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Case 09 · GoHighLevel

Training & Onboarding Automation

Weekly live trainings ran on manual emails, with missed sessions and users stalling before first login. A full journey automation made the trainings run themselves end to end.

GoHighLevelZoomVimeo
100%
weekly trainings automated
Zero
manual admin
Auto
no-show recovery
Anonymized dashboard illustration for Training & Onboarding Automation

The problem

Weekly live trainings ran on hand-sent emails. Sessions were missed, no-shows went unrecovered, and new users stalled before they ever logged in for the first time.

The approach

  • Built a full journey — registration → confirmation → Zoom-integrated reminders — so each session ran itself from signup to seat
  • Automated tutorial-video delivery through Vimeo, drip-sequenced so new users onboarded in order instead of stalling
  • Added no-show recovery flows that re-booked missed sessions automatically instead of losing the attendee
  • Segmented new vs. returning users so each got the right message and no one saw a first-timer email twice

The results

  • Weekly trainings fully automated end to end
  • Manual admin eliminated
  • No-show recovery handled automatically

Weekly live trainings ran on manual emails, with missed sessions and users stalling before first login. A full journey automation made the trainings run themselves end to end.

Coach running weekly live trainings

Built with

GoHighLevelZoomVimeo

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