Reminders that fire relative to the appointment, not the booking
The Wait step can pause a workflow until a set time before or after the appointment itself, which is how reminders stop arriving at the wrong hour.
GHL Nugget
The Stale Opportunity trigger: follow-up for deals nobody touched
GoHighLevel can start a workflow when an opportunity has sat in a stage for a set number of days, which turns forgotten quotes into automatic follow-up.
Pipelines are good at showing where deals are and bad at reminding anyone to move them. The Stale Opportunity trigger fixes that. It fires when an opportunity has been in a pipeline, or in a specific stage, for longer than the number of days you set, with no change. From there the workflow can text the lead, email them, create a task for the owner or send an internal notification.
The typical build is an estimate follow-up. Stage: Quote Sent. Stale after 3 days. Action: a short text asking whether they had a chance to look at the estimate and offering a time to talk, then a task for the salesperson two days later if there is still no reply. Deals that used to die quietly in the middle of the pipeline get one more touch, and the touch happens whether or not anyone remembered.
Keep the trigger scoped to one stage at a time so each stage gets a message that fits it.
How to use it
- Create a workflow with the trigger Stale Opportunities.
- Filter by pipeline and stage, and set the number of days.
- Add the follow-up message and a task for the opportunity owner.
- Add an Opportunity Status Changed trigger to remove the contact if the deal moves.
Who it helps
Any business quoting jobs or consultations: roofing, HVAC, med spas selling packages, agencies.
Related: Pipeline follow-up like this is part of the Speed to Lead Sprint.
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