If you’ve ever looked at your HighLevel pipelines and thought, why is this such a mess?
You’re not alone.
A lot of folks (myself included) start with one pipeline and just keep stacking more deals into it—until it looks like a junk drawer of leads, follow-ups, sales, ghosted calls, and closed deals… all crammed together.
But what if I told you the problem isn’t the leads? It’s the structure.
Let me show you a smarter way to actually manage repeat opportunities—without breaking workflows or losing your mind.
The Fix: Use Multiple Pipelines + Smart Workflows
Instead of trying to make one giant pipeline do everything, split the work into smaller, cleaner pipelines.
Here’s what worked:
🔁 For repeated services:
Create a second pipeline just for completed jobs. When a project finishes, have a workflow push that opportunity out of the active pipeline and into your “done” zone. That way, the next time the client comes back? They start fresh in the first pipeline. No confusion.
📞 For cold calling teams:
Break your pipeline into three mini pipelines—something like:
- Initial Contact
- Qualified Prospects
- Follow-up/Nurture
Then use workflows to push leads along automatically. That way, your reps always know who’s where—and nothing gets buried.
Real Talk: It’s All About Visibility
HighLevel’s pipeline tool is super powerful… if you use it right. But when you try to do too much in one pipeline, you lose:
- 👀 Visibility
- 📊 Accurate reporting
- 🧠 Your sanity
Here’s what I recommend you do this week:
🛠️ Action Plan:
- Split your pipelines: One for active, one for archived.
- Use conditional logic in workflows to move stuff around.
- Name your pipelines clearly so your team isn’t guessing.
The bonus? You’ll actually want to look at your dashboards again. 😅
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
The quickest way to earn trust? ⭐️ Testimonials.
In the spirit of free stuff… I want to give you my team’s Testimonial Workflow.
This process makes gathering, editing, and organizing testimonials stupid simple—so your clients can start selling you to future leads.
👉 Grab the free walkthrough here
Want Tools That Actually Work?
We build HighLevel tools and snapshots that don’t break stuff and help you launch faster.
If you’re ready to stop duct-taping your CRM together…
Because scaling shouldn’t feel like punishment.
