88 Solar — GHL Automation Case Study

Detailed Breakdown

Every workflow explained

Each workflow is a self-contained automation with triggers, conditions, timed delays, and multi-channel actions designed to move leads through the pipeline.

Workflow #1

New Lead Instant Follow-Up

Published

Trigger

Form Submitted

Fires when a prospect fills out the 88 Solar Lead Form on the landing page funnel.

Purpose

The critical first touchpoint. Within seconds of form submission, the lead receives a personalized solar estimate email calculated from their reported monthly electric bill. This workflow uses a 5-branch If/Else condition on the Electric Bill Range dropdown field — each branch pre-calculates estimated system size, installation cost, monthly savings, and payback period using Update Contact Field actions, then sends a tailored email with those figures. The pricing model uses ₱13,500/kWp installed cost with 50–70% bill savings and a 5–6 year payback window.

Automation Flow

If/Else — Electric Bill Range

5 branches: ₱1K–3K / ₱3K–5K / ₱5K–8K / ₱8K–12K / ₱12K+

Update Contact Field × 4 (per branch)

Sets: Estimated System Size, System Cost, Monthly Savings, Payback Period

Send Email — Personalized Solar Estimate

Merge fields: {{contact.first_name}}, {{contact.contactest_system_size}}, {{contact.contactest_system_cost}}, {{contact.contactest_monthly_savings}}

Add Tag — new-lead

Tags the contact for downstream workflow triggers

Internal Notification → Sales Team

Alerts the team of a new inbound lead with contact details and estimate summary

Branches

v19

Versions

Delay

20+

Merge Fields

Workflow #2

Consultation Booking Confirmation + Reminders

Published

Trigger

Appointment Booked

Fires when a lead books a consultation via the 88 Solar Consultation calendar (30-min slots, 4/day max).

Purpose

Reduces no-shows through a multi-touch reminder sequence. Immediately confirms the booking with date/time details, then sends a reminder the day before, and a final 1-hour reminder. Each email includes the reschedule link so prospects can self-serve. This pattern typically reduces no-show rates by 40–60% in solar consultation contexts.

Automation Flow

Send Email — Booking Confirmation

Includes: {{appointment.start_time}}, {{appointment.meeting_location}}, {{appointment.reschedule_link}}

Add Tag — consultation-booked

Triggers pipeline stage move to "Consultation Scheduled"

Wait — Until 1 day before appointment

GHL's appointment-relative wait timer

Send Email — Day-Before Reminder

Reiterates time, location, and what to prepare (electric bill, roof photos)

Wait — Until 1 hour before appointment

Final nudge to reduce last-minute cancellations

Send Email — 1-Hour Reminder

Short, urgent tone. Includes reschedule link as safety valve.

consultation-booked Appointment-relative waits 3 email touchpoints

Workflow #3

Post-Consultation Follow-Up

Published

Trigger

Pipeline Stage Changed

Fires when an opportunity moves into the "Consultation Completed" stage of the 88 Solar Sales Pipeline.

Purpose

The most complex workflow in the system. After a consultation, the prospect is in a high-intent but uncertain state. This workflow runs a 10-day nurture sequence that sends a recap email, proposes next steps, and progressively escalates urgency. It uses two If/Else conditions to check engagement — first whether the prospect replied, then whether they opened/clicked the proposal. Non-responsive contacts receive value-building emails before a final check-in. Engaged contacts are routed to the sales team for immediate follow-up.

Automation Flow

Wait — 2 hours

Gives the sales team time to log notes before automated outreach

Send Email — Consultation Recap

Summarizes discussion, attaches proposal, includes CTA to schedule next steps

Wait — 1 day

Condition — Has contact replied?

YES → Add tag, assign to sales, END. NO → continue to proposal sequence.

Send Email — Formal Proposal

Detailed system specs, financing options, ROI breakdown

Wait — 2 days

Condition — Opened or clicked proposal?

YES → Notify sales team for warm call, END. NO → continue nurture.

