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⚙️ GHL LEAD GENERATION SYSTEM OVERVIEW 🧭 1. CRM & PIPELINE STRUCTURE Essentials Dedicated Pipelines for Inbound, Outbound, Nurture, and Conversions. Custom Stages (New Lead → Contacted → Qualified → Hot → Converted). Auto-assign owners or teams by campaign or source. Use lead scoring for engagement-based priority. Daily dashboard view for pipeline health and conversion speed. Funnels & Forms: multi-step, conditional logic, hidden UTM fields. Chat Widget: website live chat with AI auto-responder (“instant lead assist”). Call Tracking Numbers tied to each campaign. Calendar Booking Link for direct scheduling (no external app needed). Auto-confirmations + reminders via email/SMS. 2-Way Inbox for all inbound communication (calls, messages, socials). Pixel tracking (Meta, Google, LinkedIn). Email + SMS cadences built in GHL (personalised with merge fields). Smart Lists for audience segmentation. Outbound automations: Open → call trigger No reply → SMS reminder Click → move to “Hot Lead” pipeline Add manual LinkedIn step reminders. 📅 4. CALENDAR & APPOINTMENT MANAGEMENT Built-in Tools Use GHL’s native calendar for all bookings. Calendar Types: Round Robin / Collective / Group. Integrations: Google & Outlook sync, Zoom / Meet links auto-generated. Automated: reminders, confirmations, and reschedule links. 🧩 AI Assist: AI can detect no-shows → trigger n8n to send re-engagement messages like “Sorry we missed you — want to reschedule?” 🌐 5. SOCIAL ACCOUNT CONNECTIONS Integrations Facebook & Instagram: DMs, comments, Lead Ads sync. Google: Gmail, Calendar, My Business reviews & messages. LinkedIn: via Zapier/n8n (form sync & reminders). TikTok, X, Meta Ads: pixels + audience syncing. WhatsApp: via Twilio or LeadConnector integration. --- 📤 6. DATA UPLOAD & MANAGEMENT Steps Upload CSV (cleaned and validated). Map columns → GHL fields (First Name, Email, Phone, Source, Tags). Add tags for campaign tracking. Assign to workflows post-upload (welcome, nurture, or outbound). --- 🧠 7. AUTOMATIONS & WORKFLOWS Inbound New lead → auto-SMS + assign agent. Missed call → “Sorry we missed you” message. Meeting booked → follow-up with FAQ or prep guide. Meeting attended → thank-you + review request. Outbound Cold email → wait 2 days → SMS reminder. Opened email → auto-create call task. Clicked → add to retargeting audience. Unresponsive after 10 days → re-add to nurture. ✍️ 8. CONTENT DELIVERY & AUTOMATED NURTURE Core Setup Email newsletters or thought-leadership series. Video or blog drip sequences linked to funnel offers. Social post scheduling directly from GHL. 30/60/90-day reactivation for inactive contacts. Retargeting audiences synced with Meta/Google Ads. 📊 9. REPORTING & ANALYTICS Dashboards to build Leads by Source / Campaign Conversion by Agent Lead Response Time Pipeline Value & Velocity ROI per Channel Email + Call Engagement Metrics