GoHighLevel Lost Opportunity Follow Up: Recipe 17 Checklist

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

The problem: Deals marked Lost are never revisited.

What this workflow does: If a deal is marked Lost, GoHighLevel checks in 60 days later.

The workflow at a glance

1. Trigger — Opportunity Status Changed · to Lost
2. Action — Add Contact Tag · lost-deal
3. Wait — Wait · 60 days
4. Action — Send Email · quick check-in
5. Wait — Wait · the contact to reply
6. Condition — If/Else · replied?
7. Matching branch → Action — Add Task · call them
8. None branch → Action — Add Note · no reply
9. Action — Create Opportunity · reopened

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

Step-by-step setup

1. Automation → Workflows → Create Workflow → Start from scratch.
2. Add New Trigger → Opportunity Status Changed. Filters: In Pipeline, Moved To Status = Lost.
3. Add Contact Tag: lost-deal.
4. Wait: a set period of time, e.g. 60 days.
5. Send Email: a short check-in, one question.
6. Wait → the contact to reply, with a timeout.
7. If/Else → replied: Add Task (call them), then Create Opportunity in the first stage. None branch → Add Note: no reply.

Example Email message

Subject: Checking back

Hi {{contact.first_name}}, a while ago the timing wasn't right for [service]. Has anything changed? A one-line reply is plenty.

Example only — write your own wording.

Before you publish the workflow

• Moved To Status: Lost
• Pick your own wait, e.g. 60 days
• Reply creates a fresh opportunity

The strategy behind it: GoHighLevel Stale Opportunity Trigger: Full Setup Guide

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 – Opportunity Status Changed — HighLevel help center, page updated 2026-02-26
• Workflow Action – Add Contact Tag — HighLevel help center, page updated 2025-12-05
• 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 – If/Else — HighLevel help center, page updated 2026-09-01
• Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21
• Workflow Action – Create Opportunity — HighLevel help center, page updated 2025-03-18
• A List of Workflow Actions (Add Note) — HighLevel help center, page updated 2026-06-03

Want it built for you?

We set up GoHighLevel workflows like this one for US businesses. Leave your details and we will reply with a quote.

Independent service — not affiliated with, endorsed by or sponsored by HighLevel. HighLevel and GoHighLevel are trademarks of their owner.