GHL Workflows
1. Missed Call Text Back
Problem
Lost leads caused by unanswered, busy, or missed incoming phone calls.
Solution
An automated workflow that waits 2 minutes after a missed call and immediately sends an SMS to keep the prospective client engaged.
2. New Lead Automation
Problem
New leads submitting an intake form are often left unorganized, untagged, or waiting too long for a response, leading to lost conversion opportunities.
Solution
An automated intake pipeline that instantly catalogs leads, categorizes them based on their specific service needs, notifies the team, and initiates a multi-step nurture sequence tailored to their request.
3. Contact Responded to Follow up
The Problem
Leads who reply to follow-up messages can get lost in ongoing automated sequences, left without a timely manual response, or remain untagged as high-intent prospects.
The Solution
An automated handler that triggers the moment a lead replies, instantly stops active nurture sequences, notifies the team, tags them as a "Hot Lead", and updates their CRM opportunity stage.
4. Site Visit Scheduled + Reminders
The Problem
Missed site visits, late arrivals, and unorganized scheduling due to a lack of automated confirmations and timely reminder alerts.
The Solution
An appointment-triggered automation that immediately updates the CRM, sends email and SMS confirmations, and automatically dispatches 24-hour and 1-hour reminder alerts to keep attendance high.
5. Cancellation/No-Show follow up
The Problem
Lost revenue and cold leads resulting from unmanaged appointment cancellations or no-shows, without any automated way to re-engage them.
The Solution
An automated recovery workflow that identifies cancellations or no-shows, updates the CRM stage, tags the contact appropriately, and instantly triggers a re-engagement SMS to salvage the booking.
6. Quote Sent + follow up
The Problem
Lost sales and stalled deals when quotes or proposals are sent out, but prospects fail to reply or approve them due to a lack of systematic follow-up.
The Solution
An automated quote-tracking sequence that sends a series of timely SMS reminders spaced 1 day apart to keep the proposal top-of-mind and drive conversion.
7. Job Booked + Reminders
The Problem
Missed appointments, unorganized scheduling, and poor client attendance caused by a lack of automated confirmations and timely reminders.
The Solution
An appointment-triggered automation that updates the CRM opportunity stage, adds a tag, notifies the team internally, and dispatches immediate confirmation emails followed by scheduled reminder alerts.
8. Job Completed + Reputation Management
The Problem
Missed opportunities to capture positive customer reviews and repeat business after a service appointment is successfully completed.
The Solution
An automated post-job workflow that updates the CRM opportunity stage, sends an immediate thank-you text message, and follows up with automated review requests to build your online reputation.
