In today’s fast-paced digital landscape, businesses are always searching for ways to improve efficiency and maximize customer engagement. GoHighLevel, a powerful CRM and automation platform, allows businesses to implement effective automation workflows that can save time, boost conversions, and drive results. Here, we’ll discuss the top 10 GoHighLevel automations every business should implement today.

1. Abandoned Cart Reminders

Why it works: Customers often add items to their cart but get distracted before completing the purchase. Abandoned cart reminders help bring them back to complete their purchase, increasing revenue.

How to set it up:

1. Log in to your GoHighLevel account.

2. Navigate to the Funnels & Websites section and select E-commerce.

3. Go to Contacts and find the segment of customers who have abandoned their carts.

4. Create a new Workflow, and set a trigger when a cart is abandoned.

- Action: Schedule an automated email or SMS reminder to go out within an hour or day.

5. Personalize the reminder message, including the items left in the cart and an engaging call-to-action (CTA) to complete the purchase.

6. Save and activate the workflow.

2. Automated Appointment Follow-Ups

Why it works: Clients forget appointments all the time. By automating reminders, you can significantly reduce no-shows and improve the overall customer experience.

How to set it up:

1. In the Appointments section, click on Settings and navigate to Appointment Reminders.

2. Create a new Workflow with an appointment booking as the trigger.

3. Set up reminders for 1 day and 1 hour before the appointment using SMS or email.

4. Include any important instructions, such as preparation steps or documents required.

5. Save and activate the workflow.

3. Lead Nurturing Sequences

Why it works: Lead nurturing ensures that potential clients stay engaged with your brand and eventually convert into customers. Automating these sequences saves time and ensures timely communication.

How to set it up:

1. Head to the Marketing tab and select Workflows.

2. Create a new Lead Nurture Sequence workflow.

3. Set a trigger for when a new lead is added.

4. Plan your sequence:

- Email 1: Immediate welcome email.

- Email 2: 3 days later, send a case study or customer testimonial.

- Email 3: 7 days later, provide valuable content or a special offer.

5. Use delays between emails to schedule the nurturing at the right intervals.

6. Save and activate the workflow.

4. Social Media Engagement Tracking

Why it works: Monitoring social media interactions with your brand allows you to engage customers directly, foster loyalty, and encourage word-of-mouth referrals.

How to set it up:

1. In Settings, go to Integrations and connect your social media accounts (e.g., Facebook and Instagram).

2. Go to Marketing > Triggers to create a new trigger for social media engagement (e.g., likes, comments, shares).

3. Create a workflow to automatically:

- Send a thank-you email for comments.

- Offer a discount for shares or mentions.

4. Save and activate the workflow.

5. Automated Review Requests

Why it works: Reviews are critical for building trust and credibility. Automating requests helps you gather feedback without spending time manually asking for reviews.

How to set it up:

1. Navigate to the Reputation Management section in Settings.

2. Create a new Workflow to send a review request after a purchase or appointment is completed.

- Trigger: Customer completes a purchase or appointment.

- Action: Send an email or SMS with a direct link to review on platforms like Google or Facebook.

3. Customize the message and set a delay (e.g., 1 hour after the service is completed).

4. Save and activate the automation.

6. Birthday and Anniversary Offers

Why it works: Personalized offers on special occasions like birthdays and anniversaries build strong customer relationships and boost loyalty.

How to set it up:

1. Ensure that customer data includes birthdates or important dates in the Contacts section.

2. Create a new Workflow for birthday or anniversary reminders.

- Trigger: Customer’s birthday or anniversary.

- Action: Send a personalized email or SMS with a special offer.

3. Add a delay so the message is sent exactly on the customer’s special day.

4. Save and activate the workflow.

7. New Customer Onboarding

Why it works: An efficient onboarding process ensures that new customers have everything they need to get started with your services, reducing confusion and building trust.

How to set it up:

1. In Workflows, create a new onboarding workflow.

- Trigger: New customer is added.

- Action 1: Send a welcome email with instructions and resources.

- Action 2: Set a delay of 2 days to send an onboarding video or guide.

2. Set additional reminders to follow up with the customer after a week.

3. Save and activate the workflow.

8. Upselling and Cross-Selling Campaigns

Why it works: Existing customers are more likely to purchase again, and upselling or cross-selling can significantly increase average order value.

How to set it up:

1. Segment customers based on their previous purchases in Contacts.

2. Create a new upsell/cross-sell workflow.

- Trigger: Customer completes a purchase.

- Action: Send an email suggesting complementary products or upgrades.

3. Include a discount code in the email to encourage immediate purchases.

4. Save and activate the workflow.

9. Customer Feedback Collection

Why it works: Gathering customer feedback is crucial for improving your products and services. Automating this process helps ensure you receive timely insights without overwhelming your team.

How to set it up:

• Create a Feedback Form: In the Funnels & Websites section, design a feedback form that asks customers about their experience, suggestions, and overall satisfaction.

Set Up the Workflow: Navigate to the Workflows section and create a new workflow.

• Trigger: Use the "Form Submitted" trigger based on the feedback form you created.

• Action 1: Send a thank-you email immediately after the form submission, expressing gratitude for their feedback.

• Action 2: If applicable, set a delay for a follow-up email to be sent a week later, asking if they have any additional thoughts or if they need further assistance.

• Action 3: Optionally, you can also create a task for a team member to review the feedback and follow up with the customer if necessary.

• Save and Activate the Workflow: Ensure the workflow is active to start collecting valuable customer insights automatically.

10. Re-Engaging Inactive Customers

Why it works: Customers who haven’t interacted with your brand in a while can be brought back with targeted campaigns, reactivating their interest and driving repeat business.

How to set it up:

1. In Contacts, segment inactive customers (e.g., those who haven’t engaged in the last 90 days).

2. Create a re-engagement campaign in Workflows.

- Trigger: No activity for 90 days.

- Action: Send an email offering a special discount or new product announcement.

3. Personalize the email with their name and include a Call to Action (CTA) to check out your latest offers.

4. Save and activate the workflow.

Conclusion

By implementing these 10 GoHighLevel automations, you can save time, improve customer engagement, and drive business growth. Whether you’re reminding customers about abandoned carts or automating appointment follow-ups, GoHighLevel provides the tools to streamline processes and enhance the customer experience.

From nurturing leads to re-engaging inactive clients, automation makes your business more efficient and scalable. Start with these workflows today to see the results!