Send Email — Value Update

New solar incentives, Meralco rate increases, ROI recalculation

Wait — 3 days

Send Email — Final Check-In

"Are you still interested?" — low-pressure, respectful close

Add Tag — consultation-followup-complete

Signals completion. Lead Nurture workflow (#8) picks up non-responders.

10d

Total Duration

Emails

Conditions

Versions

Workflow #4

Proposal Follow-Up

Published

Trigger

Tag Added — proposal-sent

Fires when the sales team adds the "proposal-sent" tag after sending a formal proposal to the prospect.

Purpose

Handles the critical window between proposal delivery and decision. Solar proposals are high-value (₱100K–₱1M+) and require multiple touches. This workflow checks whether the prospect opened or engaged with the proposal, then adjusts the follow-up intensity accordingly. Engaged prospects get a gentle nudge; non-engaged prospects get a re-angled value proposition with urgency triggers like Meralco rate increases and limited-time financing.

Automation Flow

Wait — 2 days

Gives prospect time to review the proposal before follow-up

Condition — Has tags include warm-lead?

YES → Notify sales for warm call. NO → continue automated sequence.

Send Email — Proposal Follow-Up

"Did you get a chance to review?" with key highlights repeated

Wait — 3 days

Send Email — Value Reinforcement

Financing options, ROI comparison, testimonial from similar customer

Add Tag — nurture-long-term

Routes to Lead Nurture workflow (#8) for continued engagement

proposal-sent warm-lead check → nurture-long-term

Workflow #5

Contract Signed / Getting Ready For Installation

Published

Trigger

Tag Added — contract-signed

Fires when the sales team marks a deal as closed by adding the "Contract signed" tag.

Purpose

The longest workflow in the system — a 12-step, multi-week onboarding sequence that guides the customer from contract signing through site inspection, permitting, and all the way to installation day. This workflow sends 5 timed emails at key project milestones, each reducing anxiety and building excitement. It also includes 2 internal project update notes for the operations team. The sequence ends by automatically adding the "Installation completed" tag, which triggers the Google Review Request workflow (#6). The total span is approximately 3–4 weeks depending on installation scheduling.

Automation Flow

Send Email — "Welcome to the 88 Solar Family"

Immediate welcome email confirming the partnership and setting expectations

Add Tag — installation-onboarding

Marks contact as in the onboarding phase

Create Or Update Opportunity

Moves opportunity to Installation Scheduled pipeline stage

Wait — 2 days

Send Email — "Site Inspection Scheduled"

Notifies customer of upcoming site inspection date and what to expect

Wait — 3 days

Send Email — "Your 88 Solar Project is Moving…"

Progress update: project is advancing through the pipeline

Wait — 5 days

Internal Note — "Project Update: Permits & Approvals Underway"

Operations team update on permit status

Wait — 5 days

Send Email — "Getting Ready for Your Solar Installation"

Pre-installation checklist: roof prep, electrical panel access, parking for crew

Wait — 3 hours before installation

Appointment-relative wait timer

Send Email — "Today's the Day! Your Solar Installation Has…"

Day-of excitement email with crew arrival time and final instructions

Wait — 6 hours or manually adjusted

Allows time for installation to complete

Add Tag — installation-complete

Triggers the Google Review Request workflow (#6)

Steps

Emails

~4wk

Total Duration

Versions

contract-signed installation-onboarding 5 milestone emails → installation-complete

Workflow #6

Google Review Request

Published

Trigger

Tag Added — installation-complete

Fires when the operations team confirms installation is finished and adds the tag.

Purpose

Captures social proof at the moment of highest satisfaction — right after the solar system is installed and generating power. The 7-day delay is strategic: it gives the customer time to see their first energy generation data and experience the "wow factor" of watching their meter spin backward. The email includes a direct Google Review link and a brief testimonial prompt to guide the review content.

