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🐜 GoHighLevel snapshot · Pest Control

Pest Control 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 Free Pest Inspection 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 pest control

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedInspection BookedInspection CompletedQuote SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Initial Service ScheduledInitial Service In ProgressInitial Service 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.

Pest Control fields included

  • Pest Type (Ants, Roaches, Spiders, Rodents, Termites)
  • Infestation Severity (Saw one or two, Seeing them regularly, Serious problem, Prevention only)
  • Service Plan Status (Active quarterly plan, Active bi-monthly plan, One-time customer, Canceled / lapsed, Never had service)
  • Property Type (Single-family home, Townhome / condo, Rental property, Commercial)
  • Last Service Date
  • Termite Inspection Date
  • Pets or Kids at Home (Pets, Kids, Both, Neither)

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 pest lead instantly, asks what they're seeing, and follows up for 7 days.

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, it's owner name with business name. Got your request. What pests are you seeing, and where? I can get you lead offer. Pick a time here: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back missed callers while techs are on routes and asks what pest they're dealing with.

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, our techs are out on routes. What pest are you dealing with? Reply here and we'll get right back to you. Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts the office the moment a homeowner replies so someone can book them while they're ready.

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 free pest inspection and sends reminders 24 hours and 2 hours before.

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 booked, first name! Your free pest inspection with business name is set for start time. We'll text when your tech is on the way. Reschedule: reschedule link
05 · No-Show → Reschedule Recovery

Rebooks missed inspections and offers to inspect the exterior while the homeowner is away.

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, sorry we missed you today for your pest inspection. No worries. We can often inspect the outside while you're away. Want a new time? booking link
06 · Appointment Completed → Proposal Prep

Thanks the homeowner after the inspection and reminds the team to send the treatment plan and quote.

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 having us out today, first name! We're putting together your treatment plan and quote and will send it shortly. Questions in the meantime? Just reply. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on quotes and explains why a recurring service plan works better than a one-time treatment.

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, did you get a chance to look over your pest control quote from business name? Happy to explain the service plan or answer questions by phone.
08 · Deal Won → Welcome + Customer Journey

Welcomes new customers and explains the first service, the first few weeks and regular visits.

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! Thanks for trusting us to protect your home. We'll confirm your first service date shortly. Save this number, it's our direct line.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps lost quotes warm with 30, 60 and 90-day check-ins.

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 for feedback after the initial service.

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, thanks for choosing business name! How did your technician do? It takes 20 seconds: feedback link
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy homeowners to Google reviews and routes unhappy ones privately to the owner.

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

Asks happy customers to refer neighbors, since pests don't stop at the property line.

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, thanks again for the kind words! Know a neighbor dealing with pests? Send them our way and we'll thank you with referral reward: referral link
13 · Referral Received → Thank You + Team Alert

Thanks the referrer and alerts the team to contact the new lead 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

Wins back canceled and one-time customers with a restart 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 owner name from business name. We treated your home a while back. Have the pests stayed away, or are you seeing anything new? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends friendly reminders on overdue invoices.

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

Thanks customers when payment comes in.

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 birthday gift of a free month of service.

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)

Alerts the owner when a quote or deal sits for 7 days with no movement.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds customers when their next quarterly service or termite inspection 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 pest control: The next scheduled visit on a recurring service plan (usually quarterly or bi-monthly), plus annual termite inspections, triggered by the Last Service Date field.

Sample text message:
Hi first name, it's business name. Your next pest service is due. Book now and get service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs a mosquito season kickoff promotion, easily cloned for fall rodent season.

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 pest control: A mosquito season kickoff offer, best run in March through May depending on the market. Clone it for a fall rodent-exclusion push in September through November.

Sample text message:
Hi first name, business name here. Mosquito season is starting in service area. For a limited time: seasonal offer. Want a spot? Reply YES or book: booking link Reply STOP to opt out.
21 · Seasonal Pest Pressure Alert

Alerts leads and past customers when a new pest season starts and invites them to a free inspection and service plan.

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 pest control: A seasonal alert sent to leads, one-time customers and canceled plans when a pest season turns over (spring ants and termite swarmers, fall rodents and spiders). Edit the email to name the pests your techs are actually seeing, then launch it by tag. It converts one-time customers into quarterly service plans and fills the route during the season change.

Sample text message:
Hi first name, it's business name. Our techs are seeing more pest activity across service area as the season changes. Want us to inspect and protect your home before they move in? Reply YES. 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

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