Beauty and the Beach Salon — GHL Configuration Sprint

Hair Salon Pipeline: Booking / Appointment Services Started: June 23, 2026
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Phase 0: Discovery & Strategy

0/5 Pending ▼
  • Collect Marketing Brain HTML (auto-discovered or ask equivalent questions)
  • Extract focus cluster, buyer persona, customer journey
  • Select industry pipeline template: Booking / Appointment Services
  • Map customer journey → bot role → pipeline stages
  • Present strategy brief to team (see artifact for details)
Cluster: Blonde & Color Loyalists + Trust-First New Clients · Bot role: Qualify leads and book appointments · Pipeline: Booking / Appointment Services
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Strategy Brief

Focus cluster, offer, pipeline template, bot role, brand voice, audience summary, channel map.

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Conversation Flow

Full approved bot flow with all questions, DQ types, and booking step.

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Phase 1: Account Foundation

0/6 Pending ▼
  • Go to Settings → Brand Kit. Click "Upload Logo" → select horizontal logo (350×180px). Set primary color to #1a5ab4, secondary to #16abe5. Click Save.
  • In Brand Kit: set heading font Roboto, body font Roboto. Add social links: @beautyandthebeachsalon954 (IG) /beautyandthebeachsaloncoopercity (FB). Upload favicon.
  • Go to Settings → Integrations. Connect: Google Calendar, Gmail/SMTP, Facebook, LinkedIn, TikTok, WhatsApp, Google Ads. Verify each shows "Connected".
  • Go to Settings → Domains → "Connect Domain". Enter beautyandthebeachsalon.net. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
  • Go to Settings → Account. Set timezone America/New_York (ET), language en. Verify SSL enabled, email subdomain DNS configured.
  • Go to Settings → Tags. Create each tag from Tags Map artifact: Source (3), Pipeline (4), DQ (5), Bot Events (4), Workflow (6).
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Brand Kit Preview

Logo, colors, typography — copy to GHL Brand Kit.

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Tags Map

All tags organized by category — import into GHL Tags.

📸 Tutorial screenshots for account foundation setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 2: Data Architecture

0/6 Pending ▼
  • Go to Settings → Custom Fields. Click "Add Field" for each field in the Custom Fields Table artifact. Create ALL contact fields first, THEN opportunity fields. Use exact labels and keys from artifact.
  • Go to Settings → WhatsApp. Connect number (or use existing). Then go to Marketing → WhatsApp Templates → "New Template". Create each template from artifact: Meeting Confirmation, Follow-up 24h, 3d, 5d, Re-engagement.
  • Go to Settings → Integrations → Email Services. Set up LeadConnector Email or connect SMTP. Create dedicated email domain. Verify SPF/DKIM records.
  • Go to Settings → Users → "Add User" for each team member (see User & Calendar artifact). Then go to Settings → Calendars → create calendars per user. Set booking rules, notifications, availability.
  • Go to Settings → Business Profile. Fill all 17 fields from Business Profile Settings artifact: name, phone, address, hours, description, services. Copy-paste each value from artifact.
  • Test: Create a test contact. Verify all custom fields appear. Send test WhatsApp template. Schedule test calendar event. Verify email delivery.
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Custom Fields Table

All contact & opportunity fields with types and keys.

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WhatsApp Templates

Approved WhatsApp message templates.

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User & Calendar Config

Calendar settings and user configuration.

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Business Profile Settings

17-field GHL Business Profile config — copy-paste ready.