Automation Flow

Wait — 7 days

Optimal window: customer has seen energy data, excitement is still fresh

Send Email — Review Request

Personalized message with Google Review direct link and review prompts

Add Tag — review-requested

Triggers the Referral Engine workflow (#7)

installation-complete 7-day delay → review-requested

Workflow #7

Referral Engine

Published

Trigger

Tag Added — review-requested

Fires after the Google Review Request workflow completes.

Purpose

Converts satisfied customers into lead sources. Solar is a high-trust, referral-driven business — a single referral from a happy customer has 3–5× higher close rate than cold leads. This workflow waits 14 days after the review request (giving time for the review to be posted), then sends a personalized referral request. It includes a dedicated referral form link where the customer can submit friend/family details. A reminder email fires 7 days later if no referral is submitted.

Automation Flow

Wait — 14 days

Post-review cooldown — lets the review process settle

Send Email — Referral Request

Includes referral form link, incentive details, and "share your experience" CTA

Add Tag — referral-sent

Wait — 7 days

Send Email — Referral Reminder

Gentle nudge for those who haven't submitted a referral yet

Add Tag — referral-reminder-sent

review-requested Referral Form link 21-day total sequence

Workflow #8

Lead Nurture (Long-Term Drip)

Published

Trigger

Tag Added — 88 Solar (long term)

Fires when a contact receives the "88 Solar (long term)" tag — typically from the Missed Call workflow (#9), Post-Consultation Follow-Up (#3), or Proposal Follow-Up (#4) after all other re-engagement attempts have been exhausted.

Purpose

The final automated touchpoint before a lead is considered lost. This is a 5-email drip sequence spanning 52+ days, designed to keep 88 Solar top-of-mind for leads who aren't ready to buy yet. Each email takes a different angle — educational content, social proof, seasonal urgency, and neighbor comparisons. The sequence ends with a respectful "Last email from us" breakup email. If the lead doesn't engage, the workflow automatically marks their opportunity as Closed Lost and adds the "nurture complete" tag, formally ending the sales cycle.

Automation Flow

Send Email — "Thinking about solar? Here's what to learn"

Educational opener — solar basics, ROI overview, net metering explainer

Wait — 15 days

Send Email — "PS1002 saved in one month — here's how"

Real customer savings story — specific peso amount, specific timeframe

Wait — 15 days

Send Email — "Spring season — perfect time to install"

Seasonal urgency angle — optimal sunlight conditions, limited scheduling availability

Wait — 15 days

Send Email — "Four neighbors are saving — are you?"

Social proof / FOMO — local adoption, neighborhood installations

Wait — 15 days

Send Email — "Last email from us"

Respectful breakup email — final CTA, door left open for future contact

Add Tag — nurture-complete

Marks the end of the nurture sequence

Update Opportunity → Closed Lost

Formally closes the lead's opportunity in the sales pipeline

52+

Days Total

Emails

Angles

Versions

88 Solar (long term) 5-email drip nurture-complete → Closed Lost

Workflow #9

Missed Call Text-Back

Published

Trigger

Call Details — Missed Call

Fires when an inbound call is logged as a missed call. Captures caller ID, timestamp, and contact details for automated follow-up.

Purpose

Captures leads who call but don't reach anyone — a common scenario for small businesses. Speed-to-lead is the #1 factor in solar conversion: responding within minutes increases contact rates significantly. This workflow sends an immediate email, then checks twice (at 2 hours and 1 day) whether the contact has replied. If they reply at any checkpoint, the boss gets notified for personal follow-up. If both checks fail, a final "Last Chance" email is sent and the contact is tagged as unresponsive — routing them to the Lead Nurture workflow (#8) for long-term re-engagement.

Automation Flow

Send Email — "Missed Call" (Default Path)

Immediate automated email to the missed caller — "We missed your call, here's how to reach us"

Wait — 2 hours

Gives the contact time to reply to the initial email

Condition — Tags includes "miss call replied"?

Check #1: Did the contact reply within 2 hours?

YES → Internal Notification (boss missed call)

Alerts the boss that the missed caller has replied — ready for personal follow-up. END.

