Automation & AI Course 01

GoHighLevel Mastery

A practical course on GoHighLevel, the all-in-one CRM and marketing platform used by agencies and service businesses. You will learn to set up accounts, build funnels, manage pipelines and automate follow-up, with hands-on practice inside the platform throughout.

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  • CRM
  • Funnels
  • Pipelines
  • Workflows

Course Introduction

Learn CRM management, funnels, pipelines, workflow automation, appointment systems, and client account management.

What you will learn

  • Navigate GoHighLevel and configure a sub-account
  • Organise contacts, tags and custom fields for clean CRM data
  • Build funnels and landing pages that capture leads
  • Design pipelines that track opportunities from lead to sale
  • Automate follow-up with workflows, email and SMS
  • Set up calendars, booking and reminders
  • Manage client accounts and hand over working systems

Curriculum

Module by module.

7 modules

Course outlines show the topics covered. Schedules, fees and the training format are shared when you enquire.

  1. Module 01 Platform Foundations and Account Setup

    Main topics

    • Agency and sub-account structure
    • Navigation, settings and business profile
    • Users, roles and permissions
    • Overview of integrations

    Practical exercise

    Set up and configure a practice sub-account for a sample business.

    Learning outcome

    Find your way around GoHighLevel confidently and prepare an account for use.

    Skills developed

    • Platform navigation
    • Account configuration
  2. Module 02 CRM and Contact Management

    Main topics

    • Contacts, tags and custom fields
    • Smart lists and segmentation
    • Importing and cleaning contact data
    • The conversations inbox

    Practical exercise

    Import a sample contact list and segment it with tags and smart lists.

    Learning outcome

    Keep contact data organised so every lead can be found and followed up.

    Skills developed

    • CRM data organisation
    • Segmentation
  3. Module 03 Funnels and Landing Pages

    Main topics

    • Funnel structure and steps
    • The page builder
    • Forms and surveys
    • Connecting forms to the CRM

    Practical exercise

    Build a two-step lead capture funnel connected to the CRM.

    Learning outcome

    Create funnels that capture leads directly into the CRM.

    Skills developed

    • Funnel building
    • Form design
  4. Module 04 Pipelines and Opportunities

    Main topics

    • Designing pipeline stages
    • Creating and moving opportunities
    • Assigning ownership
    • Reading pipeline reports

    Practical exercise

    Design a sales pipeline for a sample service business.

    Learning outcome

    Track every opportunity from first contact to closed deal.

    Skills developed

    • Pipeline design
    • Opportunity tracking
  5. Module 05 Workflow Automation

    Main topics

    • Triggers, actions and conditions
    • Email and SMS follow-up sequences
    • Internal notifications and tasks
    • Testing and troubleshooting workflows

    Practical exercise

    Automate a new-lead follow-up sequence from end to end.

    Learning outcome

    Build automations that follow up with leads without manual effort.

    Skills developed

    • Workflow design
    • Automation logic
  6. Module 06 Calendars and Appointment Systems

    Main topics

    • Calendar types and availability
    • Booking widgets and forms
    • Confirmations and reminders
    • No-show and rescheduling follow-up

    Practical exercise

    Set up a booking calendar with automated confirmations and reminders.

    Learning outcome

    Run appointment booking that confirms and reminds automatically.

    Skills developed

    • Appointment automation
    • Calendar setup
  7. Module 07 Client Account Management

    Main topics

    • Snapshots and reusable builds
    • Onboarding a client account
    • Access and permissions for clients
    • Documentation and handover

    Practical exercise

    Package your practice build as a snapshot and document it for a client.

    Learning outcome

    Deliver and manage GoHighLevel accounts for clients professionally.

    Skills developed

    • Client management
    • Documentation

Practical Exercises

What you will practise

  1. 01Configure a complete sub-account for a sample business
  2. 02Build a lead capture funnel connected to the CRM
  3. 03Automate follow-up and appointment reminders
  4. 04Document and hand over a finished build

Skills

Skills you can develop

  • CRM Management
  • Funnel Building
  • Pipeline Design
  • Workflow Automation
  • Appointment Systems
  • Client Account Management

Who It Is For

Who should take this course

  • Aspiring GoHighLevel specialists and virtual assistants
  • Freelancers who want to offer CRM services
  • Agency team members managing client accounts
  • Business owners who want to run their own CRM

Prerequisites

  • Basic computer and internet skills
  • An interest in marketing or sales systems is helpful

Training Details

Format, schedule and enrolment

Duration, schedule, fees and the training format are shared when you enquire, so you always receive current information.

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Questions

Frequently asked questions

What will I be able to do after this course?

You will be able to set up a GoHighLevel account, organise contacts, build funnels and pipelines, automate follow-up and booking, and prepare a build for a client.

Does the course cover working with clients?

Yes. The final module covers client account management, including snapshots, onboarding, permissions and documentation.

How long is the course and how is it delivered?

Duration, schedule and training format are confirmed when you enquire, so you always receive current information. Send us a message and the MentorFold team will share the details.

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Interested in GoHighLevel Mastery?

Send us a message and the MentorFold team will share the schedule, fees and format for this course.

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