📸 Tutorial screenshots for data architecture setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 3: Pipeline & Imports

0/5 Pending ▼
  • Go to Settings → Labs. Enable "Opportunity Forecasting" toggle.
  • Go to Opportunities → Pipelines. Click "Create Pipeline". Name it Salon Booking Pipeline. Select type Booking / Appointment Services.
  • Add stages from Pipeline Stage Map: open each stage, set name, probability, order. See Stages tab for copyable names.
  • Import existing contacts (CSV) — go to Contacts → Import. Map CSV columns to custom fields. Verify 5 sample imports.
  • Go to Automation → Pipeline Automations. Set stage enter/exit triggers for each stage per workflow map.
Copy these stage names into GHL when creating the pipeline. Paste each name into the "Stage Name" field.
#Stage NameProbabilityBot PhaseCopy
1New Lead10%Phase 0 — Greeting
2Contacted25%Phases 1-3 — Qualification
3Appointment Scheduled60%Phase N — Booking
4Service Completed90%Human takes over
5Follow-up / Review95%Human takes over
—Won100%GHL auto
—Lost0%GHL auto
💡 Pipeline stages must match exactly what the Bot Pipeline Map expects. Copy names from Stage Map artifact to verify.
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Bot Pipeline Map

Bot role → pipeline stage mapping with disqualified handling.

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Pipeline Stage Map

Detailed stage config with probability, order, and bot assignments.

📸 Tutorial screenshots for pipeline and imports setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 4: AI Agent Bot

0/7 Pending ▼
  • Go to AI Agents → Knowledgebase. Click "Add Source" → "Website URL". Enter https://beautyandthebeachsalon.net. Select pages to scrape, set exclusion rules.
  • In Knowledgebase, click "Add Source" → "Text". Paste 10+ FAQs from Knowledgebase Content artifact. Save as "FAQ - Beauty and the Beach Salon".
  • Upload Marketing Brain HTML as a knowledgebase document: "Add Source" → "File" → select the Marketing Brain HTML file.
  • Create bot: name + knowledgebase selection
  • Configure 🧠 Personality (Layer 1) — see tab
  • Configure 🎯 Objective (Layer 2) — see tab
  • Configure 📋 Additional Info + ⚙️ Actions (6 actions)
Copy this into the bot's 🧠 Personality field.
🧠 Personality You are a warm, professional, and empathetic virtual assistant for Beauty and the Beach Salon — a full-service hair salon in Cooper City, Florida. Personality Guidelines: - Warm and welcoming — greet every client like they're walking into the salon for the first time - Consultative, not pushy — always ask questions to understand their needs before recommending - Empathetic — acknowledge that finding a new stylist can feel like a gamble - Transparent — proactively address pricing, timing, and what to expect - Florida-aware — reference humidity, frizz, and seasonal hair needs naturally - Professional but conversational — use "we" language to represent the team Golden Rule: "Never assume what the client wants. Always start with a real conversation about their hair, their lifestyle, and what they actually want." Core Message: "We start with a real conversation — because your hair deserves a plan, not a guess."
Copy this into the bot's 🎯 Goal field.
🎯 Primary Objective: Qualify and book new appointments for Beauty and the Beach Salon by understanding each client's hair needs, matching them with the right stylist, and scheduling a service. Secondary Objectives: 1. Pre-empt the top 3 objections: "Will they listen?", "Will my hair get damaged?", "Will it cost more than expected?" 2. Identify the client's service interest (cut, color, keratin, extensions, kids, etc.) 3. Match clients to the correct stylist based on their needs 4. Collect complete contact information (name, phone, email) 5. Book appointments with specific date/time slots STOPBOT Conditions: - Booking confirmed with date, time, and stylist → STOPBOT - Client declines or wants to think about it → STOPBOT gracefully - Disqualification criteria met → STOPBOT with DQ message - Client asks for human transfer → TRANSFERIR_A_HUMANO
Copy this into the bot's 📋 Additional Information field. This is the complete conversation architecture.
PHASE 0 — INTELLIGENT GREETING (3 BRANCHES): Branch A (Warm — has name, email, phone): "Welcome back, {{contact.name}}! Ready to book your next appointment with [stylist]? Or looking for something different?" → If selects stylist → skip to Booking → If wants something different → go to Service Selection Branch B (Semi-warm — has name + email): "Hi {{contact.name}}! Could you tell us your phone number so we can confirm your appointment?" Branch C (Cold — no known data): "Hi there! Welcome to Beauty and the Beach Salon in Cooper City, FL. We're the salon where every service starts with a real conversation. What's your name, and how can we help you today?" → If off-topic → TRANSFERIR_A_HUMANO PASO 1 — NEEDS DISCOVERY: Ask about their hair concern → contact.hair_concern PASO 2 — SERVICE SELECTION: Show services based on their concern → contact.service_interest PASO 3 — STYLIST MATCHING: Ask preference or recommend → contact.stylist_preference PASO 4 — BUDGET CHECK: Share price ranges, confirm comfort → contact.budget_range PASO 5 — TIMELINE: Ask when they want to come → contact.preferred_date PASO 6 — CONTACT INFO: Collect phone, email, requests PASO 7 — BOOKING: Show 2-3 specific slots → confirm → STOPBOT DISQUALIFICATION TYPES (A-E): A - Budget too low → dq-budget-too-low B - Wrong audience/profile → dq-wrong-profile C - No decision power → dq-no-decision-maker D - Irrelevant activity/out of range → dq-out-of-range E - Revenue below threshold → dq-revenue-too-low CRITICAL BEHAVIOR RULES: 1. Use {{contact.name}} every 2 messages 2. Validate concerns before moving to next topic 3. Always offer 2-3 specific time slots, never "let me check" 4. Proactively mention pricing transparency 5. Never end conversation without confirmation except DQ scenarios 6. For first-time clients, offer consultation-first option 7. Match to correct stylist by specialty 8. Reference Florida humidity/season naturally FIELDS TO SAVE: - contact.hair_concern, contact.service_interest, contact.stylist_preference - contact.budget_range, contact.preferred_date, contact.special_requests - contact.phone, contact.email - contact.bot_status, contact.disqualification_reason, contact.bot_conversation_summary
⚠️ Configure these 6 actions in order inside your AI Agent Bot → Actions tab. See artifacts/05_AI_Agent_Actions.html for the complete configuration with real client values.
#ActionPurposeArtifact
1Book AppointmentCalendar booking with reschedule🔗
2Start Workflow2 sub-actions: Descalificados + Mover a Oportunidad🔗
3Add Contact Info1 action per field in approved flow🔗
4Stop Bot3 scenarios: Goodbye, STOPBOT_Appointment Booking, STOPBOT_DESCALIFICADO🔗
5Transfer to Human4 scenarios: Requested, Missing Info, Unresolved, Wrong Service🔗
6No Reply Follow-up2h / 22h re-engagement sequence🔗
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Bot Agent Summary

