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GoHighLevel workflow

Pre-Appointment Intake + Prep

Wait before the next step. Send a text message. Send an email. 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?

Appointment booked.

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
1Wait 30 minutes after bookingWait before the next stepSend intake form SMS
2Send intake form SMSSend a text messageIntake + what-to-bring email
3Intake + what-to-bring emailSend an emailWait 1 day
4Wait 1 dayWait before the next stepIntake completed?
5Intake completed?Route by a conditionGentle intake reminder
6Gentle intake reminderSend a text messageAI draft prep brief for the team
7AI draft prep brief for the teamGenerate an AI responseSave AI prep brief to contact
8Save AI prep brief to contactRecord a note for the teamSend prep brief to assigned rep
9Send prep brief to assigned repNotify the teamEnd of this path

How the branches work

Intake completed?

  • Intake done.
  • Otherwise: Not completed.

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 Import into a test sub-account and keep the workflow unpublished.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

Explore the partner offer

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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.

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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.

  • Plus tutorials, community help and more RocketLauncher tools

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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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