AI automation case study

HVAC Follow-Up & Booking Workflows

A GoHighLevel suite of 13 draft workflows covering quotation follow-up, reply routing, booking updates, invoicing, and email nurturing.

Status: Built
Origin: GoHighLevel
Date: Undated record

Draft quotation follow-up canvas with email, SMS, wait steps, and reply routing

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Project proof

A closer look

Explore the interface and the decisions built into it. Open any capture at full size to read the details.

Cold-lead SMS, reply checks, and email follow-up
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Draft hot-lead booking link and team notifications
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Booking confirmations and reminders (cropped for privacy)
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HVAC workflow list showing quotation follow-up, intent detection, rapid response, and booking updates in Draft
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Three draft email workflows for inbound handling, interest-based follow-up, and nurturing
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Challenge

What needed to change

HVAC inquiries need consistent follow-up after a quotation, with replies routed into the next step and booking updates kept connected to the sales process.

System

How the system works

The folder contains 13 workflows spanning quotation follow-up, intent detection, cold-lead outreach, rapid response, booking updates, reactivation, invoice reminders, feedback requests, and email nurturing. The inspected quotation canvas starts with a pipeline-stage change, sends email and SMS, waits for a reply, and branches into intent detection or further follow-up.

Quotation follow-up: Email and SMS touches with waits and reply checks
Reply routing: Replied contacts route into an intent-detection workflow
Related workflows: Booking, reactivation, invoicing, feedback, and email nurturing

Outcome

What is supported by the record

Six screenshots document the workflow build and its structure. All 13 workflows were marked Draft at review; live delivery and business results have not been verified.

Build scope

13 workflows visible in the HVAC folder

Current state

All 13 marked Draft on 7 September 2026

Visual proof

6 real, privacy-reviewed screenshots

Tools

Connected tools and methods

GoHighLevel
CRM pipelines
Email and SMS
Workflow conditions

Next step

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