GHL Workflows

Deep Health Scorecard Project

Lead capture, nurture, and booking automation built in GoHighLevel.

Deep Health Scorecard Automation

Built a functional GHL funnel connecting lead capture, tagging, pipeline management, email nurture, appointment booking, and automated workflow transitions.

Workflow 1: Scorecard Lead Capturing

Lead capture, nurture, and booking automation built in GoHighLevel.

Created a workflow that captures form submissions, applies tags, creates the pipeline opportunity, and enrolls leads into the nurture sequence.

Workflow 2: Scorecard Nurture & Booking

Automated follow-up that stops when a lead books.

Built an advanced nurture workflow with timed emails, booking logic, tags, pipeline updates, and automatic removal from nurture once a call is booked.

Find Your Starting Point Quiz

Quiz Automation

Tag-based quiz logic that delivers personalized results.

Built a GHL quiz workflow that captures and organizes quiz responses through detailed contact tags. The workflow handles multiple selections, applies tags based on each answer, and uses conditional branching to process the contact’s concerns, duration, energy, digestion, and stress responses. I also built a priority-based tie-breaker system to determine the contact’s primary starting point when multiple categories apply. Based on the final result, the workflow sends the appropriate personalized result email with a relevant Shop CTA.

Simple Lead Capture Workflow

Automation and Testing

Lead Contact & Reply Automation

Automated SMS follow-up with reply-based email logic.

Built a GHL workflow that moves new leads to the Contacted pipeline stage, sends an immediate SMS, and waits for a reply. If the lead responds within 5 minutes, the workflow stops; if there’s no response, an email follow-up is automatically sent.

Customer Journey Automation

From abandoned checkout to purchase and customer onboarding.

Built three connected GHL workflows covering abandoned cart recovery, successful purchases, and post-purchase onboarding—automating follow-ups, CRM updates, team notifications, and customer communication throughout the journey.

Workflow 3: Digital Product Purchase

Automating fulfillment after a successful purchase.

Built a workflow that applies a purchase tag, creates a CRM opportunity, notifies the team, and sends an automated confirmation email after a digital product purchase.

Workflow 1: Abandoned Cart Recovery

Automated follow-up for incomplete purchases.

Built an abandoned cart workflow that identifies leads who start checkout but don’t complete payment. The automation applies a tag, creates a CRM opportunity, and sends a timed email sequence to encourage them to complete their purchase. Customers who purchase are automatically removed from the recovery workflow

Workflow 2: Course Purchase & Onboarding

Automating the journey from purchase to course access.

Created a post-purchase workflow that grants course access, updates the CRM, notifies the team, and sends a four-email onboarding sequence with instructions, resources, and next steps.

Client's Testimonials

BreAnna Finco

Founder of the Financial Independence Company