Your system is built, configured, and live inside CRM. This session walks you through every part of it so you can run it on your own.
Use ← → or the buttons below to navigate slides
Everything below was configured inside your CRM account and is already live.
Your dedicated GHL workspace, branded with your business name.
2 users configured with roles and permissions ready to go.
A landing page and form that feeds leads directly into your pipeline.
Follow-up sequences that fire the moment a new lead enters the system.
5 custom stages built around your sales process from lead to close.
New lead alert, follow-up sequence, appointment reminder, review request.
All LiveYou'll access everything through CRM — the platform your entire system lives in.
Open your web browser
Go to app.lemonheaddesign.com
Enter your email address
Use the email from your welcome email
Enter your password
You may have already set this during setup
Select your sub-account
If prompted, choose your business name
Bookmark it: Save app.lemonheaddesign.com so you can get there instantly every time.
Your Dashboard
A daily summary of leads, pipeline, and appointments
Left Sidebar Menu
How you navigate every part of the system
Notification Bell
Alerts when new leads arrive or tasks need attention
Forgot your password? Click "Forgot Password" on the login page — do not call us first, try this first!
Also Available On
📱 GHL Mobile App
Get push notifications when leads come in — even when you're away from your desk
The Dashboard is the first thing you see after logging in — your daily summary of everything happening in your business.
How many leads are in your pipeline and where they're at in the process
Every person in your system — leads, customers, and past clients
Every text and email thread in one place. Unread messages show up here
Upcoming scheduled calls and meetings, tied to your booking calendar
Lead sources, conversion rates, and automation performance — check weekly
Every section in this training matches one item in the left sidebar — that's how you navigate everything
The Dashboard updates in real-time. If you see a number spike in Conversations — someone just reached out. Don't leave them waiting!
Contacts are every person in your system. Here's how to add them, find them, and keep their records up to date.
In the left menu, click Contacts
Click the + New Contact button (top right)
Fill in name, phone number, and email
Add a Tag — e.g. "New Lead" or "Hot Lead"
Under Source, choose where they came from
Click Save — they're in the system!
Phone leads: Add them manually right after the call so nothing falls through the cracks.
Click any contact's name to open their record
See their full info — email, phone, tags
Scroll down to see their full conversation history
Click Add Note after every call — write what happened
Change their pipeline stage from this screen
Click the pencil icon to edit their info
Always add a note after a call. Future you will thank you when following up next week.
🔍 Search
Type a name, phone, or email in the search bar at the top of Contacts. Results appear instantly.
🏷️ Tags
Labels like "Hot Lead" or "Customer" let you filter and group contacts. Keep it to 3–4 tags to start simple.
📋 Smart Lists
Saved filters — like "All leads this month." Find them at the top of Contacts. Use for bulk actions.
The Pipeline is your visual board — every lead tracked from first contact to closed deal. Think of it as your daily to-do list.
In the left menu, click Opportunities
You'll see columns — one per stage. Each card = one lead
Drag and drop a card to move it to the next stage
Or open the card → change the Stage dropdown
Click a card to see notes, history, and set tasks
Add a Task from inside the card to set a follow-up reminder
Check it every morning
So nothing slips while you were away
Never leave a lead in "New Lead" past 24 hrs
Move it forward or it gets buried
Add a note every time you talk
You'll forget the details — write them down
Mark deals Won to trigger review requests
This fires your review automation automatically!
If a lead card hasn't moved in a week, it needs your attention. Call, text, or archive it.
These 3 workflows are already live and running. You don't have to do anything — they fire automatically based on what happens in your system.
WHEN: Someone fills out your form
You get an instant SMS + email alert so you know immediately
Alert contains the lead's name and contact info
The lead also gets an auto-reply SMS confirming you'll be in touch
A new contact + pipeline opportunity are created automatically
Your job: respond to the lead within 5 minutes while they're still hot. The system alerts you — you take it from there.
WHEN: Form submitted or new contact added
An automated text fires within 1 minute of a lead coming in
Message uses your business name and confirms you'll follow up
Includes your booking link so leads can self-schedule
Lead is tagged "Contacted" automatically in the CRM
If the lead replies to this text, the automation stops and you take over. Check Conversations!
WHEN: An incoming call goes unanswered
System waits 1 minute (in case they call back immediately)
Caller gets an auto-text: "Sorry we missed you — reply here to connect"
You get a push notification so you can call them back too
Works on your GHL phone number — not your personal cell
This recovers leads who call and hang up. Never lose a caller again even when you're busy.
Don't edit the automations yourself — call us first at 801.797.3492. One wrong change can break the whole flow.
Three things that power everything in your system — here's what they are and how they work together.
A dedicated business number was set up inside your GHL account. This is the number that powers your automations — not your personal cell.
All automated SMS messages send from this number
Missed Call Text Back fires when this number is called
You can call and text from this number using the GHL mobile app
Replies from leads come into your Conversations inbox
Put this number on your website and business cards so all calls route through GHL and get tracked.
