Steal My Perfect Sales Opportunity Pipeline (Setup for Beginners)

In this video, you’ll learn how to set up two must-have CRM systems—Opportunity Pipelines and Lead/Engagement Scoring—then automate the whole flow so your reps focus on closing, not clicking. Turn your high-ticket sales into a repeatable, trackable machine.

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What you’ll learn:
Build a clean sales pipeline (stages vs. statuses) the right way
Auto-create and move deals when calls are booked, no-shows happen, or payments come in
Track real deal value and win/loss without manual updates
Design “stale” and “no-show” automations to reassign or reschedule leads
Set up engagement scoring (opens, clicks, forms, bookings) and trigger actions by score
Create dashboards to measure open, won, lost, pipeline value, and rep performance

Perfect for:
B2B and high-ticket offers
Teams using GoHighLevel (GHL), HubSpot, Salesforce (concepts apply to any modern CRM)
Founders and sales leaders who want clean data, clear visibility, and consistent follow-up

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00:00:00 Two Core Systems
01:12:00 Pipeline Purpose
03:08:00 Stages Vs Status
03:52:00 Creating Pipeline
05:10:00 Automation Intake
06:41:00 Post Call Updates
07:56:00 Marking Deals Won
09:15:00 No Show Reschedules
09:55:00 Dashboard Reporting
10:33:00 Tasks And Actions
11:49:00 Stale Opportunity Reassign
13:14:00 Engagement Scoring Setup
15:29:00 Scoring Triggers
16:20:00 Score Threshold Automation
17:03:00 Team Adoption Tips
17:48:00 Build And Track
18:50:00 CRM And White Label