Partner Pipeline in GoHighLevel

What it does

1. Each partner is a card on a board with five columns: identified, contacted, meeting held, active partner and dormant. Operations owns every card.
2. Move a card to Contacted and the partner gets an intro email: who the practice sees, the insurance it takes and a short ask for 15 minutes.
3. 5 days later operations gets a reminder to follow up, unless the partner has already written back.
4. Move a card to Meeting Held and the partner gets a thank you with how to send a patient over.
5. If a card sits untouched, operations gets a task to contact the partner, move the card or mark it dormant.

What keeps it safe

• The referral email tells partners to call intake or use a secure route, and never to put patient details in a regular email.
• Nothing is sent when a card reaches Active Partner, because nothing needs sending there.
• In the demo the idle check is set to 2 days so I could test it. A real practice would use about 10.
• Demo partners use my own test email addresses, so no real clinic is ever emailed from a demo.

How I tested it

• The intro email reached the inbox about a minute after the card moved.
• 10 untouched cards became 10 idle tasks for operations, all due the next day.
• A card moved straight to Meeting Held got the thank you email, and a card moved to Active Partner sent nothing, as designed.
• The 5 day follow-up task was created with its due date, but I have not yet seen one come due.

Built with

• GoHighLevel