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GHL BOOKING AUTOMATION

Client-fit and appointment routing

Client fit form

Problem

Qualified leads needed a reliable path from fit and booking through documents and follow-up.

Solution

Connected client-fit routing with appointment scheduling, document steps, and post-booking follow-up.

Outcome

A clearer journey from qualified inquiry to booked appointment and organized next steps.

For

Service businesses managing consultations and onboarding.

Automation workflow · GoHighLevel
  1. Client marked fitPipeline stage changes
  2. Send documentsContracts go out
  3. Welcome emailNext steps sent
  4. Update trackerSpreadsheet row + status
  5. Move opportunityPipeline kept current
  6. Wait 2 daysTime to reply
  7. Follow-up emailFriendly reminder

The actual build

Client-fit and appointment routing workflow built in GoHighLevel