Automation Workflows
6 builds
Customer Reply Handler Automation
Workflow Automation
Customer Reply Handler

Detects customer replies (cancel or reschedule intent), removes old tags, routes the contact through the correct branch, updates the opportunity stage, and sends a follow-up email โ€” all automatically.

Reply Detection Tag Management Cancel / Reschedule Logic Opportunity Update
No Manual Handling Every reply routed and actioned automatically
30-Day Appointment Reminder Drip
Drip Automation
30-Day Appointment Reminder Sequence

A 30-day multi-touch reminder drip โ€” sends appointment reminders at key intervals, checks booking status at each stage, and re-engages contacts who haven't booked, ending in a final follow-up offer.

Drip Sequence Appointment Reminders Status-Based Branching Re-engagement
30-Day Touchpoints Consistent follow-up without lifting a finger
Emergency Service Request Intake
Intake Automation
Emergency Service Request Intake

When a customer submits an emergency service form, this workflow instantly tags the contact as emergency, creates an opportunity in the Service Jobs pipeline, and notifies the dispatcher via email โ€” in seconds.

Form Trigger Emergency Tagging Pipeline Opportunity Dispatcher Email Alert
Instant Alert Dispatcher notified within seconds of form submit
HVAC Appointment Reminder Sequence
Appointment Automation
HVAC Appointment Reminder Sequence

Sends automated appointment reminders at 24 hours and 30 minutes before a scheduled HVAC service, with a contact-based trigger and custom date reminder logic built inside GHL.

Appointment Trigger 24-Hour Reminder 30-Min Reminder Custom Date Logic
Reduced No-Shows Clients reminded automatically before every appointment
New Client Onboarding Workflow
Onboarding Automation
New Client Onboarding Workflow

A multi-branch onboarding sequence that walks new clients through post-signup steps โ€” welcome messages, document delivery, follow-up checks, and pipeline stage updates, all triggered automatically after a deal is won.

Won Deal Trigger Welcome Sequence Multi-Branch Logic Pipeline Updates
Hands-Off Onboarding New clients guided automatically from day one
CRM & Pipelines
5 builds
Funnels & Landing Pages
7 builds
HVAC Services Section
Funnel Builder
HVAC Services Section

Services block of the same HVAC funnel โ€” 3 service cards for AC & Repair, Furnace & Heat Pump Service, and Air Quality & Duct Cleaning, each with an image, label, description, and CTA.

Service Cards 3-Column Layout Dark Funnel Per-Service CTAs
Free Quote Request Page
Funnel Builder
Free Quote Request Page

A quote request funnel page with a full embedded GHL form โ€” full name, email, phone, service needed, and a message field. Dark themed to match the brand, with a trust strip of partner logos at the bottom.

GHL Funnel Builder Embedded Form Lead Capture Quote Request
PawCare Services Section
Funnel Builder ยท Vet Clinic
PawCare โ€” Services Section

8-card services grid โ€” Wellness Exams, Vaccinations, Dental Care, Grooming, Lab & Diagnostics, X-Ray, Surgery, and Urgent Care โ€” each with icon, description, and a "See pricing" link.

Services Grid 8 Service Cards Vet Clinic
PawCare How It Works & Testimonials
Funnel Builder ยท Vet Clinic
PawCare โ€” How It Works & Testimonials

3-step booking process block followed by a 3-card testimonials section with star ratings and pet owner stories โ€” building trust before the contact form.

3-Step Process Testimonials Social Proof
PawCare Booking Form & Footer
Funnel Builder ยท Vet Clinic
PawCare โ€” Booking Form & Footer

Appointment booking section with a 6-field lead capture form (name, email, phone, service, pet details) connected to the CRM, plus a full branded footer with clinic hours and service links.

Lead Capture Form CRM Connected Branded Footer
Lead Capture Forms
4 builds
Pet Wellness Visit Booking Form
GHL Multi-Step Form
Pet Wellness Visit Booking Form

Multi-step GHL form for booking a pet wellness exam โ€” captures pet name, animal type (dog/cat/bird/other), reason for visit, and preferred appointment time with a clean step-by-step layout.

