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What starts this workflow?
New opportunity created (quote 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 quote-stage lead | Add a contact tag | T+0 · quote delivered |
| 2 | T+0 · quote delivered | Send a text message | Wait 2 hours |
| 3 | Wait 2 hours | Wait before the next step | Opened or replied? |
| 4 | Opened or replied? | Route by a condition | AI write a value-first close nudge |
| 5 | AI write a value-first close nudge | Generate an AI response | Day 0 · close nudge |
| 6 | Day 0 · close nudge | Send a text message | Wait 1 day |
| 7 | Wait 1 day | Wait before the next step | Day 1 · proof + proposal email |
| 8 | Day 1 · proof + proposal email | Send an email | Wait 2 days |
| 9 | Wait 2 days | Wait before the next step | Alert rep · quote needs a call |
| 10 | Alert rep · quote needs a call | Notify the team | Day 3 · final friendly nudge |
| 11 | Day 3 · final friendly nudge | Send a text message | End of this path |
How the branches work
Opened or replied?
- Engaged.
- Otherwise: No movement.
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- Import into a test sub-account and keep the workflow unpublished.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.
