Sterling Media House

GHL Quick Guide for Sales Reps

Everything you need, one simple step at a time.

5 parts. Go in order. You cannot break anything.

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Part 1 · Get into GHL

How to log in

GHL is a website. Nothing to install. Use a computer and Chrome.

The first time only

  1. Open your email inbox.
  2. Find the invite from Sterling Media House. Not there? Check Spam.
  3. Click the button inside that email.
  4. Make up a password. Write it down somewhere safe.

Every day after that

  1. Open Chrome.
  2. In the white bar at the top, type app.gohighlevel.com and press Enter.
  3. Type your email in the first box.
  4. Type your password in the second box.
  5. Click Sign in.
  6. Asked for a code? Find it in your email, type it in, click Confirm.
You are in. Your calendar is on the screen.
Forgot your password? Click Forgot password on the sign-in page.

What you are looking at

There is a dark menu running down the left side of the screen. It has many words in it. You only need three of them:

CalendarsShows who you call today.
ContactsShows your list of leads.
OpportunitiesShows how close each lead is to buying.
Ignore every other word in that menu. You cannot break anything by clicking these three.
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Part 2 · The lead's file

Every lead has their own page. Do all your work on that page.

GHL calls this page the Contact Record. In this guide we just call it the lead's file. Here is how to open it:

STEP 1
Click Contacts in the left menu. You see a list of all your leads.
STEP 2
Click one lead's name in that list.
DONE
That lead's page opens. This is the lead's file.

On that one page you can:

Call themWrite notesBook the next call
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Part 3 · Your day

Your day in 5 steps

  1. Log in. Your calendar opens first. It shows who you call today and when.
  2. Check your best leads. Click Opportunities. Leads in the columns on the right are closest to buying. Look at them first.
  3. Open the lead's file. Click the lead's name.
  4. Call and take notes. Dial from the file and type notes while you talk.
  5. Before you close the file, do three things: book the next call, move the lead to the right stage, and add the right tag.
Step 5 matters most. A lead with no next call booked is a lead that gets forgotten.

Calling

Call order:1. Scheduled calls→2. Closest to buying→3. Everyone else
  1. Click Contacts to see your list of leads.
  2. Click the lead's name to open the file.
  3. Click the phone icon at the top of the file to dial.
  4. Leave the file open while you talk. Everything you need is on that one screen.

Adding a new lead

In Contacts, click + Add Contact, fill in the name and phone, and save.

Fixing a lead's details

Click into any field in the file, type the change, and save.

Write a note, then book the next call

1 · Write a note

  1. In the lead's file, click the Notes tab.
  2. Click + Add Note.
  3. Type what happened and click Save.

Start with the result: "Left voicemail," "Call back Thursday," "Wants pricing."

2 · Book the next call

  1. In the lead's file, click the Appointments tab.
  2. Click Schedule Appointment (or + Add).
  3. Pick the date and time and save.

It shows on your calendar by itself. Tomorrow, your calendar tells you who to call.

Always book from inside the lead's file, never from the main calendar. That ties the call to the lead.
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Part 4 · Move and tag leads

Why GHL automation matters to you

Your job: the calls

Your scheduled calls are your process. Every day you:

  • Make the calls on your calendar
  • Write a note on every call
  • Book the next call
  • Move the lead and tag the lead

GHL's job: between calls

  • Emails: sends follow-up emails for you
  • Texts: replies to new leads and texts back missed calls
  • Reminders: reminds leads before a booked call
  • No-shows: follows up when a lead misses a call
You talk. GHL keeps in touch. No lead gets forgotten.
GHL decides what to send by watching 3 things you do: book a call, move the lead, and tag the lead. The next sections show how.

How to move a lead to a new stage

A stage shows how close the lead is to buying. Each stage is a column:

New Lead→Contacted→Appointment Set→Proposal Sent→Nurture→Closed Won / Closed Lost
  1. Click Opportunities in the left menu.
  2. Each lead is a small box, called a card. Find the lead's card.
  3. Click and hold the card, drag it to the new column, and let go.
Done. GHL starts any follow-up set up for that stage.
Not sure which column? Leave it where it is and ask Robert.

How to add a tag to a lead

A tag is a label stuck on the lead's file, like a sticky note. Some tags start emails or texts.

  1. Open the lead's file. (Contacts, then click the name.)
  2. Find Tags on the left side of the file.
  3. Click in the Tags box and start typing the tag's name.
  4. Click the tag when it shows in the list.
Done. The tag now shows on the file.
Only use the tags in the next section. A wrong tag can send the wrong emails or texts. Never make up a new tag.
Added one by mistake? Click the small x on that tag to remove it. Then tell Robert.

Which tag to add after a call

Pick one of these after every call. Type check: in the Tags box and they all show up.

Add this tagWhen this happens on the call
check: good numberYou reached the business. The number is correct.
check: no answerIt rang out or went to voicemail.
check: wrong numberThe number works, but it is not this business.
check: disconnectedThe number is disconnected or not in service.
check: ai answeredA robot or AI receptionist answered. Lower priority.
check: not interestedRight number, but the owner is not interested right now.
check: do not callThey asked not to be called. Also turn on DND. Never call again.

You do this, GHL does that

When you do thisGHL does this for you
Book a call from the lead's filePuts it on your calendar and reminds the lead
Move the lead to a new stageStarts the follow-up set up for that stage
Add a tag to the leadCan start emails or texts set up for that tag
Switch on DND (Do Not Disturb) in the fileStops all messages to that lead
Lead got a message you did not expect? Do not guess. Switch on DND and tell Robert.
Want to see what is running? Open the file and look for Workflows on the left side.
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Part 5 · Cheat sheet

Cheat sheet

Keep this open while you work.

I want to…Do this
See who to call todayCalendars
See who is closest to buyingOpportunities, columns on the right
See all my leadsContacts
Open one leadClick the name
Call a leadPhone icon at the top of the file
Write a noteFile › Notes › + Add Note
Book the next callFile › Appointments › Schedule Appointment
Add a new leadContacts › + Add Contact
Move a lead to a new stageOpportunities, drag the card
Tag a leadFile › Tags (left side) › pick the tag
Stop messages to a leadFile › DND on