A 3-Day Fitness & Finance Challenge that turns participants into consultations.
A complete challenge-based lead generation system — designed, built, tested, and launch-ready — created in GoHighLevel to generate qualified financial-services leads through a structured 3-day challenge.
The goal
Build a scalable way to generate qualified financial-services leads — automating participant communication, educating prospects with video, qualifying interest, and turning that into booked consultation opportunities.
What we built
A full participant journey: registration → day-by-day content → completion survey → consultation offer. That meant a registration funnel, timed email and SMS sequences, a text-to-join automation (participants text CHALLENGE to a verified number), QR-code sign-up, segmented Vimeo video delivery, and a survey that qualifies interest across credit, tax, insurance, and retirement.
The hard parts, solved
Toll-free SMS verification, workflow enrollment conflicts, trigger timing, and Vimeo presentation settings — all worked through with end-to-end testing of every email, text, trigger, and survey before launch.
The outcome
A repeatable lead-generation framework the client can run again and again — capable of producing consultation opportunities for tax planning, life insurance, retirement, and credit improvement. It now doubles as a reusable playbook.