Weekly Client Re-engagement System with GoHighLevel, Gmail, Sheets, and Slack
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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
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Automated client re-engagement β no more missed follow-ups.
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Reduces churn by maintaining regular touchpoints.
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Centralized Google Sheets audit trail for visibility.
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Real-time Slack alerts keep teams informed.
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Fully customizable inactivity threshold (default: 14 days).
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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