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3 contributions to AI AUTOMATION INSIDERS
🛑 Stop Dragging Leads Manually!
95% of teams think they have a “pipeline”… …but they’re actually just dragging cards around and guessing what’s happening. Meanwhile deals are slipping, leads are sitting idle, and the CEO has no real visibility into what’s working and what’s broken. This is the simple reporting system we use that fixes all of that and it runs automatically. Inside GoHighLevel, your pipeline should clearly reflect how a lead moves: Interested → Call Booked → Post-Call Outcome (Hot / Cold / Closed / No-Show / Finished) Each of these is a stage, and leads move left → right as they progress. But here’s the key… 👉 your team shouldn’t be manually dragging leads between columns. The system should do it for you. Here’s the setup: 1) Build your pipeline structure In GHL: Pipelines → Create Pipeline → check “include in reports” → create your stages (feel free to use mine below) This gives you a clean visual view of your sales flow. 2) Add the 3 core automations This is where everything becomes powerful. #1 - TRIGGER When a lead books a call → automatically move them from Interested → Call Booked #2 - Post-call After the call, they fill out a quick form. Based on responses, GHL automatically moves the lead to: - Hot - Cold - Closed - No-show Now your pipeline reflects reality instantly. #3 - ABANDONED If a lead sits in your pipeline for 90+ days → automatically remove or archive it. 3) Reporting takes care of itself When this is set up correctly, you don’t need spreadsheets. You open your pipeline and instantly see: • how many leads are interested • how many calls are booked • how many deals are closing • where leads are getting stuck Set this up once… and your pipeline becomes a real-time reporting system that your whole team can rely on. If you want to see exactly how these automations are built (and grab the templates I use)… Comment “Pipeline” and I’ll share it with you.
🛑 Stop Dragging Leads Manually!
0 likes • Feb 27
pipeline
Help please! Need your advice...
I have been going insanely hard building out this course to be the best AI automations course in the world. But I need your help. See, I get tunnel vision sometimes and only build the stuff I think people want instead of asking them. Here's what I need you to do... Tell me what specific skills you want to learn. What do you WISH you could automate? What do you want to learn to do with AI? Where are you stuck? Drop a comment below 👇🏻 If you AGREE with someones comment, UPVOTE IT ❤️
Help please! Need your advice...
3 likes • Dec '25
I want to be able to build automations with security and compliance in the automations to understand credential management (not just storing API keys), implementing proper authentication flows, maintaining audit trails, and ensuring automations meet regulatory requirements appropriate for real world enterprise use.
1 like • Dec '25
@Max Weir why does it have a mustache? or is it a beard?
Personalization Realization
I can't find anything in the shared resources in classroom. Does anyone have a reliable n8n automation that produce high quality cold email personalizations? I have the company name, website, and LinkedIn. I need the automation to read the site and the LI posts and generate a believable cold email intro using what it learned reading that data. Whatyagot?
0 likes • Oct '25
@Max Khalus I thought these groups were for sharing info.
0 likes • Oct '25
@Max Khalus In general, everything I share is based on decades of labor and investment in myself and my abilities. That's what makes community so powerful: All of us here on the "inside" (of the community) are collectively pulling together and sharing as we individually fight our daily battles on the "outside." Share on the inside, sell to the outside. 😉
1-3 of 3
Roger Roland
3
30points to level up
@skool-ai-5873
Your strategic advisor who uncovers the hidden revenue leaks in your day-to-day operations. Then automating what needs automating

Active 1m ago
Joined Aug 19, 2025
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