Plumbing 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 plumber

Load the snapshot and make every message sound like the plumbing company.

In the agency view, go to Sub-Accounts and choose Load Snapshot on the plumber'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 water heater, seasonal and referral offers in Custom Values
Go to Settings > Email Services and verify a sending domain

Agency → Snapshots → Load

Lesson 2 of 6

Make sure every missed call and web lead gets an instant reply and leaks get called first.

Go to Settings > Phone Numbers and confirm missed-call routing is on
Go to Automation > Workflows, open 02 Missed Call and point the alert at the dispatcher
Open 01 New Lead and review the shut-off valve instructions and URGENT reply
Go to Sites > Forms > Builder and confirm the urgency and water heater questions
Test by calling the business number and hanging up, then publish both workflows

Workflow 02 · Missed Call Text-Back

Lesson 3 of 6

Fill the schedule and keep plumbers from driving to empty houses.

Calendars

Lesson 4 of 6

Follow up on every water heater, repipe and sewer estimate until it closes.

Opportunities → Pipelines

Lesson 5 of 6

Turn finished jobs into reviews and past customers into new work.

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 past customers under Contacts > Import with consent status and last service date
Open workflow 14 and launch the reactivation offer to a small batch first
Work replies in Conversations and book them right away

Workflow 14 · Reactivation

Lesson 6 of 6

Go live and turn aging water heaters into planned replacement jobs.

Run a full test: form, booking, missed call and reply
Go to Contacts and build a smart list of customers with water heaters 8 or more years old
Open workflow 21 Water Heater Replacement and confirm the trigger tag
Add the tag to the smart list in small batches so the schedule can absorb the bookings
Track water heater checks and replacements on the Dashboard every week

Contacts

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