HighLevel CRM hands-on videos

System overview / 17 min 31 sec

Automation, membership and marketing in GoHighLevel

Walk through my approach to organizing GHL workflows, connecting LearnDash through WP Fusion, and linking lead capture with follow-up. I also discuss the marketing, course and integration work we can scope together.

• Workflow organization and member onboarding
• WordPress, LearnDash and community connections
• Lead-source forms and follow-up planning

For new builds, member onboarding uses secure invitations or password-reset links, not passwords sent by email.

Membership integration / 13 min 23 sec

GoHighLevel membership automation with WordPress

Follow a membership setup connecting GoHighLevel payments and CRM with WordPress, LearnDash and WP Fusion. I explain course-group access, onboarding, cancellations, community access and the logs used to investigate integration issues.

• Purchase, renewal and cancellation workflows
• LearnDash group access through WP Fusion
• Tags, reporting and integration checks

This recording includes an older onboarding approach. New projects use secure invitation or password-reset links. The discovery call offered here is 15 minutes.

Website build / 1 min 56 sec

Recreating WordPress websites inside GoHighLevel

See how I recreate an existing WordPress website in GoHighLevel, including the homepage, offer pages and an opt-in form, using page settings and custom styling.

• Page layouts and custom styling
• Offer pages and lead-capture forms
• Video placement within a GHL page

Pipelines and opportunities / 2 min 26 sec

Connecting membership stages to opportunity automation

I explain a GoHighLevel pipeline organized around trial, paid, cancelled and unpaid membership states, with workflow-driven stage changes and a manual correction path.

• Membership stages and opportunity routing
• Payment and cancellation events
• Manual corrections when records need attention

A black overlay in this recording obscures the account view. The accompanying narration explains the pipeline approach.

Products and checkout / 4 min 48 sec

GoHighLevel products, payment links and checkout options

I discuss recurring products, payment choices, simple payment links and a funnel-based order form. The walkthrough explains how the checkout approach changes when an offer needs more configuration.

• Recurring products and payment choices
• Simple links versus funnel order forms
• Checkout configuration matched to the offer

Some recorded screens are obscured. Payment options depend on the current account, gateway and agreed setup; examples are not service prices.

Purchase-to-access automation / 5 min 17 sec

High-ticket product onboarding and access workflows

Follow my explanation of purchase-triggered team notifications, tags, LearnDash access, community membership and welcome emails. I also cover application-form handoffs and access exceptions.

• Purchase notifications and team handoffs
• Course, community and complimentary access
• Welcome sequences and application follow-up

Some recorded screens are obscured. Purchase, failed-payment, cancellation and access rules are confirmed for each project.

Planning and handoff / 5 min 57 sec

Planning and documenting automation workflows

See how I explain workflow stages, branching logic, flowcharts, tag definitions, SOPs and email-template review. This recording uses a Keap example to demonstrate a planning and handoff method we can also scope for GoHighLevel.

• Workflow stages, decisions and flowcharts
• Tag definitions and operational SOPs
• Email review, version history and handoff notes

Some recorded screens are obscured. This is a cross-CRM planning example, not a GoHighLevel implementation demo. Documentation and hosting requirements are agreed in the proposal.