Done-for-you workflow
Date-triggered greetings and offers that reach customers on the days they are most receptive.
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Built from the patterns that actually convert in this category.
Everyone agrees birthday offers work and nobody has time to send them one at a time.
The idea arrives three days before the holiday, which is too late to build anything decent.
There is no reason to reach out, so nobody does, and the list goes cold.
Date field on the contact
Trigger fires at the configured lead time
Segment filter applied
Greeting or offer sent
Response tracked for follow-up
Problem and fix
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Birthday & holiday reminders snapshot.
The problem
Everyone agrees birthday offers work and nobody has time to send them one at a time.
What removes it
The appointment is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
The idea arrives three days before the holiday, which is too late to build anything decent.
What removes it
Do you cover my area gets answered in the moment, instead of the lead closing the tab and asking someone else.
The problem
There is no reason to reach out, so nobody does, and the list goes cold.
What removes it
Happy leads are pushed to Google. Unhappy ones are routed to a private feedback form first, so the problem reaches you before it reaches the public.
Fires on the contact's date of birth with a configurable lead time before the day.
A set of recurring annual dates with campaign templates attached to each.
An optional offer or code attached to each occasion, with an expiry that creates a reason to act.
Occasion campaigns can be limited to customers, not every contact in the database.
Send on the day, or a week before, depending on whether the message is a greeting or an offer.
Every template is written and ready, and every one is editable.
Review harvesting
Asking for reviews by hand does not survive a busy week. The Birthday & holiday reminders snapshot asks every lead automatically, then sends them down one of two paths depending on how they rate you.
The workflow watches for the job is marked complete and sends the request itself, by text and by email, without anyone adding it to a to-do list.
The same link sits behind a QR code you can put on the leave-behind card and in the follow-up text. Scanning it opens exactly the same form.
The form opens on five stars and nothing else. Whatever the lead taps routes them, and they never see the other path.
Tap five and there is nothing else to fill in. They pick a platform, the review box is already open, and the review is live in under a minute.
Ends up public
Four or below and the public platforms never appear. They get a feedback box, it lands on their contact record, and you get a notification the same minute.
Stays private, lands on your desk
More five-star reviews reach Google, and the four-star complaints reach you first. That is the entire point of the gate.
Once published, every contact with a date on file receives a greeting on the right day, every year.
A calendar of holiday campaigns configured once and repeating annually.
Regular, welcome contact that keeps the list warm without feeling like a promotion.
Single-purpose automation recipes that drop into any GoHighLevel account and start working.
Every trigger, condition, wait step and action, built and tested end to end.
The email and SMS copy for each step, written rather than left as placeholder text.
The supporting tags and fields the workflow depends on, created on import.
Wait times and send windows exposed as values you can change without editing the logic.
What to connect, what to test and what to change before you publish it.
Done for you
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
No developer, no export files and no waiting on a build queue.
Have us install itThe workflow arrives as a HighLevel share link.
Import into whichever sub-account should run it. Supporting tags and fields are created automatically.
Adjust the email and SMS templates to your voice and add your business details.
Change wait times and send windows to suit your audience and time zone.
Run it against a test contact, confirm every step fires, then move it from draft to published.
Annual
Recurring triggers that fire every year without being rebuilt
Segmented
Occasion campaigns limited to the audience you choose
Lead time
Configurable so offers land before the occasion, not after
Something not covered here?Email usand a person will answer.
They are skipped rather than receiving a generic message. The workflow also includes an optional prompt to collect the date from contacts missing it.
Yes. The same structure works on any date field, so customer anniversaries, policy renewals and service dates all work.
In five steps, all automatic. The prebuilt site captures the lead on an intake form that asks what they need, when they need it and how to reach them. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the enquiry and offers the next two available slots. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running New lead, Qualified, Quoted, Won, Delivered, with automation attached to each stage.
It asks every lead automatically as soon as the job is marked complete, by SMS and email, and via a QR code you can put on the leave-behind card and in the follow-up text. The rating they tap decides the path: five stars opens Google, Facebook or Yelp with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
It answers. A call that comes in after hours is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
That is arithmetic rather than a promise: divide the one-time price by your average job value. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of jobs is margin.
It imports as a separate workflow with its own trigger, so nothing existing is modified. Check that its trigger does not overlap with one of yours in a way that would double-send.
Yes. Wait times and send windows are exposed as editable values, so you can retime the sequence without rebuilding the logic.
Yes. Workflow products are deliberately industry-neutral, so the copy is written to be edited rather than assuming a trade.
Yes. Every workflow imports in draft so nothing fires at your contact list before you have tested it.
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