No-Show Recovery Workflow
Trigger
Pipeline stage moved to "No Show" (manually by sales rep after confirming they didn't attend and attempted double-dial)
SMS Sequence (5-6 touches)
Touch 1 — Immediate: "Just tried calling about your appointment. Looks like we missed you. Grab a new time here: [rebooking_calendar_link]"
Touch 2 — 4 hours later: "Still want me to walk through the site I built for your business? I can show you how it would bring in more jobs in about 10 minutes. Here's a link to pick a new time: [rebooking_calendar_link]"
Touch 3 — Next day (24 hours): "If you're still interested in getting the site and automating your business, grab a time: [rebooking_calendar_link]"
Touch 4 — 48 hours: "Quick check-in. Should I close this out or do you still want to see how this could bring in more jobs for you? If so, grab a time here: [rebooking_calendar_link]"
Touch 5 — 72 hours (final): "Last message from me on this. If now isn't a good time, no worries. If you still want to revisit later, you can rebook here anytime: [rebooking_calendar_link]"
Email Companion
Send email on Touch 1 with subject line referencing the missed appointment and including rebooking link.
Key Configuration
- Custom Value:
{{custom_values.rebooking_calendar_link}}— NOTrebook_calendar_link(wrong underscore/naming caused hours of debugging) - Rebooking Calendar Setup: Separate calendar named "Discovery Call Rebook" with:
- 3-hour minimum booking notice
- 15 max booking slots
- Same availability as main calendar
- Business Hours Gate: Use GHL time filter on wait actions to ensure SMS only sends 8am-5pm
- Do NOT remove contacts from all workflows — no-show leads may still be valuable and enrolled in other nurture flows
Debugging Lessons Learned
- Custom value naming is EXACT —
rebooking_cal_link≠rebook_calendar_link - Always save before testing (no auto-save in GHL workflow builder)
- Draft mode doesn't work for workflows with agent triggers — must be published
- The GHL AI workflow builder sometimes inserts the wrong custom value tag — always verify manually