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Workflow 008 · Post-Session 003

Model Release → The Orchestrator.

The smartest workflow in the chain. Routes her through the survey, checks if she left a Google review, and asks about the Self-Love Challenge.

~25 Min Build Post-Session ✦ New
Workflow 008 in GoHighLevel

The full workflow inside GoHighLevel.✦ Click to zoom

The Overview

What this workflow actually does.

Once she signs the model release, this workflow routes her through three different paths automatically... the post-session survey, the Google review request, and the Self-Love Challenge enrollment.

The smartest workflow in the chain.

The Trigger

What fires the workflow.

✦ Trigger Type · Document Signed

Model Release Signed

When her Model Release updates to Signed, this workflow fires.

The Steps

The full sequence... step by step.

  1. I.

    Wait 120 Minutes

    Two hours of breathing room. She just signed something. Let her exhale.

  2. II.

    Enroll In Post-Session Survey

    Adds her to Workflow 009 which sends the personalized survey.

  3. III.

    Wait 2 Hours (Business Hours)

    Monday through Friday, 8am to 7:30pm only.

  4. IV.

    Condition: Review Left?

    Checks for the 'review-left' tag. If NO, enrolls her in the Google Review Request workflow.

  5. V.

    Wait 2 Hours (Business Hours)

    Another respectful pause.

  6. VI.

    Condition: Self-Love Challenge?

    Checks for the 'selflovechallenge' tag. If YES, enrolls her. If NO, the workflow ends.

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 Model Release to Orchestrator and click Continue.
  2. II.Set The Trigger — Search Document Signed, select your Model Release template, click Save Trigger.
  3. III.Add 120-Minute Wait — Click +, add Wait set to 120 minutes, click Save Action.
  4. IV.Enroll In Survey — Click +, search Add To Workflow, select Workflow 009, click Save Action.
  5. V.Add Business Hours Wait — Click +, add Wait 2 hours. In advanced settings enable Business Hours Only. Save.
  6. VI.Add If/Else Branches — Click +, add If/Else checking for 'review-left' tag. In the NO branch add Add To Workflow for your review request. Repeat for 'selflovechallenge' tag. Then publish.
Why This Works

Why the Self-Love hook matters.

If she opts in to the Self-Love Challenge she gets emails and texts for 30 days. At the end she gets a discount on her NEXT session when she books within a year. She gets value. You get her booked again. Loyalty math.

What's Next

What happens after this.

Workflow 009 (Post-Session Survey) personalizes the follow-up based on her makeup artist.

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.

?

Business hours filter not working

Go into the Wait action and look for advanced settings. Enable the Business Hours toggle and confirm your business hours are set correctly. Also check your GHL account timezone under Settings to make sure it matches your real timezone.

?

Client enrolled in Self-Love without opting in

Check the If/Else condition. It should read tag includes selflovechallenge. If it reads tag does not include the logic is backwards and everyone gets enrolled. Check the Yes and No branch assignments.

?

Add To Workflow step showing an error

Make sure Workflow 009 is Published. You cannot add a contact to a Draft workflow via automation. Publish Workflow 009 first then come back and test this one.

Questions & Discussion

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