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GoHighLevel project

Moved to Won and Create New Client + Project Completed and Ask for Review Automations

Problem: Moving won deals into the client pipeline is manual, and finished clients are rarely asked for a review at the right time.

What I built: Marking a lead as Won triggers Moved to Won and Create New Client, moving it from the Lead Pipeline into the Client Pipeline as a new client. When the job is done, Project Completed and Ask for Review sends three review SMS texts, and a reply of “done” stops them.

  1. Lead marked Won
  2. Client Pipeline
  3. Project completed
  4. Wait 7 days
  5. Review SMS
  6. “Done” stops texts
GoHighLevel · CRM · SMS
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GoHighLevel builder workflow for the Replied DONE Stop Follow-up automation that removes a client from the review follow-up
The Replied “DONE” Stop Follow-up builder. A Customer Replied trigger, limited to replies on the Project Completed and Ask for Review workflow, feeds a condition that checks whether the reply contains “done”. When it does, the client is removed from that workflow so no further review texts go out; when nothing matches, the branch ends on its own and the follow-up keeps running.
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