Weekly Client Re-engagement System with GoHighLevel, Gmail, Sheets, and Slack
Description Automatically identify clients who havenβt been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prevents churn by ensuring no client goes unnoticed. πππ¬
What This Template Does Triggers every Monday at 9:00 AM to check client activity. β° Fetches all contacts from GoHighLevel CRM. π Filters clients with no updates in the last 14+ days. π Sends personalized Gmail re-engagement emails. π§ Logs all inactive clients in Google Sheets for tracking. π Sends Slack notifications summarizing inactive clients for account managers. π¬ Handles workflow errors and alerts the team via Slack. π¨
Key Benefits β Automated client re-engagement β no more missed follow-ups. β Reduces churn by maintaining regular touchpoints. β Centralized Google Sheets audit trail for visibility. β Real-time Slack alerts keep teams informed. β Fully customizable inactivity threshold (default: 14 days). β Built-in error handling with instant Slack error alerts.
Features Weekly cron trigger (default: Monday 9 AM). β° GoHighLevel CRM integration to fetch contacts. π Dynamic filter for βinactive 14+ daysβ clients. π Personalized HTML re-engagement email via Gmail. π Automatic Google Sheets logging with client metadata. π Slack notification summarizing inactive clients. π¬ Error Trigger node for reliable monitoring. π¨
Requirements n8n instance (cloud or self-hosted) Gmail OAuth2 credentials for sending emails Slack API credentials with chat:write and channels:read GoHighLevel OAuth2 credentials for CRM data access Google Sheets OAuth2 credentials for logging
Target Audience Agencies and consultants managing multiple client relationships. π©βπΌ Account managers preventing client churn. π Service businesses needing systematic client check-ins. π’ Remote teams requiring Slack alerts for client engagement. π
Step-by-Step Setup Instructions Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. π Replace placeholder values (YOUR_GOOGLE_SHEET_ID, YOUR_SLACK_CHANNEL_ID) with environment variables. βοΈ Customize inactivity threshold (default: 14 days). π Import the workflow JSON into n8n. π¦ Test manually with sample client records. β Enable the workflow for weekly automated execution. π
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