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What starts this workflow?
Intake form submitted.
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 onboarding in-progress | Add a contact tag | Day 0 · your onboarding roadmap |
| 2 | Day 0 · your onboarding roadmap | Send an email | Wait 1 day |
| 3 | Wait 1 day | Wait before the next step | Day 1 · checklist item 1 |
| 4 | Day 1 · checklist item 1 | Send a text message | Wait 2 days |
| 5 | Wait 2 days | Wait before the next step | Day 3 · checklist item 2 + tips |
| 6 | Day 3 · checklist item 2 + tips | Send an email | Wait 3 days |
| 7 | Wait 3 days | Wait before the next step | Checklist on track? |
| 8 | Checklist on track? | Route by a condition | Day 6 · gentle catch-up nudge |
| 9 | Day 6 · gentle catch-up nudge | Send a text message | Flag stalled onboarding |
| 10 | Flag stalled onboarding | Notify the team | Day 6 · we're here to help email |
| 11 | Day 6 · we're here to help email | Send an email | End of this path |
How the branches work
Checklist on track?
- On track.
- Otherwise: Behind.
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- Import into a test sub-account and keep the workflow unpublished.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。
