GoHighLevel SOP Knowledge Base
Iron Automations methodology — 66 topics. Agent API at /api/topics
GHL A2P Compliance — Chat Widget Shortcut + Messaging Limits
How to pass A2P 10DLC registration on the first try using GHL's chat widget shortcut, and how to raise the new sub-account SMS messaging cap to 1500/day.
Agency Pricing: $297/mo Core Offer + Setup Fee for Ads Upsell
Pricing model for a GHL white-label agency: $297/mo subscription as core offer with no setup fee to maximize conversion rate, plus $500-$2,000 setup fee only for meta ads upsell once results are proven.
AI Automation Agency Revenue Structure ($4K MRR Example)
Breakdown of revenue streams for an AI automation agency including legacy cold email services, SaaS reselling, and maintenance retainers.
Agency Team Structure: Builder + Setter/Closer Split
Describes a lean agency team structure where the builder handles product/marketing, a setter/closer handles all client-facing work, and Claude Code does heavy development lifting.
AI Setter Strategy: Instant Confirmation + Delayed Human-Mimicking Follow-up
Strategy to triple reply rates by sending instant automated confirmation followed by a delayed human-mimicking message 3-6 minutes later.
Agency Analytics Stack: GHL + Instantly + N8N → Supabase → Metabase Dashboard
Roadmap for building a unified analytics system that aggregates data from GHL, Instantly, and N8N cold SMS engine into Supabase, visualized through self-hosted Metabase for tracking CPL, CPA, CAC, and full-funnel KPIs.
Analytics Stack — Self-Hosted Supabase + Metabase
Self-hosted analytics architecture using Supabase as single source of truth with nightly sync from GHL, Signal House, Instantly, Stripe, Plaid, and Meta Ads into Metabase dashboards.
Appointment Show Rate Optimization with SMS/Email Reminders
System for increasing appointment show rates using automated SMS and email reminder sequences in GoHighLevel.
Always Capture Email During Manual Booking to Enable Full Reminder Flow
When manually booking appointments in GHL (not through a form embed), the sales rep must capture and enter the email and first name on the contact record BEFORE creating the appointment, otherwise email reminders and calendar invites are skipped.
Business Metrics — Iron Automations Funnel + Unit Economics
Iron Automations cold SMS funnel benchmarks: CPL $3.31, CPA $29, CAC $234, show rate 12.5%, 1000 leads/day throughput, MRR target $50K, and dashboard alert thresholds.
Close Won to Onboarding: GHL Trigger + N8N Heavy Lifting Architecture
Architecture for the close-won to onboarding workflow where GHL handles the trigger and removes from other workflows, then N8N does the heavy lifting: creating SaaS client, generating magic link, sending welcome SMS/email, and managing Supabase records.
Permission-Based Cold Call Script Framework
A cold calling script framework using permission-based pitching to disarm prospects and increase appointment booking rates.
Cold Email Lead Generation Setup with Instantly
Explains how to set up cold email campaigns using Instantly with proper inbox warming and volume limits to avoid blacklisting.
N8N Cold SMS Engine: Slot-Based Sending with Quota Management
Architecture of an N8N-based cold SMS engine that fires daily, manages lead inventory by slot, handles quota limits, logging, CTA failures, and loops for remaining capacity — all backed by Supabase.
Cold SMS Engine — Iron Automations Architecture
Complete architecture for a Python-based cold SMS sequencer: Supabase leads table, cron dispatcher, TCPA-compliant slot windows, Signal House telephony, and GHL threading.
Cold SMS Outreach Strategy for Home Services at $45/Day
Describes a cold SMS outreach system targeting home services businesses at 1000 leads/day for approximately $45/day in costs.
Cold SMS to Call Setting Script for Agency Website Preview Offers
Complete phone setting script for converting cold SMS responses into booked discovery calls, using a website preview offer for home service businesses.
GHL Conversation AI Agent — Bot Goals + Pipeline Filtering
How to configure GHL's Conversation AI with goal-driven bots, pipeline-stage filtering to avoid wasting AI on hot leads, dead-lead revival blasts, and model selection guidance.
GHL Funnel Templates: Use Built-In Library as Framework for Any Funnel Type
GoHighLevel has a built-in funnel template library (perspective funnels) covering every major funnel type that can be used as frameworks for building client and agency funnels — strategy call, VSSL, lead magnet, onboarding, and more.
Funnel Hacking with Claude + Playwright + Chrome MCP
Using Claude with Playwright, Chrome MCP, and dev tools to funnel hack competitor websites and replicate their design/copy for client sites.
Google Business Profile Verification Workaround for Service Area Businesses
Step-by-step process to request alternative Google Business Profile verification methods when video verification fails due to lack of physical signage for service area businesses.
