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GoHighLevel Opportunity Status Changed Workflow: Recipe 16 Checklist

GoHighLevel workflow recipe 16 · names checked against HighLevel’s help center on October 17, 2026

The problem: A deal is won and onboarding starts whenever someone remembers.

What this workflow does: If a deal is marked Won, GoHighLevel starts onboarding.

The workflow at a glance

Diagram of GoHighLevel workflow recipe 16: Won-deal onboarding kickoffOpportunity Status Changed: to Won; Send Email: welcome + next steps; Add Contact Tag: client; Add Task: kickoff call; Send Internal Notification: teamTRIGGEROpportunity Status Changedto WonACTIONSend Emailwelcome + next stepsACTIONAdd Contact TagclientACTIONAdd Taskkickoff callACTIONSend Internal Notificationteam
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.
  1. Trigger — Opportunity Status Changed · to Won
  2. Action — Send Email · welcome + next steps
  3. Action — Add Contact Tag · client
  4. Action — Add Task · kickoff call
  5. Action — Send Internal Notification · team

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 = Won.
  3. Send Email: welcome and the next steps.
  4. Add Contact Tag: client (use it to keep clients out of sales workflows).
  5. Add Task: kickoff call, Assign To the person who runs delivery.
  6. Send Internal Notification to the team.

Example Email message

Subject: Welcome — here's what happens next

Hi {{contact.first_name}}, welcome aboard. Step 1: [what they do]. Step 2: [kickoff call].

Example only — write your own wording.

Before you publish the workflow

  • Moved To Status: Won, one pipeline
  • Tag clients so sales workflows skip them
  • Kickoff task goes to the delivery lead

The strategy behind it: Onboarding Clients Checklist for Agencies

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.

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