— Case Study Reference
Glow Theories Skin Studios — the full GHL workflow map.
Every automation built for this case study, documented in one place: what triggers it, what it does step by step, and which workflow it hands off to next. Built to be handed to a real client's team — or reviewed by a hiring manager who wants to see the actual system, not just the pitch.
Workflows
17 Connected Builds
Platform
GoHighLevel
Structure
Tag + Pipeline Driven
— Stage 1
Entry & Routing
The moment a booking hits the calendar, these workflows read the appointment type and route the contact into the correct sequence.
Mapping 1 — New Patient Consultation
Trigger Customer Booked Appointment — free consult calendar
Tags the contact → new-lead stage → updates contact fields → tags landing-page source → tags booked-consult behavior.
Hands off to Workflow B1 — Appointment Show-Up Sequence
Mapping 2 — Laser Treatment Appointment
Trigger Customer Booked Appointment — laser treatment calendar
Updates contact fields → tags laser-booked behavior.
Hands off to Workflow F1 — Laser Treatment Confirmation Sequence
Mapping 3 — Maintenance Booking
Trigger Customer Booked Appointment — maintenance calendar
Updates contact fields.
Hands off to Workflow E2 — Appointment Confirmed
— Stage 2
Consultation Journey
From the moment a consult is booked through the appointment itself — confirmation, reminders, and the fork between showed and no-show.
B1 — Appointment Show-Up Sequence
Trigger Appointment created — Normal event type
Tags consult-booked stage → updates opportunity + lead score → booking confirmation email + SMS → 24-hr reminder email → 2-hr pre-appointment SMS → waits past appointment time, then branches on status.
Branches to Workflow D2 (showed) or Workflow B2 (no-show)
B2 — No-Show Booking
Trigger Appointment Status — no-show
Tags status-no-show → removes consult-booked stage → resets opportunity to New Lead.
Hands off to Workflow C — Abandoned Booking Recovery
B3 — Free Consult Showed
Trigger Appointment Status — showed
Tags consult-completed behavior + stage → updates opportunity + contact fields → adds lead score → enrolls in Advocacy → branches on upsell tag.
Branches to Workflow D2 — Post-Consultation or flags for manual review
— Stage 3
Booking & Upsell Recovery
Multi-tier win-back sequences for anyone who books but doesn't follow through — on the initial consult or on a laser treatment upsell.
C — Abandoned Booking Recovery
Trigger Appointment Status — no-show / lost
Marks opportunity lost → escalating wait-and-message tiers (SMS/email) → condition checks at each tier for re-engagement before advancing to the next.
Loops back into booking workflows on re-engagement
G1 — No-Show Upsell Booking
Trigger Appointment Status — laser upsell no-show
Removes laser-booked tag → tags status-upsell-abandoned.
Hands off to Workflow G2 — Upsell Abandoned Recovery
G2 — Upsell Abandoned Recovery
Trigger Contact tagged status-upsell-abandoned
1-hour re-engagement SMS → condition → 24-hour recovery email → condition → 72-hour final SMS → condition — each tier either re-books the upsell or advances toward a cold-lead status.
Re-books into Workflow F1, or ends in cold-lead status
— Stage 4
Laser Treatment Upsell
The path from a completed consult to a booked, confirmed, and completed laser treatment upsell.
D2 — Post-Consultation
Trigger Tagged consult-completed
1-hour same-day laser offer email → condition → 72-hour follow-up SMS → condition → 120-hour final offer → condition — each tier checks for a laser upsell booking before advancing.
Books into Workflow F1, or falls to Workflow G2
F1 — Laser Treatment Confirmation Sequence
TriggerTagged laser-booked
Updates opportunity to upsell-booked → booking confirmation email + SMS → 24-hr reminder email → 2-hr pre-appointment SMS → waits past appointment time.
Branches to Workflow F2 (showed) or Workflow F3 (no-show)
F2 — Laser Treatment Showed
TriggerAppointment Status — showed
Tags upsell-completed + laser-purchased → updates opportunity to Active Patient.
Hands off to Workflow E1 — Retention and Recall
F3 — Laser Treatment No-Show
TriggerAppointment Status — no-show
Tags status-upsell-abandoned → flags for manual review if status wasn't updated correctly.
Hands off to Workflow G2 — Upsell Abandoned Recovery
— Stage 5
Retention & Advocacy
Once a client is active, these workflows keep them coming back for maintenance visits and turn happy clients into public reviews.
E1 — Retention and Recall
Trigger Tagged behavior-spa-consult
30-day recall reminder email → condition → 6-week recall SMS → condition — each checks for a rebooked maintenance visit before flagging the contact as lapsed for annual re-engagement.
Rebooks into maintenance flow, or ends as a lapsed-patient flag
E2 — Appointment Confirmed
Trigger Appointment Status — maintenance confirmed
Tags maintenance-booked behavior → updates opportunity to Active Patient.
Terminal — confirms the retention loop is active
Advocacy Sequence
Trigger Tagged behavior-consult-completed
Waits 3 days → review request SMS → waits 14 days → review request email → condition checks whether a review was already left.
Ends the sequence once a review tag is detected
Counter Workflow — Advocacy
Trigger New Review Received
Removes the contact from the Advocacy Sequence the moment a review comes in.
Utility workflow — prevents duplicate review requests
— Glow theory skin studios
Funnel Map
Funnel Map of Glow Theory Skin Studios
From AWARENESS STAGE to ADVOCACY complete funnel setup.