Our Flow Through The Pipeline
Tweet · Aug 06, 2025
Inspired by @tannerdripjobs speed to lead post, this is what we’re building out as a path for each lead coming in and its flow through the pipeline.
Home service peeps— feel free to roast 🔥
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==Step 1: Capture the Lead==
Use GHL to collect leads from:
Facebook Lead Ads
Google Forms / Local Service Ads
Website forms
Manual entry (calls, texts, referrals)
==Step 2: Instant Automated Response (0–1 min)==
Trigger: “New Lead Created”
Immediately send:
SMS: Thank them + provide booking link
Email: Mirror the SMS message
Example:
“Hey [First Name]! Thanks for reaching out to Kilted for [Service]. Book your free estimate here: [Booking Link]”
==Step 3: Follow-Up Sequence (GHL Workflow)==
1 Hour: Friendly reminder SMS + email
1 Day: Re-engagement nudge with link
3 Days: Share social proof/testimonial
4 Days: “Still interested?” text
7 Days: Educational email (“Why customers trust Kilted”)
14 Days: Final nudge email + SMS
Each message can be pre-written and loaded into a GHL drip sequence.
==Step 4: Booking Pipeline Setup==
Create a GHL Pipeline per service/location
Stages: Estimate Scheduled -> In Draft -> Needs Review -> Proposal Sent -> Closed Won/Lost
Automate:
Tagging
Status updates
Internal team notifications
==Step 5: Cold Lead Handling==
After 14 days with no booking, tag as “Cold Lead”
Add to long-term nurture campaign (seasonal offers, promos, etc.)
Reactivate cold leads every 90 days with a simple email/text campaign
==Step 6: Service-Based Setup==
Create a booking calendar per service/subcontractor/market
Duplicate workflows & funnels with service-specific edits
Example setups:
“Kilted – Gutter Leads – Rapid City”
“Kilted – Tree Trimming – Las Vegas”
There’s SO much more that goes into this and has gone into this, but the principle remains. Your leads need a pipeline and you (or someone… AI included) needs to nurture the pipeline