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title: GoHighLevel Day 1 Knowledge Test & Review date: {{date}} tags: []

GoHighLevel Day 1 Knowledge Test & Review

🧪 Knowledge Test Walkthrough

Each question was answered in real time. Your response is followed by a corrected/enhanced version to solidify understanding.

Question 1

Prompt: What are the core components of the GoHighLevel platform, and how would you explain its value proposition to a non-technical client like e9digital?

Your Answer:\ GoHighLevel is a CRM platform. Its core components are marketing management, sales management, conversion tracking, automation, integrated customer communication, brand reputation management.

Correct Answer:\ GoHighLevel is an all-in-one sales and marketing platform. Its core components include:

  • CRM & Pipeline Management
  • Marketing Automation (email/SMS/workflows)
  • Funnel & Website Builder
  • Reputation Management
  • Two-Way Communication
  • Appointment Scheduling
  • Attribution & Campaign Tracking
  • White-labeling for agencies

Client-Facing Summary:\ "It simplifies and unifies all your sales and marketing operations in one place, saving you time, improving client communication, and increasing lead conversion."

Question 2

Prompt: Walk me through how you would set up a lead capture form that tracks the marketing source and automatically adds the lead to a pipeline.

Your Answer:\ I would use the integrated form builder inside of GHL to build the form and I would have a question asking where the lead learned about the company.

Correct Answer:

  • Use the form builder with hidden UTM fields (source, medium, campaign)
  • Embed on funnel or WP site
  • Trigger a workflow on submission
  • Add to pipeline
  • Tag lead
  • Set custom fields

Question 3

Prompt: How does GoHighLevel handle marketing attribution, and how would you set it up to track whether a lead came from Google Ads, Facebook, or organic search?

Your Answer:\ It can integrate Google Analytics as well as other attribution tools and present them to you cleanly.

Correct Answer:

  • Use UTM links in ad traffic
  • Capture via hidden form fields
  • Store data in custom fields
  • Tag contacts or update workflows accordingly
  • Use reporting tab for attribution overview

Question 4

Prompt: Explain how GHL's pipeline and opportunity stages work. How would you use them to track and manage a lead's journey from first contact to closed sale?

Your Answer:\ When a client is put into the pipeline either manually or as a result of an automation, they are moved along based on further interactions and actions.

Correct Answer:

  • Create custom stages (e.g., New → Contacted → Proposal Sent → Closed)
  • Automate pipeline entry via workflows
  • Manually or automatically move based on lead actions
  • Use filters and reporting for deal forecasting

Question 5

Prompt: What’s the difference between a campaign and a workflow in GoHighLevel, and which should you use for building a drip email sequence?

Your Answer:\ A campaign is a targeted sequence of ads. A workflow is a reactive series of steps.

Correct Answer:

  • Campaign = legacy tool for linear drip (email/SMS)
  • Workflow = visual logic builder (preferred)
  • Use workflows for modern sequences with triggers, delays, and branching logic

Question 6

Prompt: How would you integrate GoHighLevel with WordPress so that form submissions and calendar bookings push into GHL?

Your Answer:\ I would embed forms created in the GHL form builder directly into the WP site whenever possible, and when not I would use webhooks and Zapier.

Correct Answer:

  • Preferred: GHL embed codes for forms/calendars
  • Alternative: Zapier or webhooks with WP plugins
  • Optionally use GHL WordPress plugin for easier embed management

Question 7

Prompt: A lead books a call through the embedded calendar. What should happen automatically afterward?

Your Answer:\ I would automate a confirmation/welcome email and potentially an SMS. Then I would move them into the booked call stage of the pipeline.

Correct Answer:

  • Confirmation email & SMS
  • Move to pipeline stage: Booked
  • Tag contact
  • Notify internal team
  • Set reminders before the call

Question 8

Prompt: What are the minimum custom fields you would create to support attribution and automation inside a new GHL setup?

Your Answer:\ I am not sure.

Correct Answer:

  • utm_source, utm_medium, utm_campaign
  • Lead Source
  • Referring URL
  • GCLID
  • Booked Call Date
  • Owner or Assigned Rep

Question 9

Prompt: What’s the purpose of tags in GHL, and how would you use them differently from custom fields or contact statuses?

Your Answer:\ Tags can indicate the purpose or status of a contact. Example: cold leads, or high-priority leads.

Correct Answer:

  • Tags = temporary, stackable labels for segmentation or automation
  • Custom fields = structured data (email, lead source)
  • Contact status = global status (e.g., customer, prospect)

Question 10

Prompt: What metrics would you monitor weekly to evaluate whether GHL is driving ROI for a company like e9digital?

Your Answer:\ I would monitor things like GHL funnels and landing pages, tracking things like conversions and new leads.

Correct Answer:

  • New leads and source
  • Funnel conversion rate
  • Booked calls
  • Pipeline movement
  • Closed deals
  • No-show rate
  • Email/SMS performance

📊 Insights & Areas for Improvement

✅ Strengths:

  • Strong working understanding of the platform and core terminology
  • Solid mental model of how leads move through funnels and automations
  • Accurate intuition on form building and integration techniques

⚠️ Suggested Improvements:

1. Custom Fields & Attribution Tracking

Resource: Using Custom Fields\ Fix: Practice creating custom fields and mapping UTM parameters into workflows.

2. Workflow Logic Mastery

Resource: How to Use Workflows\ Fix: Set up test workflows with branching logic and internal notifications.

3. Pipeline & Sales Stage Reporting

Resource: Step-by-Step Guide to Pipelines\ Fix: Build a mock pipeline with real-world stages and test filtering by value and source.

4. ROI Tracking

Resource: Understanding Attribution Source\ Fix: Practice using the attribution report tab and building UTM-tagged funnels.