Mastering Multiple Pipelines in HighLevel: Simplifying Repeated Opportunities

Managing a business pipeline can feel like a juggling act—especially when you’re dealing with duplicate opportunities or clients who need repeated services. 

If you’ve ever found yourself overwhelmed by cluttered pipelines and lost opportunities, you’re not alone.

In a recent troubleshooting session hosted by Mario Aldayuz, Head of Partnerships at HL Pro Tools, he dug deep into a real-world problem: how to manage multiple pipelines for repeated opportunities. 

Josie and Dean, two HighLevel users, were facing exactly this challenge. Their takeaway? A little organization and clever workflow strategies can go a long way. 💡

Let’s break down the solution and the key takeaways that can help you streamline your pipelines for maximum efficiency. 🚀

The Problem: Duplicate Opportunities and Pipeline Clutter

Josie and Dean were both dealing with repeated opportunities that were either stuck in the wrong pipeline or simply duplicated across multiple stages.

• Josie: She was handling cold calls and often had prospects moving between multiple stages.
• Dean: He was managing recurring service opportunities, where clients needed follow-ups even after the service was completed.

Both scenarios led to cluttered pipelines, difficulty tracking progress, and lots of unnecessary back-and-forth with prospects.

The Solution: Break Down Pipelines and Automate Workflows

Mario’s solution was simple but powerful: divide and conquer.

Here’s how he tackled the issue:

1. Separate Pipelines for Different Stages:
   • Create distinct pipelines for completed/invoiced opportunities (for clients who’ve already converted) and active opportunities (for clients you’re still working with).
   • By doing this, you avoid overcrowding your active pipeline with old or dormant opportunities, keeping everything organized and actionable.
2. Use Workflows to Transition Opportunities:
   • Implement workflows to move opportunities between these pipelines based on triggers (like project completion or invoicing).
   • This keeps old opportunities accessible but not in the way of active sales or service opportunities.
3. Divide Broad Pipelines into Phases:
   • Mario recommended breaking down broad pipelines into smaller, specific stages.
   • For example, a pipeline for cold calling can be divided into 3 stages:
     • Initial Contact
       
     • Follow-Up
       
     • Conversion
       
4. Leverage Conditional Logic:
   • Use if-else logic in workflows to automate transitions based on specific conditions. This could be based on client responses, project milestones, or even time intervals.

With this setup, you maintain clarity in your workflows and ensure you never lose track of an opportunity—even if it’s revisited multiple times.

Action Steps You Can Take Today:

1. Reevaluate your pipelines: Are your pipelines organized by opportunity stage or cluttered with inactive deals? Separate them!
2. Implement workflows: Automate the transition of completed opportunities and new prospects into the right stages.
3. Set up conditional logic: Use if-else conditions to automatically push opportunities where they need to go.

If you’re managing a large volume of leads or ongoing projects, this pipeline restructuring could be a game-changer. 

Want to Level Up Your HighLevel Game?

If you want expert support for setting up workflows, optimizing pipelines, or tackling any of your HighLevel challenges, don’t hesitate to reach out.

Visit HL Pro Tools today and start turning your HighLevel experience into a well-oiled machine. Let’s get those opportunities flowing!