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Workflow 006 · Post-Session 001

Viewing Session → Final Sale.

The minute her viewing session ends, this fires. Sends the Final Sale Contract, logs her in your spreadsheet, and pre-loads the next workflow in the chain.

~12 Min Build Post-Session ✦ New
Workflow 006 in GoHighLevel

The full workflow inside GoHighLevel.✦ Click to zoom

The Overview

What this workflow actually does.

The minute her viewing session ends and you tag her, everything fires automatically. Final Sale Contract, spreadsheet logging, and enrollment in the next workflow in the chain.

One tag... and the entire post-session sequence begins.

The Trigger

What fires the workflow.

✦ Trigger Type · Contact Tag Added

Tag Added: viewing-session

You add this tag to her contact the moment her reveal session ends. Everything fires from this single action.

The Steps

The full sequence... step by step.

  1. I.

    Update Intro in Proposal

    Updates a custom field with a thank-you message and instructions to complete the Final Sale Form.

  2. II.

    Update Subject in Proposal

    Updates the subject line custom field so the email looks polished.

  3. III.

    Send Final Sale Contract

    Sends the Final Sale Form template directly to her email.

  4. IV.

    Add To WORK Spreadsheet

    Logs her in your tracking spreadsheet.

  5. V.

    Wait 3 Days

    Gives her breathing room to review, sign, and pay.

  6. VI.

    Add To Next Workflow

    Pre-loads the Self-Love Challenge or next workflow in the chain.

How To Build This In GHL

Click by click... exactly what to do.

Open GHL in another tab and follow these steps. Every button, every field, every click.

  1. I.Create The Workflow — Click Automation → Workflows → + New Workflow → Start From Scratch. Name it Viewing Session to Final Sale and click Continue.
  2. II.Set The Trigger — Search Contact Tag Added, set filter to tag includes viewing-session, click Save Trigger.
  3. III.Update Custom Fields — Click +, add Update Contact Field for the Intro field. Save. Add another for the Subject field. Save.
  4. IV.Send Final Sale Contract — Click +, search Send Document, select your Final Sale Form template, click Save Action.
  5. V.Add Wait Then Enroll — Click +, add Wait 3 days, save. Then add Add To Workflow pointing to your next workflow. Save.
  6. VI.Test Then Publish — Tag your own contact with viewing-session. Confirm the contract fires. Then publish.
Why This Works

One tag... everything else.

Most photographers handle post-session manually. You skip all of that. One tag fires the whole sequence and the next workflow takes over when this one finishes.

What's Next

What happens after this.

The moment she signs the Final Sale, Workflow 007 (Final Sale to Model Release) fires automatically.

Common Mistakes

Things that trip people up... and how to avoid them.

Test Your Workflow

Before you go live... check every box.

Test with your own contact first. Do not consider this workflow done until every box below is checked.

Troubleshooting

Something not firing? Start here.

?

Final Sale Form did not send

Check that the document template is Published inside GHL Documents and Contracts. Draft templates cannot be sent via workflow. Also confirm the contact has a valid email address.

?

Custom fields did not update

Open the contact record after testing and check the custom fields section. If they are blank go back into the workflow and confirm the Update Contact Field actions are saved with the correct field names selected from the dropdown.

?

Nothing happened after the tag was added

Go to the Execution Log tab inside the workflow and find the test run. Each step shows green for success or red for error. Click any red step to see the specific error message.

Questions & Discussion

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