Weekly Client Re-engagement System with GoHighLevel, Gmail, Sheets, and Slack

Description

Automatically identify clients who haven’t been contacted in 14+ days and re-engage them with personalized Gmail follow-up emails, Google Sheets tracking, and Slack notifications for account managers. Prevents churn by ensuring no client goes unnoticed. 💌📊💬

What This Template Does

• Triggers every Monday at 9:00 AM to check client activity. ⏰
• Fetches all contacts from GoHighLevel CRM. 🔗
• Filters clients with no updates in the last 14+ days. 🔍
• Sends personalized Gmail re-engagement emails. 📧
• Logs all inactive clients in Google Sheets for tracking. 📊
• Sends Slack notifications summarizing inactive clients for account managers. 💬
• Handles workflow errors and alerts the team via Slack. 🚨

Key Benefits

✅ Automated client re-engagement — no more missed follow-ups.
✅ Reduces churn by maintaining regular touchpoints.
✅ Centralized Google Sheets audit trail for visibility.
✅ Real-time Slack alerts keep teams informed.
✅ Fully customizable inactivity threshold (default: 14 days).
✅ Built-in error handling with instant Slack error alerts.

Features

• Weekly cron trigger (default: Monday 9 AM). ⏰
• GoHighLevel CRM integration to fetch contacts. 🔗
• Dynamic filter for “inactive 14+ days” clients. 🕒
• Personalized HTML re-engagement email via Gmail. 💌
• Automatic Google Sheets logging with client metadata. 📊
• Slack notification summarizing inactive clients. 💬
• Error Trigger node for reliable monitoring. 🚨

Requirements

• n8n instance (cloud or self-hosted)
• Gmail OAuth2 credentials for sending emails
• Slack API credentials with chat:write and channels:read
• GoHighLevel OAuth2 credentials for CRM data access
• Google Sheets OAuth2 credentials for logging

Target Audience

• Agencies and consultants managing multiple client relationships. 👩‍💼
• Account managers preventing client churn. 🔄
• Service businesses needing systematic client check-ins. 🏢
• Remote teams requiring Slack alerts for client engagement. 🌐

Step-by-Step Setup Instructions

• Connect Gmail, Slack, Google Sheets, and HighLevel credentials in n8n. 🔑
• Replace placeholder values (YOUR_GOOGLE_SHEET_ID, YOUR_SLACK_CHANNEL_ID) with environment variables. ⚙️
• Customize inactivity threshold (default: 14 days). 🕒
• Import the workflow JSON into n8n. 📦
• Test manually with sample client records. ✅
• Enable the workflow for weekly automated execution. 🚀