A web form was built and can be embedded on your website. When someone submits it, a whole chain of events fires automatically:
New Contact is created in your CRM
Tagged "website form submitted"
New Opportunity created in your pipeline at "New Lead" stage
You're notified via SMS and email instantly
Lead gets an auto-reply SMS with your booking link
To grab your form embed code: Sites → Forms → [your form] → Integrate
Custom Values are variables that your automations pull from. They're pre-filled with your business info — don't change them without calling us.
Business Name
Used in every outgoing text and email
Business Phone
Your GHL number — appears in SMS messages
Booking Link
Your calendar URL — sent in the auto-reply SMS
Owner Name / Email
Signs off on automated messages
Find them at Settings → Custom Values. Only update if your business info changes — call us first.
All your texts and emails in one place — no switching between apps. This is where you reply to leads and customers.
Click Conversations in the left sidebar
You'll see everyone who has texted or emailed
Unread messages are highlighted — tackle these first
Click any thread to read the full conversation
Type your reply at the bottom and hit Send
Use the channel switcher to reply by SMS or email
Download the GHL mobile app — push notifications mean you'll never miss a lead texting you.
The automated sequence stops immediately. You take over from there — don't leave them on read!
Research shows this dramatically increases conversion. The GHL app makes this possible even on the go.
Pre-write your common replies under Settings → Snippets. Saves tons of time on repetitive messages.
If you use the GHL app to call, a record of the call shows in the conversation thread automatically.
Your GHL calendar lets people book directly — and reminders fire automatically. Here's how to manage it.
Click Calendars in the left menu
See all upcoming appointments at a glance
Click any appointment to see who booked it
Reminders go out 24 hours and 1 hour before automatically
Click the contact name to jump to their full record
You can paste your booking link into any Conversation thread to let leads book on their own.
In Calendars, click + New Appointment
Search for the contact (or create a new one)
Choose the date and time
Add notes about what the call is for
Click Save — the reminder automation fires right away
Appointment also appears on their contact record
After a call: log a note on the contact record and move them to the correct pipeline stage.
A simple routine that keeps no lead falling through the cracks. The system handles follow-up — your job is to respond and keep things moving.
Open Conversations — any new replies?
Check your pipeline — anything to move?
Respond to any hot leads immediately
Check Appointments — who do you talk to today?
Reply to texts and emails within 5 minutes
Phone leads? Add them as a Contact right away
Log a note on the lead card after every call
Move leads forward in pipeline as things progress
Review the full pipeline top to bottom
Archive or close leads that went cold
Check Reports → where are leads coming from?
Check automation history — is everything firing?
The system handles the automated follow-up. Your one job is to respond to replies fast and keep the pipeline moving. That's it.
Some features are visible in your GHL account but intentionally disabled. They're not broken — they're reserved for the next tier.
Reputation Management
Review requests & Google review automation
Social Planner
Facebook, Instagram scheduling & posting
Invoicing & Payments
Text-to-pay, invoice creation, order forms
AI / Conversation AI
AI chatbot, voice AI, smart responses
Documents & Contracts
E-signature, proposals, contracts
Nurture Sequences
Multi-step follow-up over days/weeks
When you're ready to grow, upgrading to Tier 2 Pro adds the automation that runs your business on autopilot:
Appointment reminders — 24hr + 1hr before, reduces no-shows
Review request automation — fires after you close a deal
Multi-step nurture sequences — follow up over 7-30 days automatically
Stale lead re-engagement — automatically follow up on cold leads
Reputation management — Google review campaigns
Advanced reporting — custom dashboards and lead scoring
If you see a feature in GHL that doesn't seem to work — it's probably turned off for Lite. Call us before assuming something is broken.
1,500 Contact Limit
Your Tier 1 account holds up to 1,500 contacts. When you're approaching that, it's a natural time to discuss upgrading. Tier 2 Pro has a higher limit.
Reports show you what's working and what isn't. Check these once a week to stay on top of your business health.
Lead Source Report
Shows WHERE your leads are coming from — website, referrals, Facebook, etc. Tells you what marketing is actually working.
Pipeline Overview
How many leads are at each stage. If too many are stuck in "Contacted" — you need to follow up more aggressively.
Conversion Rate
What percentage of leads become customers. This is your key business health metric — watch it grow over time.
Appointment Report
How many appointments were booked, how many were no-shows, and completion rate. Spot patterns in who isn't showing up.
Email Open Rates
In Email Marketing or Workflows, see who opened your emails and who clicked links. Tells you if your messaging is resonating.
Automation History
In Automation → Workflows, click a workflow to see who it ran for and what happened. Verify your sequences are firing correctly.
To access reports: Click Reporting in the left menu. Review once a week — 15 minutes on Friday afternoon is all it takes.
Here's how to get help, what to do when stuck, and what comes next.
Ready for more automations, funnels, and campaigns? Ask about Tier 2 Pro.
Ask About Tier 2Built by
Lemon Head Design
Call or Text
801.797.3492
Platform
CRM
Package
Tier 1 — Lite