Workflow Wednesday: Never Miss a Lead Again with This GHL Automation
Leads are only valuable if you follow up—fast. Every local business owner knows the frustration of prospects slipping through the cracks. One missed reply can mean lost revenue, wasted marketing spend, and frustrated clients.
That’s why today, for Workflow Wednesday, we’re diving into a simple automation workflow in GoHighLevel (GHL) that ensures you respond instantly and never miss a hot lead.
Why This Workflow Matters
Timing is critical: responding to a lead within 5 minutes can make you 100x more likely to connect than waiting an hour (leadresponsemanagement.org).
Manual follow-ups aren’t realistic when your inbox fills up or you’re busy running your business. Automation lets you respond instantly, every time.
Step-by-Step Workflow: Set It Up in GHL
Step 1: Capture the Lead
Leads enter via website form, social media, or phone inquiry.
Step 2: Trigger Automation
Tag the contact as “New Lead” in GHL.
Optional: Notify you internally so you’re aware of the new inquiry.
Step 3: Instant SMS Follow-Up
Send a short, friendly message immediately. Example:
“Hi {{contact.first_name}}, just saw your request come in. Are mornings or afternoons better for a quick consultation?”
Note: Notice there's no name... but instead, words surrounded by curly brackets.
This is called a custom value. This automatically inserts the contact name into the text message, so that every contact inserted into this automation get's a personalized message.
Step 4: Secondary Reminder
Send a follow-up SMS or email 24–48 hours later if they haven’t replied.
Step 5: Track & Optimize
Monitor responses, booked appointments, and tweak your messages for higher engagement.
Image of GoHighLevel Workflow:
Real-World Example
A local chiropractor set up this workflow. Before automation, only 20% of leads booked appointments. After implementing the workflow: 80% converted.
One simple workflow. Massive results.
Pro Tip
Make it personal but keep it automated. Use the prospect’s name, reference their inquiry, and always provide an easy next step (like a calendar link).
Next Steps
Want this workflow ready to plug into your business? Download the Local AI & Automation Starter Kit — it includes the exact workflow template I use with clients:
👉 Download the Starter Kit
P.S. Quick Win: Adding a calendar booking link directly in your follow-up messages makes it faster for prospects to take action—and boosts bookings significantly.
