How to set up an automatic follow-up system for your service business
What you’re building
By the end of this guide you’ll have three things working automatically:
None of this requires tech skills. If you can send a text message you can set this up.
The tool you need
GoHighLevel — $97/mo (approx. £75–80/mo)
An all-in-one platform that handles your CRM, automated SMS and email responses, missed call text-back, appointment booking, and follow-up sequences in one place. Pricing is in USD — your bank will convert at the current exchange rate. Used by thousands of UK service businesses and agencies.
There are other tools that do parts of this — but GoHighLevel is the only one that handles all three components in one place at a flat monthly rate. No per-message fees for basic usage, no separate tools to stitch together.
Before you start: Sign up for the GoHighLevel 14-day free trial. You won’t be charged during the trial and you’ll have full access to everything covered in this guide. After the trial it’s $97/mo (approx. £75–80/mo at current rates) — charged in USD. Start your free trial here →
Step by step — building your system
Set up your account and business profile
Once you’re inside GoHighLevel, the first thing to do is set up your business profile. Add your business name, phone number, address, and website. This takes about 5 minutes and is the foundation everything else runs from.
Make sure your business phone number is connected. This is the number that missed call text-backs will send from — it needs to be a number your customers will recognise.
Turn on missed call text-back
This is the single most impactful thing you can set up. When a call comes in and you don’t answer, GoHighLevel automatically sends a text message to that number within seconds.
In your GoHighLevel dashboard go to: Settings → Missed Call Text Back
Toggle it on. Then write your automatic message. Keep it short, friendly, and human — not corporate.
Set up your web enquiry auto-reply
If you have a contact form on your website — or if you’re going to add one — you can connect it to GoHighLevel so every submission gets an automatic reply instantly.
In GoHighLevel go to: Sites → Forms — you can either build a new form directly inside GoHighLevel and embed it on your site, or connect your existing WordPress form.
Then set up a simple automation: when a form is submitted → send an SMS and/or email to the contact.
Build a simple follow-up sequence
This is for leads that go quiet after you’ve sent a quote or had an initial conversation. Instead of manually remembering to chase people up, GoHighLevel sends a follow-up automatically at the right time.
Go to: Automation → Workflows → New Workflow
Build a simple 3-step sequence:
Set up your pipeline
A pipeline is simply a visual board showing where every lead is in your process. In GoHighLevel go to: CRM → Pipelines → New Pipeline
Create these stages:
Every time someone contacts you, add them to the pipeline. Move them through the stages as you progress. You’ll never lose track of where a lead is again.
What you’ve just built
If you’ve followed the steps above you now have:
That’s the core of the system. In Guide 3 we’ll show you how to get it running fully on autopilot — so your business keeps responding and following up even when you’re on jobs, on holiday, or simply not looking at your phone.