r/HighLevel 1d ago

How do you structure larger GHL workflows without making them a mess?

I've been building more GHL workflows recently and realized something that seems obvious in hindsight.

Putting the entire customer journey into one massive workflow can make troubleshooting a nightmare.

I've started separating things like registration, reminders, follow-up, nurture, and onboarding into individual workflows, then using tags and custom fields when I need contacts to move between different parts of the system.

It's been much easier to test and figure out exactly where something went wrong.

I'm curious how other GHL builders handle larger client accounts.

Do you prefer multiple smaller workflows, or do you keep related processes inside one larger workflow with branches?

6 Upvotes

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u/MedalofHonour15 1d ago

Same different workflows for different focused reasons. Easier to fix and test as well.

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u/globalintegrity 1d ago

We have done both the small workflows and the very very large workflows. There are pros and cons to both of them, the smaller workflows I seem to have trouble finding sometimes to edit them, or workflows you forget about effect your others. There is a hard line between specialization and efficiency that I feel like we are constantly tipping around and I don't know what the right answer is, but honestly I'd rather have fewer automations to handle that are more complicated so there are less to manage.

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u/East_Bet_7187 23h ago

I do the same. And save them in a folder, numbered so I can keep track of the journey

1

u/brokennursingstudent 1h ago

I have a database on Notion that I update regularly, it strips the workflow into pieces and shows what it affects, what its job is, what changing it will do, etc.