Speed to Lead
This workflow is pre-built in the GHL Master Snapshot. Do not build it from scratch. Deployment steps are managed via the client's ClickUp task list.
Overview
Speed to Lead is the core lead management system for any enquiry where staff will make a personal call. It combines manual calling with automated SMS and email at every stage, so no lead goes cold through inaction. The same pipeline stage structure applies to every department — Membership, Society, Weddings, Events, and more.
Every client gets Speed to Lead across all active department pipelines at go-live.
Full documentation: See the Lead Follow-Up System page for complete pipeline stages and process flows.
When to deploy: Phase 1 — always, at go-live, across all active pipelines.
Client Variables
| What to confirm | Notes |
|---|---|
| Which department pipelines are active | Confirm before deploying — only activate pipelines the client will actually use |
| Salesperson assignment per department | Who gets assigned leads in each department? |
| Auto-reply and follow-up copy | Written per client, approved before go-live |
QA Checklist
- Auto-reply fires immediately on New Lead
- Salesperson is assigned correctly
- Task created: call within 5 minutes
- SMS fires when card moves to Attempted Contact 1
- Email fires at Attempted Contact 1
- 48-hour follow-up task created
- Overdue reminder fires if task not completed
- Same pattern confirmed for Attempted Contact 2 and 3
- Reply detection tested — lead auto-moves to In Contact (Warm)
- Staff notification fires on reply
- All copy approved by client before go-live
Master Workflows
Renewal Communications
Automated renewal reminder sequence for membership renewals — annual or rolling model.
Lead Autopilot
Fully automated follow-up system for Facebook leads where the club will not call personally. The system runs the entire outreach sequence and only surfaces leads who actively respond.