How GoHighLevel workflows work (30-second version)
The 10 automations, with build steps
1. Speed-to-lead auto-responder ⭐ build first
Trigger: new lead (form/ad/chat). Actions: instant SMS + email → notify rep → add to nurture. Impact: responding within minutes makes you dramatically more likely to qualify the lead — most businesses lose leads purely on response time.
2. Missed-call text-back ⭐ build first
Trigger: missed call. Actions: immediate SMS ("Sorry we missed you! What can we help with?") → notify owner. Impact: rescues the callers who'd otherwise dial your competitor. Full guide + templates: missed-call text-back.
3. Appointment reminder sequence ⭐ build first
Trigger: appointment booked. Actions: confirmation → reminder 24h before → reminder 1h before, all with one-tap reschedule. Impact: attendance from ~60% baseline toward 85% — the clearest no-show fix.
4. Review request + smart routing
Trigger: job completed / invoice paid. Actions: wait 2h → SMS review link → if rating is 4–5★, ask for a public testimonial; if lower, alert the account manager to handle privately. Impact: more 5★ reviews, fewer public 1★ surprises.
5. Lead nurture drip
Trigger: lead not yet converted. Actions: value-first email/SMS sequence over days/weeks with a booking CTA. Impact: converts the ~90% who aren't ready on day one.
6. Inactive lead re-engagement
Trigger: no opens/replies in 90 days. Actions: reactivation offer sequence → suppress if still silent (protects deliverability). Impact: revives dead leads for free.
7. Post-purchase onboarding
Trigger: deal marked won. Actions: welcome sequence, next-steps, resource links, first-value nudge. Impact: lower churn, faster time-to-value.
8. Contract renewal reminder
Trigger: 30 days before contract end. Actions: renewal outreach → notify account manager. Impact: protects recurring revenue.
9. Pipeline-stage task automation
Trigger: deal moves stage. Actions: auto-assign the right task to the right team member. Impact: nothing falls through the cracks.
10. Monthly report auto-send
Trigger: 1st of month. Actions: compile + send client performance summary. Impact: agencies look proactive without manual effort.
Frequently asked questions
Which automation should I build first?
Speed-to-lead, missed-call text-back, and appointment reminders — the highest-ROI trio, ~7–9 hours/week saved.
How do workflows work?
Trigger (an event) + actions (SMS/email, wait, notify, move stage, add task), chained visually with no code.
Do automations cut no-shows?
Yes — reminder sequences lift attendance from ~60% toward 85%.
Do I need to code?
No — visual drag-and-drop, and you can start from templates/snapshots.
Can I reuse automations across clients?
Yes — bundle them in a snapshot and clone per client. Core of the agency model.