Internal Training Portal
Financial Seminar Backend Training
How GoHighLevel and CloseBot work together to register, nurture and convert seminar leads across every advisor sub-account.
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The twelve modules
Work through them in order the first time. After that, use them as reference during each new advisor build.
System Overview
How the GoHighLevel snapshot and CloseBot fit together across every advisor sub-account.
What the Snapshot Includes
The reusable Financial Seminar Backend structure that ships with every new sub-account.
New Advisor Setup
The full fulfillment sequence from intake to activation.
Registration Journey
What happens between the QR code and the advisor's notification.
HighLevel Workflow Journey
The status timeline and what each workflow updates as the lead advances.
How CloseBot Works
One persona, one job flow, many advisor sources.
CloseBot Response Logic
Tag-priority behavior that decides what the assistant says — and when it stays silent.
Compliance and Safety
Hard limits on what the assistant may say, ask for, or imply.
Event Night and Post-Event Processing
iPad check-in, no-show cleanup, and the three follow-up paths.
Testing Before Launch
Every check that must pass before an advisor account goes live.
Ongoing Maintenance
What changes when seminars change, monthly, and the day after each event.
Client-Facing Demonstration
What the advisor experiences, described without any technical detail.