For the customers you already wonRetention · 7 workflows

Customer Retention Pack

Winning a customer costs far more than keeping one, yet most agencies stop talking to a buyer the moment the payment clears — so first-timers never come back, unhappy ones leave a public review instead of a private word, cards expire unnoticed, and quiet customers churn without anyone spotting it.

Buy now — $29Or all 10 packs for $127
Secure checkoutVISAAMEXInstant delivery · Unlimited sub-accounts
What you get
  • New customers welcomed and checked on in their first 14 days
  • Happy customers sent to reviews and referrals; unhappy ones flagged privately
  • Rebooking and renewal reminders sent at the right time
  • Failed payments recovered before the customer is lost
  • Inactive customers detected and won back automatically
  • Birthday, anniversary and seasonal touches all year, with built-in message limits
$29$179
One-time · 46 built steps · yours to keepBuy now — $29
What's inside

The 7 workflows.

Every workflow in the pack — tap any one to jump to its full build below.

Without it

Winning a customer costs far more than keeping one, yet most agencies stop talking to a buyer the moment the payment clears — so first-timers never come back, unhappy ones leave a public review instead of a private word, cards expire unnoticed, and quiet customers churn without anyone spotting it.

With it

This pack runs the whole post-purchase relationship: it welcomes and checks in on new buyers, routes feedback so happy customers leave reviews and unhappy ones reach you privately, reminds people to rebook and renew, recovers failed payments, wins back the inactive, and keeps everyone warm all year without over-messaging.

What's in the pack

All 7 workflows, step by step.

This is the actual build, not a summary of it — every trigger, delay, message and branch, for each workflow in the pack.

1

New Customer Welcome

Turns a first purchase into a relationship, while satisfaction is at its highest.

Payment received or deal marked WonSMSEmail
  1. 1

    Tag and set up

    Internal — tags customer, stage New Customer

  2. 2

    Send the thank-you

    SMS — a personal thank-you from the owner

  3. 3

    Send the welcome email

    Email — what happens next, how to reach you

  4. 4

    Check in

    SMS — how's everything going?

  5. 5

    Send the tips email

    Email — get the most from the purchase

  6. 6

    Move to Active

    Internal — stage Active, starts feedback

2

Feedback & Review Router

Finds out how customers feel, then sends happy ones to reviews and catches unhappy ones privately.

Day 14 after purchase, or service marked completeSMSEmail
  1. 1

    Ask for a rating

    SMS — a simple 1–5 question

  2. 2

    Save and route

    Logic — stores the score, branches by rating

  3. 3

    Request a review

    SMS — review link for happy customers

  4. 4

    Send the referral offer

    Email — thank-you offer for a referral

  5. 5

    Flag unhappy customers

    Internal — owner alert + 24h call task

  6. 6

    Remind once

    Email — one rating reminder

3

Repeat Service Reminder

Brings customers back at the natural rebooking interval for any service.

7 days before the next service dateSMSEmail
  1. 1

    Send the due-soon email

    Email — you're due soon, booking link

  2. 2

    Send the rebook reminder

    SMS — offers to save them a spot

  3. 3

    Offer two times

    SMS — specific openings on the due date

  4. 4

    Flag if not booked

    Internal — call task + at-risk tag

4

Renewal Reminder

Stops memberships, subscriptions and contracts from lapsing silently.

30 days before the renewal dateSMSEmail
  1. 1

    Send the renewal notice

    Email — renewal date, value recap

  2. 2

    Send the options email

    Email — details, invitation to ask

  3. 3

    Send the 7-day reminder

    SMS — short heads-up, reply option

  4. 4

    Send the final reminder

    SMS + internal — last notice, owner alerted

  5. 5

    Confirm the renewal

    Internal + SMS — updates date, thank-you

5

Failed Payment Recovery

Recovers revenue lost to expired cards and declined payments.

Payment failed or invoice overdueSMSEmail
  1. 1

    Pause marketing

    Internal — tags payment failed, pauses promos

  2. 2

    Send the payment notice

    Email — didn't go through, update link

  3. 3

    Send the heads-up

    SMS — friendly reminder, billing link

  4. 4

    Send the second notice

    Email — follow-up reminder

  5. 5

    Escalate

    SMS + internal — final notice, call task, At Risk

6

Inactive Customer Win-Back

Spots customers who've stopped buying and brings them back before they're gone.