GoHighLevel A2P SMS Registration Walkthrough
Step-by-step guide for registering A2P messaging in GoHighLevel to enable outbound SMS sending.
GHL Now Has Streamlined A2P Verification Using Chat Widget for Compliance
GoHighLevel has simplified A2P SMS verification by using the chat widget embed code as the compliance mechanism, with built-in terms/privacy policy, pre-submission validation, and automated brand/campaign registration — potentially replacing Signal House for client SMS.
Prompting the GHL AI Workflow Builder Effectively
Strategy for using GoHighLevel's AI workflow builder by crafting verbose, detailed prompts that get 80% of the automation built correctly, plus creating reusable prompt skills.
GHL Booking Confirmation & Reminder Workflow (SMS + Email)
A complete GoHighLevel workflow for appointment booking confirmations and reminders via SMS and email to reduce no-shows, including timing sequence and copy examples.
GHL Calendar Configuration for Multi-User Availability Management
Explains how to configure GoHighLevel calendars when team members have external calendars, including sync options and workarounds for availability conflicts.
Using GHL Conversation AI to Replace Engage Follow-Up Drips
How to configure GoHighLevel's native Conversation AI agent to replace static SMS drip sequences for engaged leads, including auto follow-up configuration and system prompt setup.
Configuring GHL Conversation AI for Estimate Booking in Home Services
Details the workflow configuration for GoHighLevel conversation AI to qualify leads, collect information, and book estimates for lawn care and landscaping businesses.
GHL Conversation AI: Filter Bot to Only Respond to Engaged Pipeline Leads
How to configure GoHighLevel's conversation AI bot to only respond to leads in a specific pipeline stage (e.g., 'Engaged') using Find Opportunity node and If/Else conditions, since the bot trigger doesn't natively filter by pipeline stage.
Discovering GoHighLevel's Private Workflow API via Playwright Browser Automation
Documents how Codex/GPT discovered GoHighLevel's private backend API for workflow editing by intercepting network calls during browser automation sessions.
GoHighLevel SMS Limit Workaround for New Sub-Accounts
Configure new GHL sub-accounts to use daily message limits instead of the restrictive 8-stage segment-based messaging limits.
Claude/Codex Skill for Building GHL Workflows via API
A breakthrough skill that enables Claude Code or Codex to build GoHighLevel workflows programmatically through the API with perfect precision.
Gmail SMTP Setup for Shared Agency Email in GHL
How to set up a shared Gmail SMTP email (hello@domain) for agency use in GoHighLevel, bypassing GHL's one-Google-account limitation with aliases.
Managing Cold Email Pipelines in Instantly with AI Agents
How to use Claude/AI agents to manage Instantly cold email campaigns including scraping, verification, and campaign activation.
Jobber OAuth Integration for GHL to Jobber Handoff
Architecture for connecting GoHighLevel to Jobber via OAuth for passing booked estimates from GHL pipeline to Jobber for fulfillment operations.
Iron ACQ — Lead Gen Pipeline (Maps → Verified → Outreach)
End-to-end cold lead generation pipeline: Google Maps scraping, Gemini-powered ICP filtering, ICYPEAS enrichment, Veriphone+RealValidator verification, and Supabase dedupe before SMS/email outreach.
Full Lead Scraping, ICP Filtering, and Enrichment Pipeline for Local Services
End-to-end pipeline for scraping local service business leads from Google Maps, deduplicating, normalizing data, running AI ICP filters, verifying emails/phones, and enriching with technology stack data before cold outreach.
Meta Ad Creative Volume Strategy: 10-15+ Variations Minimum
Why Meta ad campaigns need 10-15+ creative variations to perform, including image ads, video ads, and multiple awareness-level angles, based on analysis of successful campaigns.
Meta Ads Campaign Structure for Lawn Care Lead Generation
Outlines the meta ads campaign structure including campaign objectives, ad set targeting, and ad creative strategy for local lawn care and landscaping businesses.
Meta Ads Client Setup: Business Manager Access, Pixel, and Funnel Infrastructure
Step-by-step SOP for getting a client's Meta Business Manager access, setting up the pixel, configuring the ad account, and preparing the funnel infrastructure before launching meta ads.
Meta Ads Creative Flywheel System for Scaling Winners
A systematic approach to finding, testing, and scaling winning Meta ad creatives using competitor research, CBO campaigns, and adset minimum budgets.
Meta Ads Video Script Framework for Home Services
Script structure for filming Meta ads targeting home services customers, using problem-solution-CTA format with social proof.
