Weekly client re-engagement system with GoHighLevel, Gmail, Sheets, and Slack
Description Automatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prev...
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Description Automatically identify clients who haven’t 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. 💌📊💬
What This Template Does - Triggers every Monday at 9:00 AM to check client activity. ⏰ - Fetches all contacts from GoHighLevel CRM. 🔗 - Filters clients with no updates in the last 14+ days. 🔍 - Sends personalized Gmail re-engagement emails. 📧 - Logs all inactive clients in Google Sheets for tracking. 📊 - Sends Slack notifications summarizing inactive clients for account managers. 💬 - Handles workflow errors and alerts the team via Slack. 🚨
Key Benefits ✅ Automated client re-engagement — no more missed follow-ups. ✅ Reduces churn by maintaining regular touchpoints. ✅ Centralized Google Sheets audit trail for visibility. ✅ Real-time Slack alerts keep teams informed. ✅ Fully customizable inactivity threshold (default: 14 days). ✅ Built-in error handling with instant Slack error alerts.
Features - Weekly cron trigger (default: Monday 9 AM). ⏰ - GoHighLevel CRM integration to fetch contacts. 🔗 - Dynamic filter for “inactive 14+ days” clients. 🕒 - Personalized HTML re-engagement email via Gmail. 💌 - Automatic Google Sheets logging with client metadata. 📊 - Slack notification summarizing inactive clients. 💬 - Error Trigger node for reliable monitoring. 🚨
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. 👩💼 - Account managers preventing client churn. 🔄 - Service businesses needing systematic client check-ins. 🏢 - Remote teams requiring Slack alerts for client engagement. 🌐
Step-by-Step Setup Instructions - Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. 🔑 - Replace placeholder values (YOURGOOGLESHEETID, YOURSLACKCHANNELID) with environment variables. ⚙️ - Customize inactivity threshold (default: 14 days). 🕒 - Import the workflow JSON into n8n. 📦 - Test manually with sample client records. ✅ - Enable the workflow for weekly automated execution. 🚀