Advertising Frustrations
CRM & Follow-Up Frustrations
Time & Productivity Frustrations
Results & ROI Frustrations
Knowledge & Confidence Frustrations
Goal: Build understanding of the marketing ecosystem and how CRM + Ads work together.
Topics:
The Facebook Ads funnel: Awareness → Consideration → Conversion
How a CRM supports ad success (tracking, nurturing, automations)
Understanding your customer avatar & buyer journey
How paid traffic connects to lead management
Overview of GoHighLevel and its key features (funnels, automations, pipelines)
Hands-On:
Setting up your CRM account
Connecting Facebook Business Manager with GoHighLevel
Goal: Get your tools properly configured.
Topics:
Creating & securing a Facebook Business Manager account
Setting up Ad Accounts, Pages, and Pixels
Domain verification and Apple iOS 14.5+ tracking setup
Business asset organization best practices
Setting up custom conversions and aggregated events)
Hands-On:
Install Facebook Pixel + Conversion API inside GoHighLevel
Test events with Facebook Event Manager
Goal: Build irresistible offers and messaging that convert.
Topics:
Crafting a high-converting offer (lead magnet, discount, consultation, etc.)
How to structure your ad funnel (Lead Gen vs. Conversion campaigns)
Writing ad copy that sells
Creative strategies (video vs. image ads)
A/B testing headlines and creatives
Hands-On:
Create a campaign plan worksheet
Upload ad creatives into Meta Ads Manager
Goal: Connect Facebook leads seamlessly to your CRM.
Topics:
Integrating Facebook Lead Forms with GoHighLevel
Building automated workflows (text/email follow-up)
Setting up pipelines & deal stages for leads
Using triggers for instant response
Building nurture sequences (emails, SMS, voicemail drops)
Hands-On:
Create an automated lead follow-up workflow
Build a pipeline dashboard to visualize ROI
Goal: Convert ad traffic effectively with GoHighLevel funnels.
Topics:
Funnel strategy (Lead magnet, booking, sales)
Funnel templates overview
How to design pages with GoHighLevel funnel builder
Connecting forms & tags to workflows
Split-testing landing pages
Hands-On:
Build your first landing page inside GoHighLevel
Connect to a workflow + ad campaign
Goal: Launch, monitor, and improve ad performance.
Topics:
Setting budgets and bid strategies
Understanding key metrics (CTR, CPC, CPL, ROAS)
Scaling campaigns safely
Retargeting strategies
Common reasons ads fail + troubleshooting
Hands-On:
Launch your first live campaign
Connect campaign data to CRM dashboards
Goal: Launch, monitor, and improve ad performance.
Topics:
Setting budgets and bid strategies
Understanding key metrics (CTR, CPC, CPL, ROAS)
Scaling campaigns safely
Retargeting strategies
Monthly optimization checklist
Hands-On:
Build a real-time ROI dashboard inside GoHighLevel
Goal: Leverage automation to increase conversions.
Topics:
Building retargeting audiences from CRM segments
Using GoHighLevel Smart Lists for re-engagement
Creating dynamic follow-up campaigns
Integrating Calendars + Appointment workflows
Using Zapier or native integrations for advanced automations
Hands-On:
Build an “abandoned lead” retargeting campaign
Automate appointment reminders
Goal: Leverage automation to increase conversions.
Topics:
Building retargeting audiences from CRM segments
Using GoHighLevel Smart Lists for re-engagement
Creating dynamic follow-up campaigns
Integrating Calendars + Appointment workflows
Using Zapier or native integrations for advanced automations
Hands-On:
Build an “abandoned lead” retargeting campaign
Automate appointment reminders
Goal: Consolidate learning and demonstrate mastery.
Topics:
Launch a live campaign with full CRM integration
Submit performance data (cost per lead, automation workflow)
Present your funnel & reporting dashboard
Invited as AI Experts to speak at leading AI conferences
Achievement in AI Excellence in teaching and innovation in AI applications
Awarded as AWS Certified Professionals
From websites to automations, Insight CRM fuels your digital growth.