Answer questions. Get finished directives.
Each template asks you the exact questions a specialist would, then writes the complete prompt: Ask AI prompts build assets inside GHL, Workflow AI prompts build automations with every word of message copy already written.
Pipelines
Pipeline builder
Create a complete sales pipeline with ordered stages and correct won/lost flags for clean reporting.
Calendars
Booking calendar creator
Spin up a booking calendar with availability, buffers, intake form, and a clean URL slug.
Forms
Lead capture form
Build a lead form with the right fields, a strong button, and automatic source tagging on submit.
Custom Fields
Custom fields and values pack
Create the contact fields your process needs plus the reusable custom values every message references.
Branded email template
Generate an on-brand email template with final copy direction, one CTA, and no invented claims.
Funnels
Lead funnel scaffold
Stand up a complete funnel: landing page, thank-you page, and the policy pages A2P registration expects.
Copy
SMS variant pack
Generate five compliant SMS variants for a specific audience and moment, ready for your workflows.
Speed to Lead
Speed-to-lead nurture
The instant follow-up machine: SMS plus email within a minute of the form submit, then branches based on reply.
Speed to Lead
Missed-call text back
Save every missed call with an instant, human text. The highest ROI automation in the platform.
Appointments
Appointment confirmation and reminders
Confirmation at booking, reminders at 24 hours and 1 hour, and a clean handoff into your no-show flow.
Appointments
No-show recovery
Rebook missed appointments without guilt-tripping: a graceful text, an email with the link, one last nudge.
Reputation
Review request engine
Ask for the review at peak happiness: one day after the win, SMS first, email as backup.
Reactivation
Database reactivation
Wake up a consented list with a concrete offer, three touches over a week, and total opt-out respect.
Payments
Unpaid invoice follow-up
Chase unpaid invoices politely and automatically: friendly at first, direct by the end, human forever.
Nurture
30-day cold lead nurture
Six value-first touches over a month for leads who went quiet: help, proof, and one soft ask at a time.
Editing
Edit an existing workflow
Make a surgical change to a live workflow without the AI rebuilding or "improving" anything else.
Welcome series writer: 3 emails that turn signups into fans
The first three emails a new lead receives, written in your voice with one job each: deliver, connect, invite.
The monthly newsletter people actually read
A repeatable newsletter template with a structure that earns the open next month too.
Forms
Survey builder: answers you can act on
A survey with the right question types and logic, built to produce decisions instead of data dust.
Funnels
Quiz lead magnet: score, segment, and sell
A complete quiz: curiosity-driven questions, scoring, and result copy that routes each bucket to the right next step.
Funnels
Thank-you pages that set up the next yes
Turn the dead-end confirmation page into the highest-attention moment in your funnel.
Content
A month of Google Business posts in one paste
Twelve GBP posts that keep the listing alive, local, and quietly selling.
Content
30 days of social posts, scheduled
A full month of platform-ready posts loaded into the Social Planner as drafts, mixed for value, proof, and asks.
Content
SEO blog posts that rank and convert
A full blog post with search intent, structure, meta, and an on-page conversion path, drafted into your GHL blog.
CRM
The 8 smart lists every account needs
Your database organized into the daily views that tell the team exactly who needs attention.
CRM
Trigger links with a naming system that scales
The core tracked links created once, named consistently, ready to drop into every campaign.
Promotions
Coupon campaigns with rules that protect margin
The code, the rules, and the promo copy, built as one coherent campaign with a real deadline.
Payments
Product catalog setup, priced and described
Your services structured as products with descriptions that sell, ready for order forms, invoices, and payment links.
Sales
Proposal templates that close with one signature
A reusable proposal document with merge fields, a pricing table, and signature blocks, structured to be signed, not studied.
Sales
Estimates that convert into invoices
A clean estimate template with line items and acceptance, so quoting becomes a tracked step instead of an email guess.
Members
Course outline builder: from brain to modules
Your expertise structured into a membership course shell: modules, lessons, and descriptions, ready for you to record into.
Members
Community starter kit: rules, welcome, week one
Everything a new community needs before the first member walks in: the welcome post, the rules, and seven days of seeded conversation.
