

Rose Ortega
is a certified AI Consultant, business owner, and someone who refuses to work harder when she can work smarter. Between businesses, teams, and life, she needed to clone herself or find a better way - AI became that better way. Now, she trains VAs and entrepreneurs on how to actually use AI tools without the overwhelm or the hype. No fancy tech background needed, just a willingness to work smarter. She focuses on practical applications you can implement today - the kind that give you back your evenings and weekends.
This training provides an overview of GoHighLevel and its use as a sales and marketing automation platform. Participants will learn how to create landing pages, manage contacts in the CRM, and build automated campaigns and workflows to support lead management and customer engagement.
Session 1: Friday, March 20, 2026 - 5:30pm CST - GoHighLevel Overview + Building High-Converting Landing Pages
Objective: Understand the GHL ecosystem and create your first lead capture system.
● What GoHighLevel is and how businesses use it
● Overview of the GHL dashboard and main tools
● Understanding the Marketing → Sales → Client pipeline
● Creating landing pages and funnels
● Lead capture best practices
● Connecting forms to the CRM
● Publishing and testing your page
Hands-On Exercise: Participants build and publish a simple landing page.
Session 2: Friday, March 27, 2026 - 5:30pm CST - CRM Setup + Contact Management
Objective: Organize leads and customers inside the CRM so no opportunities are lost.
● Understanding contacts and opportunities
● Importing contacts
● Creating pipelines and deal stages
● Tagging and segmentation
● Custom fields
● Assigning contacts to team members
● Managing conversations (email, SMS, voicemail)
Hands-On Exercise Create a sample pipeline and import contacts.
Session 3: Friday, April 3, 2026 - 5:30pm CST - Campaigns, Workflows, and Marketing Automation
Objective: Automate follow-ups and nurture leads without manual effort.
● ● Campaigns vs workflows (what’s the difference)
● Creating automated email and SMS sequences
● Workflow triggers
● Conditional logic
● Lead nurturing sequences
● Appointment reminders
● Reactivation campaigns
Hands-On Exercise: Build a basic automated lead nurture workflow.
Session 4: Friday, April 10, 2026 - 5:30pm CST - Appointments, Calendars, and Sales Conversion
Objective: Turn leads into booked calls and customers.
● Calendar setup
● Booking automation
● Confirmation and reminder workflows
● Pipeline automation
● Assigning leads to sales reps
● Tracking conversions
Hands-On Exercise: Create a booking system connected to the CRM.