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Automate lead to client

WEEK 3 / DAY 3 / LESSON 18

Project: The Monthly Aging Report

3 min learning time

Opening your classroom…

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YOUR LEARNING PATH

Automate lead to client

0 / 89 lessons complete

Day 1 · Day 1

Reading: The Interface The GoHighLevel Interface Exercise: Set Up & Explore Your Sub-Account Contacts & Custom Fields Reading: Contacts Exercise: Add Contacts & Custom Fields Pipelines Reading: Pipelines Exercise: Build Your First Pipeline Forms Reading: Forms Exercise: Build a Lead-Capture Form Your Website Reading: Your Website Exercise: Build Your Lead-Gen Website Three Workflows That Run Your Business Reading: Automations Exercise: Build Three Automations Nurturing and Routing Exercise: Design Your Own Nurturing Automation Recipe 1: Appointment Reminders Recipe 2: Automatic Invoice Recipe 3: Speed to Lead Reading: One Shape, Many Recipes Exercise: Wire Your Own System

Day 2 · Day 2

Reading: First Scenario Your First Scenario Exercise: Build Your First Scenario Exercise: Prepare Your Data Leads In Reading: Leads In Exercise: From Google Form to GHL Contact Signals Out Reading: Signals Out Exercise: Build the Hot-Lead Fan-Out The AI Round Trip Reading: The AI Round Trip Exercise: Build the AI Round Trip Tools for Your AI Exercise: Build a Save-a-Lead Tool Your AI Can Call Exercise: Build the Intent Triage Desk Exercise: Your Own Automation Send Your Raven

Day 3 · Day 3

Reading: Inside n8n Inside n8n Exercise: Take the n8n Tour Exercise: Build Your First Workflow Exercise: Generate a Workflow with n8n's AI Builder Build n8n with Claude Code Reading: n8n with Claude Code Exercise: Connect Claude Code to Your n8n Exercise: Build a Lead Desk with Claude Code Exercise: Rebuild Your Outside-Leads System in n8n What Is a Serverless Function Build a Trigger.dev Task with Claude Code Reading: Serverless, and How to Build It With Claude Code Exercise: Set Up Trigger.dev Exercise: Build the Invoice PDF Tool with Claude Code Exercise: Wire Your Tool to an n8n Automation Project: The Invoice Engine Project: The Monthly Aging Report Send Your Raven

Day 4 · Day 4

Reading: What Is a Funnel What Is a Funnel Exercise: Take Apart a Real Funnel Inside ClickFunnels Reading: Inside ClickFunnels Exercise: Set Up ClickFunnels & Build Your First Page Lead-Capture Funnel & Nurture Reading: Lead-Capture Funnel & Nurture Exercise: Build Your Lead-Capture Funnel & Nurture Sales Funnel & Smart Checkout Reading: Sales Funnel & Smart Checkout Exercise: Build Your Sales Funnel & Take a Test-Mode Order Facebook Ads Reading: Facebook Ads Exercise: Set Up & Explore Your Facebook Ads Account Exercise: Build Your Ad as a Draft Exercise: Build Your Own Funnel System Send Your Raven

Day 5 · Day 5

Pick Your Business & Plan Your System The Mission Part 1: Build & Populate Your Pipeline Part 2: Build Your Landing Page Part 3: Build Your Carousel & Facebook Ad Part 4: Build Your Pretty Emails Part 5: Design Your Automations Record Your Client Presentation Submit Your Capstone

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