GoHighLevel Proposal Viewed Follow Up: Recipe 34 Checklist

GoHighLevel workflow recipe 34 · names checked against HighLevel’s help center on October 17, 2026

The problem: Clients open the proposal and nobody follows up.

What this workflow does: If a proposal is viewed, GoHighLevel follows up if it's not signed.

The workflow at a glance

Diagram, not a screenshot. Drawn by GoHighLevel Partners from the HighLevel help articles listed under Sources. Bold names are HighLevel’s own trigger and action names; the italic values are examples. Your workflow builder will look different.

Trigger — Documents & Contracts · Viewed
Wait — Wait · 2 days
Action — Send Email · any questions?
Action — Add Task · follow-up call
Goal — Goal Event · Document Status

Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.

Step-by-step setup

Automation → Workflows → Create Workflow → Start from scratch.
Add New Trigger → Documents & Contracts. Filters: Status = Viewed, Template = your proposal template.
Wait: 2 days.
Send Email: any questions about the proposal?
Add Task: follow-up call.
Goal Event → Document Status (signed/accepted), End this workflow, so signed clients get nothing more.

Example Email message

Subject: Questions about the proposal?

Hi {{contact.first_name}}, saw you had a look at the proposal. Anything you'd like changed or explained?

Example only — write your own wording.

Before you publish the workflow

Status filter: Viewed
Goal Event: Document Status (signed)
Template filter: proposals only

Sources

Every trigger and action name above was checked against these HighLevel help articles on October 17, 2026. HighLevel changes its product often; if a label differs in your account, the article is the reference.

Workflow Trigger – Documents & Contracts — HighLevel help center, page updated 2025-07-25
Workflow Action – Wait — HighLevel help center, page updated 2026-09-07
Workflow Action – Send Email — HighLevel help center, page updated 2026-04-24
Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21
Workflow Action – Goal Event — HighLevel help center, page updated 2026-07-08

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