GoHighLevel
Here is every workflow Tabflows automates in GoHighLevel for direct primary care clinics.
Automations
- Book discovery calls from GoHighLevel into Practice Better
Book discovery calls from GoHighLevel into Practice Better
Discovery calls get booked in one reply.
Scheduling & Patient Outreach - Review duplicate GoHighLevel contacts in a cleanup sheet
Review duplicate GoHighLevel contacts in a cleanup sheet
The CRM stays clean, so reports and campaigns stay accurate.
Tasks & Team Coordination - Pause promotions for members who were just hospitalized
Pause promotions for members who were just hospitalized
No upbeat promo lands the week a member is in the hospital.
Tasks & Team Coordination - Close the GoHighLevel deal when the first payment clears
Close the GoHighLevel deal when the first payment clears
Pipeline numbers match real revenue.
Billing & Revenue - Win back canceled Amplify DPC members with Go High Level
Win back canceled Amplify DPC members with Go High Level
More canceled members come back.
Membership & Onboarding - Set up Cerbo charts when Go High Level leads become members
Set up Cerbo charts when Go High Level leads become members
New members are in the EMR the day they join.
Membership & Onboarding - Win back former members from Charm with a Go High Level campaign
Win back former members from Charm with a Go High Level campaign
Lapsed members hear from you before they find another doctor.
Membership & Onboarding - Enroll new weight program patients in a Go High Level check-in series
Enroll new weight program patients in a Go High Level check-in series
Program patients stay engaged through the hard first month.
Membership & Onboarding - Hand converted Go High Level leads into Fold Health onboarding
Hand converted Go High Level leads into Fold Health onboarding
New members start a care program the week they join.
Membership & Onboarding - Win back patients who stopped reordering supplements
Win back patients who stopped reordering supplements
Lapsed supplement patients come back without manual list-building.
Membership & Onboarding - Invite booked prospects to bring their records via Guava
Invite booked prospects to bring their records via Guava
New patients arrive with their history already gathered.
Membership & Onboarding - Start Healthbook+ intake as soon as a lead joins
Start Healthbook+ intake as soon as a lead joins
New members move from signup to intake without a gap.
Membership & Onboarding - Win back former members with a targeted campaign
Win back former members with a targeted campaign
Past members hear from the clinic at the right time, with the right message.
Membership & Onboarding - Measure cost per new member by marketing channel
Measure cost per new member by marketing channel
The owner knows which spend actually brings members.
Analytics - Track therapy inquiries from first contact to first session
Track therapy inquiries from first contact to first session
No inquiry stalls between first call and first session.
Analytics - Recall members overdue for annual labs
Recall members overdue for annual labs
Annual labs get done without manual chart reviews.
Care Gaps & Prevention - Apollo contacts into GoHighLevel
Apollo contacts into GoHighLevel
Moves new Apollo contacts into the right GoHighLevel pipeline, tagged by where they came from.
Growth & Outreach - Gmail lapsed-inquiry check-ins
Gmail lapsed-inquiry check-ins
Finds inquiries that never joined and drafts a friendly check-in for your team to send.
Growth & Outreach - Follow up on Go High Level leads who never booked in Akute
Follow up on Go High Level leads who never booked in Akute
Fewer interested families slip through the cracks.
Growth & Outreach - Reactivate athena patients with no visit in 12 months
Reactivate athena patients with no visit in 12 months
Lapsed patients come back without manual lists.
Growth & Outreach - Mark Go High Level leads won when they join Atlas.md
Mark Go High Level leads won when they join Atlas.md
Marketing knows which campaigns create members.
Growth & Outreach - Move no-show meet-and-greets into a Go High Level rebooking campaign
Move no-show meet-and-greets into a Go High Level rebooking campaign
Fewer interested prospects slip away after one missed call.
Growth & Outreach - Update Go High Level leads from dictated meet-and-greet notes
Update Go High Level leads from dictated meet-and-greet notes
Prospects get a follow-up that reflects the actual conversation.
Growth & Outreach - Thank members who refer a friend through Go High Level
Thank members who refer a friend through Go High Level
Word-of-mouth gets recognized every time.
Growth & Outreach - Follow up on meet-and-greet visits that didn't convert
Follow up on meet-and-greet visits that didn't convert
Prospects get a follow-up that speaks to what they said.
Growth & Outreach - Move campaign email replies to the right pipeline stage
Move campaign email replies to the right pipeline stage
Warm replies get worked first instead of sitting in the inbox.
Growth & Outreach - Hold a call slot for hot leads on the owner's calendar
Hold a call slot for hot leads on the owner's calendar
Hot leads get a call while they're still hot.
Growth & Outreach - Close GoHighLevel leads when they book in Healee
Close GoHighLevel leads when they book in Healee
Booked patients stop getting sales messages.
Growth & Outreach - Log meet-and-greet takeaways on the GoHighLevel lead
Log meet-and-greet takeaways on the GoHighLevel lead
Follow-ups reflect exactly what the prospect cared about.
Growth & Outreach - Log new patient phone inquiries as GoHighLevel leads
Log new patient phone inquiries as GoHighLevel leads
Phone inquiries get tracked like every other lead.
Growth & Outreach - Pull established patients out of prospect campaigns
Pull established patients out of prospect campaigns
Current patients never get a 'come join us' message.
Growth & Outreach - Invite lab-only patients to become members
Invite lab-only patients to become members
Lab-only visitors get a clear path to membership.
Growth & Outreach - Build a medication savings campaign from wholesale prices
Build a medication savings campaign from wholesale prices
Prospects see real dollar savings, refreshed monthly.
Growth & Outreach - Fact-check health claims in campaign drafts
Fact-check health claims in campaign drafts
Marketing stays accurate and defensible.
Growth & Outreach - Tell prospects which of their meds you dispense on site
Tell prospects which of their meds you dispense on site
Prospects see a concrete, personal reason to join.
Growth & Outreach - Answer functional lab inquiries with your Rupa panel menu
Answer functional lab inquiries with your Rupa panel menu
Lab-curious leads get specifics instead of a generic reply.
Growth & Outreach - Ask happy members for reviews after a great visit
Ask happy members for reviews after a great visit
Reviews grow steadily without awkward asks.
Growth & Outreach - Log prospect texts from Spruce on the GoHighLevel contact
Log prospect texts from Spruce on the GoHighLevel contact
Every prospect conversation is tracked in one pipeline.
Growth & Outreach - Prep a flu season campaign with current guidance
Prep a flu season campaign with current guidance
Seasonal outreach goes out on time and up to date.
Growth & Outreach - Answer weight program inquiries with real compounding timelines
Answer weight program inquiries with real compounding timelines
Leads get honest timelines from the start.
Growth & Outreach - Log Weave call outcomes on GoHighLevel leads
Log Weave call outcomes on GoHighLevel leads
Lead records show every call without manual notes.
Growth & Outreach - Route employer interest forms into their own GoHighLevel pipeline
Route employer interest forms into their own GoHighLevel pipeline
Employer leads get a tailored path instead of the patient funnel.
Employer Groups & Sponsors
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