GHL Event Pipeline Stages & CRM Visualization Guide

Guide: Optimizing GHL Event Pipelines

Managing an event requires more than a simple list of contacts. You need a visual pipeline to track revenue flow and attendee status.

Defining the Stages

We recommend setting up your GHL Pipeline with these specific stages to maximize clarity:

• 1. New Inquiry / Lead: Anyone who has opted into a waitlist or lead magnet.
• 2. Cart Abandoned: Synced via Tixified when a user starts checkout but doesn't finish.
• 3. Ticket Purchased: Automatically moved here upon successful transaction.
• 4. Pre-Event Nurture: Attendees who are receiving session updates and logistics.
• 5. On-Site / Checked-In: Real-time status update when the attendee arrives.
• 6. Post-Event / Upsell: Attendees being marketed to for the next event or coaching program.

Workflow Automation Tips

For each stage, set an 'Opportunity Value' in GHL based on your average ticket price. This allows you to use the GHL Dashboard to see exactly how much potential revenue is sitting in your abandoned carts versus confirmed sales.

Vendor & Speaker Tracking

Consider a second pipeline for Speakers and Sponsors. Stages should include: Outreach, Contract Sent, Asset Collection (Headshots/Bios), and On-Boarded. This keeps your logistics team organized without cluttering your sales data.