Launch tier — Workflow detail

Notation

Icon key

The flowcharts below mirror what you see in the GHL workflow builder. Same icon styling, same connector dots, same branch labels.

Trigger

Send email to contact

Internal notification

Wait timer

Condition / branch

Update opportunity

Update contact field

Find contact / opp

Assign user

Remove assigned user

Add task

Enable / disable DND

Round-robin distribution

Number formatter (random)

Manual step (your team)

END Workflow ends

Launch tier · 12 workflows

Every automation in Launch, the way GHL draws it

Each block below is the workflow's actual canvas structure. Trigger at the top, action nodes flowing down, branches splitting horizontally with their condition labels, ending in END pills.

WF01

New leads

Customer Booked Appointment on calendar Book your estimate visit

Workflow Canvas

Customer Booked Appointment

Calendar is Book your estimate visit

Send confirmation email to customer

Find Opportunity

Check if lead has an existing opportunity

Branch on Find result

Condition

on Scheduling Preferences

Update opportunity

Project Scheduling = ASAP

Update opportunity

Project Scheduling = Flexible

Update opportunity

No scheduling preference set

Condition

on Scheduling Preferences

Create Opportunity

Project Scheduling = ASAP

Create Opportunity

Project Scheduling = Flexible

Create Opportunity

No scheduling preference set

All 6 paths converge below. Once the opp is created or updated with the right scheduling preference, every path runs the same chain: assign assessor, send reminders, advance to Assessor Visits.

Remove Assigned User

Assign to Project Assessor

Project Assessor Internal Notification

Wait one day before appointment

Quote appointment reminder for lead

Wait three hours before appointment

Quote reminder, internal

Wait for the appointment

Update opportunity

Stage Assessor Visits

END

Manual handoff: at Assessor Visits the assessor must gather quote info on-site, then move the opp to Send Quote manually to trigger WF02.

Customer experience

Books estimate visit on the website. Gets a confirmation email immediately. Gets a reminder 1 day before, then turns up.

Internal experience

Assessor gets notified at booking, again 3 hours before. Opportunity card auto-created and assigned. Stage advances to Assessor Visits when the appointment hits.

WF02

Prepare and send quote

Opportunity Changed to stage Send Quote

Workflow Canvas

Opportunity Changed

Pipeline stage is Send Quote

Random Number (Number Formatter)

Range 100-999, output exposed as {{number_formatter.1.result}}

Update opportunity

Opp Name = {{contact.first_name}} {{contact.last_name}} - {{contact.job_address}} ({{number_formatter.1.result}})

Condition

on Quote Given In Person

Update contact field

Mirror opportunity.job_datescheduling_parameters onto contact

Update opportunity

Stage Job Scheduling (date already known)

END

Update contact field

Mirror scheduling params onto contact

Remove Assigned User

Distribution split

Currently 50/50 placeholder. Configurable up to 8 paths per location.

Assign to bookkeeper

Internal Notification

"Prepare and send quote"

END

Assign to bookkeeper

Internal Notification

"Prepare and send quote"

END

Manual after notification: bookkeeper drafts quote in Xero from the opp data, sends it to the customer, then drags the opp to Quote Sent manually. Xero's API doesn't expose quote send/accept events, so this stays manual even at higher tiers.

WF03

Quote yes or no

Two triggers — Approved + Deposit Paid OR Quote Rejected

Workflow Canvas

Opportunity Changed

Stage Approved + Deposit Paid

Opportunity Changed

Stage Quote Rejected

Condition

on Quote Given In Person

END

YES OR NO

on Pipeline Stage

Quote acceptance email

END

Email - Reject Follow Up

Add Task

"Reevaluate rejection"

Update opportunity

Status Lost, Reason Quote rejected

END

WF04

Job scheduling

Opportunity Changed to stage Job Scheduling + Deposit Approved

Workflow Canvas

Opportunity Changed

Stage Job Scheduling + Deposit Approved

Condition

on Quote Given In Person

Notify scheduler

"New job to schedule" — date already known from in-person quote

Update opportunity

Stage Job Scheduled

END

Job scheduling Internal Notification

"Job ready to schedule"

END

WF05

Job scheduled

Opportunity Changed to stage Job Scheduled

Workflow Canvas

Opportunity Changed

Stage Job Scheduled

Update contact field

Mirror opportunity.job_datescheduling_parameters onto contact

Wait 1 minute

Race-condition guard so the contact field is set before the email reads it

Confirmation email to lead

"Your job is confirmed" · uses scheduling params

Assign to Head Painter

Add follower to contact

BSP-specific. Strip from generic snapshot.

