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🔧 GoHighLevel snapshot · Plumbing

Plumbing 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 Plumbing Service Call 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 plumbing

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedService Call BookedService Call CompletedEstimate SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Job ScheduledJob In ProgressJob 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.

Plumbing fields included

  • Issue Urgency (Emergency: active leak or flooding, No hot water, Today if possible, This week, Planning a project)
  • Water Heater Type (Gas tank, Electric tank, Tankless gas, Tankless electric, Heat pump)
  • Water Heater Age (Under 5 years, 5-8 years, 8-12 years, 12+ years, Not sure)
  • Home Age (Built before 1970, 1970-1990, 1991-2010, After 2010, Not sure)
  • Membership Status (Member, Not a member, Lapsed)
  • Last Water Heater Service
  • Problem Description

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 plumbing lead instantly, tells them how to shut off water in an emergency, 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. Is water leaking right now? If so, shut off the main valve and reply URGENT so we call you first. Or book here: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back missed callers and asks them to reply URGENT if water is leaking.

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 on a job. How can we help? If water is leaking right now, reply URGENT and we'll call right back. Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts dispatch the moment a homeowner replies so someone calls right back.

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 service call and sends reminders 24 hours and 2 hours before the plumber arrives.

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 plumbing service call with business name is set for start time. We'll text when your plumber is on the way. Reschedule: reschedule link
05 · No-Show → Reschedule Recovery

Rebooks missed service calls and reminds homeowners that small leaks get worse.

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 plumbing visit. No worries. Want to pick a new time? Small leaks and clogs tend to get worse: booking link
06 · Appointment Completed → Proposal Prep

Thanks the homeowner after the visit and reminds the team to send repair or replacement options.

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! If your plumber recommended a bigger repair or replacement, we're putting your options together and will send them shortly. Questions? Just reply. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on water heater, repipe and sewer estimates until they're won or lost.

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 plumbing estimate from business name? Happy to walk you through the options by phone.
08 · Deal Won → Welcome + Customer Journey

Welcomes new customers and explains what to expect on job day.

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 with your home. We'll be in touch shortly to confirm your job date and arrival window. Save this number, it's our direct line.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps lost estimates 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 every completed job.

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 plumber do today? 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 friends and neighbors who need a plumber.

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 anyone who needs a good plumber? 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 call 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

Re-engages past customers with a free inspection 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 helped with your plumbing a while back. Is everything still working well? 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 discount toward the next plumbing 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 an estimate 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 annual water heater flush and plumbing check 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 plumbing: An annual plumbing maintenance visit, built around a water heater flush, relief valve test and whole-home leak check about 12 months after the last service.

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

Runs a pre-winter pipe protection and water heater check promotion.

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 plumbing: A pre-winter pipe protection and water heater check, best run October through December in freezing climates. Warm-climate shops can swap it for a spring drain and sewer camera inspection push.

Sample text message:
Hi first name, business name here. Before freezing weather hits service area, we're offering seasonal offer. Want a spot? Reply YES or book: booking link Reply STOP to opt out.
21 · Water Heater Replacement

Reaches homeowners with aging water heaters to book a check and replacement quote before it fails.

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 plumbing: Targets homeowners with tank water heaters around 8 or more years old (using the Water Heater Age field or past install dates) to book a check and replacement quote before the unit fails. Run it as a standing campaign on old jobs and as a batch campaign in fall and winter. It turns low-ticket service history into high-ticket planned replacements.

Sample text message:
Hi first name, it's business name. Water heaters often start to wear out around 8-12 years. If yours is in that range, want a free check and replacement quote before it fails? 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

Launch your next plumbing 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.