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What starts this workflow?
Opportunity marked won.
The workflow, step by step
The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.
| Step | Action | What it does | Next step |
|---|---|---|---|
| 1 | Tag happy client | Add a contact tag | Wait 3 days (let the win land) |
| 2 | Wait 3 days (let the win land) | Wait before the next step | Confirmed happy (no complaint)? |
| 3 | Happy | Route by a condition | AI craft the referral ask |
| 4 | AI craft the referral ask | Generate an AI response | Referral ask SMS |
| 5 | Referral ask SMS | Send a text message | Wait 1 day |
| 6 | Wait 1 day | Wait before the next step | Referral reward email |
| 7 | Referral reward email | Send an email | Wait 5 days |
| 8 | Wait 5 days | Wait before the next step | Did they refer or reply? |
| 9 | Referred | Route by a condition | Notify owner · referral incoming |
| 10 | Notify owner · referral incoming | Notify the team | Gentle referral nudge |
| 11 | Gentle referral nudge | Send a text message | End of this path |
How the branches work
Happy
- Happy.
- Otherwise: Hold off.
Referred
- Referred.
- Otherwise: Not yet.
The labels above come from the saved builder. Review the actual condition values in your own account before activation.
Connect it to your business
- Import into a test sub-account and keep the workflow unpublished.
- Connect the trigger to your actual form, calendar, pipeline or contact tag.
- Review the messages and replace all business, booking and review placeholders.
- Connect any sender, phone number, team member or external integration used by the steps.
- Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.
Get the library
Start GoHighLevel through the RocketLauncher partner link and join the community for snapshot access and setup help. This draft must pass its setup and execution checks before activation.
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