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Templates · Sales

Pipeline Stage Follow-Up — GoHighLevel Workflow Template

Keep opportunities moving through your pipeline instead of stalling.

Best for: Sales teams, agencies with pipelines.
The prompt
Paste this to your AI (Claude, ChatGPT, Cursor) once your MCP is connected.
Build a Pipeline Stage Follow-Up workflow in my GoHighLevel: when an opportunity has been in a stage 3+ days, create a follow-up task for the owner and send a templated SMS. If it stalls another 3 days, notify the sales manager.

How it works

  1. 1
    Trigger when an opportunity has been in a stage more than 3 days.
  2. 2
    Create a follow-up task assigned to the opportunity owner.
  3. 3
    Send a templated SMS to the contact.
  4. 4
    Notify the sales manager if the deal stalls another 3 days.
Ready to ship this in your GoHighLevel?

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