.
4. Branch logic:
   • If a booking is created, create an opportunity and move the lead into your pipeline.
   • If no booking happens, keep nurturing and check for intent signals (clicks, replies).
5. After the call, branch again based on outcome:
   • Closed-won: move the opportunity to Won and hand off to onboarding.
   • Not ready: move the opportunity to a Nurture stage and shift to long-term follow-up.
6. Long-term nurture is lightweight and consistent (for example, monthly value + a periodic call-to-action) so leads do not go cold.