Agencies benefit from repeatable, reusable workflows. This page provides templates covering lead capture, conversion, closing and retention.

Best CRM Software with Marketing Automation 2025: Pricing & Features Compared

Affordable CRM comparison showing GoHighLevel, HubSpot and Salesforce pricing with automation features. GoHighLevel offers the lowest all-in cost when funnels, SMS, scheduling and workflows are included, while HubSpot scales gradually and Salesforce fits larger teams needing customization.

GoHighLevel Playbooks and Marketing Automation for AgenciesZoltan Juhasz

Workflow Template Pack

Template 1: Lead Capture to Booking

Trigger: Form or funnel submission
Steps: Send SMS, send email, assign owner, schedule booking
Conversion goal: book call within 24 hours

Template 2: Missed Call Auto Response

Trigger: No answer
Message: Text reply sent instantly
KPI lift: reduces lost leads by 25 percent average

Template 3: Proposal Follow-up

Day 1, Day 3, Day 7 prompts
Email + SMS mix
Owner reassigned if no reply

Template 4: No-Show Recovery

Reschedule booking
Add one-time discount
Tag lead as reactivation

Template 5: Review Request Campaign

Trigger: Job completion
Goes to Google Business Profile
Raises retention and ranking

Funnels That Pair With These Workflows

• Booking pages
• Free estimate form
• Service onboarding form
• Trial signup page

All drive immediate reply-based automations.

Why Agencies Standardize Workflows

Predictable onboarding improves delivery margins.

Automated engagement stops leads from going inactive.

CTA

Access these templates inside GoHighLevel

FAQ

Do templates require coding?

No, drag and drop logic only.

Can these templates run SMS and email together?

Yes.

Can agencies reuse templates across clients?

Yes.