GHL OPERATIONS AUTOMATION
Connected operations workflow
Problem
A multi-step operational process needed its handoffs and updates connected.
Solution
Organized the process into a sequenced workflow with routed tasks and follow-up steps.
Outcome
A repeatable process with clearer handoffs across connected operations.
For
Growing businesses coordinating multi-step service delivery.
- Onboarding form inClient submits form
- Which package?With or without clean-up
- Clear old tagsLeave old workflow
- Tag onboardingMatching package
- Move opportunity"Form submitted" stage
- Team notifiedInternal alert
- Confirmation emailClient knows next steps
The actual build
