Choose How to
Automate Your Business: Step by Step
Whether you want to do it yourself with free tutorials or skip the setup and get everything preloaded, this guide will walk you step by step through your options.
Step 1: Pick Your Path
Option A: DIY with
Go High Level
If you use my affiliate link, I’ll help you set it up — no extra charge.
Option B: HomeFlow (Recommended)
Starter plan includes all my free automations
set up for you
Step 2:
What’s Available
subscribe to HomeFlow to have the set up done for you.
Failed Payments
Automatically reminds customers when a payment fails so you recover lost revenue. Boosts cash collected and reduces support time.
(Free – Supported CRMs: S&G)
Day Before Text
Sends a friendly text reminder the day before service to reduce cancellations and no-shows. Cuts churn.
(Free – Supported CRMs: S&G)
Pause/Unpause Subscription Notification
Notifies customers when their subscription is paused or resumed. Helpful to save time and reducing churn. (Free – Supported CRMs: S&G, Jobber)
Completed/Skipped Job Notification
Notifies customers when their visit was completed or skipped. Adds touch point and reduces customer churn. (Free – Supported CRMs: S&G)
Auto-replies to New Leads/Customers
Welcomes new leads and customers instantly with a text or email, so you never miss an opportunity. Captures more leads.
(Free – Supported CRMs: All)
AI Newsletter
Keeps you top of mind with a monthly AI-written newsletter. Builds loyalty and retention.
($50/mo – Supported CRMs: All)
Request Feedback
Automatically asks customers why they canceled and records their response, giving you insights to improve service and reduce future churn.
(Free – Supported CRMs: All)
Lite Drip Campaign
Sends a simple series of follow-up messages to nurture new leads until they’re ready to buy. Increases close rate. (Free – Supported CRMs: All)
Lite Reengagement Campaign
Sends a simple series of reengagement messages to automatically check in with past customers to bring them back, boosting recurring revenue.
(Free – Supported CRMs: All)
Pro Drip Campaign
A drip campaign with customizable website quotes and advanced follow-ups. Converts more high-intent leads.
($40/mo – Supported CRMs: All)
Pro Reengagement Campaign
Reengagement Campaign with customizable website quotes and advanced follow-ups Converts more high-intent leads.
($40/mo – Supported CRMs: All)
AI Lead Conversion Assistant
Engages new leads automatically, answers common questions, and guides them toward booking — like having a 24/7 sales rep working inside your pipeline. Increases close rates and saves hours of manual follow-up. https://youtu.be/aPVbd0eHo2k
($100/mo – Supported CRMs: S&G, Jobber)
Create a New S&G Customer
Use any trigger to automatically create a new client account in S&G
(Free – Supported CRMs: S&G)
And More
Support automations are included to handle the behind-the-scenes work that keeps your system running smoothly.
(Free – Supported CRMs: All)
Choose the Plan That Fits Your Goals
Whether you’re just getting started or ready to scale, HomeFlow has a plan built for your business.
Openphone
The home service industry’s best phone software. Integrate seamlessly for a smoother experience – for both customers and staff.
Your CRM
We connect with Jobber, Sweep and Go, HouseCall Pro, and many more – making it easy to plug into what you already use.
GHL
Use HomeFlow alongside your existing GHL workflows – no porting or rebuilding required.
Starter Plan
$50/mIncludes 750 monthly credits*
Automatic Failed Payment Reminders
Day-Before Service Reminder Text
Instant Auto-Replies To New Leads
Welcome Auto-Replies for New Customers
AI-Generated Monthly Newsletter
FREE SETUP Included
14 Days Free — Cancel Anytime
Growth Plan
$100/mIncludes 1000 monthly credits*
Everything in Starter, Plus Powerful Growth Tools:
Automated Drip Campaigns with Custom Quote Links
Re-Engagement Campaigns with Custom Quote Links
Quote Links & Confirmations Automatically Sent via Text /Email
Customizations
14 Days Free — Cancel Anytime
Platinum Plan
$150/mIncludes 1500 monthly credits*
Everything in Growth, Plus Full AI Assistance:
AI-Powered Lead Conversion – Captures, Qualifies & Books Leads for You
AI Smart Scheduling – Confirms and Schedules Appointments Directly into Your CRM
14 Days Free — Cancel Anytime
*Additional credits billed at $0.01 each. Home Flow Credits are applied to each text, email, or premium webhook processed through your account.
No hidden fees — you only pay for what you use.
Step 3:
Put It Into Action
Now it’s time to actually get your automations running.
DIY Path: Head to the snapshot library (below), download the ones you want, and follow the tutorials. You’ll be doing the heavy lifting, but you’ll learn the system inside out.
Affiliate Path: If you used my GHL link, you also get a bonus: I’ll help with the setup. Book a free demo with me to get started with hands on help.
HomeFlow Path (Recommended): Pick your plan below and I’ll set everything up for you — no headaches, no guesswork. You’ll be live faster with less work on your end.
Automation Download links:
New Lead Created – Download here
New Customer Account Created – Download here
Create a New S&G Customer – Download here
Completed/Skipped Job Notification – Download here
Auto-reply to New Customers – Download here
Auto-reply to New Leads – Download here
SNG Day Ahead Notifications – Download here
SNG Failed Payment Notification – Download here
SNG Subscription Paused – Download here
Request Feedback (After Cancelation) – Download here
AI Monthly Newsletter – Download here
Lite Drip Campaign – Download here
Lite Reengagement Campaign – Download here
Pro Drip Campaign – Download here
Pro Reengagement Campaign – Download here
AI Lead Conversion Assistant – Download here
BUNDLE Pro drip and Pro reengagement campaigns – Download here
BUNDLE AI Newsletter + Pro Drip/Reengagement Campaign – Download here
BUNDLE AI Newsletter + Pro Drip/Reengagement Campaign + AI Lead Conversion Assistant – Download here