Pest Control snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the snapshot and brand it for a pest control company

Load the snapshot and make every message sound like the pest control company.

In the agency view, go to Sub-Accounts and choose Load Snapshot on the client's account
Go to Settings > Business Profile and set the name, address and time zone
Go to Settings > Custom Values and fill in business details and service area
Set the guarantee, seasonal and reactivation offers in Custom Values
Go to Settings > Email Services and verify a sending domain

Agency → Snapshots → Load

Lesson 2 of 6

Reply to every pest lead and missed call while techs are on routes.

Go to Sites > Forms > Builder and confirm the Pest Type, Infestation Severity and Property Type questions
Add the SMS consent checkbox and embed the form on the website
Go to Automation > Workflows, open 01 New Lead and point the alert at the office
Open 02 Missed Call and test it by calling the business number and hanging up
Publish workflows 01, 02 and 03

Sites → Forms

Lesson 3 of 6

Fill inspection slots along the route and recover no-shows.

Calendars

Lesson 4 of 6

Follow up on every quote and convert one-time buyers into recurring plans.

Go to Opportunities > Pipelines and review the Sales Pipeline stages
Move a test deal to Quote Sent and confirm workflow 07 starts
Update workflow 07's email to describe your actual plan options and pricing
Review workflow 18 so stalled quotes alert the owner after 7 days
Set Service Plan Status on every won customer so reminders and win-backs target the right people

Opportunities → Pipelines

Lesson 5 of 6

Turn services into reviews and referrals, and bring canceled customers back.

Go to Reputation > Settings and paste the Google review link into the review_link custom value
Open workflow 11 and confirm 4-5 star ratings go to Google and 1-3 star ratings alert the owner
Import canceled and one-time customers under Contacts > Import with consent status
Open workflow 14 and launch the restart offer to a small batch first
Work replies in Conversations and add winners back to the route

Workflow 14 · Reactivation

Lesson 6 of 6

Go live and launch the Seasonal Pest Pressure Alert at every season change.

Run a full test: form, booking, missed call and reply
Go to Contacts and build a smart list of leads, one-time customers and canceled plans
Edit workflow 21's email to name the pests your techs are seeing this season
Add the trigger tag to the smart list to launch the campaign
Track inspections booked and plans sold on the Dashboard, and repeat each quarter

Dashboard

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