GoHighLevel Pipeline

Pipeline name: Cluematic — US Sales Pipeline

Stage	Definition	Next Action
Contacted	First message sent, awaiting response	Follow up in 3 days if no reply
Conversation Active	Responding — pain being explored	Guide toward discovery call booking
Discovery Call Booked	Call scheduled	Prepare for call
Discovery Call Done	Call completed	Send follow-up + proposal within 48 hours
Proposal Sent	Proposal delivered	Follow up in 48 hours
Negotiation	Active discussion on terms	Target close within 1 week
Closed Won	Contract signed, first invoice sent	Trigger onboarding
Closed Lost	Not moving forward	Log reason; park for 90-day follow-up
Nurture	Interested but not ready	Automated check-in every 30 days

GoHighLevel tags to use:

• Vertical: ecommerce, real-estate, construction, other
• Source: warm-network, referral, inbound
• Priority: hot, warm, cold

Pipeline hygiene rules:

• Every contact has a next action with a due date — no orphaned records
• No deal sits in the same stage for more than 7 days without a logged activity
• Business reviews his full pipeline every Monday morning (15 minutes max)
• PMO has view access to the pipeline at all times

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Discovery Call

Owner: Fady Saad | Duration: 30 minutes | Format: Video call (Zoom or Google Meet)

Goal: Understand their pain deeply enough to write a relevant proposal — and get them excited about what’s possible.

Before the Call

• Review everything logged in GoHighLevel about this contact
• Know their business, their vertical, their likely pain
• Have 2–3 specific automation examples ready relevant to their industry
• Have the Loom demo for their vertical ready to share if needed

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Call Structure

0:00–0:03  |  OPEN
           |  "Thanks for making time. I want to spend most of this
           |   understanding your business — not talking about us.
           |   Sound good?"

0:03–0:18  |  DISCOVERY — THEIR WORLD
           |  Use question bank below.
           |  Take notes. Don't pitch yet.

0:18–0:25  |  LIGHT FRAMING
           |  "Based on what you've told me, here's exactly what
           |   I'd automate first and why..."
           |  Make it specific to what THEY told you.
           |  Show the Loom demo if relevant.

0:25–0:28  |  QUALIFY & CLOSE
           |  "Does this feel like it solves the right problem?
           |   If yes — I'll put together a specific plan for your
           |   business and get it to you within 48 hours."

0:28–0:30  |  NEXT STEPS
           |  Confirm proposal coming in 48 hours.
           |  Confirm who else needs to see it.

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Discovery Question Bank (use 4–6 per call)

Operations & pain:

• “Walk me through a typical Monday morning operationally. What’s the first thing that needs attention?”
• “What’s the most repetitive thing your team does every single week?”
• “Where do things fall through the cracks most often in your business?”
• “What would you do with 10 extra hours a week if you had them?”

Current tools & systems:

• “What tools are you running the business on — CRM, email, anything else?”
• “Are any of those tools talking to each other, or is someone manually moving data between them?”
• “Are you using spreadsheets for anything that feels like it should be automated by now?”

Scale & cost:

• “How many people are spending time on this kind of work?”
• “If you had to guess — how many hours a week total is your team spending on manual tasks?”
• “Have you tried to hire your way out of this, or looked at software solutions before?”

Decision & timeline:

• “Is this something you’re actively looking to solve right now?”
• “Who else would need to be involved in a decision to move forward?”

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After the Call (within 2 hours)

• Update GoHighLevel: move to Discovery Call Done, log notes
• Message Business → PMO in Discord #pmo: pain points, what was committed, any specific requirements
• PMO begins proposal draft immediately

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Demo Automation Library

Vertical	Demo Automation	Owner	Status
E-commerce	New order → AI-generated follow-up email + inventory alert + Slack notification	Mahmoud	🟡 To build
Real estate	New lead form → instant personalised follow-up + CRM entry + agent task	Mostafa	🟡 To build
Construction	New enquiry → automated quote summary + subcontractor ping + calendar block	Seif	🟡 To build
Generic (any business)	Manual spreadsheet data → automated sync between two tools + summary report	Mahmoud	🟡 To build

Demo format: 3–5 minute Loom recording. Narrated clearly. Shows: trigger → automation running → output. No technical jargon in the narration.

Storage: All demo Looms linked in Notion under Sales Assets / Demo Library.