GHL snapshots

Proven systems, now free.

Every snapshot in the library is free to import — pipelines, funnels, calendars and automations, already built and tested. Pick your industry and it's yours.

Free to importProven to convertYours to keep
Coaching

Coaching Snapshot

Complete GoHighLevel setup for coaches — lead magnet delivery, discovery-call booking, course sales and a client login portal.

  • Client login portal for courses
  • Lead magnet delivery funnel
  • Discovery call booking funnel
  • Course sales page and order form
  • Session prep and reminder workflows
  • Programme completion follow-up
Financial Services

Mortgage Broker Snapshot

Complete GoHighLevel setup for mortgage brokers with automated lead nurturing, application tracking and client communication.

  • Lead capture landing pages
  • Automated follow-up sequences
  • Application tracking pipeline
  • Rate-quote request forms
  • Document collection workflow
  • Referral partner nurture campaign
Home Services

HVAC Snapshot

Complete GoHighLevel setup for HVAC contractors with service call capture, estimate follow-up and seasonal tune-up campaigns.

  • Service call capture funnel
  • Free estimate request form
  • Estimate follow-up automation
  • Seasonal tune-up campaigns
  • Maintenance agreement pipeline
  • Post-service review requests
Healthcare

Mental Health Snapshot

GoHighLevel setup for a solo therapist or small practice — discreet intake, confidential booking, waitlist and no-show recovery, written for therapy and HIPAA-ready. Review requests are left out, as ethics codes restrict them.

  • Discreet enquiry acknowledgement & intake screening
  • Confidential booking (in-person & telehealth)
  • Waitlist slot-available notifications
  • Self-pay checkout, packages & payment plans
  • AI assistant with crisis handoff to 988
  • HIPAA setup guide & consent wiring
Home Services

Plumbing Snapshot

GoHighLevel setup for an owner-operator or small plumbing shop — built to answer emergencies fast and chase every quote, with job pipelines, estimates and maintenance-plan billing.

  • Emergency after-hours routing & on-call alert
  • Quote follow-up that runs until they decide
  • Plumber 'on my way' SMS
  • Estimate templates and text-to-pay invoices
  • Service, quote-to-job and commercial pipelines
  • AI booking assistant & after-hours cover
Healthcare

Medicare Care Snapshot

GoHighLevel setup for an independent Medicare agent, built around the enrollment calendar with CMS marketing rules — a completed Scope of Appointment before any plan talk and the TPMO disclaimer throughout.

  • Turning-65 and AEP campaigns, timed
  • Scope of Appointment request & e-signature
  • Enrollment and annual-review pipelines
  • TPMO disclaimer and consent wiring
  • Permission-to-contact lead capture
  • AI assistant (no plan-benefit discussion)
Legal

Law Firm Snapshot

GoHighLevel setup for a solo attorney or small firm — intake, consultations, retainers and client updates. Docketing and court deadlines stay in practice-management software such as Clio; the AI never gives legal advice.

  • Case qualification & conflict-check questions
  • Engagement letter & retainer chase (stops on signature)
  • Matter status updates at every stage
  • Paid consultation checkout & e-signature
  • 8-stage matter intake pipeline
  • AI intake assistant (no legal advice)
Healthcare

Dental Practice Snapshot

GoHighLevel setup for an independent practice with 1–3 dentists and a hygienist — built for a full diary: new patients, six-month recalls and treatment plans that get a yes. Clinical records stay in Dentrix or Open Dental.

  • New patient offer and emergency funnels
  • Six-month recall & overdue recall chase
  • Treatment plan follow-up that runs until they decide
  • Membership billing & treatment payment plans
  • Cancellation fill from a waitlist
  • AI booking assistant with emergency handoff
Service Business

Cleaning Services Snapshot

GoHighLevel setup for an owner-run cleaning business with 1–3 crews — every flow pushes one-off customers toward recurring weekly or fortnightly service, with subscription billing built in.

  • Instant price-estimate quote funnel
  • One-off to recurring upsell sequence
  • Crew 'on my way' SMS and re-clean guarantee
  • Recurring-clean subscription billing
  • Residential and commercial pipelines
  • AI booking assistant for quotes & bookings
Insurance

Insurance Management Snapshot

GoHighLevel setup for a small independent agency selling personal and small-business lines — quoting, follow-up, renewals and cross-sell. Policy records and claims stay in your agency management system and with the carrier.

  • Quote follow-up that runs until they decide
  • Lost-quote X-date nurture and re-quote
  • Renewal reminders at 60, 30 and 15 days
  • Cross-sell and life-event trigger campaigns
  • New business, renewal and claim-support pipelines
  • AI quote-intake assistant (never binds coverage)
Construction

Roofing Services Snapshot

GoHighLevel setup for an owner-run residential roofer with 1–3 crews, where the owner inspects and sells each job. Project timelines run on a production pipeline and estimates use native Estimates; measurement reports stay in EagleView or Roofr.

  • Storm-damage and free inspection funnels
  • Estimate follow-up that runs until they decide
  • Insurance claim support with adjuster reminders
  • Lead-to-estimate, claim and production pipelines
  • Contract e-signature, deposits and text-to-pay
  • AI assistant with storm-damage triage
Health & Beauty

Med Spa Snapshot

GoHighLevel setup for an owner-led med spa with 1–3 providers, where the owner or injector runs consultations. Revenue depends on rebooking and memberships, so top-up timing and package balances drive most workflows.

  • Pre-care and post-care sequences
  • Injectable top-up reminders (3–4 months)
  • Package session-balance reminders
  • Membership billing, deposits and no-show protection
  • Cancellation fill from a waitlist
  • AI booking assistant (no medical advice)

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