Workflow 02

Automated Sales & Lead Nurturing

Nurture leads automatically with scoring, follow-ups, meeting reminders, and sales team notifications to close more deals.

Automated Sales & Lead Nurturing

Overview

This workflow automates the process of nurturing leads and moving them through your sales pipeline, ensuring timely follow-ups and personalized communication without manual intervention.

Key Benefits

Never miss a follow-up opportunity

Automatically prioritize hot leads based on engagement

Reduce sales cycle time with timely communication

Increase conversion rates through consistent nurturing

Free up sales team to focus on high-value conversations

Workflow Steps

TRIGGER
New Lead in GoHighLevel (from form, ad, etc.)
ACTION
Add to Nurturing Sequence
TOOLS
GoHighLevel Workflows
DESCRIPTION
The lead is automatically added to a multi-step email and SMS nurturing sequence in GoHighLevel.
TRIGGER
Lead opens an email or clicks a link
ACTION
Update Lead Score
TOOLS
GoHighLevel Workflows
DESCRIPTION
The lead's score is increased in GoHighLevel, indicating higher engagement.
TRIGGER
Lead replies to an email or SMS
ACTION
Notify Sales Team
TOOLS
Slack
GoHighLevel Workflows
DESCRIPTION
A notification is sent to the sales team in a dedicated Slack channel with the lead's message and contact details.
TRIGGER
Lead reaches a certain score threshold
ACTION
Create Task for Sales Rep
TOOLS
GoHighLevel Workflows
DESCRIPTION
A task is automatically created in GoHighLevel for a sales representative to follow up with the highly engaged lead.
TRIGGER
Lead books a meeting
ACTION
Update Pipeline Stage
TOOLS
GoHighLevel Workflows
DESCRIPTION
The lead's opportunity stage is automatically updated in the GoHighLevel sales pipeline.
TRIGGER
Meeting reminder
ACTION
Send Reminder Email/SMS
TOOLS
GoHighLevel Workflows
DESCRIPTION
Automated reminders are sent to the lead 24 hours and 1 hour before the scheduled meeting.
TRIGGER
Deal moves to 'Proposal Sent' stage
ACTION
Trigger Proposal Follow-up Sequence
TOOLS
GoHighLevel Workflows
DESCRIPTION
A sequence of emails is triggered to follow up on the proposal and encourage the lead to take the next step.

Implementation Notes

1

This entire workflow can be built within GoHighLevel's powerful workflow builder.

2

By using lead scoring and automated stage changes, your sales team can focus their efforts on the most promising leads.

3

The integration with Slack ensures that no lead inquiry falls through the cracks.

4

Customize scoring thresholds based on your specific sales process and conversion data.

Ready to Implement This Workflow?

Start automating your automated sales & lead nurturing process today.