Automation Sample

Workflow & follow-up automations

Lead Automation · Automation Sample
New Lead Inquiry Follow-Up
Exact steps — GoHighLevel
Trigger / Action Wait / System Decision End: Human Follow Up End: Follow Up Manually
New Lead Captured
Form submitted · Contact created in CRM
Send Instant SMS
Automated reply within 2 minutes
Send Welcome Email
Brand intro + what happens next
Wait 24 Hours
Appointment Booked?
Check calendar + pipeline activity
Yes
Confirmed
Move to Confirmed Pipeline
No
Add to Nurture Sequence
5-touch drip: email + SMS
Wait 3 Days
Replied or Booked?
Yes
Notify Sales Rep
Assign and follow up personally
No
Long-term Nurture
Monthly touchpoint sequence
Sales Workflow · Automation Sample
Missed Call Text Back
Exact steps — GoHighLevel
Trigger / Action Wait / System Decision End: Human Follow Up End: Follow Up Manually
Missed Call Detected
Inbound missed call trigger fires
Send SMS Reply
"Sorry we missed you — reply to reconnect"
Create Opportunity
Tag: Missed Call · Pipeline updated
Wait 1 Hour
Reply Received?
Check conversation for incoming message
Yes
Notify Team
Assign rep · Handle personally
No
Send Follow-up Email
Value email + callback link
Wait 2 Days
Still No Response?
Yes
Long-term Nurture
Move to re-engagement sequence
No
Notify Team
Assign rep to close the loop
Client Onboarding · Automation Sample
Client Onboarding Workflow
Exact steps — GoHighLevel
Trigger / Action Wait / System Decision End: Human Follow Up End: Follow Up Manually
Client Added
Contact Created
Find Opportunity
Create Opportunity
Pipeline: Onboarding · Stage: Onboarding Started
Send Welcome Email
Welcome + Next Steps
Send Intake Form
Collect onboarding details
Wait 1 Day
Form Completed?
Check intake form submission status
Yes
Schedule Onboarding Call
Send booking link
No
Send Form Reminder
SMS + Email follow-up
Onboarding Call Reminder
24h before · 1h before · SMS + Email
Internal Team Notification
Task assigned · Rep alerted
Post-Call Follow-up
Resources sent · Check-in sequence begins
Appointment Automation · Automation Sample
Appointment Reminder Workflow
Exact steps — GoHighLevel
Trigger / Action Wait / System Decision End: Human Follow Up End: Follow Up Manually
Appointment Booked
Calendar booking confirmed in GHL
Send Confirmation
Instant SMS + Email with details
Wait Until 24h Before
Send 24h Reminder
Email with calendar link + prep details
Wait Until 1h Before
Send 1h SMS Reminder
"Your appointment is in 1 hour — see you soon"
Wait for Appointment Time
Did They Show Up?
Check appointment status in GHL
Yes
Send Review Request
Google review ask + feedback
No
Send Reschedule SMS
Automatic re-booking link
Wait 24 Hours
Rescheduled?
Yes
Restart Reminder Flow
New appointment cycle begins
No
Re-engagement Sequence
Pipeline stage updated · Team notified