No Broke Months For Salespeople - How to Set Up an Automation on GoHighLevel - The Step-by-Step Method to Automate Your Sales Workflow and Boost Revenue

Episode Date: April 9, 2026

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:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook Page: https://www.facebook.com/NoBrokeMonths/Facebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

You're listening to No Broke Months for Salespeople Podcast. In this episode of the No Broke Months for Sales People podcast, Dan Rocheon walks you step by step through high levels automation tools and shows you how to set up powerful workflows that save time and drive more sales. From tagging leads and assigning users to sending automated emails and SMS, this tutorial breaks down the exact system you can use to nurture clients, scale webinars and turn tech headaches into high-level results. Welcome to the No Broke Months for Salespeople podcast, the ultimate destination for salespeople,

business people, and entrepreneur. As you immerse yourself in this show, you'll discover the secrets to unlocking consistent and predictable income. We reveal the new way to persuade human behavior by mastering the art of the teach-to-sell method. Get ready to transform your approach and achieve unparalleled success. My name is Dan Rochon. I'm the host of the No Broke Months podcast, which is a show for real estate agents to help you have No Broke Months. Thanks for joining me.

Enjoy the show. Today, we're going to go ahead and review the high-level automation features and how they help you to generate more revenue for your business. So, you ready to dive in? All right. First, in the dashboard, we're going to head over to Automation. which is going to bring you to this page right here and as you can see I don't have any automation here because it's a new test account So I created this just for this tutorial

So let's go through the basics so in the workflow section You're gonna see all the workflow that you created or that will create and I find it that's helpful to organize things by creating folders So I'm gonna name this folder appointment and my other businesses I do various types of webinars. So, for example, I'll name this folder 10X your sales success webinar. By the way, you should have 10 if you haven't before. But, hey, opportunity to pitch it. All the automation I set up for that webinar is going to be saved here.

And once you create that folder, you can go ahead and start building the workflow. All right. So we go ahead and click on the workflow and you can have a lot of, you know, variety of options and you can import from a campaign. You can nurture leads using GPT history or use. pre-made recipes like the one for Facebook comments. For this example, we're going to go ahead and start from scratch. Now, after clicking through, you're going to be redirected to a page where all the magic

happens. First name the workflow, and we're going to do this form submitted. So this is what's going to happen once someone submits a form on your website. Our trigger is going to be the form submission. But there's many different triggers to choose from. You could do birthday. you can do contact status changes, appointment bookings, and so on, depending on what your businesses need.

So next I'm going to go ahead and type form submitted. And I'm going to add the filter for Form 1. Now since this is just a test, I'm going to use Form 1, but you can customize it based on your needs. So I'm going to go ahead and save that trigger. And the first step is to add a contact tag. Now, since I don't have any tags yet, I'm going to create one. Let's do webinar attendee,

2024. And then after you add the tag, you're going to save the action. The next step is to assign a user. So I'm going to go ahead and sign Bob Jones, Bobby Jones, for this example, and save the action. Now, we're also going to want to go ahead and send on an email when someone submits the form. So the action is going to be labeled welcome email. Of course, you can choose whatever actions that you want to do. I'm going to say this welcome email.

The email is going to address. can be anything that you said and I'm going to use a dummy email for this example so make sure to add a subject line and feel free to have fun with it you can even add an emoji can use the pre-made email templates but since this account is new we're going to start from scratch all right I'm going to pause here and come back with some text all right I got a template from chat gbt so let's format it I'm going to use aerial font at size 16 aerial false your area font size 16 with a line height of two for better readability and you can adjust the colors bullet points and headings however you need it I just want the email to be personalized I'm going to insert

the recipient's first name I'm going to add the custom values and after that you're going to make sure that everything looks spaced out properly and once you're satisfied with the email content go and click on boom save action all right now when someone submits the form here's what's going to happen. They're going to be tied with the webinar 2004. Bob Jones will be assigned to them, and they'll get the welcome email. All right.

Ready to add some link to this? So let's go ahead and add the SMS message. So I also grab this text from ChatGBT, and we're going to customize it with the recipient's first name. We're going to add your business name. High level suggests including a disclaimer for opt-outs, which I recommend as well,

and you can easily add them. So once everything's set up, you can go ahead send a test email, you can send a test SMS, you can see how they're going to appear to the recipient and don't forget, do not, do not, do not, do not forget to publish the workflow and save all your changes. That's a common mistake on people who I consult, they often miss that step there. So that's it. You've created a simple forum submission workflow. There's many other features and automations that you can explore in high level. So be sure to check them all out, check out my videos, and I'm going to walk you through every single step of how to make high level

a tool for you so that you make more money, you have no broke months, and you have consistent and predictable income. God bless you. Well, look at you. Go High Level Pro. Aren't you freaking amazing? You finish a tutorial.

But now what? As a certified Go High Level Administrator, I'm your GPS to navigate you through all the techie stuff and gets you to the good stuff. So, whether you're stuck on a setup or you just want to fine-tune your system to make sure it's running like a dream. I'm here to make it happen.

No more pulling your hair out over Go High Levels features, because I've already done it. Let's turn that stress into success. Click the link below to grab your free consultation, and I'll help you get your Go High Level account working for you. No more headaches, just high-level results. This is Dan Rocheon, host of No Broke Months. Do you want consistent and predictable income with no broke months?

My new book, Teach to Sell, by Top Performers Never Sell, and what they do instead, is being published early 2006 by Simon & Schuster. You can pre-order now at www. www.teach to sellbook.com and unlock over $10,000 of free bonus training. Don't wait, go to www. www.com and grab your copy today. That's teach to sell book.com. Hey there, no broke months listener.

I've got some exciting news. We just passed 375,000 downloads for the No Broke Months podcast, and I cannot have done it without you. I am beyond grateful for every single listener who tunes in daily, takes action, and shares this journey with me. Now, with you and I, let's take it a step further. If this podcast has helped you, imagine what it could do for another salesperson who might be struggling. Share the show with them.

Let them know there's a way to create consistent and predictable income. Because no salesperson should ever have another broke month again. And hey, while you're at it, don't forget to like, subscribe, and leave us a favorable review. Your support helps us reach even more salespeople who need this. Until the next episode, have the best favorite life. Be grateful, make good choices, go help someone, and share the show with a friend. God bless you.