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5 GHL workflow templates that actually convert

Most GHL workflows we get asked to fix have the same problem: they were built once, never iterated, and the open/click rates have flatlined. These five patterns are what we ship across nearly every agency client. Each comes with the trigger condition, the message cadence, and copy you can paste straight in.

1. Speed-to-lead (90 seconds or it’s cold)

The 5-minute window is when leads are 21x more likely to qualify than at 30 minutes. The 90-second window is when you beat the next agency on their list.

Trigger: New contact added to a “lead” pipeline stage, OR form submission on a lead-magnet page.

Cadence:

Why it ships: Most agencies have a 15-minute or 1-hour speed-to-lead. The 90-second pattern is often 3x conversion lift on identical lead source.

2. No-show recovery (the $400 message)

A no-show on a sales call or service appointment is the most expensive event your agency client has. A 4-touch recovery flow recovers ~30% of them.

Trigger: Calendar appointment status changed to “no-show”.

Cadence:

3. 90-day reactivation

Cold leads that ghosted aren’t dead — they’re just not buying right now. A reactivation sequence at 90 days catches the ones who circled back to “thinking about it.”

Trigger: Contact in a “cold” or “lost” status with no activity for 90+ days.

Cadence:

The “close your file” frame outperforms “checking in” by ~4x on reply rate in our tests.

4. Review request (the timing matters)

Most review requests fire too early (right after sale, before the customer has experienced value) or too late (when the experience has faded). The right window is 24-72 hours after service completion.

Trigger: Pipeline stage = “service complete” AND time in stage > 24 hours.

Cadence:

The star-routing keeps your public rating clean and gives you the negative feedback privately so you can fix it.

5. Post-quote follow-up (D1 / D3 / D7)

Most agencies send the quote and then ghost. The buyer is comparing 3 quotes and forgets which is which by day 4. A simple D1/D3/D7 follow-up catches them at decision time.

Trigger: Quote sent (status change in pipeline OR file uploaded to contact).

Cadence:

Quote-to-close conversion typically jumps 15-25% with this cadence vs. send-and-pray.


How to ship these inside GHL

Each of these is one workflow card in the GHL workflow builder. Total build time per workflow: ~2 hours if you’ve built one before. If you haven’t, allow 4-6 hours including testing.

If you want them ready in your accounts tomorrow morning, book the intro call. We ship workflow builds in under 24 hours.

Want this built for you?

Snapboard handles every part of GHL for marketing agencies. Flat $1,295/mo, 24-hour turnaround, pause anytime.

Book a 15-min intro call →