The client brief
Peak Form Fitness runs Facebook ads for a free trial week. Leads land in a spreadsheet and the front desk calls them when it's quiet. Half never hear back. The owner wants every lead contacted in five minutes and booked for a tour. Made-up client, fake data.
Your deliverables
- Pipeline stages, each with one rule for moving forward
- A follow-up plan: what goes out, when, by text or email
- The messages: three texts and two emails
- A one-page workflow map, or the real build in a trial account
Do the task
Map the current mess
Read the sheet and note where leads get stuck. Most stall between "texted" and "booked".
Define the stages
New lead, Contacted, Booked, Showed, Joined, Lost. Each stage gets one clear rule.
Plan the follow-ups
Instant text, email after an hour, texts on day 1 and day 3, final email on day 7. Everything stops once they book.
Write the messages
Texts under 160 characters, first name, one question, and a "Reply STOP to opt out" line.
Draw the workflow
Trigger, wait, action, condition. Keep it on one page in Miro or Canva.
Build it if you can
In a GoHighLevel trial: pipeline, form and workflow. Screenshot every part.
Screenshots to capture for your portfolio
- Before: the messy lead sheet
- Your pipeline stages
- The workflow map or build
- The message set
More tips
- Texting rules differ by country. Note that the client must confirm consent rules.
- Tag every lead by source so the owner knows which ad works.
- Mention missed-call text-back. It's one of the most requested features.
- Keep a test contact with your own details to try the flow end to end.
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