Multi-Step Form Pet Type Selector Appointment Booking Vet Clinic
Emergency Service Request Form
GHL Form
Emergency Service Request Form

Simple GHL form for emergency HVAC service requests โ€” captures name, contact, and urgency details, then triggers the intake workflow.

Emergency Intake Workflow Trigger
HVAC Free Quote Lead Capture Form
GHL Form
HVAC Free Quote Form

Comprehensive lead capture form โ€” full contact info, property address, system type selector (AC, Furnace, Heat Pump), brand, and approximate install year for accurate quoting.

Multi-Step Form System Type Selector Lead Qualification
Post-Service Satisfaction Survey
GHL Survey Form
Post-Service Satisfaction Survey

Branded customer satisfaction survey sent after every job โ€” star rating, technician review, job completion check, and recommendation likelihood, all feeding back into the CRM.

Star Rating Post-Job Survey CRM Feedback
Pricing Pages
18 builds
AC & Cooling Pricing Section
Pricing Section
AC & Cooling Pricing

3-tier pricing for AC & Cooling โ€” Diagnostic ($89), Full Tune-Up ($199), Repair & Recharge ($349) โ€” with feature lists and individual booking CTAs per tier.

3-Tier Pricing AC Services Per-Tier CTA
Heating & Furnace Pricing Section
Pricing Section
Heating & Furnace Pricing

3-tier pricing for Heating & Furnace โ€” Diagnostic ($79), Furnace Tune-Up ($179), Full Repair ($319) โ€” with detailed feature breakdowns and booking buttons.

3-Tier Pricing Heating Services Feature Lists
Pricing Page Section 4
Pricing Section
Ventilation & IAQ Pricing

Additional service pricing section covering indoor air quality and ventilation packages โ€” built to the same dark-themed design system as the rest of the funnel.

Ventilation IAQ Services Dark Funnel
Pricing Page Section 5
Pricing Section
Maintenance Plan Pricing

Annual HVAC maintenance plan tiers โ€” Essential, Comfort, and Total Care โ€” with recurring service benefits to encourage long-term customer retention.

Maintenance Plans Recurring Service Annual Pricing
Pricing Page Section 6
Pricing Section
Why Choose Us Section

Trust-building "Why Us" section on the pricing funnel โ€” NATE Certified, Same-Day Service, Licensed & Insured, and Satisfaction Guarantee, displayed in a grid format.

Trust Section Social Proof Credibility Grid
Pricing Page Section 7
Pricing Section
FAQ Section

Expandable FAQ section on the pricing funnel addressing common HVAC service questions โ€” pricing transparency, warranty, scheduling, and service guarantee details.

FAQ Objection Handling Accordion
Pricing Page CTA Banner
Pricing Section
CTA Banner โ€” Book a Service

Closing call-to-action banner at the bottom of the pricing funnel โ€” urgency messaging with a primary booking button and secondary contact link to capture any remaining leads.

CTA Banner Closing Section Lead Conversion
Wellness Exams Pricing โ€” 3 Tiers
Pricing Section ยท Vet Clinic
Wellness Exams Pricing

3-tier pricing for wellness exams โ€” Puppy/Kitten ($45), Adult Wellness ($85), Senior Pet ($110) โ€” each with a feature list, highlighted "Most Popular" badge, and individual booking CTAs.

3-Tier Pricing Vet Clinic Per-Tier CTA
Vaccinations Pricing Table
Pricing Section ยท Vet Clinic
Vaccinations Pricing Table

Full vaccine menu โ€” Rabies, DHPP, Bordetella, Leptospirosis, Lyme, FVRCP, FeLV โ€” with per-vaccine pricing, species column, and bundled puppy/kitten packages that save up to $30.

Vaccine Menu Dog & Cat Bundle Pricing
Dental Care Pricing
Pricing Section ยท Vet Clinic
Dental Care Pricing

3-tier dental pricing โ€” Feline ($199), Canine Small ($249), Canine Large ($319) โ€” anesthesia included, feature lists per tier, and a "Most Common" badge on the popular option.

