How Career Coaches Use GoHighLevel to Book Discovery Calls, Deliver Coaching and Upsell Programs
Coaches need more than clarity and empathy—they need systems. Every week lost to no-shows, scattered email follow-ups and missed payment links is money left on the table.
GoHighLevel’s Career Coaching Playbook provides a done-for-you coaching CRM system to help you:
- Book more discovery calls
- Deliver coaching without chaos
- Upsell higher-tier programs
- Retain clients automatically
It’s built for solo coaches, boutique agencies and hybrid models.
TL;DR Career Coach SOP
| Funnel Stage | Task | GHL Automation |
|---|---|---|
| Lead Capture | Funnel opt-in | Auto-tag, email intro, call booking |
| Call Booked | Discovery call set | SMS confirmation + 24h reminder |
| Sales Funnel | Proposal sent | Email follow-up + deadline nudge |
| Program Delivery | Client onboarded | Workflow: welcome + modules |
| Upsell | Mid-program trigger | High-ticket offer + scheduler link |
1. Capture Leads and Auto-Book Discovery Calls
Use the coaching playbook’s landing page template for lead magnets like:
- Free career clarity quiz
- 15-min “unstuck” call
- Resume audit funnel
Each opt-in auto-tags the contact, sends a branded intro email and drops a calendar link to book a discovery call. You can customize:
- Intake questions
- Call duration + buffers
- Auto-reminder sequences
If they don’t book in 24 hrs, the system sends a soft follow-up:
“Still want help clarifying your next career move?”
2. Automate Discovery Call Confirmation + Prep
When a call is booked, GHL sends:
- Instant SMS confirmation
- 24h + 1h reminders
- Optional prep form: “What’s your biggest challenge right now?”
You get a complete intake trail inside your CRM before the Zoom link even opens. No more back-and-forth DMs.
3. Close Coaching Sales with Follow-Up Sequences
After a discovery call, mark the lead as “Proposal Sent.” That triggers:
- Email: “Here’s your custom program breakdown”
- SMS follow-up: “Let me know if you have questions”
- 48h nudge: “Only 1 spot left for this cohort”
If ignored, GHL can move them to a nurture list for reactivation later.
Tip: Use urgency. HighLevel’s funnel templates let you embed countdown timers for coaching offers.
4. Deliver Coaching Programs Without Manual Chasing
Once a client signs up, move them to “Client Onboarded.” The playbook handles:
- Welcome email + contract link
- Portal login (via membership area)
- Module 1 unlocked (you control drip timing)
- Weekly email nudges + SMS reminders
You can deliver a hybrid of live + recorded sessions, with check-ins triggered by progress tags.
Use GHL’s membership builder or connect external tools like Skool or Kajabi via Zapier.
5. Trigger Upsell Offers Automatically
Mid-program, use tags or time-based automations to:
- Offer a “Next Level” 3-month package
- Invite to a VIP mastermind
- Upsell 1:1 deep dive intensives
Example:
“You’re halfway through—ready to go deeper on job interviews? Here’s a special bonus offer for 1:1 coaching.”
The client gets a new funnel page, call scheduler, and offer stack—all with no manual pitching.
Case Study: From 2 Clients/Month to 9 with GHL
Coach: Mid-career transition coach, solo business
Challenge: No CRM, manual follow-up, low show rate on consults
Solution: Installed Coaching Playbook + live calendar + email workflows
Results in 45 Days:
- Consult bookings up 300%
- Sales from consults rose from 17% to 43%
- 9 clients onboarded into a $1500 program
“HighLevel made me look organized—finally.”
FAQ: Coaching Automation with GHL
Q: Can I deliver programs inside HighLevel?
Yes. Use the Membership tool for module delivery or send gated emails with links to videos/resources.
Q: What about payment collection?
Use built-in Stripe integration. You can trigger payment links, confirmation emails and follow-up for unpaid invoices.
Q: Can I run group coaching with reminders?
Yes. Add group participants to a shared workflow. You can automate live call invites, replay links, and homework nudges.
Q: What if I sell evergreen AND live coaching?
Tag leads by funnel type and run separate onboarding workflows. GHL handles both flows simultaneously.
Start Your Coaching SOP the Smart Way
With the Career Coaching Playbook, you’re not duct-taping tools. You’re running:
✅ Lead funnels
✅ Booking automation
✅ Discovery → close workflows
✅ Program delivery (email, portal or both)
✅ Upsell and retention automation
👉 Launch your coaching CRM now with the Career Coaching Playbook
You’ll have the entire SOP live in under 48 hours.