BABelartVA Level III Training
Day 15 of 17GoHighLevel

Day 15 — GoHighLevel for Virtual Assistants

Run the Client's Growth Engine

CRM skills move you from task-taker to operations partner — and to a higher rate.

01

Navigate GoHighLevel confidently

02

Work with calendars, contacts, email and pipelines

03

Create and manage sample appointments and opportunities

04

Record a Loom walkthrough of the platform

Training ProgressDay 15 / 17

Learning Objectives

What you will master today

Slide 2
Objective 1

CRM Fundamentals

Why businesses use a CRM like GoHighLevel.

Objective 2

Calendars & Booking

Locate, test and share booking links.

Objective 3

Contacts & Email

Manage contacts, templates and follow-up.

Objective 4

Pipelines

Opportunities, stages and lead movement.

Objective 5

Documentation

Explain your work on video like a professional.

Trainer Discussion

Talking through the concepts

Slide 3

What GoHighLevel does

  • CRM, calendars, email/SMS, pipelines and automation in one platform
  • Agencies and service businesses run their whole sales process in it
  • A VA who can operate it is instantly more valuable

Pipeline thinking

  • New Lead → Contacted → Appointment Set → Proposal → Won/Lost
  • Every opportunity must have a next action
  • Stale opportunities are lost revenue

Communication inside the CRM

  • Log every conversation on the contact record
  • Use templates for repeatable messages
  • Follow up on a schedule, not on memory

Demonstration & Examples

How this looks in real client work

Slide 4
Demo

Booking link workflow

A real estate agent wants prospects to self-book viewings.

  1. 1Open the calendar and copy the booking link
  2. 2Test the link as a prospect
  3. 3Confirm the appointment appears on the calendar
  4. 4Add the link to email templates and signature
Demo

Moving a lead through the pipeline

A new inquiry arrives from a form.

  1. 1Create the opportunity in New Lead
  2. 2Log the first contact attempt
  3. 3Move to Appointment Set with the date
  4. 4Set the follow-up task and value

Seatwork

Activity 1 of 4

Slide 5.1
Seatwork #1In-Class Seatwork20 minutes

GHL Calendar Link

Objective

Find, test and share a booking link.

Instructions

  1. 01Navigate the GHL dashboard
  2. 02Locate the calendars section
  3. 03Copy the booking link
  4. 04Test it end to end as a prospect would
  5. 05Document where the booking appears

Expected Output

A working booking link plus a screenshot of the test booking.

Suggested Time

20 minutes

Status

Not started

Seatwork

Activity 2 of 4

Slide 5.2
Seatwork #2In-Class Seatwork30 minutes

GHL — Create 5 Appointments

Objective

Practice appointment creation and management.

Instructions

  1. 01Create five appointments across different days
  2. 02Assign contacts to each appointment
  3. 03Add notes and correct time zones
  4. 04Reschedule one and cancel one
  5. 05Verify the calendar reflects all changes

Expected Output

A calendar screenshot showing five managed appointments.

Suggested Time

30 minutes

Status

Not started

Seatwork

Activity 3 of 4

Slide 5.3
Seatwork #3In-Class Seatwork30 minutes

GHL — Sending Email

Objective

Communicate with contacts inside the CRM.

Instructions

  1. 01Create three sample contacts
  2. 02Send a professional email from within GHL
  3. 03Create and use one email template
  4. 04Log a follow-up task for each contact

Expected Output

Screenshots of the sent email, the template and the follow-up tasks.

Suggested Time

30 minutes

Status

Not started

Seatwork

Activity 4 of 4

Slide 5.4
Seatwork #4In-Class Seatwork35 minutes

GHL — Pipeline & Opportunities

Objective

Manage a sales pipeline like an operations VA.

Instructions

  1. 01Open the Opportunities section
  2. 02Create five opportunities with values
  3. 03Move them across at least three stages
  4. 04Add notes explaining each movement
  5. 05Identify which opportunity needs action today

Expected Output

A pipeline screenshot with five opportunities and notes.

Suggested Time

35 minutes

Status

Not started

Application

How a professional VA uses this with clients

Slide 6

An agency hires you to keep their pipeline current every day

A clinic's no-show rate drops because you manage reminders

A coach's leads get followed up within the hour, every time

You charge an operations rate, not an admin rate

Asynchronous & Take-Home

Work to complete after the session

Slide 7
Take-Home Activity #6 — GHL Loom Walkthrough

Record a GoHighLevel Navigation Video

Record a Loom video navigating GoHighLevel. Demonstrate the Calendar, Contacts, Email, Opportunities and Pipeline sections while explaining what a client uses each for.

Deliverable

A Loom video link (5–10 minutes) with clear audio and screen share.

Submission

Submit the Loom link before Day 16.

Student Challenge

Apply it right now

Challenge

Discussion Prompt

“Why would a business use a CRM like GoHighLevel instead of a spreadsheet? Give three concrete reasons.”

Daily Recap

Great Work! Day 15 Completed.

Final Slide

What we learned

  • GHL navigation and calendars
  • Contacts, emails and templates
  • Opportunities and pipeline stages
  • Explaining your work on video

Skills gained

Technical SkillsOrganizationReliabilityCommunication

Remember

  • Every opportunity needs a next action
  • Log conversations in the CRM, not in your head
  • Test every link before sending it to a client

Prepare for next

Day 16 is your practicum and portfolio day — treat it like a real client engagement.

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