Did You Know Marketing Agencies Can Automate Client Check Ins with HighLevel?
Automate client check-ins, progress updates and renewal reminders with HighLevel
Staying in touch with clients after a campaign launches is essential. But manually sending check-ins, progress updates and renewal reminders can quickly become overwhelming.
Did you know you can automate client updates directly inside HighLevel? With simple workflows, you can keep relationships warm and strengthen retention without writing every message yourself.
How automated client updates in HighLevel keep relationships warm
HighLevel allows you to trigger automated messages based on pipeline activity. For example, when a client’s opportunity is moved to a new stage like “Campaign Launched,” you can automatically start a follow-up sequence.
This means:
✔ Clients receive timely 15, 30 or 90 day check-ins
✔ Progress updates are delivered consistently
✔ Renewal reminders are never forgotten
✔ Your team saves hours of manual follow-up
Instead of relying on memory or spreadsheets, HighLevel handles the timing for you.
How to set up automated client updates in HighLevel
Here is a simple way to build a client check-in workflow:
1️⃣ Move deals in pipeline
When a campaign begins, drag the contact card into the appropriate pipeline stage inside Opportunities.
2️⃣ Create workflow trigger
Go to Automation and create a new workflow from scratch.
Set the trigger to “Pipeline Changed” and select the stage that starts the follow-up process.
3️⃣ Add a 30 day wait
Add a Wait action and choose the number of days, such as 30, before the next step runs.
4️⃣ Send check-in SMS or email
Add a Send SMS or Send Email action with a friendly message like:
“Hey, just checking in. Do you have any questions about your campaign?”
5️⃣ Wait for reply and assign
Add a Wait for Reply step. Once the client responds, automatically assign the conversation to a team member for follow-up.
6️⃣ Publish the workflow
Click Publish and Save. Your automated client update system is now live.
Why automated client updates in HighLevel improve retention
Consistent communication builds trust. When clients hear from you at the right moments, they feel supported and valued.
Automated client updates ensure that no one slips through the cracks. Your agency stays proactive, organized, and responsive without adding more tasks to your team’s plate.
It is one of the simplest ways to improve retention while delivering a high-touch experience at scale.
Login or start a free trial today to try it for yourself!
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