From Click to Close: Smarter Tracking With HighLevel (Live Masterclass)

TLDR
- Learn opportunity-based attribution inside HighLevel
- Connect UTMs, click IDs and pipelines correctly
- Build ROI dashboards without exporting data
- Identify broken tracking before it costs you deals
- Live, free masterclass with a HighLevel Certified Admin
on January 29, 12:00 PM EST
Live with Richard Whirley, Founder of System X Designs
👉 Register here:
https://www.gohighlevel.com/masterclass-richardwhirley?fp_ref=details
Why This Masterclass Exists
Most HighLevel accounts track clicks.
Very few track revenue correctly.
The usual problem:
- UTMs stop at the contact level
- Opportunities get created without attribution
- Pipelines lose source data
- ROI reporting turns into guesswork or spreadsheets
Result: arguments instead of answers.
This session focuses on fixing that.
What You Will Learn
1. Opportunity-Level Attribution
Stop asking “where did this contact come from”
Start answering “what produced this revenue”
You will see how to:
- Pass UTMs and click IDs into opportunities
- Preserve source data across pipeline stages
- Attribute closed deals to real traffic sources
2. Clean UTM and Click ID Mapping
If your UTMs break mid-funnel, reporting lies.
Covered topics:
- Correct UTM structures for HighLevel
- Google Ads click ID handling
- Facebook click tracking consistency
- Preventing data loss during automation steps
3. ROI Dashboards Inside HighLevel
No CSV exports. No external BI tools.
You will learn how to:
- Build dashboards tied to opportunities, not contacts
- Show revenue per channel clearly
- Compare paid vs organic vs referral sources
- Present results clients actually understand
4. Detect Broken Tracking Early
Tracking failures rarely announce themselves.
This session shows:
- Common silent attribution failures
- Where HighLevel tracking usually breaks
- How to audit pipelines and automations
- How to fix issues before performance drops
Meet the Guest: Richard Whirley
Richard Whirley
Founder, System X Designs
HighLevel Certified Admin
Richard works primarily with:
- Multi-location businesses
- Agencies managing multiple pipelines
- Teams dealing with inconsistent attribution
His specialty:
Replacing contact-level reporting with opportunity-based attribution that ties clicks directly to revenue.
If your team debates where revenue came from, his systems remove the debate.
Who Should Attend
This masterclass is a strong fit if:
- You run paid traffic into HighLevel
- You manage multiple pipelines or locations
- You report ROI to clients or stakeholders
- You suspect your tracking is “mostly working”
- You want proof, not assumptions
If you only look at contact sources and hope for the best, this session will challenge that setup.
Live Session Details
- Topic: From Click to Close, Smarter Tracking with HighLevel
- Date: January 29
- Time: 12:00 PM EST
- Format: Live masterclass
- Cost: Free
👉 Secure your spot:
https://www.gohighlevel.com/masterclass-richardwhirley?fp_ref=details
Prove Where Revenue Comes From in HighLevel
Stop guessing. Learn how to connect clicks, opportunities and revenue with clean attribution that holds up under scrutiny.
Register for the Live Masterclass
FAQ
Is this masterclass beginner-friendly?
Yes, but it assumes you already use HighLevel and pipelines.
Does it cover Google Ads and Facebook tracking?
Yes. UTMs and click IDs for both are addressed.
Is this only for agencies?
No. It applies to any business using HighLevel to track revenue.
Will this show live dashboard examples?
Yes. The focus is on practical, in-platform reporting.
Is the session recorded?
Typically yes, but live attendance is recommended for full context