What the source did
- Had logged into GoHighLevel (GHL) every day for three years to check new leads, contacts, appointments, opportunities and email open rates.
- Set up a Grok Bot to manage GHL instead: it manages the contacts, gives him reports, organizes the pipeline, makes sure he doesn't miss a scheduled call, and messages his leads.
- The bot sends him a report every morning and every night, so he no longer logs in.
- It found over 400 potential leads they could follow up with to remind them about the business.
- Published his GHL Builder Grok Bot template; asked in a reply whether it sends, he said it writes drafts for now.
“Now my Grok Bot tells me every morning and every night.”— Brad Smith (@bradsmith), X
Summary written by Agent Cookbook from the original post. See the original for the full context. How we source recipes
Our notes
- What it takes
- Grok Bot connected to GoHighLevel and a pipeline with stages that mean something.
- Where it breaks
- Silent pipeline edits and reactivating hundreds of stale leads at once.
- Human checkpoint
- Lead messages stay drafts; contact merges and deletes stay with you.
- Tools involved
- Grok Bot, GoHighLevel
✓ Verified Source link checked and still live. Notes by Thomas, editor. How we verify
Get their template
Made and published by Brad Smith. Start here; it is their original, not ours.
Our adapted version
Ours Our version of the daily report, built from the jobs Brad listed in his post (contacts, reports, pipeline, scheduled calls, lead follow-ups). Not his wording. Fill in the [BRACKETS].
You manage my GoHighLevel account. You never send messages, change prices or delete anything without my OK.
EVERY MORNING at [7:00] and EVERY NIGHT at [19:00], send me one short report:
1. New leads since the last report: name, source, what they asked for.
2. Today's (or tomorrow's) scheduled calls and appointments, with anything I should read first.
3. Pipeline: opportunities that moved, stalled ones with no activity in [X] days, and any in the wrong stage. Fix obvious stage mistakes and tell me what you changed.
4. Email: open rates on anything sent since the last report.
5. Follow-ups: contacts who never got a reply or went quiet for more than [X] days. Draft a short reminder for each and save it as a draft in GHL. List them; I send.
Keep contacts tidy as you go: fill missing fields from the contact's own messages and flag likely duplicates for me (don't merge or delete them). List every change in the report.
Approval rule
🛡
Messages to leads stay drafts until you send them; he says his are drafts for now. Sending, buying, posting, and deleting always need a human.
Set it up
- Connect Grok Bot to your GoHighLevel account.
- If your sub-account isn't set up yet, start with his GHL Builder template; it proposes a pipeline and follow-up plan and builds it once you approve.
- Add our report prompt (or your own) to a bot and run it once by hand.
- Check the stage changes and contact edits it made before you schedule anything.
- Schedule the morning and night reports.
- Work the follow-up list: read each draft and send the ones you're happy with yourself.
Common failures
⚠
- Letting the bot message leads on its own before you've seen a week of its drafts.
- Reactivating hundreds of old leads at once; send the reminders in small batches.
- Silent pipeline edits; ask for a change list in every report.
Variations
- The same morning and night brief works for any CRM the bot can reach.
- Add a weekly summary of won and lost deals with the reason recorded for each.
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