Trainer Promotion Process

This guide outlines the required steps once a decision has been made to promote a team member to Trainer.

1. Communicate the Promotion

• Inform the selected team member of the promotion decision.

• Confirm verbal acceptance before moving forward.

2. Enroll in Trainer Training Program

• Upon acceptance, the person in charge of this promotion must send the trainer this link to the training program:
  Trainer Training Program

• The trainer must complete the program and pass all requirements.

3. Completion Certificate Submission

• Once training is completed, the trainer must submit their completion certificate to the person in charge of managing trainer promotions.

• Note: The trainer is not officially granted the Trainer role until this certificate is received.

4. Create Trainer Automation Workflow in GoHighLevel

• After receiving the completion certificate, the person in charge must create a Trainer Workflow in GoHighLevel.

• This workflow ensures that automated communication is triggered for both:

  • The Trainer

  • The Trainee once their first trainee is assigned.

5. Reference Guide: Creating the Trainer Workflow

For instructions on creating the Trainer Workflow in GoHighLevel, see:
How to Create a Trainer Workflow for a Newly Promoted Trainer