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New To Medical Device Sales (NTMDS)

How we built the operational foundation for a fast-growing coaching brand inside GoHighLevel — helping people break into the $113K+ medical device sales industry.

Pipelines Automations Dialer Setup Dashboards Onboarding
Partnered with
Sales Pipeline
New Leads 12
Sarah M.
2 min ago
James T.
15 min ago
Booked 8
Mike R.
Today 3pm
Enrolled 5
Lisa K.
Enrolled ✓
About the Client

A coaching program scaling fast

2,500+ Members
9.5 wks Avg Placement
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NTMDS is a coaching program that helps people break into the medical device sales industry. As the brand started scaling quickly, they needed a full operational system to support their sales, onboarding, and customer experience — without adding more complexity or tools.

They brought us on to set up everything inside GoHighLevel from the ground up, so their team could sell, onboard, and scale with clarity.

What We Built

A complete operational backend

Full Backend Architecture

Designed and implemented the complete architecture: pipelines, automations, calendar setup, tagging, and workflows — fully mapped to their unique sales and fulfillment process.

Structured Lead Flow

Leads move through clearly defined stages, from application to booking to enrollment. Setters and closers each have their own pipeline views, and automations handle all follow-ups, reminders, and reschedules.

Dialer-First System

Introduced a dialer setup that lets the sales team call leads instantly, log results, and maintain momentum — all from within GHL. Speed to lead became their competitive advantage.

Automated Onboarding

After a lead enrolls, everything is handled automatically — welcome emails, course and community access, Slack notifications, and internal tasks for the team. Zero manual work.

Lead Journey

From application to enrolled

New Application
Lead submits application form
Setter Call
Qualification & booking
Sales Call
Closer presents offer
Enrolled
Payment confirmed
Fulfilled
Access granted, onboarded
Automations

Hands-off fulfillment & follow-up

Every touchpoint is automated. From the moment a lead applies to their first day in the program, our workflows handle the heavy lifting.

Instant speed-to-lead notifications
Automated reminder sequences (SMS + email)
No-show and reschedule workflows
Post-enrollment welcome sequence
Slack alerts for team visibility
Trigger
New Enrollment
Action
Send Welcome Email
Action
Notify Slack Channel
Action
Grant Course Access
Wait
1 Day Delay
Action
Send Getting Started Guide
Funnels & Landing Pages

Built to convert

We also designed and built high-converting landing pages for ads and webinar registrations.

Ad Landing Page

Application Funnel

Primary landing page for paid ads driving program applications.

Webinar Registration

Webinar Funnel

Registration page for live webinars with automated confirmation sequences.

The Outcome

Built to scale

Streamlined Workflows

Clear communication and handoffs across the entire team

Faster Sales Cycles

Speed-to-lead approach means fewer lost opportunities

Hands-Off Fulfillment

Automated onboarding without manual work

Centralized Operations

Everything runs from a single system

Full Visibility

Dashboards that show exactly what's happening

Ready for Growth

Structure in place to support continued scaling

Where their members get placed

Stryker Medtronic Abbott Boston Scientific Intuitive Surgical Johnson & Johnson
Why It Matters

From operating in the dark to running with clarity

NTMDS didn't just need a few workflows — they needed a complete system to power their business. We helped them go from operating in the dark to running a clear, automated backend that supports their growth every step of the way.

Need a system like this?

We build complete operational backends inside GoHighLevel. Let's talk about what your business needs.

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