Contacts and leads
Bulk tag and clean up
Tag, untag, or update hundreds of contacts in one instruction, then save the group as a list.
What you'll get
- One instruction that tags, untags, or updates a whole group of contacts at once.
- A count of exactly who is about to be touched, before anything is touched.
- A report of what actually landed: how many succeeded, how many failed, out of how many.
- The group saved as a list you can open in GHL any day, instead of rebuilding the same filter every week.
Say this
Tag everyone who came in from the September ad as september-lead.
Remove the cold-lead tag from anyone who has replied to us.
Tag these twelve contacts as needs-follow-up.
Save everyone tagged needs-follow-up as a list called Needs Follow Up.
The pro prompt
The exact ask we run on real client accounts
Proven liveIn my [Radiance Med Spa] account, find every contact tagged [website-lead] that also has [no tag of consult-booked]. First: tell me how many there are and show me five examples, and stop there so I can approve. Once I say go: add the tag [needs-follow-up] to all of them, then tell me how many succeeded and how many failed. Do not delete anything, do not send anything, and do not change any other field.
Click the box to select it, then press ⌘C (or Ctrl+C)
Everything in [brackets] is yours to change. The two safety lines matter more than the rest: Claude counts and stops before it touches anything, and the last line rules out everything you did not ask for.
Save the group as a list
Tagging answers "who needs chasing today". A saved list answers it again next Monday without you rebuilding the filter. Once a group is tagged, ask Claude to save it.
The exact ask we run on real client accounts
Proven liveIn my [Radiance Med Spa] account, save a contact list called "[Needs Follow Up]" that shows everyone tagged [needs-follow-up]. Read it back to me once it is saved so I know it exists, and tell me where to find it in GHL. Do not change any contact, and do not delete any list that is already there.
Click the box to select it, then press ⌘C (or Ctrl+C)
The list appears in your contacts view in GHL like any other saved list. Ask Claude to delete one by name when a campaign is over.
What happens when you ask
- Claude builds the group and tells you the size, with a few examples so you can spot a mistake.
- You approve, or you narrow it. Nothing has changed yet.
- Claude applies the change in batches and reports back what actually landed.
- If you asked for a saved list, it creates it and reads it back so you can see it exists.
Good to know
- Ask for the count first, every time. It is the difference between tagging 40 people and tagging 4,000.
- Bulk delete is real, and it does not come back. Claude will make you confirm, and it is worth reading that message twice.
- Tags are the backbone of GHL automation. Tag now, and your workflows have something to trigger on later.
- Saved lists are built from conditions, not from a frozen set of names. Tag somebody tomorrow and they appear in the list on their own.
- Saving lists needs version 3.65.0 or later. In every version before it, the list tools reported success and quietly created nothing, so if you tried this before and found nothing in GHL, that is why. Ask Claude "what version are you running" if you are not sure.
- Bulk changes need the full license. The Free plan can find and count the group, but not change it.
Where people go wrong
| What happened | The fix |
|---|---|
| "It tagged more people than I meant." | Always ask for the count and the examples first. Approve after you see them, not before. |
| "I saved a list before and it never showed up in GHL." | Versions before 3.65.0 could not actually save lists, though they said they had. Update, then ask again. |
| "I asked for duplicates to be merged." | GHL does not merge from the outside. Claude can find likely duplicates and list them, then you merge in GHL. |
| "The tags are not showing in GHL yet." | GHL's contact index lags a few seconds behind. The report of what succeeded is the truth; the list view catches up. |