Is this a downloadable snapshot?

Not right now. It is a step-by-step setup guide so you build it in your own account. Grab the free whiteboard or book a call if you want help.

Do I need SaaS Mode for this?

No. The pipeline, workflow and review link work on any HighLevel plan. SaaS Mode only matters if you want to resell the account as your own software.

What does a text cost?

Texts are billed from your HighLevel wallet at usage rates, separate from the subscription. Load a few dollars before testing.

Both open the same link. QR works on any phone camera; NFC works with a tap. Many businesses use both on one card.

GoHighLevel snapshot setup guide

Review Card Method GoHighLevel Snapshot Setup Guide

The Review Card Method is how I win local clients from people who already know me: hand a business a card that sends happy customers straight to its Google review form, then let HighLevel follow up automatically. You build it yourself in your own account, so you know how each part works.

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Prefer to build it yourself? Every step is below.

What you'll build

Review pipeline: Stages for Job done, Review requested, Reviewed and Needs attention.
Review-request workflow: Triggered when a contact moves to Job done: a text, then an email reminder a couple of days later if they haven't reviewed.
QR or NFC card: A printed card or tap card that opens the business's Google review link in one step.
Google review link: The direct write-a-review URL for the business's Google profile, used in the card and the messages.

Setup steps

Find the business's direct Google review link with the free Google Review Link tool.
In the sub-account, create a pipeline with the four review stages.
Build a workflow triggered by the pipeline stage change to Job done.
Add a short text with the review link, wait two days, then send an email reminder.
Turn the review link into a QR code and put it on a card or an NFC tap card.
Test with your own phone before handing the card to the business.

Helpful next steps

Common questions

Is this a downloadable snapshot?: Not right now. It is a step-by-step setup guide so you build it in your own account. Grab the free whiteboard or book a call if you want help.
Do I need SaaS Mode for this?: No. The pipeline, workflow and review link work on any HighLevel plan. SaaS Mode only matters if you want to resell the account as your own software.
What does a text cost?: Texts are billed from your HighLevel wallet at usage rates, separate from the subscription. Load a few dollars before testing.
QR or NFC card?: Both open the same link. QR works on any phone camera; NFC works with a tap. Many businesses use both on one card.