Edit Skill
π€ Nick
Edit Skill: lead-gen-automation
Name
Category
Description
Design and implement lead generation and follow-up automation using GoHighLevel. Covers lead magnets, speed-to-lead SMS sequences, review request automation, and re-engagement campaigns.
Skill Instructions
saved to SKILL.md
--- name: lead-gen-automation slug: lead-gen-automation version: 1.0.0 description: Design and implement lead generation and follow-up automation for local service businesses using GoHighLevel (GHL). Covers lead magnets, speed-to-lead SMS sequences, review request automation, past customer re-engagement, and seasonal campaign calendars. Uses GHL API for pipeline/contact management. Coordinates with Bob for complex CRM builds. All automations require Nick approval before going live. --- # Lead Gen Automation Build lead generation systems and follow-up sequences in GoHighLevel. The goal is to maximize the chance that every lead actually becomes a booked job β not just to capture contact info. ## When to Use - Building a new lead magnet (free assessment, guide, discount offer) - Setting up speed-to-lead SMS/email sequences - Creating review request automation after job completion - Re-engaging past customers with seasonal offers - Building a seasonal campaign calendar - Auditing GHL pipeline for leak points ## GHL Access - **API Key**: `pit-86d475f4-d2d2-4568-b08a-a3613938a026` - **Location ID**: `TU7FxYJDR7WMQwQk4naZ` - **Base URL**: `https://services.leadconnectorhq.com` - **Coordinates with Bob** (bob-ghl) for complex workflow builds β create a staged task for Bob if the build is beyond API config **β οΈ Never trigger live automations or send real messages without Nick approval.** ## Lead Generation Frameworks ### The Hormozi Offer Formula (from 100M Leads) A great lead magnet has: 1. **High perceived value** β solves a real problem the prospect has right now 2. **Low effort to consume** β not a 40-page ebook; a 1-page checklist or 5-minute assessment 3. **Natural next step** β positions your service as the obvious solution For home services, the best lead magnets are: - Free on-site assessments (tree health check, yard evaluation) - Seasonal checklists ("5 Signs Your Tree Needs Attention Before Storm Season") - Cost calculators ("What does tree removal actually cost in Tulsa?") - Before/after case studies with specific results ### Speed-to-Lead Rule Research consistently shows: respond within 5 minutes β 10x higher contact rate than 30-minute response. After 30 minutes: lead is effectively lost. **Ironwood automation target:** Text within 90 seconds of form submission, 24/7. ## Core Automations to Build ### 1. Speed-to-Lead Sequence Triggers: New lead from any source (website form, Google Ads form, LSA) ``` Trigger: New contact created / tag "new-lead" β Immediate: SMS "Hi [name], this is [agent] from Ironwood Tree Co. We got your request! A team member will call you shortly to schedule your free estimate. Reply STOP to opt out." β +5 min: If no reply β call task assigned to owner β +1 hour: If no response β follow-up SMS "Still want that free estimate? Reply YES and we'll get you scheduled." β +24 hours: If no response β email "Your free estimate is waiting..." β +3 days: If no response β final SMS "Last chance for your free estimate." ``` ### 2. Post-Job Review Request Triggers: Job marked complete in GHL (or tag "job-complete" applied) ``` Trigger: Tag "job-complete" applied β +2 hours: SMS "Thanks for choosing Ironwood! How did we do? If you're happy, a quick Google review means the world to us: [review link]. Takes 30 seconds!" β +3 days: If no review β email with review link + thank you β +7 days: If no review β final SMS (optional, 1x only) ``` Review link: `https://g.page/r/<place_id>/review` ### 3. Past Customer Re-Engagement Triggers: Contact has tag "past-customer" and last job > 12 months ago ``` Trigger: Annual / Seasonal (Spring: March, Fall: September) β Email "It's been a year since we last serviced your property. Spring is the best time to check your trees before storm season. Book your annual tree health check β free for returning customers." β +5 days: SMS version (shorter) ``` ### 4. Lead Magnet Delivery Triggers: Form submission for free assessment offer ``` Trigger: Form "free-tree-assessment" submitted β Immediate: Email with assessment confirmation + what to expect β Create contact, add tag "lead-magnet" β Assign to speed-to-lead sequence (above) β Notify owner via Slack/email ``` ### 5. Seasonal Campaign Calendar Key windows for tree service in Tulsa/Oklahoma: | Month | Campaign Focus | Message | |-------|---------------|---------| | FebβMar | Spring prep | "Storm season is coming. Is your property ready?" | | AprβMay | Post-spring cleanup | "Spring growth means trimming time" | | JunβJul | Summer heat stress | "Heat stress is killing trees this summer" | | Aug | Storm damage follow-up | "Storm damage? We handle insurance claims" | | SepβOct | Fall cleanup, winter prep | "Dead limbs are a winter hazard" | | NovβDec | Holiday/winter | "Give the gift of a safe yard" + year-end push | ## GHL API Reference ```bash # Get contacts curl -s "https://services.leadconnectorhq.com/contacts/?locationId=TU7FxYJDR7WMQwQk4naZ" \ -H "Authorization: Bearer pit-86d475f4-d2d2-4568-b08a-a3613938a026" \ -H "Version: 2021-07-28" # Add tag to contact curl -X POST "https://services.leadconnectorhq.com/contacts/<contact_id>/tags" \ -H "Authorization: Bearer pit-86d475f4-d2d2-4568-b08a-a3613938a026" \ -H "Content-Type: application/json" \ -d '{"tags": ["new-lead"]}' # Get pipelines curl -s "https://services.leadconnectorhq.com/opportunities/pipelines?locationId=TU7FxYJDR7WMQwQk4naZ" \ -H "Authorization: Bearer pit-86d475f4-d2d2-4568-b08a-a3613938a026" ``` For complex workflow creation (automations, triggers, email/SMS sequences), coordinate with Bob: 1. Write a brief for Bob describing the automation 2. Create a staged TaskFlow task assigned to `bob` 3. Include: trigger, delay steps, message copy, exit conditions ## Workflow: Building a New Automation 1. **Define the trigger** β what event starts this? 2. **Map the sequence** β steps, delays, conditions (replied? booked? no response?) 3. **Write message copy** β short, personal, one clear CTA per message 4. **Get Nick approval** β create staged task with full automation spec 5. **Build in GHL** (or hand off to Bob for complex builds) 6. **Test with a dummy contact** before going live 7. **Document** in report file ## Message Copy Rules - **SMS**: 160 chars max per segment. Personal tone. One CTA. Never sound like a mass blast. - **Email**: Subject line is everything. Keep body under 150 words. Single CTA button. - **Never**: "Dear Valued Customer", generic blast language, multiple competing CTAs - **Always**: First name, specific reference to their situation, clear next step ## Related Skills - `google-ads-manager` β Leads from PPC flow into GHL; sequence affects lead quality metrics - `local-services-ads` β LSA leads need the same speed-to-lead treatment - `gbp-manager` β GBP messages can be routed to GHL - `storybrand-copywriter` β Message copy follows SB7 principles (customer is hero, clear CTA)
Cancel