HIGHLEVEL (GOHIGHLEVEL) STARTER KIT FOR REMODELING CONTRACTORS Free from Builds By Luke: https://buildsbyluke.com/highlevel/remodeling I am an independent HighLevel affiliate, not an employee, partner or representative of HighLevel. If you start a trial or buy through the links in this kit, HighLevel may pay me a commission. It does not change what you pay. The starter kits are free whether or not you use my link. Start a 14-day HighLevel trial: https://www.gohighlevel.com/?fp_ref=chronos-demo-company-dc736a HighLevel is a trademark of HighLevel LLC. This kit is mine, not HighLevel's. ======================================================================== PIPELINE STAGES (in this order) ======================================================================== 1. New lead: Every missed call and form lands here. 2. Contacted: You have spoken to them. 3. Consultation booked: On the calendar. 4. Estimate sent: The follow-up automation starts here. 5. Job scheduled: They said yes. Mark the opportunity Won. 6. Job complete: Starts the review request and the referral check-in. ======================================================================== QUOTE REQUEST FORM FIELDS ======================================================================== - Full name - Mobile phone - Email - Project address - Project type (kitchen, bathroom, basement, addition, whole home, other) - Budget range (under $25k, $25k to $50k, $50k to $100k, over $100k) - Timeline (as soon as possible, within 3 months, within 6 months, just planning) - Photos or inspiration (optional file upload) - Best time to reach you - Consent checkbox: "I agree to receive texts from [your business] about my request. Reply STOP to opt out." ======================================================================== THE SIX AUTOMATIONS ======================================================================== Merge fields like {{contact.first_name}} fill in automatically. Replace anything in [square brackets] with your own details. 1. MISSED-CALL TEXT BACK Why: Most callers who reach voicemail ring the next remodeler on the list. A text inside a minute keeps the job yours until you can call back. Trigger: Call Details (HighLevel's call trigger). Add two filters: Call direction is Incoming, and Call status is no-answer or voicemail. Steps: 1. Send SMS: the text below. 2. Create/update opportunity: your pipeline, stage New lead. 3. Send internal notification: to you or whoever is on call. Note: Older HighLevel guides call this trigger Call Status. [SMS] Text to the caller Sorry we missed your call! This is {{location.name}}. Are you planning a kitchen, bathroom or other remodel? Text back and we'll call you shortly. Reply STOP to opt out. 2. NEW QUOTE REQUEST: ANSWER IN SECONDS Why: The first business to reply usually gets the job. This answers every form at once, day or night, and tells you who to call. Trigger: Form Submitted. Filter: your quote request form. Steps: 1. Create/update opportunity: your pipeline, stage New lead. 2. Send SMS: the text below. 3. Send email: the email below. 4. Send internal notification: the alert below. 5. Add task: "Call back within 5 minutes", assigned to whoever takes new leads. [SMS] Text to the customer Hi {{contact.first_name}}, thanks for contacting {{location.name}}. We got your project details and will call you shortly to set up a consultation. Reply STOP to opt out. [Email] Email to the customer Subject: We got your remodeling inquiry Hi {{contact.first_name}}, Thanks for reaching out to {{location.name}}. Your project details are in, and we'll call you shortly to set up a consultation. Photos of the space and any inspiration pictures you love help us come prepared, so feel free to reply with a few. Talk soon, {{location.name}} [Internal notification] Alert to you New remodeling lead: {{contact.name}}, {{contact.phone}}. Call within 5 minutes. 3. ESTIMATE SENT FOLLOW-UP Why: Most quotes are not a "no", they are a "not yet". Three polite nudges over ten days win back jobs that would otherwise go quiet, and they stop the moment the customer says yes. Trigger: Pipeline Stage Changed. Filter: stage is Estimate sent. Steps: 1. Wait: 2 days. 2. If / else: the opportunity is still in Estimate sent. If not, end here. 3. Send SMS: first text below. 4. Wait: 3 days. 5. If / else: still in Estimate sent. 6. Send email: the email below. 7. Wait: 5 days. 8. If / else: still in Estimate sent. 9. Send SMS: last text below. [SMS] Day 2 text Hi {{contact.first_name}}, it's {{location.name}}. Did you get a chance to look over your estimate? Happy to walk through any part of it. [Email] Day 5 email Subject: Your remodeling estimate: any questions? Hi {{contact.first_name}}, I wanted to follow up on the estimate we sent. If you'd like to adjust the scope, the finishes or the timing, reply here and we'll rework the numbers with you. Ready to go ahead? Reply YES and we'll set up the next step. Thanks, {{location.name}} [SMS] Day 10 text Hi {{contact.first_name}}, should we keep your estimate open? Reply YES to move forward, or let us know if anything has changed. 