HighLevel Configuration
Onboarding Circuit
in HighLevel
"You Sell. We Deliver." — Pipeline, tags, triggers & automations for the seller onboarding workflow.
Pipeline
Automations
HighLevel
"You Sell. We Deliver." — Pipeline, tags, triggers & automations for the seller onboarding workflow.
| # | Stage | What It Means | Who Moves the Card |
|---|---|---|---|
| 1 | Lead Loaded | Pablo uploaded the contact to HighLevel with their 3 tags (Stage/Profile/Priority) | Pablo |
| 2 | Contacted | CSR sent the access link and explained the process | Sasha / Rosannah |
| 3 | Account Created | The seller completed the registration form at goozone.com | Automatic (platform webhook, if Wappsi allows it) or manual by CSR |
| 4 | Verified | Pablo/Sydney approved the account | Pablo / Sydney |
| 5 | Payout & Package Set | CSR helped configure withdrawal method and choose plan (Starter/Basic/Pro) | Assigned CSR |
| 6 | First Product Published | The seller uploaded at least 1 product | Automatic if webhook available; otherwise CSR marks it |
| 7 | Registration Complete (Active) | Sydney and/or Pablo reviewed everything and confirm the seller is ready | Sydney / Pablo — triggers the final welcome automation |
This pipeline replaces the need to ask "where is so-and-so?" — you can see it at a glance on the HighLevel board.
| Field | Values | Purpose |
|---|---|---|
| Stage | Auto-syncs with pipeline stage | Filter views and reports |
| Profile | DM Merchant / Brick-and-Mortar / Side-Hustle | Segment communication tone and future campaigns |
| Priority | High / Medium / Low | Order who CSR contacts first |
| Registration-Complete (trigger tag, not status) | Applied manually by Sydney or Pablo | Triggers the "you're active" workflow — see section 3 |
| Source | TIC Event / Referral / Organic / Ads | Track where each seller comes from — useful for channel reporting |
| # | Trigger | Action |
|---|---|---|
| 1 | Contact loaded with Stage = "Lead Loaded" | Added to Email Drip campaign (Email 1 does not fire yet — see Email Drip doc, it's event-triggered, not on load) |
| 2 | CSR moves card to "Contacted" | Auto-task to CSR: "Follow up in 48h if no account created" |
| 3 | Seller completes registration (Stage → "Account Created") | Triggers Email 1 — Welcome + internal notification to Pablo/Sydney to verify |
| 4 | 24h after "Account Created" without moving to "Verified" | Triggers Email 2 — Verify your account (reminder) |
| 5 | Stage → "Verified" | Triggers Email 3 — Set up your payout & plan |
| 6 | Stage → "First Product Published" | Triggers Email 6 — Your store is live |
| 7 | Tag Registration-Complete applied by Sydney/Pablo | Triggers Email 5 — Registration complete! + moves pipeline to "Registration Complete" + notifies Kriston (for reporting) |
| 8 | 5 days after "Account Created" (independent of other progress) | Triggers Email 4 — What to expect (informational, does not depend on advancement) |
| 9 | 10–12 days after "Account Created" | Triggers Email 7 — Meet your support team |
| 10 | 10 days after "Registration Complete" | Triggers Email 8 — Getting to know your dashboard (Newsletter 1) |
| 11 | 20 days after "Registration Complete" | Triggers Email 9 — Selling smart: tips & tools (Newsletter 2) |
| 12 | 18 days after "Registration Complete" | Triggers Email 10 — Digital logistics 101 |
See the Email Drip document for the full copy of each of these 10 emails.
HighLevel allows setting up a WhatsApp/webchat bot with automated answers. It is recommended not to launch it in the 33-lead pilot — first validate the human process. When Phase 2 opens (55–60 sellers), a focused FAQ bot based on the Terms of Service can relieve CSR workload:
Owner for this future phase: Kriston, with Pablo's approval on which questions are safe to automate.
| ✓ | Task | Owner |
|---|---|---|
| ☐ | Create the 7-stage pipeline | Kriston |
| ☐ | Create the 5 custom fields/tags | Kriston |
| ☐ | Configure the 12 workflows from the table above | Kriston |
| ☐ | Load the 10 emails from the Email Drip (see corresponding document) | Kriston |
| ☐ | Test the full circuit with 1 test contact before uploading the 33 real ones | Kriston |
| ☐ | Confirm with Pablo if a webhook exists from the platform (Wappsi) to automate "Account Created" and "First Product Published", or if those stages are moved manually for now | Kriston |