EPISODE · Apr 9, 2026 · 8 MIN
How to Set Up an Automation on GoHighLevel - The Step-by-Step Method to Automate Your Sales Workflow and Boost Revenue
from No Broke Months For Salespeople · host GHL, No Broke Months, Dan Rochon
What you’ll learn in this episode: ● How to create a workflow from scratch in HighLevel ● Tagging contacts to segment and nurture leads automatically ● Assigning team members to leads for immediate follow-up ● Crafting personalized emails and SMS that engage your prospects ● The critical step of testing and publishing workflows to avoid mistakes ● How automation can help you maintain consistent and predictable income 👉 Don’t miss out! Sign up here:https://link.cpi-crm.com/widget/form/bJZ4NbRp6ZpSVgGoNb4j?notrack=true Watch the Video Tutorial Here: https://youtu.be/c_7lP7npqrU To find out more about Dan Rochon and the CPI Community, you can check these links:GET THE BOOK! Teach to Sell : Teach to Sell: Why Top Performers Never Sell – And What They Do InsteadWebsite: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook Page: https://www.facebook.com/NoBrokeMonths/Facebook: Dan RochonLinkedIn: Dan Rochon
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What this episode covers
Stop wasting time on manual follow-ups and unorganized leads. In this episode, Dan Rochon teaches you how to set up automated workflows using HighLevel, including form submissions, contact tagging, assigning users, and sending personalized emails and SMS messages. You’ll learn practical steps to make your sales process predictable, efficient, and revenue-driven.
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How to Set Up an Automation on GoHighLevel - The Step-by-Step Method to Automate Your Sales Workflow and Boost Revenue
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