Still rebuilding the same automations for every client?
That’s wasted time.
Workflow Templates inside GHL are meant to make life easier. But most users import them, change a message or two, and publish. That’s when triggers break, tags misfire, and leads get stuck in the wrong stage.
Here’s the better way 👇
Workflow Templates should be reviewed step by step before going live. That means checking:
• The trigger that starts the workflow
• The tags and pipeline stages
• The timing between messages
• Every SMS and email inside the flow
• A full test before publishing
It takes a few extra minutes. It saves hours later.
Agencies that treat Workflow Templates like long term assets build faster and cleaner systems. They clone master versions. They keep niche-specific templates. They document how each workflow is supposed to run.
The result?
Faster onboarding. Fewer mistakes. More consistent automations.
Inside this guide, the community learns exactly how to edit Workflow Templates inside GHL the right way. No fluff. Just a clear process that keeps automations stable and predictable.
If you want smoother builds and fewer “why did this send?” moments, this is worth the read. 🔥