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Workflows

HighLevel can send the follow-up for you

The three below are the first follow-ups worth turning on. HighLevel can run them once you copy them into your account. Each one can be built in a sitting.

WORKFLOW 1

New lead, tagged, first reply

Someone submits a form or books a time. After a short wait they get a confirmation. You get a ping. They are already in New Lead with a tag you can filter later.

TRIGGER

Form Submitted or Appointment Booked.

Build it

1
Make a form or a booking link. Map First Name, Email, Phone.
2
Workflow trigger: Form Submitted or Appointment Booked.
3
Action: add to pipeline stage New Lead.
4
Action: tag Website Lead or Booked Call.
5
Wait 2 to 5 minutes, then SMS or email: you got this, here is what happens next.
6
Optional: internal notification to you.

WORKFLOW 2

Missed call text-back

Local jobs often die in voicemail. A text that asks one question while they still have the phone in their hand is how some of those people stay with you instead of calling the next listing.

Build it

1
Phone settings: turn on missed-call text-back, or build the same thing as a workflow.
2
Write the message like a person. “Hey, sorry I missed you. What do you need help with?”
3
Send it from your main business number.
4
Test from a second phone. Let it ring out. Confirm the text arrives.

WORKFLOW 3

Follow-up after a download

Four short emails over 7 to 10 days is enough. One idea each. The last note asks them to reply or book a time. Skip countdown timers.

Build it

1
Trigger on a tag such as Guide Downloaded.
2
Day 0: send the file plus two lines of thanks.
3
Day 2: one tip tied to the problem they said they have.
4
Day 5: a mistake you see people make, or a short example.
5
Day 8 or 9: “Want help with this? Reply or grab a time.”

Before you turn them on

Finish the US texting signup (A2P) so the texts actually send.
Turn on one workflow, watch it for a few days, then build the next.
Read the messages out loud. If you would never send it to a friend, rewrite it.
Trigger every path yourself once so a real lead is not the first test.

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