4. CONSULTATION CONFIRMATIONS AND REMINDERS Why: A wasted trip costs you a morning. A confirmation and two reminders cut no-shows, and give the customer an easy way to reschedule. Trigger: Customer Booked Appointment. Filter: your consultation calendar. Steps: 1. Send SMS: confirmation below. 2. Wait: choose "Until a scheduled date/time" and set it to 1 day before the appointment. 3. Send SMS: day-before reminder below. 4. Wait: "Until a scheduled date/time" again, set to 2 hours before the appointment. 5. Send SMS: same-day text below. Note: Where a text says [appointment date and time], insert HighLevel's appointment merge field from the message editor's merge-field menu. [SMS] Confirmation You're booked! {{location.name}} will meet you for your consultation on [appointment date and time]. Reply here if you need to change it. [SMS] Day before Reminder: your remodeling consultation with {{location.name}} is tomorrow at [appointment time]. Have any measurements, photos or ideas ready if you like. [SMS] Same day We're on schedule for your consultation today at [appointment time]. See you soon! {{location.name}} 5. REVIEW REQUEST AFTER EVERY JOB Why: People choose the business with the most recent reviews. Asking every happy customer, every time, is the cheapest marketing a trade business has. Trigger: Pipeline Stage Changed. Filter: stage is Job complete. Steps: 1. Wait: 2 hours. 2. Send review request: HighLevel's built-in review request (set your Google review link under Reputation first). 3. Optional second workflow: trigger New Review Received, step Send internal notification, so you can reply to every review the same day. [SMS] If you would rather send your own text instead of the built-in request Thanks for choosing {{location.name}}, {{contact.first_name}}! If you love your new space, a quick Google review would mean a lot to our team: [your review link] 6. REFERRAL AND NEXT-PROJECT CHECK-IN Why: A few months after a project the dust has settled and the homeowner is proud of it. It is the right time to ask for a referral, and about the next room. Trigger: Pipeline Stage Changed. Filter: stage is Job complete. Steps: 1. Add contact tag: past-customer. 2. Wait: 3 months. 3. Send SMS: the text below. 4. Wait: 7 days. 5. Send email: the email below. [SMS] Text Hi {{contact.first_name}}, it's {{location.name}}. How are you enjoying the new space? If another project is on your list, or a friend is planning one, we'd love to help. Reply anytime. [Email] Email a week later Subject: How is the new space? Hi {{contact.first_name}}, It's been a few months since we finished your project, and we hope you're loving it. If there's another room on your list, or you know someone planning a remodel, reply here and we'll take it from there. {{location.name}} ======================================================================== SET IT UP IN THIS ORDER ======================================================================== 1. Start your 14-day HighLevel trial and set up the account for your business. 2. Settings > Phone Numbers: get a local number and forward your business line to it (or publish the new number). If you text US customers, start A2P 10DLC registration the same day. 3. Settings: connect your email sending and add your business name, address and logo. 4. Opportunities > Pipelines: create the pipeline with the stages above, in that order. 5. Sites > Forms: build the quote request form with the fields above, then put it on your website. 6. Calendars: create a calendar called "Consultation" with your real working hours. 7. Reputation: add your Google review link so the review request has somewhere to send people. 8. Automation > Workflows > Create workflow: build the six workflows above, one at a time, and paste in the messages. 9. Test it: call your own number and let it ring out, fill in your own form, book yourself an appointment, and move a test opportunity through the stages. Check every text and email reaches your phone and inbox. 10. Turn each workflow on (Publish) only after its test passes. 11. Big projects: add "Design" and "Permits" stages between Estimate sent and Job scheduled. Moving a project there also stops the estimate follow-up. ======================================================================== GOOD TO KNOW ======================================================================== HighLevel offers a 14-day free trial on every plan. After the trial, the Starter plan is $97 a month. Texts, calls and emails are billed by usage on top, and billing starts automatically when the trial ends unless you cancel. (HighLevel's pricing page, checked 17 October 2026.) Texting customers needs their consent. In the US, HighLevel requires your number to be registered for business texting (A2P 10DLC) before texts go out; registration has its own fee and approval time, so start it on day one.