Job booked internal notification

END

No reminder, no day-of advance: Launch can't read the job date from the custom field to schedule a reminder, and there's no native way to auto-advance to Job Under Way on the job day. Customer gets the original confirmation only. Head painter must manually advance the stage on the day.

WF07

Deposit invoice trigger

Opportunity Changed to stage Approved + Deposit Paid

Workflow Canvas

The deposit invoice is created and sent manually in Xero. The CRM only fires a notification to the bookkeeper.

Opportunity Changed

Stage Approved + Deposit Paid

Internal Notification to Bookkeeper

"Deposit invoice required"

Manual: bookkeeper drafts + sends in Xero

Out of GHL. Workflow ends here on the GHL side.

END

WF08

Quality check

Opportunity Changed to stage Quality Check

Workflow Canvas

Head painter / job lead must move the stage manually so QC fires only after the job is finished.

Opportunity Changed

Stage Quality Check

Remove Assigned User

Assign to Head of QM team

Quality assurance Internal Notification

Email to customer

"Your job has moved to quality assurance"

Add Task

"Move lead to Job Finished after QC"

END

New stage to be built: a Quality Check Fail stage following the same error-handling pattern as Quote/Invoice Draft Error. If QC fails, the QC user writes the failure reason into the opp and moves to Quality Check Fail, which reassigns back to the head painter to fix. Once fixed, head painter moves it back to Quality Check.

WF09

Final invoice trigger

Opportunity Changed to stage Finished + Invoice To Be Sent

Workflow Canvas

Opportunity Changed

Stage Finished + Invoice To Be Sent (Launch rename of Growth's Finished + Invoice Drafted)

Internal Notification to bookkeeper

"Final invoice required"

Manual: bookkeeper drafts + sends in Xero

Reconciles deposit (40% paid), sends final 60%

END

WF10

Handover review link

Opportunity Changed to stage Finished + Invoice To Be Sent

Workflow Canvas

Opportunity Changed

Review link email

"Your project is now completed" · Google review CTA

END

WF12

Auto-win on follow up

Opportunity Changed to Invoice Paid + Follow Up or Successfully Resolved (Status ≠ won)

Workflow Canvas

Opportunity Changed

Stage in [Invoice Paid + Follow Up, Successfully Resolved]; Status is not won

Wait 1 minute

Debounce against rapid stage changes

Condition

Confirm Pipeline Stage matches

Update Opportunity

Status Won

END

WF13

Long-tail follow up

Two triggers — Quote Rejected OR Invoice Paid + Follow Up

Workflow Canvas

Opportunity to Quote Rejected

Opportunity to follow up

Stage Invoice Paid + Follow Up

Condition

on Pipeline + trigger source

Wait 1 month

Active in another workflow?

Mark Successfully Resolved

END

1mo cold email

"We're still open if you are"

Wait 2 months

3mo cold email

"Just Checking In"

Wait 3 months

6mo cold email

"Remember us?"

Mark Successfully Resolved

END

Review Link email

"Thank you for choosing us" · Google review CTA

Wait 1 month

Active in another workflow?

Mark Successfully Resolved

END

1mo email

"How is everything looking?"

Wait 2 months

3mo email

"We'd love to see you again"

Wait 3 months

6mo email

"Any fresh painting ideas?"

Mark Successfully Resolved

END

Launch ends here: opportunity stays at Successfully Resolved indefinitely. Growth picks it up via WF15 (85d log + 6d purge) which Launch doesn't have.

