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Automated Client Onboarding Workflow – GoHighLevel

I designed and implemented a highly structured automated onboarding workflow in GoHighLevel, specifically tailored for a credit repair business. This workflow ensures a seamless and professional experience for every new lead or client from the moment they opt in — without manual effort.

Categories

Automations

Client

Ben iwowo


Key Features

Automated Lead Capture & Tagging:
Leads are instantly tagged based on source, allowing for segmented communication and targeted follow-ups.

Timed SMS & Email Sequences:
Smart drip campaigns using SMS and email are scheduled based on time delays and conditional logic, ensuring the right message reaches the client at the right moment.

Conditional Branching:
Built-in “if/else” logic allows the workflow to adapt based on user behavior — such as whether they clicked a link, replied to a message, or scheduled a call.

Calendar Booking Integration:
Automatically prompts new leads to schedule a consultation via GoHighLevel’s native calendar integration, increasing conversion rates without manual outreach.

Smart Reminders & Follow-Ups:
No-show prevention through automated appointment reminders and re-engagement triggers for unresponsive leads.

Streamlined Client Experience:
From welcome messaging to consultation reminders and onboarding checklists — this workflow delivers a professional, hands-free client experience from A to Z.

Result:
Saved over 10+ hours/week in manual admin tasks and significantly improved lead engagement and appointment show-up rates. It has been used as a plug-and-play system for multiple campaigns with great success.

Lets Work Together

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The way we connect, the way we learn, and especially the way we grow our businesses. At Lawrence Consults, we believe you shouldn’t get left behind or overwhelmed by all the tech. We’re here to help you cut through the noise, simplify your systems, and unlock real growth through smart, human-focused digital strategies.

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