GoHighLevel Roadmap for beginners

Let’s learn GoHighLevel from scratch by following this roadmap for beginners.

24 Weeks GoHighLevel Roadmap overview:

  1. Foundations (weeks 1–3)A
    Account setup, UI, CRM basics, contacts, opportunities.
  2. Funnels & Sites (weeks 4–5)
    Funnels, pages, templates, tracking.
  3. Automations & Campaigns (weeks 6–8)
    Workflows, triggers, campaigns (email/SMS).
  4. Scheduling, Payments & Appointments (week 9)
    Service appointments, Stripe, calendars.
  5. Integrations & APIs (weeks 10–11)
    Zapier, native integrations, webhooks, GA, Google Ads.
  6. White-label / SaaS & Sub-accounts (week 12)
    Agency billing, wallets, sub-accounts, branding.
  7. Advanced: Deliverability, Reporting, Data & Security (weeks 13–15).
  8. Scale: SOPs, Productized Services, Marketplace, Hiring (weeks 16–20).
  9. Certification + Practice Clients (weeks 21–24)
    Official certs, build portfolio, convert 1–3 paying clients.

Why this order?

  • GHL invests heavily in CRM, automations and integrations
    Learn CRM & automations first because that’s core to value delivery.
  • Official certifications and Academy are the best structured path to advanced mastery and are separate paid programs, factor in for credibility.
  • Integrations (Zapier, Stripe, Twilio, Google, Zoom, WordPress) unlock real client use-cases, so plan time to practise them.
  • White-label and sub-account features are where agencies monetize and scale.

12-Week GoHighLevel Learning Roadmap
(Beginner → Agency Ready)


WEEK 1: Platform Foundations

Core Skills

  • Understand the full GHL ecosystem (CRM, Funnels, Automations, Calendars, Workflows, Reputation, Reporting, SaaS).
  • Learn the interface: Sub-accounts, Agency view, Settings, Team Management.
  • Set up email + SMS sending (Twilio/LeadConnector + Mailgun/LC Email).

Hands-On Tasks

  • Create a sandbox sub-account.
  • Add 20–50 dummy contacts manually or via CSV.
  • Set up your sending domain (SPF, DKIM).
  • Test sending an email + SMS to yourself.

Deliverables

  • Clean CRM with tags + custom fields.
  • Verified sending domain.

KPIs

  • Email sends successfully (no spam).
  • SMS delivered.

WEEK 2: CRM, Pipelines & Conversations

Core Skills

  • Master contacts, smart lists, tags, notes, custom fields.
  • Learn pipelines (opportunities, stages, deal value).
  • Use the unified conversations inbox (email, SMS, WhatsApp, IG DM, FB Messenger).

Hands-On Tasks

  • Create 1 complete pipeline (Lead → Booked → Showed → Closed).
  • Add automation on stage change (ex: move to “No Show” triggers a follow-up).
  • Build 3 smart lists for segmentation.

Deliverables

  • Fully working CRM + sales pipeline.
  • 3 Segments (Cold Leads, Warm Leads, No-Shows).

KPIs

  • Move a dummy lead through all pipeline stages successfully.

WEEK 3: Funnels, Pages & Websites

Core Skills

  • Funnel builder basics: pages, sections, forms, popups.
  • Form builder, survey builder, thank-you logic.
  • UTM tracking + pixel integrations.

Hands-On Tasks

  • Build a 3-step funnel: Landing Page → Form → Thank-You.
  • Add tracking (Facebook pixel + Google Analytics/Tag Manager).
  • Create one A/B test variation.

Deliverables

  • A conversion-optimized lead gen funnel.

KPIs

  • Form submissions tracked correctly.

WEEK 4: Workflows & Automations (Part 1)

Core Skills

  • Triggers, conditions, delays, goals.
  • Sending automated emails + SMS.
  • Internal notifications (Slack/Email/SMS).

Hands-On Tasks

  • Build a 7-step nurture sequence for new leads.
  • Add internal notification to yourself when a lead fills the form.
  • Add a conditional branch based on contact tag.

Deliverables

  • One complete lead nurture workflow.

KPIs

  • Workflow runs from trigger → last step without errors.

WEEK 5: Workflows & Automations (Part 2: Advanced)

Core Skills

  • Custom fields in workflows.
  • If/Else logic.
  • Webhooks, API actions.
  • Sub-workflows & event-based automation.