Complete 🧠 Personality, 🎯 Objective, 📋 Additional Info prompts — all copyable.

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AI Agent Actions

All 6 actions with real client values, field mappings, trigger phrases.

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Knowledgebase Content

Website scrape URL, 10+ FAQs, Marketing Brain upload instruction — all in TARGET_LANG.

📸 Tutorial screenshots for bot setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 5: Marketing Channels

0/4 Pending ▼
  • Go to Marketing → Social Media. Click "Connect" for each platform: Facebook, Instagram, LinkedIn, Google Business Profile, TikTok, YouTube, Pinterest. Authorize each account.
  • Go to Marketing → Emails → "New Template". Create 4 templates from Email Templates artifact: Follow-up D3 (educational), D5 (case study), D15 (last touch CTA), Meeting Reminder (24h before).
  • Go to Settings → Integrations → Phone Numbers. Set up SMS provider (Twilio or GHL native). Verify VoIP settings if applicable.
  • Go to Settings → Email Services → Dedicated Domain. Enter subdomain. Copy DNS records to domain provider. Verify SPF, DKIM, MX records are propagated.
🔌 Integration Checklist
PlatformStatusNotes
Facebook / InstagramPendingSocial + ads connection
LinkedInPendingProfessional network
Google Business ProfilePendingLocal presence
TikTokPendingSocial reach
YouTubePendingVideo content
WhatsApp BusinessPendingPrimary messaging channel
Google CalendarPendingPrimary calendar for booking
Gmail / SMTPPendingEmail sending
✉️ Email Templates
Created in Marketing → Emails. Copy adapted from Marketing Brain Message Block Library.
TemplateSend AfterPurposeArtifact
Follow-up Day 33 daysEducational / value-add content🔗
Follow-up Day 55 daysCase study / social proof🔗
Follow-up Day 1515 daysLast touch with clear CTA🔗
Meeting Reminder24h beforeDate/time confirmation, prep notes, link🔗
✉️

Email Templates

4 branded templates with HTML structure.

