Lead-to-site-visit system
A Free Estimate Request funnel, two pipelines, a 60-minute site-visit calendar and a reply-aware nurture sequence that stops as soon as a visit is booked.
- Sandbox build
GoHighLevel. Last updated .
- Build spec2pipelines: Sales and Jobs
- Build spec60 minsite-visit calendar slot
- Build spec4nurture emails, Day 0 to Day 9
- Build spec1Goal Event that stops the sequence
The problem
Estimate requests arrive at all hours. If nobody books the site visit quickly, the homeowner calls the next contractor. Follow-up emails also need to stop the moment a visit is booked.
What I built
- GoHighLevelFree Estimate Request funnelA funnel and form capture the project details.
- GoHighLevelTwo pipelinesA Sales Pipeline for new opportunities and a Jobs Pipeline for won work.
- GoHighLevelSite-visit calendarA 60-minute Free Site Visit & Consultation calendar for booking.
- GoHighLevelReply-aware nurtureFour emails on Day 0, Day 2, Day 5 and Day 9.
- GoHighLevelStop conditionA
site-visit-bookedGoal Event ends the sequence once the visit is booked.
The nurture sequence
| Sent on | |
|---|---|
| Email 1 | Day 0 |
| Email 2 | Day 2 |
| Email 3 | Day 5 |
| Email 4 | Day 9 |
The sequence is reply-aware: when the homeowner books, the Goal Event stops further emails, so nobody is chased after they have already said yes.
Before using this for a live business
- Measure the current process first, so any improvement can be compared with a real baseline.
- Agree which accounts, data and workflows the business owns. I work through a role-based team invite.
- Confirm third-party costs, such as GoHighLevel, n8n and messaging plans.
- Test normal, duplicate, missing-data and failure cases with the team's real rules.