Category: Customer Experience / Reputation Management

What It Is
Requests neutral feedback, routes service problems internally, and continues eligible customers into the approved review-request process.

Objective
Increase legitimate feedback and review volume while ensuring service issues receive human recovery.

Trigger
A customer reaches an approved post-service or post-transaction stage and is eligible for follow-up.

Automation Flow

1. Confirm the customer is eligible for feedback outreach.

2. Send a neutral feedback request.

3. If the customer reports a service issue, route the concern internally for human follow-up.

4. Create a task for the responsible owner when recovery is required.

5. Track the resolution status of the service concern.

6. Continue only eligible customers into the approved review-request process.

7. Record the interaction and outcome in the CRM.

Stop Logic
Stop automated outreach when the customer opts out, reports a service issue requiring human handling, completes the approved review process, or becomes ineligible for further messaging.

Recommended Platform
GoHighLevel CRM, Workflows, Conversations, Reputation Management, and task management where appropriate.

Category: Sales / Pipeline Management

What It Is
Identifies opportunities inactive in a selected stage and starts a controlled re-engagement process.

Objective
Recover qualified pipeline value without relying only on new leads.

Trigger
An eligible opportunity remains inactive in a defined pipeline stage beyond the approved timeframe.

Automation Flow

1. Identify eligible stale opportunities based on approved pipeline criteria.

2. Confirm the contact is still eligible for outreach and has not opted out.

3. Review available CRM context before initiating re-engagement.

4. Send an approved re-engagement message appropriate to the opportunity stage.

5. Route positive responses to the appropriate owner or booking step.

6. Update the opportunity stage and activity when engagement occurs.

7. Create a human follow-up task for qualified opportunities requiring personal attention.

Stop Logic
Stop automated re-engagement when the contact replies, books, opts out, is disqualified, or is transferred to human follow-up.

Recommended Platform
GoHighLevel CRM, Opportunities/Pipelines, Workflows, Conversations, and Calendar where appropriate.

Category: Sales / Customer Communication

What It Is
Acknowledges a missed inbound call by SMS and routes the caller based on their stated intent.

Objective
Recover high-intent demand when staff cannot answer immediately.

Trigger
An approved business number receives a missed inbound call.

Automation Flow

1. Detect the missed inbound call.

2. Send an approved text-back message acknowledging the missed call.

3. Ask the caller what they need help with.

4. Use the caller’s response to identify the appropriate intent or routing path.

5. Route sales inquiries toward the correct booking or sales process.

6. Route support or sensitive concerns to the appropriate human owner.

7. Update the contact record and create a follow-up task when needed.

Stop Logic
Stop automated follow-up when the caller replies and is routed successfully, books an appointment, opts out, or is handed off to a human team member.

Recommended Platform
GoHighLevel Phone / Conversations / Workflows, with AI triage used only for approved intent classification and routing.