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GoHighLevel workflow

Client Onboarding Sequence

Send an email. Send a text message. Record a note for the team.

  • 1 min read
  • 4 sections
  • Updated October 14, 2026
On this page
  1. 1What starts this workflow?
  2. 2The workflow, step by step
  3. 3Connect it to your business
  4. 4Get the library

What starts this workflow?

Tagged new-client.

The workflow, step by step

The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.

StepActionWhat it doesNext step
1Welcome / what to expectSend an emailSend intake form
2Send intake formSend a text messageTask: kick off onboarding
3Task: kick off onboardingRecord a note for the teamCreate record in PM tool
4Create record in PM toolCall a configured integrationWait 3 days
5Wait 3 daysWait before the next stepCheck in
6Check inSend a text messageEnd of this path

Connect it to your business

  1. Import into a test sub-account and keep the workflow unpublished.
  2. Connect the trigger to your actual form, calendar, pipeline or contact tag.
  3. Review the messages and replace all business, booking and review placeholders.
  4. Connect any sender, phone number, team member or external integration used by the steps.
  5. 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.

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Join the community

30-day free trial + free RocketLauncher tools

Try GoHighLevel for 30 days. Get these tools free.

Sign up through our link for a 30-day GoHighLevel free trial. Your snapshot library, LeadMiner, CopyCat and the other RocketLauncher tools shown here are included free.

30 days to try GoHighLevel. All these tools free.

Start my 30-day free trial

Use our link to get the trial and free tools. Your GoHighLevel subscription is paid after the trial; sending costs and paid third-party services are separate.

  • GoHighLevel workflow showing lead assignment and an SMS follow-up step
    Inside a saved GoHighLevel workflow

    Snapshots + workflows

    Set up your follow-up faster

    Import ready-made GoHighLevel setups for enquiries, appointment reminders and follow-up. Add your business details and test before switching them on.

  • RocketLauncher Lead Miner demo dashboard showing local business searches and lead counts
    LeadMiner workspace ยท Demo data

    LeadMiner

    Find businesses you can sell to

    Search for local businesses on Google Maps, review their websites and contact details, then send selected leads to GoHighLevel. For example: find roofers who could use your services.

  • Copy Cat GHL product image: copy GoHighLevel websites and funnels
    CopyCat for GoHighLevel

    CopyCat

    Copy a page. Make it your own.

    Copy a GoHighLevel website or funnel into your own account. Change the logo, images and text for your business or client. Use pages you own or have permission to reuse.

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Get the bundle in 3 steps

  1. 1.Start your 30-day free trial

    Use our GoHighLevel link above to get the 30-day trial and qualify for all the free tools shown here.

  2. 2.Request your access

    Join the RocketLauncher community and ask for your bundle access after signing up through our link.

  3. 3.Choose a snapshot and install

    Get the import link for an available snapshot. Import it into your GoHighLevel account, add your business details and test before activating.

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