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What starts this workflow?
Opportunity enters Proposal Sent stage.
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 proposal-sent + hot-lead | Add a contact tag | AI craft personalized proposal nudge |
| 2 | AI craft personalized proposal nudge | Generate an AI response | T+1h confirm proposal received |
| 3 | T+1h confirm proposal received | Send a text message | Wait 1 day |
| 4 | Wait 1 day | Wait before the next step | Day 1 · value recap email |
| 5 | Day 1 · value recap email | Send an email | Wait 2 days |
| 6 | Wait 2 days | Wait before the next step | Already won? |
| 7 | Already won? | Route by a condition | Day 3 · gentle decision nudge |
| 8 | Day 3 · gentle decision nudge | Send a text message | Wait 3 days |
| 9 | Wait 3 days | Wait before the next step | Alert rep · proposal going cold |
| 10 | Alert rep · proposal going cold | Notify the team | Day 6 · soft close email |
| 11 | Day 6 · soft close email | Send an email | End of this path |
How the branches work
Already won?
- Replied / moving.
- Otherwise: Still open.
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- Import into a test sub-account and keep the workflow unpublished.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.
Link de afiliado: ganhamos uma comissão se você assinar.