AI
Conversation AI persona and knowledge base
The complete bot configuration: personality, instructions, knowledge entries, and handoff rules, written from your business facts.
AI
Voice AI receptionist: greeting, intents, handoff
The phone agent configured end to end: what it says, what it handles, when it transfers, and what it never does.
Events
Webinar registration copy and reminder emails
The registration page copy and the full email ladder for your next webinar, written to fill seats and then fill the room.
Content
Case studies that sell without bragging
A client win structured into the story prospects actually read: before, turn, after, and how to get the same.
Promotions
Referral program assets: offer, page, and shares
Everything your referral program needs to launch: the offer framing, the explainer copy, and the messages advocates actually send.
Compliance
A2P registration drafter that passes review
Your use-case description, sample messages, and opt-in language drafted to carrier standards, ready for human review before submission.
Promotions
A complete seasonal promo in one voice
The offer, the landing copy, the email, and the SMS for your next seasonal push, coherent from first touch to checkout.
Retention
Win-back offers for customers who went quiet
A respectful, effective comeback campaign: the offer logic, the copy, and the exit that keeps the list healthy.
Members
Client portal welcome that gets logins used
The rollout message and orientation copy that turns "what is this link" into a daily habit.
Retention
Birthday texts that make you the favorite
The lowest-effort, highest-warmth automation in the platform: a birthday message with an optional gift attached.
Events
Webinar reminders that fill the room
The reminder ladder from registration to going-live, with the morning-of SMS where show rates are actually won.
Nurture
Lead magnet delivery plus a 5-day nurture
Deliver the download instantly, then bridge from freebie to conversation with five days of genuinely useful follow-up.
Onboarding
New client onboarding on autopilot
The moment a deal closes: welcome the client, set expectations, and cascade the internal tasks so nothing depends on memory.
Payments
Payment received: receipt, thanks, next offer
Every successful payment triggers gratitude, clarity on what happens next, and a well-timed door to the next purchase.
Payments
Failed payment recovery that stays friendly
Card failed? Recover the revenue with empathy first, urgency second, and a human before anything drastic.
Retention
Cancellation win-back with a real reason to stay
When someone cancels, exit gracefully, learn why, and leave one honest door open, no guilt trips.
SaaS
Trial expiring countdown that converts
For SaaS mode: walk trial users from value to decision with a countdown that sells outcomes, not fear.
Sales
Estimate follow-up that closes the quote
A sent estimate should never just sit there: nudge, handle the hesitation, and put a human on the big ones.
Sales
Unsigned contract reminders, polite but persistent
A sent document with no signature is a deal on pause. Nudge at the right rhythm and escalate before it goes cold.
E-commerce
Abandoned cart recovery for your store
They wanted it enough to start checkout. Three touches bring back the ones who got distracted, not just the ones who bounced.
Social
Comment-to-DM: turn engagement into conversations
Someone comments the keyword, the DM goes out instantly, and a public like becomes a private lead.
Speed to Lead
Web chat instant responder and capture
The website chat gets an instant acknowledgment, the team gets pinged, and the visitor becomes a contact you can actually follow up with.
Sales
Hot lead alarms: score triggers a human, fast
When a lead crosses the hot threshold, the rep knows in seconds, with context, and a task that will not let it slide.
Sales
The stale deal watchdog for your pipeline
Deals that sit too long in a stage get flagged, nudged, and surfaced in a weekly report, so the pipeline stays honest.
Sales
Sales task cadences reps cannot ignore
Every new lead spawns a structured touch cadence of tasks, so follow-up depends on the system instead of the rep’s memory.
Retention
NPS surveys with detractor rescue built in
Ask the one question quarterly, celebrate promoters, and get a human on the phone with detractors before they churn or post.
Reputation
From review to referral, one happy ladder
A five-star review is the perfect moment to ask for the referral. This workflow catches the high and climbs it.
Events
Class and event attendance, start to rebook
For group calendars: confirm the seat, remind twice, thank attendees with the rebook link, and win back the no-shows.
Reputation
New review in, drafted reply out, you approve
Every new review triggers an internal draft-and-approve flow, so replies go out fast, on-brand, and never raw.