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How to Automate Client Check-Ins and Progress Updates in GoHighLevel

Name: Did You Know Marketing Agencies Can Automate Client Check Ins with HighLevel?
Uploaded: 2026-02-26
Duration: 2 min 9 s
Channel: HighLevel
Description: GoHighLevel workflows let you send automatic check-in messages to clients at set intervals without writing them manually each time. Build a workflow triggered by a pipeline stage change, add a timed wait step, then send an SMS or email. Add a reply-wait step so the conversation routes to a team member once the client responds.

By Marnix Geerkens. Published 2026-02-26. Updated 2026-06-02.

GoHighLevel workflows let you send automatic check-in messages to clients at set intervals without writing them manually each time. Build a workflow triggered by a pipeline stage change, add a timed wait step, then send an SMS or email. Add a reply-wait step so the conversation routes to a team member once the client responds.

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Summary. This tutorial shows how agencies and consultants can build a simple GoHighLevel workflow that sends timed check-in messages after a client campaign starts. A pipeline stage change fires the trigger, a 30-day wait pauses the sequence, and an automated SMS goes out asking for feedback or sharing progress. When the client replies, the conversation is assigned to a team member for follow-up.

Steps

Move the client to the right pipeline stage
In Opportunities, drag the contact card into the stage that marks the campaign start. This action will trigger the workflow.
Create a new workflow
Go to Automation, click Create Workflow, and start from scratch.
Set the trigger
Search for Pipeline Stage Change as the trigger event. Select the specific stage you use for active campaigns and save the trigger.
Add a wait step
Click the plus button, search for Wait, and set the delay to 30 days. Save the action.
Send the check-in SMS
Click plus again, search for SMS, and type a friendly message such as checking in on the campaign progress. Save the action.
Wait for a reply and assign to a user
Add a Wait for Reply step pointing to that SMS. Then add an Assign to User step to route the conversation to the right team member once the client responds.

Tips

Add a second check-in branch at 60 or 90 days using the same pattern for longer campaigns.
Personalize the SMS with the contact's first name using GoHighLevel custom values to make the message feel less automated.