Frenzy Salon — Workflow Templates

9 automations for the salon booking funnel. Configure in GHL > Automations.

Design principles: Tag everything. Stage changes are powerful triggers. Test with a test contact before going live. Don't over-notify.
WF1 — Lead Qualified + Link Sent
Trigger: Bot Action "Booking Link Shared" fires
[TRIGGER] Bot Action: Booking Link Shared │ ▼ [ACTION] Add Tags │ + booking-link-sent │ ▼ [ACTION] Update Opportunity Stage │ Pipeline: Frenzy Salon — Booking Funnel → Stage: "Qualified"
WF2 — Lead Disqualified
Trigger: Bot Action "Lead Disqualified" fires
[TRIGGER] Bot Action: Lead Disqualified │ ▼ [CONDITION] What DQ type? │ TIPO A → dq-outside-area │ TIPO B → dq-unavailable-service │ TIPO C → dq-abusive │ TIPO D → dq-just-browsing │ ▼ [ACTION] Add Tags │ + dq-[type], + stop-bot │ ▼ [ACTION] Update Opportunity Stage │ Pipeline → Stage: "Lost" (Disqualified) │ ▼ [ACTION] Update Contact Field │ disqualification_reason → "TIPO [X] — [description]"
WF3 — User Confirmed Booking
Trigger: Tag "appointment-booked" added (bot or manual)
[TRIGGER] Tag Added: appointment-booked │ ▼ [ACTION] Add Tags │ + stop-bot │ Remove: booking-link-sent, will-book-later │ ▼ [ACTION] Update Opportunity Stage │ Pipeline → Stage: "Booked" │ ▼ [ACTION] Send Internal Notification │ To: Mosella Gray │ Message: "{{contact.name}} booked via GlossGenius/call"
WF4 — Human Handover Requested
Trigger: Bot Action "Human Handover" fires OR Tag "human-handover" added
[TRIGGER] Bot Action: Human Handover │ ▼ [ACTION] Add Tags │ + human-handover, + stop-bot │ ▼ [ACTION] Send Internal Notification │ To: Mosella Gray │ Message: "{{contact.name}} requested human assistance. Summary: {{contact.bot_conversation_summary}}" │ ▼ [ACTION] Create Task │ Title: "Follow up with {{contact.name}}" │ Due: Immediately │ Assignee: Mosella Gray
WF5 — Cold Lead (No Response)
Trigger: No response from contact for 3 days after last message
[TRIGGER] Time-based: 72 hours since last inbound message │ ▼ [CONDITION] Stage is "Contacted" or "Qualified" │ AND "stop-bot" tag NOT present │ AND "human-handover" tag NOT present │ ▼ [ACTION] Add Tags │ + cold, + nurturing │ ▼ [ACTION] Update Opportunity Stage │ Pipeline → Stage: "New Lead" (reset for re-engagement) │ ▼ [ACTION] Start Workflow WF7 — Nurture Sequence
WF6 — Won (Service Completed)
Trigger: Opportunity stage changed to "Won" (manual by Mosella)
[TRIGGER] Opportunity Stage Changed → "Won" │ ▼ [ACTION] Add Tags │ + won │ Remove: booking-link-sent, will-book-later │ ▼ [ACTION] Send Internal Notification │ To: Mosella Gray │ Message: "Service completed for {{contact.name}}" │ ▼ [ACTION] Send Thank You Email (via GHL) │ Template: Win-Back or custom thank you
WF7 — Lost (Not DQ)
Trigger: Opportunity stage changed to "Lost" (NOT via disqualified tag)
[TRIGGER] Opportunity Stage Changed → "Lost" │ ▼ [CONDITION] Tag "dq-[type]" NOT present │ ▼ [ACTION] Add Tags │ + lost │ ▼ [ACTION] Update Opportunity Field │ Loss Reason → Manual entry by Mosella │ ▼ [ACTION] Add to Nurture Sequence (if salvageable) │ Start WF8 after 30 days
WF8 — Copy Contact to Opportunity
Trigger: Opportunity created (always runs in background)
[TRIGGER] Opportunity Created │ ▼ [ACTION] Copy Fields │ {{contact.name}} → {{opportunity.name}} │ {{contact.email}} → {{opportunity.email}} │ {{contact.phone}} → {{opportunity.phone}} │ {{contact.bot_conversation_summary}} → {{opportunity.bot_summary}} │ ▼ [ACTION] Add Opportunity Tag │ + bot-created (if from bot)
WF9 — New Lead Created (from Meta DM)
Trigger: Contact created via Instagram or Facebook Messenger
[TRIGGER] Contact Created │ ▼ [CONDITION] Source = "Instagram DM" OR "Facebook Messenger" │ ▼ [ACTION] Add Tags │ + source-meta │ ▼ [ACTION] Create Opportunity │ Pipeline: Frenzy Salon — Booking Funnel │ Stage: "New Lead" │ ▼ [ACTION] Start AI Agent Conversation │ Bot: Frenzy Salon Assistant │ Trigger: Automatic first message

Workflow Dependency Map

            BOT ACTIONS (inside bot)
            ┌──────────────────────────────┐
            │ Booking Link Shared ──────→ WF1│
            │ Lead Disqualified ────────→ WF2│
            │ Human Handover ───────────→ WF4│
            └──────────────────────────────┘

    External Events:
    ┌───────────────────┐    ┌──────────────────────┐
    │ Tag: appointment- │───→│ WF3: User Booked      │
    │ booked added      │    └──────────────────────┘
    └───────────────────┘
    ┌───────────────────┐    ┌──────────────────────┐
    │ Stage: Won        │───→│ WF6: Completed        │
    └───────────────────┘    └──────────────────────┘
    ┌───────────────────┐    ┌──────────────────────┐
    │ Stage: Lost       │───→│ WF7: Lost (Not DQ)   │
    └───────────────────┘    └──────────────────────┘
    ┌───────────────────┐    ┌──────────────────────┐
    │ Opportunity       │───→│ WF8: Copy Fields     │
    │ Created           │    └──────────────────────┘
    └───────────────────┘
    ┌───────────────────┐    ┌──────────────────────┐
    │ Contact Created   │───→│ WF9: New Lead + Bot  │
    │ (Meta DM)         │    └──────────────────────┘
    └───────────────────┘
    ┌───────────────────┐    ┌──────────────────────┐
    │ No Response 72h   │───→│ WF5: Cold Lead       │
    └───────────────────┘    └──────────────────────┘