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GHL Playbooks · Lead generation and nurture setup
GHL Growth Playbook
Build a complete lead-generation, follow-up, and nurture system designed to improve response times, appointment bookings, and lead conversion.
Estimated build: 2 to 4 weeksSix-phase buildIncludes 2-hour demo and Q&A
Perfect for
- Agencies running paid advertising
- Agencies working purchased leads
- Agencies with slow or inconsistent follow-up
- Agencies that need visibility across the lead journey
What's included
01
Phase 1: Lead source and reporting setup
- Lead source configuration
- Lead tracking setup
- Reporting setup
- Lead source testing
- Reporting accuracy testing
02
Phase 2: System and workflow setup
Available as template-only, or fully configured with testing and review.
- Workflow installation and configuration
- Campaign installation and configuration
- Trigger and action setup
- System testing
- Configuration review
03
Phase 3: Core CRM setup
- CRM structure review
- Pipeline and opportunity setup
- User and system configuration
04
Phase 4: Lead upload
- Lead file review
- Lead data preparation
- Lead upload and import
- Contact field mapping
- Tag and source assignment
05
Phase 5: Campaigns
- Lead nurture campaigns
- Appointment reminder campaigns
- Missed call text back
- No-show follow-up
- Review request campaigns
- Campaign testing
- Trigger and message review
06
Phase 6: Final testing and handoff
- Complete end-to-end system testing
- Lead routing testing
- Workflow and campaign testing
- Pipeline and tagging review
- Reporting verification
- Final system adjustments
- Two-hour client demonstration, walkthrough, and Q&A
What we need from you
- At least one active lead source, such as Facebook advertising campaigns
- Or purchased leads uploaded or received through Ricochet
Outcome
A functioning lead-generation and nurture system that helps your agency respond to leads faster, automate follow-up, increase appointment opportunities, and maintain visibility across the entire lead journey.