Meta Ads — Pixel + CAPI Setup and Creative Flywheel
How to configure Meta Pixel + Conversion API for deduplicated attribution, pass UTMs through GHL custom fields, scrape competitor ads, and run the Mark Builds Brands creative flywheel.
Overcoming Limiting Beliefs in Sales and Outreach
Framework for reframing limiting beliefs about sales and outreach into actionable skill improvement opportunities.
Niche Selection Framework for AI Automation Agencies
Framework for selecting profitable niches for AI automation services, focusing on blue-collar and home services businesses.
No-Show Rebooking Strategy: Send Generated Demo Site to Re-Engage
Strategy for re-engaging no-show prospects by sending them their auto-generated demo website as proof of work, with a plan to automate this via custom fields linking Iron Funnels output to GHL contacts.
No-Show Recovery SMS & Email Drip Workflow for GHL
A GoHighLevel no-show recovery workflow with 5-6 SMS touches and rebooking calendar links, triggered when a prospect is moved to the no-show pipeline stage.
Client Onboarding Video Script for GHL Website Build Intake Form
Complete video script for walking new clients through an onboarding intake form that collects services, locations, branding, and business details for GHL website builds.
Three-Tier Pay-Per-Lead Agency Pricing Model
A three-tier agency pricing model progression from client-pays-ad-spend to agency-pays-ad-spend with pay-per-lead and pay-per-booking tiers.
Plane.so: Self-Hosted Project Manager with Claude MCP Integration
Plane.so is a self-hosted project management tool that has an MCP server for Claude, enabling AI-managed task boards and task kickoff directly from Claude conversations.
GHL Private API — backend.leadconnectorhq.com
How to discover and use GHL's undocumented private API at backend.leadconnectorhq.com to perform workflow CRUD operations unavailable in the public API.
Why Quiz Funnels Beat Meta Instant Lead Forms for Local Services
Explains why instant lead forms on Meta produce low-quality leads and why quiz-style funnels with dedicated landing pages convert better for local service businesses.
Realtor Lead Scraping and Verification Pipeline for Cold Email
End-to-end pipeline for scraping realtor leads, verifying data quality, deduplicating against existing campaigns, and preparing for cold email outreach.
Warm Call Script: Website Preview Offer for Home Service Leads
Sales call script with tonality notes for warm-calling leads who responded to cold SMS about a free website preview, designed to book 15-minute screen share demos.
Sales Scripts + Closing Patterns
Proven sales scripts for cold SMS openers, the pre-built website close, Eugene Katsen 3-minute delay trick, discovery call framework, and price anchoring patterns.
Signal House Integration with GoHighLevel for Cold SMS
How to configure Signal House as the telephony provider in GoHighLevel for cold SMS outreach with native conversation threading.
Signal House vs Lead Connector for Client SMS/Calling Infrastructure
Comparison of Signal House vs GoHighLevel Lead Connector for client SMS and calling, covering A2P verification, call logging issues, and the single-provider consistency problem.
Split Testing Cold Outreach Offers (Pay-Per-Result vs Free Website)
Method for A/B testing different cold outreach offers to optimize for reply rate and cost per appointment.
Setting Up Stripe Usage-Based Billing for Pay-Per-Lead with GHL Integration
Covers the architecture for setting up Stripe billing with a one-time setup fee plus usage-based pay-per-lead pricing, integrated with GoHighLevel pipeline triggers and n8n webhooks.
Supabase Backend for Quiz Funnel Lead Capture
Architecture for using Supabase as a server-side backend for quiz funnel lead capture, with per-client data isolation, magic link onboarding, and GHL integration.
Tooling Decisions — Coding Harnesses, Local Models, MCPs
Iron Automations tooling stack decisions: Claude Code vs Codex harness tradeoffs, Gemma 4 local model setup, Pinch Tab vs Playwright for browser automation, and active MCP integrations.
Upwork Loom Video Strategy for Landing First AI Automation Clients
Strategy for landing first AI automation clients on Upwork using personalized Loom video proposals to stand out from competition without paid outreach.
Upwork Client Acquisition with Loom Videos ($120 to $10K)
Strategy for acquiring automation clients through Upwork using personalized Loom video proposals that demonstrate technical expertise.
Veraphone - Budget Phone Number Validation Service at $0.003/validation
Veraphone offers extremely cheap phone number validation at scale with carrier detection and line type identification.
Warm Call Strategy from Cold SMS Positive Replies
Process for converting cold SMS positive replies into warm calls for higher appointment booking rates.
White-Label AI Setter Platform: Architecture & Demo Review
Detailed review of a white-label AI setter platform built with Python, Supabase, and OpenRouter that handles lead follow-up, booking, auto-reactivation, and includes automated testing simulation.