CeCe Tan: From Automation Workflow to Investor Pipeline

TL;DR

CeCe Tan uses a single automation workflow to build an investor pipeline. This is a strategy deep-dive, not a product update.

Who this affects

This information is relevant to agency owners and SaaS entrepreneurs interested in leveraging HighLevel for lead generation, community building, and referral systems. It affects those looking for strategic approaches to client acquisition and monetization.

What changed

• CeCe Tan uses one automation workflow to create an investor pipeline.
• She is the founder of HL Accelerator and the free HighLevel Pilipinas community.
• CeCe Tan grew a 15,000-person community.
• A Facebook post asking 'who wants to learn HighLevel?' pulled in 400 people, then 4,000 in a single week.
• CeCe Tan openly shared the story of her failing business.
• She uses a 'tell me, show me, let me' teaching method.
• One student, an elementary graduate with no computer experience, built workflows using CeCe Tan's method.
• CeCe Tan identified an untouched market by checking who else was teaching HighLevel in her country and finding nobody.
• She pushed students toward HighLevel certification.
• One student pulled 16 leads from the HighLevel certification directory.
• CeCe Tan pays her community for referrals.
• She brings people on as sub-affiliates.
• A recent six-figure peso payout was made to a sub-affiliate.

HighLevel has not confirmed who this specifically affects, where in the product this change resides, if it replaces or breaks existing functionality, or any limits or plan gating.

Where to find it

This is a strategy shared on the HighLevel YouTube channel; it is not a feature or update within the HighLevel product itself. The specific automation workflow discussed would be built within the Workflows section of HighLevel, located under 'Automation' in the left-hand navigation.

How agencies will use this

Agencies can adapt CeCe Tan's community-building and referral strategies. For example, an agency could create a Facebook group, similar to how CeCe Tan started her community, offering free HighLevel education. Within HighLevel, a single automation workflow could tag new members, send them a welcome email series introducing HighLevel concepts and certification paths, and follow up with a call-to-action for paid services or sub-affiliate opportunities. This workflow could use a 'trigger' for new contact forms, an 'action' to apply a tag like 'Community Member', and subsequent 'if/else' conditions to segment users based on engagement or interest in HighLevel certification, driving them toward specific funnel steps. This replicates CeCe Tan's method of nurturing a community into an investor or referral pipeline.

Our take

This is not a product update, but a strategic case study. It's significant for agencies seeking to grow their brand, build community, and monetize through referrals and education. CeCe Tan's approach of identifying an unmet need, building a community, and leveraging HighLevel automation for scaling engagement and referrals offers a blueprint for growth. The reported results, including a 15,000-person community and substantial sub-affiliate payouts, indicate this is a viable strategy worth examining.