A coach's funnel and a broker's list, on one agency

Both accounts follow the same idea: capture a lead with a reason to talk, let the contact's own behavior (a quiz score, a reply, a click, a form for a specific listing) decide what happens next, and keep the list clean so the emails keep landing.

• The FREE Life Alignment Check quiz runs in paid-ads and non-paid versions. Two Quiz submitted triggers split on the overall score (0–70 and above 70).
• An opportunity is created, then a condition tags the contact Severe (score < 71) or Mild (> 71) and adds them to the cold nurture.
• The paid-ads funnel sends people to a booking-focused or booking-allowed thank-you page depending on their result.

• A random 50/50 split sends half the list a long first email ("Set the stage") and half a shorter version, so the coach can compare the two.
• The emails tell a story: Set the stage → The turning point → The epiphany → …, each followed by a wait for a reply (3 days, then 7).
• A reply tags the contact Warm_lead, sends a personal follow-up 10 minutes later and finds/updates or creates the opportunity.
• A trigger-link click moves the contact to the warm branch at any point, and a pipeline-stage check stops cold emails to anyone who has already booked.

• Trigger link clicked on the quiz landing page or the clarity-call link starts the workflow.
• It tags the contact, sends the team a "trigger link check-in" notification, and finds the non-paid opportunity: if found it is updated, otherwise one is created at Warm Lead (non-paid).
• A Data verification → compliance workflow (377 enrolled) keeps the list clean: a bounce, unsubscribe or spam complaint turns on email DND, and the contact is deleted if there is no phone number either.

• Booked: the contact is removed from the nurture, the opportunity is updated and tagged Journey: Clarity, and a pre-session reflection PDF and form goes out 33 minutes later.
• After the call: the coach gets an SMS. The workflow waits up to an hour for the offer-accept link click, then alerts the team if there's no click.
• Offer accepted: triggered when the Offer Document is completed in Documents & Contracts, or by a matching email reply. It sends the payment plan, with a reminder after 2 days if the stage hasn't moved.
• Agreement → kickoff → sessions: separate numbered workflows for paid, pre-booked (PB) and friends-and-family (FF) leads, with a reschedule loop for missed kickoffs.

• The list is bulk-enrolled, and two Drip-mode steps release contacts in small batches, so sending volume grows gradually.
• Each contact gets the warm-up email, then GoHighLevel's Email verification action runs. A condition on isEmailValid tags valid and invalid addresses differently.
• A DND – hard bounced workflow (458) blocks bad addresses from every future send.
• Listing blasts are then iterated as versions: Restaurant, café & wine bar v5–v9 and Estate v3–v7.

• Each property has its own form (Italian restaurant & wine bar, Tribeca fine dining, a turnkey designer café, a French bakery, a Tuscan estate and others), 12 in a Listings folder.
• Each form has its own workflow: form submitted → listing tag → internal notification. The agent knows the property straight away, and the tag can be used to re-market similar listings later.
• An internal Listing Portal funnel lets agents submit a new Business / Asset Sale, Office Leasing or Retail Leasing listing from one page.

The big numbers are in list management: the warm-up, the nurture and the hygiene workflows. The sales journey handles a few dozen people at a time, which suits a 1:1 coaching practice. Neither account uses a custom object. A Properties object linking one investor to many listings is the natural next step for the real-estate account, replacing today's per-listing tags.