On this page
What starts this workflow?
Tag added: dormant.
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 past-client (re-activating) | Add a contact tag | AI draft personal win-back note |
| 2 | AI draft personal win-back note | Generate an AI response | Personal check-in SMS |
| 3 | Personal check-in SMS | Send a text message | Wait 2 days |
| 4 | Wait 2 days | Wait before the next step | Did they reply? |
| 5 | Replied | Route by a condition | Alert rep · dormant client re-engaged |
| 6 | Alert rep · dormant client re-engaged | Notify the team | Win-back offer email |
| 7 | Win-back offer email | Send an email | Wait 4 days |
| 8 | Wait 4 days | Wait before the next step | Offer reminder SMS |
| 9 | Offer reminder SMS | Send a text message | Wait 5 days |
| 10 | Wait 5 days | Wait before the next step | Any movement yet? |
| 11 | Re-engaged | Route by a condition | Clear dormant flag |
| 12 | Clear dormant flag | Remove a contact tag | Tag longterm nurture |
| 13 | Tag longterm nurture | Add a contact tag | End of this path |
How the branches work
Replied
- Replied.
- Otherwise: Still quiet.
Re-engaged
- Re-engaged.
- Otherwise: Still dormant.
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- Import into a test sub-account and keep the workflow unpublished.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.
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