📸 Tutorial screenshots for marketing channels setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 6: Automation Engine

0/2 Pending ▼
  • Go to Automation → Workflows → "New Workflow". Create all 13 workflows from Workflow Templates artifact. Follow each trigger → condition → action chain exactly. Use real stage names, tag names, and field keys from artifacts.
  • Test: Create test contact → trigger each workflow → verify stage moves, tags applied, notifications sent. Fix any broken triggers.
🔧 Workflow Templates (13 Automations)
All 13 workflows with triggers, conditions, actions, and dependency map. See artifact for full node-level config.
#WorkflowTriggerKey ActionsArtifact
1Update status when IA books meetingBot: Mover a OportunidadMove stage, add tags, notify🔗
2Update status when IA disqualifiesBot: DescalificadosMove to Lost, tag DQ reason🔗
3Update disqualified (system)Tag or stage changeMove stage, log date🔗
4Disqualified + pixelStage: Lost + DQ tagSend pixel event🔗
5Cold leads14d inactivityTag cold, move stage🔗
6Won + pixelStage: WonPixel event, onboarding, notify🔗
7LostStage: LostCapture reason, nurture🔗
8Duplicate contact to oppOpportunity createdCopy contact fields🔗
9Meeting reminder24h/1h pre-appointmentSend WhatsApp template🔗
10Deactivate IA on disqualifyTag: ia-disqualifiedStop bot, add tag🔗
11Follow-up 72h72h no responseWA seq: 24h→3d→5d→10d→15d🔗
12Create lead from formForm submissionCreate contact + opp + start bot🔗
13Google Ads conversionsStage: Won / Contact createdSend conversion to Google🔗
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Workflow Templates

All 13 workflows with triggers, conditions, actions, and dependency map — full node-level config.

📸 Tutorial screenshots for automation engine setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 7: Assets & Go-Live

0/5 Pending ▼
  • Go to Funnels → "Create Funnel". Choose "Landing Page". Use Landing Page Mockup artifact as design reference. Add form element → map each form field to the corresponding custom field key from Fields Table.
  • Go to Settings → Domains. Verify main domain and email subdomain are connected. Go to Settings → Email Services → verify DNS records (SPF, DKIM, MX) are green/verified.
  • Go to Funnels → Settings → Tracking Codes. Paste Meta Pixel ID, Google Ads conversion tag, and any other tracking codes. Set up Google Ads conversion in Automation → Workflows.
  • E2E test: Submit test form → verify contact created → bot greets → answer all questions → book calendar → verify workflow fires → check tags applied → check stage movement.
  • Final sign-off: Review all 8 phases. Confirm all artifacts created. Run go-live checklist: DNS propagated, bot active, workflows enabled, landing page published, tracking verified.
🌐 DNS Record Table
Add these records at the domain provider. Create email subdomain in Settings → Email Services.
TypeNameValuePurpose
CNAMEmail.beautyandthebeachsalon.net[GHL_MAIL_VALUE]Email subdomain
TXTbeautyandthebeachsalon.net[GHL_SPF_VALUE]SPF record
TXT[DKIM_SELECTOR]._domainkey.beautyandthebeachsalon.net[GHL_DKIM_VALUE]DKIM signing
CNAMEwww[GHL_CNAME_VALUE]Subdomain routing
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Landing Page Mockup

Self-contained responsive HTML: Hero → Form → Social Proof → CTA → Footer.

📸 Tutorial screenshots for landing pages and forms setup.
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Summary

8
Phases
0
Completed
0
Total Steps
0
Steps Done
13
Workflows
25+
Tags