GoHighLevel Workflow Templates 2026: 15 Ready-to-Use Automation Frameworks

TLDR

• GoHighLevel Workflow Templates are pre-built automation sequences you can import and deploy in minutes instead of building from scratch
• Templates are available in three places: the GoHighLevel Marketplace, community Snapshots shared by other agencies and this guide with 15 ready-to-use workflow frameworks for the most common use cases
• Every template below follows the same structure: Trigger → Conditions → Actions → Delays → Branch logic
• Workflow AI: describe what you want in plain English and GoHighLevel generates a draft workflow automatically - the fastest way to get a working first version
• All workflows below are starting points - customize the SMS copy, email content, timing and branch conditions to match your specific business
• Import Snapshots: the fastest way to get a complete workflow set is to import a niche-specific Snapshot from the GHL Marketplace or from an agency that built one for your industry

The 15 Essential GoHighLevel Workflow Templates

1. New Lead Instant Response

• Trigger: Contact Created (from form, Facebook Lead Ad, or any source)
• Action 1: Send SMS - 'Hi {{contact.first_name}}, thanks for reaching out! I will be in touch shortly. Here is my booking link if you would like to connect now: [link]'
• Action 2: Create Task - 'Follow up with {{contact.first_name}} - new lead from {{contact.source}}'
• Action 3: Add Tag - 'New Lead'
• Action 4 (Wait 24h - if no appointment booked): Send SMS follow-up #2
• Action 5 (Wait 5 days - if no appointment booked): Send email follow-up

2. Appointment Booking Confirmation + Reminder Sequence

• Trigger: Appointment Booked
• Action 1: Send email confirmation with Zoom/calendar link
• Action 2: Send SMS confirmation
• Wait until 24h before appointment
• Action 3: Send reminder email
• Action 4: Send reminder SMS - 'Your appointment is tomorrow at {{appointment.time}}. Looking forward to it!'
• Wait until 2h before
• Action 5: Send final reminder SMS with meeting link

3. Missed Appointment Reschedule

• Trigger: Appointment No-Show (appointment status = No Show)
• Action 1 (Wait 15 min): SMS - 'Hi {{contact.first_name}}, we missed you at your appointment today. Would you like to reschedule? [booking link]'
• Action 2: Add Tag - 'No Show'
• Wait 48h
• Action 3 (if no rebooking): Email - 'We would still love to connect. Here is our booking calendar: [link]'

4. Missed Call Text-Back

• Trigger: Missed Call (inbound call not answered)
• Action 1 (Immediate - within 15 seconds): SMS - 'Hi, sorry we missed your call! We will get back to you shortly. Here is our booking link: [link]'
• Action 2: Add Tag - 'Missed Call'
• Action 3: Create Task - 'Call back {{contact.name}} - missed call'
• Wait 2h (if no response)
• Action 4: Follow-up SMS

5. Post-Job Review Request

• Trigger: Tag Added - 'Job Complete' (or Pipeline Stage Changed to 'Complete')
• Wait 2 hours
• Action 1: SMS - 'Hi {{contact.first_name}}, thanks for letting us help you today! If everything went well, a quick Google review would mean a lot: [Google review link]'
• Wait 3 days (if no review detected)
• Action 2: Email follow-up with review link
• If review received (tag 'Review Left'): send thank you + referral ask

6. Proposal Follow-Up Sequence

• Trigger: Tag Added - 'Proposal Sent'
• Wait 3 days
• Action 1: SMS - 'Hi {{contact.first_name}}, just following up on the proposal I sent. Any questions or would you like to adjust the scope?'
• Wait 4 more days
• Action 2: SMS - 'Last check-in on your proposal. Happy to discuss anytime - reply or book a call: [link]'
• Wait 7 days
• Action 3: Email with a relevant case study or testimonial
• Wait 7 days
• Action 4: Move to Long-Term Nurture tag, remove from sequence

7. New Client Onboarding Sequence

• Trigger: Tag Added - 'New Client' (or Pipeline Stage = 'Signed')
• Immediate: Welcome email with next steps and what to expect
• Day 1: Access credentials or portal link
• Day 3: Check-in SMS - 'Hi {{contact.first_name}}, how is everything going so far? Any questions?'
• Day 7: Educational email - tips for getting the most from the service
• Day 14: Progress check-in
• Day 30: First milestone celebration or satisfaction check

8. Lead Nurture (Long-Term - Not Ready to Buy)

• Trigger: Tag Added - 'Long-Term Nurture'
• Month 1: Educational email - value-add resource related to their goal
• Month 2: Case study or success story email
• Month 3: SMS check-in - 'Hi {{contact.first_name}}, just checking in. Has anything changed with your [goal/situation]?'
• Month 4: Educational email #2
• Month 5: Invitation to webinar or event
• Month 6: Direct offer - 'It has been 6 months since we connected. We would love to help you with [goal]. Ready to chat? [booking link]'

