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Seven steps that activate the moment her contract is signed. The luxury handoff from 'we are talking' to 'you are in.'
The moment her contract is countersigned, this workflow fires a warm welcome sequence that makes her feel chosen, celebrated, and excited.
This is the difference between a client who books and a client who tells everyone she knows about you.
Fires the moment her contract document status updates to Signed in GHL Documents and Contracts.
An immediate warm email that celebrates her decision and welcomes her to the studio.
Updates her opportunity stage to Booked.
Tags her so every other workflow knows she is now an active booked client.
You get a text letting you know she just signed.
A clear walkthrough of the timeline and what to expect before her session.
A short pause before the personal touch.
A more personal note asking if she has any questions.
Open GHL in another tab and follow these steps. Every button, every field, every click.
This workflow celebrates her, automates the admin, and sets clear next steps. She never has to wonder what happens next because it just happens.
Workflow 004 (Session Prep) handles all of her pre-session communication automatically after this fires.
If you set the trigger to Any Document Signed instead of your specific session contract this fires whenever she signs anything. Be specific about which document triggers this workflow.
This is the emotional handoff from prospect to client. It should not sound transactional. Write it like you are genuinely celebrating her. Read it out loud before you save it.
If you skip the Update Pipeline Stage action your pipeline will still show Contract Sent instead of Booked. Always update the pipeline so your visual tracking stays accurate.
Every workflow downstream looks for the booked-client tag. If you skip this action those workflows may not route her correctly later.
Test with your own contact first. Do not consider this workflow done until every box below is checked.
Make sure the trigger is set to Document Status equals Signed or Completed not just Document Sent. Sent means you sent it to her. Signed means she actually completed it.
Go into the Update Pipeline Stage action and make sure the correct pipeline is selected and the stage name matches exactly what you named it in your pipeline settings.
Add a filter to the trigger so it only fires once per contact. Look for the Already In Workflow or Unique Event setting inside the trigger options.
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