Here are samples of my automation, some of the automation are personally used.

(Discovery Call Automation)

Functions:

Thank you Email

Reminder for discovery call

30 minute reminder before discovery call

Last minute reminder before discovery call

Thank you email for attending the call

(AirBNB Booking Automation)

You can try the form on the AirBNB sample funnel

Functions:

Thank you email + Details confirmation

Contact Creation

Customer Assigning to a user/service rep

Email confirmation that one of the representative will reach out for further assitance

Tax Renewal Workflow for 2026

Functions:

Follow up Emails and SMS

New tagging once signed

With Internal Notification and Thank you emails and SMS

Goal:

Making sure that the Leads for 2026 and current clients will have the opportunity to renew their white label subscription of the service

Structured Campaign for 15 - 30 days

This workflow was made for my previous client

Functions:

Trigger is Tagging for the previous clients

Email and SMS Reminders and Conversation AI for further assistance in booking appointment

Once booked, newsletter and thank you email and sms will be sent

Goal:

To inform current clients of the new service and updates of our services - additionally to keep them engaged with our system making sure that they are aware of our support to them

Frequently Asked Questions

Question 1: How good are you in creating Workflow and Automation?

I am confident in creating or modifying one as it always engages me to create something better than the one that I previously have.

Question 2: What will you do if you encounter something new to you?

I research about it, I study about the process, and if I cannot figure it out on my own, I ask my colleague and masters about it, then I create my own scenario and do the workflow and automation on that sample project that I have, present it to the client and see if the idea I have is close or exact to what my client has in their mind.

Question 3: What are you using to learn about workflow and automation?

I join local trainings, get certification, apply the learning on that training, create my own workflow, and implement the theories that I have in my head.

ALL RIGHTS RESERVED TO GOHIGHLEVEL AND FUNNELGENIE FOR CREATING HAVING A PLATFORM TO CREATE MY PROFILE AND PORTFOLIO
ALL OF THE GRAPHICS, INFO TAB, SAMPLE PROJECTS ARE MADE WITH GOHIGHLEVEL AND CANVA
2025 | KEN AGUELO