このページの内容
What starts this workflow?
Monthly check-in date reached.
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 | Client | Route by a condition | AI write this month's value tip |
| 2 | AI write this month's value tip | Generate an AI response | Monthly value email |
| 3 | Monthly value email | Send an email | Wait 3 days |
| 4 | Wait 3 days | Wait before the next step | Did they engage? |
| 5 | Engaged | Route by a condition | Notify rep · client engaged with check-in |
| 6 | Notify rep · client engaged with check-in | Notify the team | Soft top-of-mind SMS |
| 7 | Soft top-of-mind SMS | Send a text message | Tag longterm (nurtured) |
| 8 | Tag longterm (nurtured) | Add a contact tag | End of this path |
How the branches work
Client
- Client.
- Otherwise: Skip.
Engaged
- Engaged.
- Otherwise: Quiet.
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- Import into a test sub-account and keep the workflow unpublished.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.
アフィリエイトリンク：ご契約いただくと、私たちに報酬が入ります。
