GoHighLevel industry playbooks, snapshots and automation library

Welcome, you run services on GHL. This pillar page links to every industry specific playbook. Each page gives a short plan, setup steps, and ready links.
GoHighLevel industry playbooks, snapshots and automation library
Photo by Yijie Miao / Unsplash

TLDR
Pick your field and open the matching GoHighLevel playbook to build funnels, workflows, calendars, conversations, reviews and payments in one stack.


Digital marketing agencies

Sell SaaS seats, deploy snapshots, run funnels and workflows, centralize conversations, and invoice in one platform.
Read the Digital marketing agencies playbook.

Mortgage lenders

Capture and pre qualify leads, route meetings to LOs, chase documents automatically, and report to referral partners.
Read the Mortgage lenders playbook.

Real estate agents

Generate sellers, capture open house traffic with QR forms, book consults, reply from one inbox, and ask for reviews.
Read the Real estate agents playbook.

Law firms, family law

Route intake by issue, book paid consults, track matters by stage with SLAs, and request reviews after wins.
Read the Law firms, family law playbook.

Roofing and exteriors

Spin up storm inspection funnels, collect photos, move jobs through estimate to scheduled, send SMS updates, and capture reviews.
Read the Roofing and exteriors playbook.

Solar installers

Pre qualify with savings quizzes, route setters to closers, follow up on proposals, take deposits, and drive referrals.
Read the Solar installers playbook.

Medical aesthetics, hair transplant

Book consults with deposits, automate pre and post op care, post social proof, and sell memberships or packages.
Read the Medical aesthetics, hair transplant playbook.

Mental health clinics

Triage intake, send tight reminders for telehealth, use missed call text back, run a waitlist, and keep PHI compliant.
Read the Mental health clinics playbook.

Chiropractic, dental

Rebook overdue patients, automate plan reminders and dunning, run referral asks, and collect QR or SMS reviews.
Read the Chiropractic, dental playbook.

Cleaning services

Capture quotes fast, sell recurring slots, invoice with deposits or subscriptions, notify by job stage, and ask for tips plus reviews.
Read the Cleaning services playbook.

Flooring, construction

Collect measurements up front, chase quotes with sequences, notify clients by stage, and break payments into milestones.
Read the Flooring, construction playbook.

Photography

Sell mini sessions with deposits, backfill cancellations from a waitlist, upsell packages, invoice cleanly, and request reviews.
Read the Photography playbook.

Financial services, insurance

Run webinar funnels, book intro and review calls, send renewal reminders, trigger cross sell journeys, and use testimonials.
Read the Financial services, insurance playbook.

Home healthcare

Route eligibility intake, broadcast to fill shifts, send family updates, invoice private pay, and collect feedback.
Read the Home healthcare playbook.

Nonprofits, fundraising consultancies

Build donation pages with subscriptions, convert pledges, run event registrations, manage donor pipelines, and collect testimonials.
Read the Nonprofits, fundraising consultancies playbook.


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