Hands-On Tasks

  • Build a workflow that:
    • Captures lead info
    • Sends lead data to Google Sheets (via webhook or Zapier)
    • Sends a follow-up SMS
    • Updates pipeline stage automatically

Deliverables

  • Automated CRM → Sheets → SMS → Pipeline workflow.

KPIs

  • 100% data sync accuracy.

WEEK 6: Calendars, Appointments, Payments

Core Skills

  • Calendar setup (service calendar vs team calendar).
  • Appointment reminders via workflows.
  • Stripe integration for paid appointments.
  • No-show management.

Hands-On Tasks

  • Create a booking calendar with availability, buffers, round-robin.
  • Build reminders: 24hr, 2hr, and 10min SMS reminders.
  • Create a “No Show → Follow-up” automation.

Deliverables

  • Fully working booking + reminder system.

KPIs

  • Booking notification + reminders delivered to yourself.

WEEK 7: Email Marketing, Templates & Deliverability

Core Skills

  • Email builder (Classic + Drag & Drop).
  • Personalization (custom fields).
  • Broadcasts vs campaigns.
  • Email deliverability (SPF, DKIM, DMARC, warm-up).

Hands-On Tasks

  • Build 3 email templates.
  • Send a broadcast campaign to your test lists.
  • Analyze metrics (open rate, click rate).

Deliverables

  • Email library + master template.

KPIs

  • 70%+ open rate (since it’s internal tests).

WEEK 8: Integrations & Tracking

Core Skills

  • Google Analytics + Tag Manager + Conversion tracking.
  • Facebook Conversion API (CAPI).
  • Zapier/Integromat integration.
  • WhatsApp integration (if needed).

Hands-On Tasks

  • Send lead events to GA4.
  • Send purchase/booking events to FB CAPI.
  • Build a Zap that syncs new GHL contacts to Google Sheets.

Deliverables

  • Fully connected GHL → GA4 → Meta → Sheets system.

KPIs

  • Events visible inside GA4 real-time view.

WEEK 9: Sub-Accounts, Templates & Client Onboarding

Core Skills

  • Agency dashboard.
  • Creating + managing sub-accounts.
  • Template libraries (funnel templates, workflow templates, automations).
  • Client permission roles.

Hands-On Tasks

  • Create 1 client sub-account.
  • Install your ready-made funnel + workflow template.
  • Build a client onboarding form + automated onboarding workflow.

Deliverables

  • Plug-and-play client onboarding system.

KPIs

  • Sub-account setup under 10 minutes.

WEEK 10: SaaS Mode, White-Label & Billing

Core Skills

  • SaaS plans, rebilling, LC phone & email.
  • White-label domain + branding.
  • Custom menus + custom dashboard.

Hands-On Tasks

  • Set up your SaaS settings (if plan available).
  • Add custom agency branding (logo, domain, colors).
  • Create a white-labeled client dashboard.

Deliverables

  • Fully branded agency portal.

KPIs

  • User logins through your white-label domain.

WEEK 11: Reporting, Analytics & Optimization

Core Skills

  • Conversion tracking
  • Pipeline analytics
  • Call reporting
  • Attribution reporting
  • ROI dashboards

Hands-On Tasks

  • Build a client reporting dashboard.
  • Build an attribution map from lead → sale.

Deliverables

  • Monthly reporting template.

KPIs

  • All key metrics visible at a glance.

WEEK 12: Systems, SOPs & Agency Scale

Core Skills

  • SOP creation for every GHL operation.
  • Repeatable service packages (Lead Gen Setup, Automation Setup, Retainer).
  • Hiring workflow for a VA/Implementer.
  • Client acquisition funnel using GHL itself.

Hands-On Tasks

  • Create 5 SOPs:
    • Client onboarding
    • Funnel cloning
    • Workflow setup
    • Calendar setup
    • Reporting setup
  • Document your first “Agency Offer” using GHL.

Deliverables

  • Your complete GHL Agency System.

KPIs

  • Able to onboard a new client in under 1 hour.

BONUS: Outcome after 12 Weeks

If you follow this fully:

You should now be able to:

✔ Build full funnels
✔ Automate follow-ups
✔ Manage calendars & payments
✔ Integrate with ads & tracking tools
✔ Build sub-accounts & onboard clients
✔ Produce client reporting
✔ Deliver a full “Done-for-You Operating System” for businesses
✔ Sell GHL setups


Join my journey of learning GoHighLevel from scratch on my youtube channel here;
https://www.youtube.com/@imrannadirk


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