Sometimes, you need to create your own custom automation.
I had a client who "graduated" from working with me to becoming his own "agency." After implementing my system, he wanted to extend it to his sales team, without increasing his investment. When someone has that itch, it’s only a matter of time before they figure out a way. So I leveled with him and said, "If you’re serious about this, you need to step into the role of an agency. Don’t stress, I’ll make it seamless." Today, he’s both an affiliate and a client. And here’s where the story gets interesting: The main reason he transitioned wasn’t just to empower his salespeople, but to keep all incoming leads under his control. Simultaneously, he wanted his team to operate independently, each with their own automation and accounts. Here’s how we made it happen: GHL offers the ability to send contacts from one account to another, but there are a few quirks: 1. It requires a premium webhook. 2. It transfers all tags and custom fields, everything, which wasn’t ideal for him. So, I designed an automation that does the following: - Assigns a specific tag (usually the salesperson's name). - Copies the contact into the other account, transferring only the data he wants—no clutter. - Once in the sub-account, GHL automations remove the tag and replace it with one like "referred by". The magic tool behind this? n8n. A self-hosted automation platform that runs on my server for just $10/month. Unlike Zapier, it has no limits on workflows. This approach not only streamlined his process but also gave him complete control over his leads while enabling his sales team to thrive independently. By the way, I didn’t lose the client. I’m still providing support, and now I’m also going to start working directly with each of his sales teams.