GoHighLevelChecklist

GHL Instant Lead Capture & SMS Speed-to-Lead Checklist

A tactical checklist for ensuring on-site registrations are immediately nurtured with zero delay in GoHighLevel.

Speed-to-Lead Implementation Checklist

During a live event, every second counts. If a lead walks by a booth or scans a QR code, the follow-up needs to be instantaneous. Use this checklist to audit your GHL setup.

QR Code Routing: Are your on-site QR codes linked to a GHL Form with "Sticky Contact" enabled?
Instant Notification: Does the workflow send an internal notification (Mobile App or SMS) to the assigned sales rep immediately?
The 5-Minute SMS: Is there an automated SMS sent to the attendee within 120 seconds of the scan?
Tagging Accuracy: Are leads tagged with the specific [Location] or [Session] source for precise follow-up?
Pipeline Automation: Is the lead automatically moved to the "Hot Lead - On Site" stage in your Event Pipeline?

Advanced Automation: The "Wait-Step" Logic

Don't just blast one message. Use a 10-minute wait step after the initial scan. If they haven't booked an appointment or visited a second booth, trigger a secondary "Nudge" SMS with a special on-site offer or a link to the session schedule.

Warning: Ensure your Wi-Fi or 5G connectivity is stable at the venue to prevent webhooks and forms from failing during peak traffic hours.

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