Update Go High Level leads from dictated meet-and-greet notes
Prospects get a follow-up that reflects the actual conversation. New members come from referrals, reviews and inquiries that need a quick, warm answer. The follow-up is the same every time, so it shouldn't depend on someone remembering.
- Saved per lead, estimated
- ~6 min
- Roles it helps: practice owner and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When a meet-and-greet dictation is finished.
- Step 1
Tabflows reads the dictation for interests and concerns.
- Step 2
Updates the lead stage and notes in Go High Level.
- Step 3
Creates a follow-up task.
- Step 4
Drafts a personal follow-up for approval.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your ChartNote and GoHighLevel accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it send outreach in our name without asking?
No. It finds the people and drafts the messages; your team reviews, edits and sends every one, in your clinic's voice.
Do we need to switch from ChartNote and GoHighLevel?
No. Update Go High Level leads from dictated meet-and-greet notes works inside the ChartNote and GoHighLevel accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts when a meet-and-greet dictation is finished. Tabflows works through 4 steps, and the result lands with your practice owner and front desk, saving an estimated 6 min per lead.