90 days after the last purchase (adjustable)SMSEmail
  1. 1

    Start the win-back

    Internal — pauses promos, stage Win-Back

  2. 2

    Send the check-in

    SMS — 'we've missed you' from the owner

  3. 3

    Share what's new

    Email — updates since their last visit

  4. 4

    Send the come-back offer

    SMS — offer with a booking link

  5. 5

    Send the offer reminder

    Email — offer with a deadline

  6. 6

    Send the last check-in

    SMS — asks if something went wrong

  7. 7

    Mark as churned

    Internal — stage Churned, seasonal only

7

Birthday, Anniversary & Seasonal Re-engagement

About 12–14 welcome touches a year that keep customers warm between purchases.

Contact tagged as customer (enrolled once, stays all year)SMSEmail
  1. 1

    Send the birthday email

    Email — early greeting, gift offer

  2. 2

    Send the birthday SMS

    SMS — greeting first, offer second

  3. 3

    Send the anniversary thank-you

    Email + SMS — loyalty perk

  4. 4

    New Year

    Email + SMS — fresh-start offer

  5. 5

    Valentine's

    Email — gift or treat-yourself angle

  6. 6

    Spring

    Email — seasonal service push

  7. 7

    Mother's Day

    Email — gift-led

  8. 8

    Father's Day

    Email — gift-led

  9. 9

    Summer

    Email + SMS — seasonal offer

  10. 10

    Back to routine

    Email — re-engagement angle

  11. 11

    Customer Appreciation

    Email — thank-you, no offer

  12. 12

    Black Friday

    Email + SMS — early access for customers

  13. 13

    Holiday season

    Email + SMS — thank-you, new-year countdown

In the box

What actually lands in your account.

Built into this pack

  • Customer Lifecycle pipeline with 6 stages
  • 7 custom fields and 10 custom values, pre-mapped
  • SMS and email copy, pre-written and industry-neutral
  • Rating-based review and referral routing
  • Unhappy-customer alert and save path
  • Shared suppression system that prevents over-messaging
  • Adjustable inactivity window for churn detection
  • Easy regional holiday swaps (Eid, Diwali, Lunar New Year)

Included with every purchase

  • One-click import link for your GoHighLevel sub-account
  • Every message written and ready to send
  • Setup notes covering triggers, fields and tags
  • Opt-out handling wired in, so you stay compliant
  • Free updates whenever a workflow is improved
  • Yours to use in unlimited client sub-accounts
Works best with

Start with the Inbound Lead Nurture Pack

These workflows write to custom fields, move pipeline stages and book into a calendar. If your sub-account doesn't have them yet, the Inbound Lead Nurture Pack ships the funnel, calendar, pipeline, form and field taxonomy, named exactly as this pack expects.

Get the Inbound Lead Nurture Pack — $35
Buy now

Get the Customer Retention Pack

One checkout, and the import link lands in your inbox minutes later.

What you're gettingOne-time

Customer Retention Pack

New Customer Welcome6
  1. 1.Tag and set up
  2. 2.Send the thank-you
  3. 3.Send the welcome email
  4. 4.Check in
  5. 5.Send the tips email
  6. 6.Move to Active
Feedback & Review Router6
  1. 7.Ask for a rating
  2. 8.Save and route
  3. 9.Request a review
  4. 10.Send the referral offer
  5. 11.Flag unhappy customers
  6. 12.Remind once
Repeat Service Reminder4
  1. 13.Send the due-soon email
  2. 14.Send the rebook reminder
  3. 15.Offer two times
  4. 16.Flag if not booked
Renewal Reminder5
  1. 17.Send the renewal notice
  2. 18.Send the options email
  3. 19.Send the 7-day reminder
  4. 20.Send the final reminder
  5. 21.Confirm the renewal
Failed Payment Recovery5
  1. 22.Pause marketing
  2. 23.Send the payment notice
  3. 24.Send the heads-up
  4. 25.Send the second notice
  5. 26.Escalate
Inactive Customer Win-Back7
  1. 27.Start the win-back
  2. 28.Send the check-in
  3. 29.Share what's new
  4. 30.Send the come-back offer
  5. 31.Send the offer reminder
  6. 32.Send the last check-in
  7. 33.Mark as churned
Birthday, Anniversary & Seasonal Re-engagement13
  1. 34.Send the birthday email
  2. 35.Send the birthday SMS
  3. 36.Send the anniversary thank-you
  4. 37.New Year
  5. 38.Valentine's
  6. 39.Spring
  7. 40.Mother's Day
  8. 41.Father's Day
  9. 42.Summer
  10. 43.Back to routine
  11. 44.Customer Appreciation
  12. 45.Black Friday
  13. 46.Holiday season