9. Seasonal Campaign Blast

• Trigger: Scheduled (set date/time) OR Tag filter on specific segment
• Action 1: Send SMS to filtered list - seasonal offer message
• Wait 3 days (for non-responders)
• Action 2: Send email follow-up with more detail on the offer
• Wait 5 days
• Action 3: Final SMS - 'Last chance for [offer] - available until [date]'
• Use Smart List to filter: tag = 'Past Customer' AND 'Service Type = [matching service]'

10. Post-Call Follow-Up

• Trigger: Call Duration > 60 seconds (confirmed a call happened)
• Wait 30 minutes
• Action 1: SMS - 'Great speaking with you, {{contact.first_name}}! As discussed, here is [resource/next step/booking link]'
• Action 2: Create Task - 'Send follow-up email to {{contact.name}} re: [call topic]'
• Wait 48h (if no further action taken)
• Action 3: Follow-up email with meeting notes or next steps

11. Reactivation (90-Day Win-Back)

• Trigger: Smart List - Last Contact Date > 90 days AND Tag = 'Past Client'
• Action 1: SMS - 'Hi {{contact.first_name}}, it has been a while! We have some exciting [updates/offers/new services] we think you will love. Would you like to reconnect? [link]'
• Wait 7 days (no response)
• Action 2: Email with a specific offer or update
• Wait 14 days (no response)
• Action 3: Final SMS - 'Last reach-out from {{business_name}}. Reply anytime if you need us - we would love to work together again.'

12. Birthday or Anniversary Campaign

• Trigger: Scheduled - fires when Contact Custom Field 'Birthday Month' = current month
• Action 1 (2 weeks before): Email - 'Your birthday is coming up! Here is a special offer from us: [offer]'
• Action 2 (day of): SMS - 'Happy birthday {{contact.first_name}}! Enjoy your special day. Here is your gift: [offer/link]'
• Track: tag 'Birthday Offer Sent' to avoid duplicates next month

13. Referral Request Sequence

• Trigger: Tag Added - 'Referral Request'
• Wait 60 days from job/service completion
• Action 1: SMS - '{{contact.first_name}}, glad everything went well! If you know friends or family who could benefit from [service], we would love the introduction. We offer [incentive] for referrals.'
• Wait 30 days (no referral received)
• Action 2: Email with referral program details
• When referral converts: send 'Referral Thank You' workflow to the original referrer

14. Payment Reminder Sequence

• Trigger: Invoice Sent
• Wait until 1 day before due date
• Action 1: Email reminder - 'Your invoice of $[amount] is due tomorrow'
• Wait until due date
• Action 2 (if unpaid): SMS - 'Hi {{contact.first_name}}, just a reminder your invoice is due today. Pay here: [link]'
• Wait 3 days past due
• Action 3: Email - 'Your invoice is 3 days overdue. Please arrange payment to avoid any service interruption: [link]'
• Action 4: Create Task - 'Call {{contact.name}} re: overdue invoice'

15. Survey/Feedback Collection

• Trigger: Tag Added - 'Request Feedback'
• Wait 24 hours after service completion
• Action 1: SMS - 'Hi {{contact.first_name}}, would you take 2 minutes to share your feedback about [service]? It really helps us improve: [survey link]'
• Wait 3 days (if no submission)
• Action 2: Email with survey link
• On survey submission: if score < 7 → internal alert for service recovery; if score >= 8 → route to review request workflow

How to Import Workflow Templates

• From the GHL Marketplace: Marketplace > Workflows > browse by category > Import
• From a Snapshot: Agency Dashboard > Snapshots > Load Snapshot > select workflows to include
• Using Workflow AI: Automations > New Workflow > 'Build with AI' > describe the workflow in plain English
• Copy from another sub-account: Automations > select workflow > Export > import in target sub-account

FAQ

Does GoHighLevel have workflow templates?

Yes. GoHighLevel includes a template library in the Workflow builder and the GHL Marketplace has additional community-built templates. Snapshots from agencies and the community often include complete workflow sets for specific industries.

What is Workflow AI in GoHighLevel?

Workflow AI lets you describe an automation in plain English and GoHighLevel generates a draft workflow with triggers, conditions and actions. It is the fastest way to build a first version. All AI-generated workflows should be reviewed and tested before going live.

How do I build a GoHighLevel workflow from scratch?

Automations > New Workflow > Add Trigger (what starts the workflow) > Add Action (what happens) > Add Wait or Condition steps > Test with a real contact > Publish. The full automation guide covers this step by step.

Full automation guide: GoHighLevel Automation Guide

SMS automation: GoHighLevel SMS Marketing 2026

Lead generation workflows: GoHighLevel Lead Generation 2026

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