Custom cabinet shops lose repeat builders when contact stops between jobs, and the builder's next start goes to whoever asked most recently. A pipeline in GoHighLevel with one card per builder, not per job, records the last job and the next known start, and scheduled emails keep the shop in the conversation. The bottom line: builders reorder when it is easy and reliable, so the shop that shows up before the next start gets the call.

Why builders stay or go

A cabinet distributor's guide says lead time is one of the most important factors builders and designers weigh, that six to twelve weeks from manufacturer to design center is common, and that reliable suppliers communicate clearly when delays occur. A kitchen and bath trade article recalls that in summer 2021 orders that took five weeks took 15, and some vendor lead times approached 30 weeks. One trade woodworking supplier says more than 85 percent of its revenue comes from repeat customers, which is a vendor claim but shows how much of the business sits in repeat relationships.

Put together, a builder chooses a shop that is reliable and easy to reach, and stays with it only if it keeps hearing from it. The relationship is the asset, so it needs a record of its own, not just a list of past quotes.

One card per builder

StageMeaningScheduled step
Active jobA job is in production or installEmail at completion asking how it went
Between jobsJob done, no known next startEmail at 60 days asking about upcoming starts
Next start knownA start date is on the calendarTask to send a design deadline 8 weeks before
Quiet 90 daysNo contact in 90 daysCall task for the owner

Build it in GoHighLevel

Opportunity fields: Last job completed date, Next known start date, Lots per year, Superintendent contact, and Current lead time in weeks.

  1. Go to Settings, then Custom Fields, and create the opportunity fields listed above before you build the pipeline.
  2. Go to Opportunities, then Pipelines, and create the pipeline with the stages listed above.
  3. Create one opportunity per builder company and put each buyer and superintendent on it as contacts.
  4. Build a workflow with the Pipeline Stage Changed trigger for Between jobs that waits 60 days, then sends the upcoming starts email with your open production slots.
  5. Add a Wait of 30 days and a task for the owner to call if the builder has not replied.
  6. Build a workflow with the Opportunity Changed trigger filtered on Next known start date that creates a task 8 weeks before the start to confirm the design deadline.
  7. Send a quarterly email that reports your current lead time in weeks, and that names a delay early if one is coming.
  8. In the workflow's Settings tab, turn on Stop on Response, choose the Timezone, and set a Time Window for weekday business hours.
  9. Test with your own contact and your own phone, then move a test card through every stage and read the workflow history.

GoHighLevel's Workflow Settings page says Stop on Response removes a contact from the workflow when they respond to a message sent from that workflow, and only for that contact. It says Allow Reentry controls whether a contact can enter again, that Allow multiple Opportunities lets each of a contact's opportunities start its own run (on by default in new workflows), that the Timezone can follow the account or the contact, and that the Time Window restricts when communications go out, uses one window for every day, and does not affect internal actions such as tags, fields, or opportunities. Its Automating Opportunities page lists the Pipeline Stage Changed and Opportunity Status Changed triggers, both filterable by standard and custom opportunity fields, and its Opportunity Changed trigger page adds that this trigger also detects changes to lead value, assignment, and custom fields, with date field filters. A HighLevel agency help center article says opportunity custom fields are created under Settings, then Custom Fields.

What the workload looks like

For example, a shop that works with 25 builders needs 25 relationships tracked and about 100 planned touches a year (25 times 4). Scheduled by a workflow, the shop hears about the next start before a competitor does, and the owner's calls go to the builders in the Quiet stage.

Mistakes to avoid

How this was handled before

Cabinet shops grew on relationships with a few builders, and the owner kept those relationships in his head and his phone. That works until a busy month, when the call that would have caught the next start does not get made. A pipeline records each builder's next start and prompts the call.

Check before you switch it on

US text messages sent from a standard 10 digit number need A2P 10DLC registration. The HighLevel support portal says registration is required for texts to US recipients from 10 digit long code numbers and that toll free numbers do not require it. HighLevel's opt in guidelines also say a person cannot be forced to agree to text messages in order to submit a form, so keep the consent box optional. One compliance guide separates informational texts, which need documented consent, from marketing texts, which need prior express written consent. Ask your attorney which category your reminders fall into. Superintendents are often on site and use text more than email, so ask which they prefer. This is general information, not legal advice.

Questions people ask

How long do cabinet orders take?

A cabinet distributor's guide says 6 to 12 weeks from manufacturer to design center is common. Custom shops set their own lead times.

Why one card per builder?

The builder is the repeat customer. A card per job disappears when the job closes.

How often should I email builders?

Tie it to events: completion, 60 days, next start, and a quarterly lead time update.

Ready to try it yourself? Start a GoHighLevel account here.

You can also see this in action in our GoHighLevel capabilities demo.