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🚀 Start here: your free HighLevel trial
Hey! If you're not on HighLevel yet, start here. It's the exact setup I run my whole agency on, and every tutorial, snapshot and workflow in Launchpad builds on it. Grab the free trial: https://www.gohighlevel.com/highlevel-bootcamp?fp_ref=danielsouzahl Once you're on a paid plan, you also unlock the Launchpad Builder Pass: a 45-min onboarding call with me, my snapshot and template pack, Agency Builder free, and a monthly Builders office hour. Just DM me the email you signed up with. Heads up: that's my affiliate link, so I earn a commission if you sign up through it. It doesn't cost you anything extra. Let's build together. 🔥
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🚀 Start here: your free HighLevel trial
GHL Automation: appointment reminders and a no-show follow-up
No-shows are one of the most expensive problems a local business has. The tech drove out, the chair sat empty, the time is gone. The fix is two simple workflows: one that reminds people before the appointment, and one that reaches out kindly if they don't show. **The fast way to start** Go to **Automation → Create Workflow → Recipe** and pick **Appointment Confirmation + Reminder**. HighLevel builds most of Part 1 for you. Update the confirmation message, review the timing, and publish. Here's what's inside so you can tweak it. **Part 1: reminders** 1. Trigger: **Customer Booked Appointment**. Add the **In Calendar** filter so it only fires for the right calendar. 2. **Send SMS** to confirm right away: "Hi {{contact.first_name}}, you're all set with Desert Plumbing. Need to change the time? Use this link: {{appointment.reschedule_link}}" 3. Add a **Wait** → **An upcoming appointment or booking** → type **Appointment / Calendar Event** → **Before** → 1 day. 4. **Send SMS** with the reminder. 5. Add another **Wait** set to 2 hours before, then one more short **Send SMS**. On those Wait steps, look at **If this date has already passed**. For someone who books same-day, I pick **Skip all outbound communication actions till next wait or event start date action**, so they don't get a "see you tomorrow" text for an appointment that's in an hour. Good news: if the appointment gets cancelled or marked No-show, HighLevel pulls the contact out of this workflow on its own. No awkward reminders. **Part 2: no-show follow-up** 1. New workflow. Trigger: **Appointment Status**. Set the **Appointment Status** filter to **No-show** and add **In Calendar**. 2. Add a short **Wait** (about 15 minutes). 3. **Send SMS**: "Hi {{contact.first_name}}, we missed you today. No worries, life happens. Want to grab a new time? [booking link]" 4. Add a **Wait** → **The contact to reply**, channel SMS, with **Timeout** on (1 day). 5. On the timeout path: one more friendly **Send SMS**, then **Add Task** so the owner calls them personally.
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GHL Automation: appointment reminders and a no-show follow-up
Daily AI Prompt: a one-page proposal that gets signed
After a good sales call, a lot of us send a 12-page proposal and then wait. And wait. Owners of local businesses don't read 12 pages. One clear page that sounds like the conversation you just had gets signed a lot faster. This prompt builds that page for you. Copy this: --- Act as a proposal writer for a solo marketing agency that serves local businesses. Client: [business name, type, city] What they told me on the call: [their main problem and goal, in their words] What I'm offering: [list what's included] Price: [monthly price + any setup fee] Start date: [date] Write a one-page proposal with: 1. A headline that names their goal (not my agency) 2. "Where you are now": 2 or 3 sentences using their own words from the call 3. "What we'll do": a short bullet list in plain language (no tech words like "workflow" or "CRM") 4. "What you can expect": realistic things they'll notice in the first 30 days, no guarantees 5. Investment: the price, written simply 6. Next step: one clear action to get started Keep it under 350 words. Friendly and confident, not pushy. --- How I'd use it: after a call with a med spa owner who said "we lose people between the inquiry and the booking," the headline might be "Turn more inquiries into booked appointments." Put the page into Documents & Contracts in HighLevel so they can sign it, and if you add your price as a product, they can pay right after signing. Send it the same day as the call while it's still fresh for them. How long are your proposals right now? 👇 Don't have HighLevel yet? Start your free trial here 👉 https://www.gohighlevel.com/highlevel-bootcamp?fp_ref=danielsouzahl (Full transparency: that's my affiliate link, so I earn a commission if you sign up, at no extra cost to you.) Let's build together. 🔥
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Daily AI Prompt: a one-page proposal that gets signed
Short Video
@Daniel Souza Just made this short video for a prospect. Let me know what you think. 😁 https://youtube.com/shorts/7bQyK8BvAeY?feature=share
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The Lead Scout bot from today's live call 🤖
On today's live Q&A I showed you how I fill my cold-call list every day without spending hours searching Google Maps. A bunch of you asked for it, so here it is. 👉 Lead Scout: https://x.ai/bot/SFYsVJGLHP2RnEhS_9BLz What it does: 📍 Searches Google Maps by trade and city (using Outscraper) 🔎 Flags businesses with weak online presence, the ones that need you most 🧹 Removes duplicates 📥 Loads tagged leads straight into your CRM pipeline 📚 Lead Scout will also live in our new Classroom course, "Find Clients with AI" (coming soon), so you can always find it there. Haven't watched the call yet? The demo starts around the 36-minute mark of the replay. Set it up for your niche and city, then tell me in the comments what trade you're going after first 👇 Don't have HighLevel yet? Start your free trial here 👉 https://www.gohighlevel.com/highlevel-bootcamp?fp_ref=danielsouzahl (Full transparency: that's my affiliate link, so I earn a commission if you sign up, at no extra cost to you.) Let's build together. 🔥
The Lead Scout bot from today's live call 🤖
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