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

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update 21 days ago

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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. 🚀