Every feature in the snapshot feeds one brain: a restaurant-tuned CRM with the pipelines, tags, and workflows that keep guests moving from first inquiry to loyal regular. This is what runs the win-backs, the repeat-visit nudges, and the occasion follow-ups automatically — instead of living in someone’s head or a spreadsheet nobody updates.
What it ships with
- Pre-built guest pipelines for every state: new inquiry, booked, visited, lapsed, VIP
- 100+ universal tags to slice any list — by occasion, party size, channel, or visit frequency
- 60+ pre-built workflows: speed-to-lead, reservation follow-up, win-back, repeat-visit, special-occasion
- A 15-day nurture for cold inquiries who didn’t book the first time
- Cross-channel SMS + email triggers, plus owner/manager notifications
- Source attribution so you see which channel actually fills the floor
The flow (step-by-step)
1. Every contact lands in a pipeline
From the AI Caller, chatbot, DMs, or website — automatically staged.
2. Tags and lifecycle advance on signal
A booking, a visit, or silence moves the guest to the right stage with no manual sorting.
3. Workflows fire the right message
Win-backs for lapsed regulars, occasion follow-ups, repeat-visit nudges, and “you didn’t finish booking” sequences.
4. Owners see what’s working
Channel-level attribution and pipeline conversion are surfaced cleanly inside GoHighLevel.
What you can expect
This is where the snapshot pays for itself month after month: guests who used to disappear get pulled back in, occasions get remembered, and no inquiry slips through the cracks. Operators get a clear, owned view of every guest relationship instead of scattered notes and a phone full of missed calls.
Setup & customization
Pre-built: all pipelines, tags, and the 60+ workflows, production-tested.
What you tune in your 10 dedicated hours: your stages and tag taxonomy, the win-back and repeat-visit cadences, the occasion triggers, and who gets notified when.
Compliance notes
Promotional workflows send only to opted-in contacts on a 10DLC-registered campaign. Consent and opt-out (STOP) are tracked per contact, quiet hours are enforced, and every send is logged for an auditable record.
CRM & Workflow Automations is one of eleven features inside the $997 one-time Restaurant Snapshot. Get the snapshot or book a walkthrough to explore the pipelines and workflows live.