π¬ Weekly client re-engagement system with GoHighLevel, Gmail, Sheets, and Slack
β‘ 299 views Β· π¬ Lead Nurturing & AI Sales Agents
Description
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
π Nodes Used
Google Sheets, Slack, Gmail, HighLevel, Schedule Trigger
π₯ Import
Download workflow.json and import into n8n:
Workflow menu β Import from File