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GoHighLevel workflow

Post-Quote / Proposal Follow-Up

Add a contact tag. Wait before the next step. Send a text message. Includes conditional routing.

  • 2 min read
  • 5 sections
  • Updated October 14, 2026
On this page
  1. 1What starts this workflow?
  2. 2The workflow, step by step
  3. 3How the branches work
  4. 4Connect it to your business
  5. 5Get the library

What starts this workflow?

Opportunity moved to Quote Sent.

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
1Tag in-progress + intent-bookingAdd a contact tagWait 1 hour after quote
2Wait 1 hour after quoteWait before the next stepConfirm quote received
3Confirm quote receivedSend a text messageWait 1 day
4Wait 1 dayWait before the next stepDay 1 · Value reframe email
5Day 1 · Value reframe emailSend an emailWait 2 days
6Wait 2 daysWait before the next stepAI draft objection-aware nudge
7AI draft objection-aware nudgeGenerate an AI responseDay 3 · Objection-aware SMS
8Day 3 · Objection-aware SMSSend a text messageWait 3 days
9Wait 3 daysWait before the next stepDid they accept / book?
10Moved forwardRoute by a conditionDay 6 · Last call on quote
11Day 6 · Last call on quoteSend an emailFlag rep · quote going cold
12Flag rep · quote going coldNotify the teamTag dormant
13Tag dormantAdd a contact tagEnd of this path

How the branches work

Moved forward

  • Moved forward.
  • Otherwise: Still deciding.

The labels above come from the saved builder. Review the actual condition values in your own account before activation.

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 Import into a test sub-account and keep the workflow unpublished.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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  • 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.

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    LeadMiner workspace · Demo data

    LeadMiner

    Find businesses you can sell to

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    CopyCat for GoHighLevel

    CopyCat

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Get the bundle in 3 steps

  1. 1.Start your 30-day free trial

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  2. 2.Request your access

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  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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