Templates & Resources

Grab proven templates and simple resources to build your business systems faster.

Tip: Try searching for keywords like “workflow”, “follow-up”, or “onboarding”.

Browse by Category

Quickly jump into the templates and resources you need for your GoHighLevel setup and core business systems.

Workflow Recipes

Pre-built automations for leads, bookings, reviews, and more.

Messaging & Follow-Up Templates

Copy-and-paste SMS, email, and DM scripts for every touchpoint.

Onboarding Checklists

Step-by-step client onboarding and internal setup checklists.

Calendar & Booking Templates

Best-practice calendar settings and booking flows for calls and sessions.

Funnel/Page Templates

High-converting layouts for opt-ins, bookings, and core offers.

Business Systems Tools

Scorecards, planners, and tracking tools to keep your systems organized.

AI Prompt Packs

Copy-and-paste prompts to create wellness content, emails, and much more in minutes.

Content Calendars

Ready-made weekly and monthly content plans to help you post consistently without burnout.

Wellness Offer Templates

Templates to package, price, and explain your services clearly.

Scripts & Swipe Copy

Ready-to-use wording for DMs, follow-ups, and booking messages.

Course Building Kits

Outlines and checklists to build your course faster.

Events and Session Notes

Create events, notes, summaries for trainings, calls, and workshops.

Featured Resources

Start with our most popular workflows, checklists, and message templates. You can adapt each one to fit your offers and client journey.

New Lead Follow-Up Workflow (Template)

A ready-to-use automation that nurtures new leads from first opt-in to booked call.

Appointment Reminder SMS Templates

Reminder scripts that reduce no-shows while feeling warm and human.

Client Onboarding Checklist

A simple list to make sure every new client is set up for success from day one.

Review Request Workflow Template

Automated follow-up that turns happy clients into consistent reviews.

Missed Call Text-Back Template

A friendly, on-brand SMS that catches missed calls and keeps leads engaged.

Simple Nurture Sequence (7 days)

A light-touch sequence to build trust and move leads toward a clear next step.

Reactivation Message Templates

Plug-and-play scripts to wake up old leads and past clients without feeling pushy.

Discovery Call Booking Page Layout

A proven page structure that increases qualified discovery call bookings.

Offer Setup Checklist

Make sure every new offer is aligned in your CRM, funnels, payments, and delivery.

Support Request Checklist (what to include)

A quick guide to submitting clear support requests so we can help you faster.

Note: Some templates may be member-only. If you don’t have access, contact support and we’ll guide you.

Want the templates added into your account?

Our team can install and customize these workflows, pages, and checklists directly in your 5D Wellness GoHighLevel account.

Micro FAQ

How do I access the templates?

Sign in to your account and visit the Templates & Resources page to download or install templates.

Can your team install templates for me?

Yes — our team can install and customize templates into your account. Contact us to request installation.

Are these templates editable?

Yes — templates are fully editable so you can customize them to fit your brand and workflows.

5D Wellness Help Center · Templates & Resources