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The professional handoff that secures her booking the second she agrees to move forward.
Once she is ready to book, this workflow sends her contract and retainer invoice automatically and follows up if she does not sign.
She goes from 'I am ready' to 'I have signed and paid' without you sending a single manual email.
After her consultation, you add the ready-to-book tag. The workflow handles everything from there.
Her session contract fires directly to her email.
A separate invoice for her retainer fires at the same time.
Updates her opportunity to Contract Sent.
Gives her time to review before the reminder.
A gentle reminder with the contract link if she has not signed.
Another window before the final follow-up.
A warmer personal email opening the door for any questions.
Open GHL in another tab and follow these steps. Every button, every field, every click.
The longer it takes you to send the contract, the more time she has to second-guess. Automate the send and you secure more bookings.
After she signs, Workflow 005 (Contract Signed Welcome) fires the luxury onboarding sequence.
This workflow should only trigger after she has verbally agreed to book. Do not add the ready-to-book tag prematurely or you send a contract to someone who has not yet committed.
If you have multiple contract versions in GHL triple-check the right one is attached to this action. Send yourself a test to confirm the correct document arrives.
If you raised your prices and never updated the retainer invoice action inside this workflow you are charging the old amount. Check it every time you update your pricing.
Add an If/Else condition checking whether the contract is signed before the reminder fires. Without it the reminder goes out regardless of her status.
Test with your own contact first. Do not consider this workflow done until every box below is checked.
Check the Execution Log for errors on the Send Document action. The most common cause is the document template being in Draft mode. Go to Documents and Contracts and make sure your template is Published.
Confirm your payment processor is connected inside GHL under Settings → Payments. If payments are not connected invoices will not fire.
Your If/Else condition may be checking the wrong document or the wrong status. Open the If/Else action and confirm it is looking at your specific contract template with status equals Signed or Completed.
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