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🦴 GoHighLevel snapshot · Chiropractic Clinics

Chiropractic snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the New Patient Exam calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for chiropractic

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedNew Patient Exam BookedExam CompletedCare Plan PresentedWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Care Plan StartedActive CareCare Plan CompletedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Chiropractic fields included

  • Insurance Status (Have insurance, Self-pay, Auto accident claim, Not sure)
  • Preferred Visit Time (Early morning, Midday, After work, Saturday)
  • Care Plan Status (Exam only, Active care plan, Paused, Completed, Wellness / maintenance)
  • Last Visit Date
  • Visits Remaining in Plan
  • Treating Doctor
  • How Did You Hear About Us (Google, Facebook / Instagram, Friend or family, Doctor referral, Drove by)

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Texts and emails every new lead instantly with your new-patient offer, alerts the front desk, and follows up for 7 days until they book an exam.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, thanks for reaching out to business name! We'd love to get you in for lead offer. Pick a time here: booking link or reply and we'll call you. Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

When the front desk can't pick up, the caller gets a text within seconds so they don't dial the next clinic.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, this is business name. Sorry we missed your call! We're likely with a patient right now. Reply here and we'll get right back to you, or book a visit anytime: booking link Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Flags any lead or patient who replies and pings the front desk so no message sits unanswered.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the new-patient exam, tells patients what to bring, and sends 24-hour and 2-hour reminders.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're all set, first name! Your appointment type at business name is start time. Please arrive 15 minutes early for paperwork. Need to change it? reschedule link
05 · No-Show → Reschedule Recovery

Follows up on missed new-patient exams with a friendly, no-guilt rebooking sequence.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, we missed you at business name today. No problem, schedules get busy. Want to pick a new time for your appointment type? booking link
06 · Appointment Completed → Proposal Prep

Thanks the patient after their exam and reminds the doctor to prepare the report of findings and care plan.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for coming in today, first name! The doctor is reviewing your exam and will walk you through the findings and your options at your next visit. Questions before then? Just reply here. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up after the care plan is presented, answers scheduling, insurance and payment questions, and nudges toward the first care visit.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, it's business name. Any questions about the care plan the doctor went over with you? We're happy to explain scheduling, insurance or payment options. Just reply.
08 · Deal Won → Welcome + Customer Journey

Welcomes the patient to care, encourages booking visits ahead, and starts the patient journey pipeline.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome to business name, first name! We're glad you're here. Save this number, it's the easiest way to reach our front desk for scheduling questions.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps in gentle touch with people who didn't start care, with a returning-patient offer at 90 days.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks patients who complete their care plan how their experience with your team has been.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, thank you for trusting business name! How has your experience with our team been? It takes about 20 seconds: feedback link
11 · Feedback Submitted → Review Ask or Service Recovery

Sends 4-5 star patients to your Google review link and routes 1-3 star feedback privately to the office manager.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Invites happy patients to refer friends and family who have been putting off seeing a chiropractor.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thank you for the kind words! If a friend or family member has been meaning to see a chiropractor, we'd be glad to help. Share this link and they'll get our new-patient offer: referral link
13 · Referral Received → Thank You + Team Alert

Thanks the referring patient and alerts the front desk to call the new referral the same day.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Reaches out to inactive patients with a respectful check-in and a returning-patient re-exam offer.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's business name. It's been a while since your last visit and we wanted to check in. Would you like to get back on the schedule? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends polite reminders on unpaid patient balances and escalates to the billing team after 7 days.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Confirms patient payments with a quick thank-you text.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends a warm birthday message with a small front-desk thank-you.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Warns the team when a new patient or care-plan prospect has sat untouched for 7 days.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds patients who finished active care when their wellness or maintenance visit is due.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In chiropractic: A periodic wellness or maintenance visit for patients who finished their active care plan. Tag patients 'service due' at the interval the doctor recommends (commonly every 4 to 8 weeks), or from a Last Visit Date smart list.

Sample text message:
Hi first name, business name here. You're due for your next wellness visit. Book now and get service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs the year-end HSA/FSA campaign that fills November and December.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In chiropractic: Year-end HSA/FSA push: reminds patients and leads that flexible spending dollars may expire and fills the November and December calendar. Run it from late October through mid-December; rerun a lighter version in January when deductibles reset and new-year goals kick in.

Sample text message:
Hi first name, business name here. Have HSA or FSA dollars left this year? Chiropractic visits are often an eligible expense (check your plan). Year-end times are filling up: booking link Reply STOP to opt out.
21 · Missed Visit → Care Plan Recovery

Gets care-plan patients who miss a visit back on the schedule before they drop off for good.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In chiropractic: Recovers patients who miss a care-plan visit and don't rebook, which is the biggest silent revenue leak in most clinics. The front desk (or an EHR integration via Zapier or webhook) adds the 'niche campaign' tag the same day a visit is missed; the sequence gets them back on the schedule and stops the moment they reply.

Sample text message:
Hi first name, we missed you at business name today. No worries! Let's get your next visit on the calendar so you stay on track with your plan: booking link Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

Launch your next chiropractic client this week

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.