このページの内容
What starts this workflow?
Appointment booked.
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 | From cold | Route by a condition | Tag appt-booked + hot-lead |
| 2 | Tag appt-booked + hot-lead | Add a contact tag | Remove cold-seq tags |
| 3 | Remove cold-seq tags | Remove a contact tag | Exit any active cold sequence |
| 4 | Exit any active cold sequence | Stop another workflow | Create opportunity · cold→booked |
| 5 | Create opportunity · cold→booked | Create a pipeline opportunity | AI prep brief for the rep |
| 6 | AI prep brief for the rep | Generate an AI response | Save AI prep brief to contact |
| 7 | Save AI prep brief to contact | Record a note for the team | Assign to closer |
| 8 | Assign to closer | Assign a team member | Alert closer · cold deal booked |
| 9 | Alert closer · cold deal booked | Notify the team | Confirm + warm the prospect |
| 10 | Confirm + warm the prospect | Send a text message | End of this path |
How the branches work
From cold
- From cold.
- Otherwise: Not cold · skip.
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- Import into a test sub-account and keep the workflow unpublished.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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