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What starts this workflow?
Tagged cancel-requested.
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 churn-risk | Add a contact tag | Assign to retention owner |
| 2 | Assign to retention owner | Assign a team member | AI craft a personal save offer |
| 3 | AI craft a personal save offer | Generate an AI response | Send AI save outreach |
| 4 | Send AI save outreach | Send a text message | Wait 1 day for a reply |
| 5 | Wait 1 day for a reply | Wait before the next step | Did they re-engage? |
| 6 | Replied | Route by a condition | Alert · save conversation live |
| 7 | Alert · save conversation live | Notify the team | Silent · written save offer |
| 8 | Silent · written save offer | Send an email | Wait 2 days |
| 9 | Wait 2 days | Wait before the next step | Saved them? |
| 10 | Saved | Route by a condition | Saved · clear churn-risk |
| 11 | Saved · clear churn-risk | Remove a contact tag | Lost · tag for winback later |
| 12 | Lost · tag for winback later | Add a contact tag | End of this path |
How the branches work
Replied
- Replied.
- Otherwise: Silent.
Saved
- Saved.
- Otherwise: Lost.
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- Import into a test sub-account and keep the workflow unpublished.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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