CRM & Workflow Automations

Every client, pet, and groom lives in one place, and 50+ pre-built workflows quietly move people through your shop: a new lead gets onboarded, a booked client gets reminded, a finished groom triggers a review request, and a dog due for its next groom gets a rebook nudge — all without you lifting a finger. That’s the CRM and workflow engine at the heart of the snapshot.

Most grooming businesses run on a patchwork of sticky notes, a paper book, and a memory that’s stretched thin. This replaces all of it with one organized system and the automations that make it actually run.

What’s inside

• A grooming-specific CRM: clients, pets, breeds, service history, photos, and notes in one record
• 50+ pre-built workflows covering the full client lifecycle
• New-client onboarding — welcome message, what to bring, vaccination reminder
• Appointment confirmation and reminder sequences
• Rebook cycles timed to each breed’s grooming schedule
• Win-back campaigns for lapsed clients and no-show recovery
• Visual pipelines so you can see leads, booked, in-progress, and completed at a glance
• Tags and segments for breed, service type, frequency, and source

How it works

1. A contact enters the CRM — from a call, a chat, a DM, a form, or your front desk.
2. The right workflow triggers automatically based on what they did (new lead, booked groom, completed visit, gone quiet).
3. The system sends the appropriate messages and moves the contact along the pipeline.
4. Every interaction — texts, calls, bookings, reviews — is logged on the client’s record.
5. As a pet’s next grooming date approaches, the rebook workflow reaches out on schedule.
6. You watch the pipeline fill and clients cycle back, instead of chasing each one by hand.

Why it matters for a grooming business

Grooming is a recurring-revenue business that most shops run like a one-off-sale business. The dog that came in last month should be on the calendar again next month — but without a system, those rebooks depend on luck and memory. The workflow engine makes recurrence automatic, which is the single biggest lever on your revenue.

Clean data is the other payoff. When every client record holds breed, service history, and contact info, all your other automations — SMS, reviews, appointment reminders — run on accurate information instead of guesswork. Nothing falls through the cracks, and you stop losing clients simply because no one followed up.

For multi-groomer shops, daycare/boarding operations, and agencies, the pipelines turn a chaotic day into a clear picture: who’s coming, who’s owed a follow-up, and where revenue is leaking.

Compliance note

All outbound texts and calls triggered by these workflows honor TCPA opt-in and STOP/opt-out and respect quiet hours; emails include unsubscribe handling. Your shop is not a veterinarian — workflows manage scheduling, follow-up, and rebooking, and direct any health concerns to a licensed vet. Client and pet data is stored in your own CRM, which you control and own outright. You decide which workflows run and can adjust timing and messaging at any time.

This is 1 of 11 automation features in the complete GHL snapshot — a one-time $997 system, installed in 24 hours, that you own outright.