@everyone If you run a professional service, agency, consultant, bookkeeper, coach, lawyer the gap between "they booked a call" and "they signed" is where deals quietly die. Here's the automation that closes it.

The problem it solves:

Lead books a call, then… crickets. No reminders, no context for you, no follow-up if they ghost. You're doing it all by hand and losing 20–30% to no-shows and slow follow-up.

The build (GHL):

Trigger — Calendar booking confirmed.
Intake — Auto-send a 4-question form ("What's the #1 outcome you want?"). Answers pipe straight into the contact record so you walk in prepped.
Reminder sequence — Email + SMS at 24h, 1h, and 10 min before. Kills most no-shows on its own.
Post-call branch — You tag the contact after the call:
- Tag: proposal-sent → 3-touch follow-up over 5 days (email → SMS → email), stops the second they reply.
- Tag: not-ready → drops into a monthly nurture list.
- Tag: signed → fires onboarding (welcome email + intake + invoice).

Why it works:

The tags do the thinking. One click after each call routes the lead into the right path, no spreadsheet, no "did I follow up with them?" at 9pm.

The one upgrade most people skip:

Pipe the intake answers into ChatGPT/Claude to draft a call-prep summary before you dial in. 30 seconds of reading = you sound like you did an hour of research.

👇 What's your post-call follow-up look like right now, automated, or living in your head?

Automation made simple

Prompt + Workflow🧵

The "Discovery Call → Signed Client" Automation