Every step is mapped in full in the run manifest above.

Total built steps46
You paySave $150
$29

Fill in the form below to complete your purchase — your one-click import link arrives by email within minutes.

Secure checkoutVISAAMEXEmailed in minutes.

Licence: use it in your own account and in your client sub-accounts. Reselling it as a standalone product is not permitted.

By purchasing, you'll receive this pack's import link and a Stripe receipt by email. Want every pack instead of just this one? Get the whole library in one checkout for $127 at /get-workflows.

Licence & usage

Use it for your business or your clients

Every snapshot, workflow pack and agent build is made for flexible use. Install it in your own GoHighLevel account, or deploy it in the client accounts you manage as part of your services.

Included

Your own account

Install this workflow pack in your own GoHighLevel account and use it for your own business, for as long as you like.

Included

Your client accounts

Deploy this workflow pack in the client sub-accounts you run, as part of the services you sell. No per-client fee and no limit from us.

Not allowed

Reselling it as a product

You cannot resell, publish or redistribute this workflow pack itself as a standalone download, template or product.

A perpetual, non-exclusive licence — yours to keep, with no renewal. Full wording in the licence terms.
Questions

Before you buy it.

Can I install this in my clients' accounts?
Yes. Your licence covers deploying this workflow pack across the client sub-accounts your agency runs, as part of the services you sell — there is no per-client fee and no cap from us. Install it in your own GoHighLevel account as well.
Can I resell it as a template or digital product?
No. The licence is perpetual and non-exclusive for your own and your clients' accounts, but you may not resell, publish or redistribute this workflow pack itself as a standalone download, template or product. Charging clients for the work you do with it is fine — selling the thing itself is not.
How do I get it after buying?
The one-click import link lands in your inbox within a few minutes of checkout, and importing the pack into your GoHighLevel sub-account takes about two minutes. SMS steps only start sending once your number and A2P 10DLC registration are set up, which can take about a day on GoHighLevel's side.
Do I need the Inbound Lead Nurture Pack as well?
Only if your sub-account doesn't already have a calendar, pipeline and the custom fields these workflows write to. The Inbound Lead Nurture Pack ($35) ships all of them, named exactly as this pack expects. If you already have your own setup, you can remap the fields in a few minutes instead.
Can I import only some of the 7 workflows?
Yes. They import as separate workflows, so you can publish the ones you want today and leave the rest switched off. Nothing fires until you turn it on.
Will it clash with the workflows I already have?
No. The pack imports as its own set of workflows rather than editing yours, so nothing you've already built changes. Switch each one on only when you're ready for it to run.
Is the copy written, or do I have to write it?
Every message ships written. They're written to be edited — your business name, offer and booking link are custom values, so changing them once updates every message across all 7 workflows.
Can I edit the steps and timing?
Yes. Every trigger, delay, message and branch is yours to adjust once imported — reword a message, retime a step, or remove one you don't need.
Do I need a particular GoHighLevel plan?
Any plan with workflows, which is all of them from Starter up. Some steps use SMS and email, so you'll need those channels connected and — for SMS in the US and Canada — A2P 10DLC registration completed.
Or take the lot

All 10 packs for $127.

Every workflow in the library in one import — inbound leads, appointments, Google Business Profile, reactivation, retention, SaaS operations and the foundations.

Get the whole library — $127Browse all packs