3-Tier Pricing Dental Services Vet Clinic
Professional Grooming Pricing
Pricing Section ยท Vet Clinic
Grooming Pricing Table

Grooming table organized by pet size (Small / Medium / Large) โ€” Bath, Nail Trim, Ear Cleaning, Haircut, and Full Groom Package with clear per-size columns.

Grooming Size-Based Pricing Price Table
Lab, Diagnostics & Imaging Pricing
Pricing Section ยท Vet Clinic
Lab, Diagnostics & Imaging

Diagnostic menu with turnaround times โ€” Bloodwork ($65โ€“$120), Urinalysis ($45), Fecal Test ($35), Heartworm Panel ($48), Digital X-Ray ($85โ€“$180), and Ultrasound ($225).

Diagnostics Turnaround Times In-House Lab
Surgery & Spay/Neuter Pricing
Pricing Section ยท Vet Clinic
Surgery & Spay/Neuter Pricing

Surgery table by species, gender, and weight โ€” Spay/Neuter for cats and dogs (small/large), Mass Removal, and Microchipping ($45) โ€” anesthesia and post-op included.

Surgery Spay & Neuter Weight-Based Pricing
Annual Wellness Plans
Pricing Section ยท Vet Clinic
Annual Wellness Plans

Membership-style plans โ€” Essential ($199), Comfort ($349, Best Value), Total Care ($549) โ€” with included services, savings callouts, and Get Started CTAs for recurring revenue.

Annual Plans Membership Pricing Recurring Revenue
FAQ & CTA Banner
Pricing Section ยท Vet Clinic
FAQ & CTA Closing Banner

Accordion FAQ (insurance, fees, urgent care, multi-pet discounts, payments) followed by a full-width green CTA banner โ€” "Ready to Book Your Pet's Visit?" with dual action buttons.

FAQ Accordion Objection Handling CTA Banner

Capabilities

What I Work With

โš™๏ธ
Workflow Automation
GHL Workflow Builder Conditional Logic Triggers & Actions Multi-Branch Flows If/Else Splits
๐Ÿ“ฌ
SMS & Email Sequences
Drip Campaigns LC Email SMS Follow-Up Appointment Reminders Re-engagement
๐Ÿงฒ
Funnels & Landing Pages
GHL Funnel Builder Lead Capture Pages Pricing Pages Thank You Pages Dark / Light Themes
๐Ÿ“‹
Forms & Surveys
GHL Forms Surveys Intake Forms Conditional Fields Workflow Triggers
๐Ÿ“Š
CRM & Pipelines
Custom Pipelines Opportunity Tracking Stage Automation Contact Management Tags & Segments
๐Ÿค–
AI & Conversation Bots
GHL AI Employee Webchat Bot SMS Bot Lead Qualification Auto-Booking
๐Ÿ“…
Calendar & Bookings
GHL Calendars Booking Automation Reminder Sequences No-Show Follow-Up
๐Ÿข
Industries Served
HVAC Home Services Healthcare Real Estate Coaching Agencies

How I Work

My Process

01
Discovery & Scope

We start with a call or brief to map out your current workflow, identify gaps, and define what "fully automated" looks like for your business.

02
Build & Configure

I build everything inside your GHL account โ€” workflows, funnels, forms, pipelines โ€” following your brand and business logic exactly.

03
Test & Refine

Every automation is tested end-to-end before delivery. I check every branch, trigger, and action to make sure it works as expected in real conditions.

04
Handoff & Support

You get a walkthrough of everything built, plus a short support window to handle any adjustments after you go live.

GHL Workflow Builder 95%
Funnel & Page Builder 90%
CRM & Pipeline Setup 92%
SMS & Email Automation 88%
GHL Forms & Surveys 93%
AI Bot Configuration 80%

Let's Build

Get In Touch

Currently Available

Open to new GHL automation projects, funnel builds, and workflow setups. Remote-friendly โ€” I work with clients worldwide.

Workflow Automation Funnel Builds CRM Setup Form Builds Full GHL Setups

What to expect

โ†’
Quick turnaround

Most builds delivered within 2โ€“5 business days depending on scope.

โ†’
Clear communication

Updates throughout the build. No radio silence, no surprises at delivery.

โ†’
Revisions included

Minor adjustments after delivery are part of the deal โ€” not an extra charge.