NONE → Send Email — "Follow-Up"

Second outreach email — different angle, more urgency

Wait — 1 day

24-hour window for the contact to respond to the follow-up

Condition — Tags includes "miss call replied"?

Check #2: Did the contact reply after the follow-up?

YES → Internal Notification (boss missed call)

Alerts the boss — contact replied after follow-up. END.

NONE → Send Email — "Last Chance"

Final outreach before marking the lead as unresponsive

Add Tag — missed-call-unresponsive

Routes to Lead Nurture workflow (#8) for long-term re-engagement

Emails

Conditions

26h

Total Duration

Versions

Call Details trigger miss call replied check missed-call-unresponsive → Lead Nurture (#8)

Workflow #10a

Lead Score — Engagement Tracker

Published

Trigger

Multiple Tag Triggers

Fires on: email-opened, link-clicked, consultation-replied, or Appointment Scheduled. Any engagement signal activates this workflow.

Purpose

GHL lacks native lead scoring, so this workflow acts as the central engagement classification engine. Every interaction a lead has with 88 Solar's emails, forms, or calendar passes through here. The workflow first adds a generic "engaged" tag, then runs a classification condition that segments leads into three tiers: HOT (multiple high-intent signals like appointment booking or consultation reply), WARM (engaged tag present but no high-intent signals), or COLD (default for low-engagement). Each tier gets a corresponding tag that triggers the appropriate follow-up workflow.

Automation Flow

Add Tag — engaged

Universal engagement marker

If/Else — Classification

Check for high-intent tags (appointment-scheduled, consultation-replied) → HOT. Check for engaged tag → WARM. Default → COLD.

Add Tag — lead-hot / lead-warm / lead-cold

Routes to the appropriate handler workflow (#10b or #10c)

3-tier classification → Route Hot Leads (#10b) → Cold Lead Handler (#10c)

Workflow #10b

Route Hot Leads

Published

Trigger

Tag Added — lead-hot

Fires when the Engagement Tracker (#10a) classifies a lead as HOT.

Purpose

Immediately alerts the sales team when a high-intent lead is detected. Hot leads are prospects who have taken multiple high-value actions — booked appointments, replied to consultation emails, or clicked proposal links. These leads have a 5–10× higher close probability than cold leads and require immediate human follow-up. The internal notification includes the lead's full profile, engagement history, and current pipeline stage so the sales rep can personalize their approach.

Automation Flow

Internal Notification → Sales Team

"🔥 HOT LEAD: {{contact.name}} — {{contact.email}} — Action immediately."

Workflow #10c

Cold Lead Handler

Published

Trigger

Tag Added — lead-cold

Fires when the Engagement Tracker (#10a) classifies a lead as COLD.

Purpose

Flags low-engagement leads for the team without overwhelming them. Cold leads haven't responded to emails, haven't booked consultations, and show minimal interaction. Rather than letting these leads silently churn, this workflow alerts the team to consider manual outreach or move them into a longer nurture sequence. The notification includes a summary of what touchpoints were attempted so the team can decide whether to try a different channel (phone call, visit) or let the Lead Nurture drip do its work.

Automation Flow

Internal Notification → Team Alert

"❄️ Cold lead: {{contact.name}} — no engagement after {{contact.attempted_touchpoints}} touchpoints."

Workflow #10d

Exit Proposal Follow-Up

Published

Triggers (2)

Trigger 1: Contact Tag — contract-signed

Fires when a contact receives the "contract-signed" tag, indicating they've signed a contract and are now a paying customer.

Trigger 2: Opportunity Status Changed — Won

Fires when an opportunity is moved to "Won" status in the pipeline, confirming the deal has closed.

Purpose

A critical cleanup workflow that prevents dead-end automation. When a lead converts — either by signing a contract or having their opportunity marked as Won — this workflow immediately removes them from the Proposal Follow-Up sequence (#4). Without this, converted customers would continue receiving "are you interested?" emails even after they've already bought, creating a confusing and unprofessional experience. This is a best-practice pattern in multi-workflow GHL architectures: always build exit workflows that pull contacts out of nurture sequences the moment they convert.