WF14

Email unsubscribed

Email Events — Event is Unsubscribed

Workflow Canvas

Email Events

Event is Unsubscribed

Enable DND

Email channel, outbound

END

Pipeline structure

The 15 stages in Launch

Launch drops the two error-handling stages that only existed for the external worker bounce-backs (Quote Draft Error, Invoice Draft Error). Adds Quality Check Fail (to be built). Renames Stage 10 to reflect manual drafting.

Launch tier · 15 stages

New Lead

Assessor Visits

Send Quote

Quote Sent

Approved + Deposit Paid

Job Scheduling + Deposit Approved

Job Scheduled

Job Under Way

Quality Check

NEW

Quality Check Fail

Finished + Invoice To Be Sent

Final Invoice Sent

Invoice Paid + Follow Up

Quote Rejected

Successfully Resolved

Stage 10 is renamed from Growth's Finished + Invoice Drafted to Finished + Invoice To Be Sent since Launch has no automated drafting.

Reality check

What's automated vs what your team still does

If you're pricing Launch, this is the slide that matters. The right column is the upgrade path to Growth.

Automated in Launch

Booking confirmation email to customer
Internal assessor notifications (booking, 3hr reminder)
Quote appointment reminder to customer
Quote acceptance and rejection emails
Job confirmation email to customer
Quality check stage notification email
Project completion email with review link
Auto-win status update on payment
Long-tail follow-up at 1 / 3 / 6 months
Email unsubscribe / DND handling
Internal notifications at every stage transition
Opportunity stage tracking and reporting

Still manual in Launch

Drafting the quote in Xero
Sending the quote to the customer
Moving opp to Quote Sent / Quote Rejected / Approved
Drafting the deposit invoice in Xero
Drafting the final invoice in Xero
Setting the job date on the contact record
Advancing the opp through scheduled / under way / QC
Reading payments off Xero and updating the opp

Stage gating reality

Launch is mostly manual at the gates

Workflows still fire on stage transitions. But in Launch, almost every stage transition has to be made manually by your team. Growth auto-advances 4 of these gates via Xero events and n8n.

Stage transition	Launch	Growth
New Lead → Assessor Visits	Auto (WF01 wait-for-appointment)	Auto (same)
Assessor Visits → Send Quote	Manual — assessor moves card	Manual — assessor moves card
Send Quote → Quote Sent	Manual — bookkeeper after sending in Xero	Manual — Xero API can't notify on quote send
Quote Sent → Approved + Deposit Paid	Manual — bookkeeper after Xero acceptance email	Manual — same
Approved + Deposit Paid → Job Scheduling	Manual — bookkeeper after deposit clears	Auto — Xero payment webhook fires
Job Scheduling → Job Scheduled	Manual — scheduler after locking date	Manual — same
Job Scheduled → Job Under Way	Manual — head painter on the day	Auto — n8n day-of trigger
Job Under Way → Quality Check	Manual — head painter at job end	Manual — same
Quality Check → Quality Check Fail (new)	Manual — QC user if check fails	Manual — same
Quality Check → Finished + Invoice To Be Sent	Manual — QC user on pass	Manual (Growth label: `Finished + Invoice Drafted`)
Finished → Final Invoice Sent	Manual — bookkeeper after sending	Auto — n8n marks after send
Final Invoice Sent → Invoice Paid + Follow Up	Manual — bookkeeper after payment lands	Auto — Xero webhook
Invoice Paid → Successfully Resolved	Auto (WF13 cadence end)	Auto (same)

Pricing implication: the customer is still saving 90% of the time spent on customer comms (emails, reminders, follow-ups). But every "money" gate and most "scheduling" gates require an active human. Sell it as a system that nudges the right person at the right time, not a system that runs itself.

Launch tier workflows

Icon key

Every automation in Launch, the way GHL draws it

New leads

Prepare and send quote

Quote yes or no

Job scheduling

Job scheduled

Deposit invoice trigger

Quality check

Final invoice trigger

Handover review link

Auto-win on follow up

Long-tail follow up

Email unsubscribed

The 15 stages in Launch

Launch tier · 15 stages

What's automated vs what your team still does

Automated in Launch

Still manual in Launch

Launch is mostly manual at the gates