Automation Flow

If/Else — Either trigger fires

Contact Tag: contract-signed OR Opportunity Status: Won

Remove from Workflow — "4. 88 Solar - Proposal Follow-Up"

Immediately pulls the contact out of the proposal follow-up sequence, stopping all pending emails

END

Workflow complete — contact is now in the post-sale pipeline

contract-signed Opportunity: Won Removes from WF #4 Exit/cleanup pattern

Funnel Design

4-page conversion funnel

A purpose-built lead capture funnel designed to convert cold traffic into booked consultations. Every page has a single job — move the prospect one step closer to scheduling.

1. Landing Page

→

2. 1st Thank You

→

3. Consultation Booking Page

→

4. 2nd Thank You

Page 1 — Entry Point

Landing Page

9 Sections

The primary conversion surface. A long-form landing page built to guide prospects through a persuasion sequence before capturing their lead. The page flows from a trust-building hero ("Cavite's Trusted Solar Installer", 5.0 Google rating, 500+ installations) through a problem/solution narrative, a 6-card benefits grid, customer testimonials, a 4-step "How It Works" explainer, an About section with contact info, and finally a lead capture form with dual CTAs ("Get a Free Solar Quote" + "See How Much You Can Save"). The form captures: Full Name, Phone, Email, and Electric Bill Range — the minimum viable data to generate a personalized solar estimate via Workflow #1. A 5-question FAQ section addresses common objections before the footer.

Hero — Value Prop + CTAs

Problem & Solution

Why Choose Solar — 6 Benefits

Testimonials — Loved by Customers

How It Works — 4 Steps

About 88 Solar

Lead Capture Form + CTA

FAQ — 5 Questions

Footer — Contact + Links

Lead Form Capture Electric Bill Range Dropdown Trust Signals Dual CTA Triggers WF #1

Page 2 — Post-Submit

1st Thank You — Estimate In Progress

Immediately after form submission, the prospect lands here. The page confirms their solar estimate is being calculated — reinforcing that something valuable is happening. It displays a 4-step process walkthrough (Review → Savings Analysis → Consultation → Personalized Estimate) to set expectations and reduce anxiety. The primary CTA shifts to booking a free consultation, with a secondary "Call Now" option. Trust signals (5-star reviews, customer testimonials) address objections at the moment of highest intent.

Estimate Confirmation Process Walkthrough Consultation CTA Social Proof

Page 3 — Conversion Point

Consultation Booking Page

The conversion point. This embeds the GHL calendar (88 Solar Consultation, 30-min slots, 4 per day) directly into the funnel. The page headline — "Book Your Solar Savings Review" — reframes the consultation as a savings review, reducing perceived commitment. Available time slots are shown in the prospect's timezone (GMT+8 Asia/Singapore). Once a slot is selected and confirmed, Workflow #2 fires immediately — sending a booking confirmation email and starting the reminder sequence.

GHL Calendar Embed 30-min Slots 4 Appointments/Day Auto-Confirm Triggers WF #2

Page 4 — Confirmation

2nd Thank You — Appointment Confirmed

The final page in the funnel. Confirms the booking with personalized details using merge fields: {{contact.first_name}}, {{appointment.start_time}}, {{contact.phone}}, {{contact.email}}. Displays a 4-step post-booking journey (Final Project Review → Installation Day → System Activation → Start Saving) to build excitement and reduce buyer's remorse. The headline — "You're One Step Closer to Energy Independence" — shifts the emotional frame from "buying solar panels" to "achieving energy freedom."

Merge Fields Appointment Details Post-Booking Journey Emotional Reframing

Funnel Pages

Landing Sections

30min

Slot Duration

4/day

Max Bookings

End-to-end solar sales automation built on GHL

11-stage pipeline from lead to referral

All 13 workflows at a glance

Every workflow explained

How workflows pass leads to each other

30+ custom fields powering the automation

4-page conversion funnel

Platform & integrations