# 00 — Intake (DropWorks · GoHighLevel Subaccount Setup)

**Purpose:** source-of-truth record for the GHL setup interview. There was no client
meeting — this intake is **synthesized from internal documentation** per team instruction:
the DropWorks product descriptions, `historia-desarrollo.md`, the DropWorks brand guide,
and the completed Marketing Brain. Every derived assumption is marked and reversible.

**Status of the hard intake checklist**

| Item | Status | Source |
|---|---|---|
| Marketing Brain HTML | ✅ | `DropWorks_marketing_brain.html` |
| Brand kit (logos, colors, fonts) | ✅ | `02_brand_kit/` — 5 SVG variants + PNGs + favicon |
| General visual design | ✅ | `02_brand_kit/DropWorks_brand_guide.html` |
| Website URL | ✅ | `halfclick.916.coordenadas.co` (pre-beta SPA) |
| Industry / niche | ✅ | Content-operations SaaS / AI content-cycle platform |
| Business WhatsApp / phone | ✅ (inherited) | +57 322 438 5378 |
| Address / hours | ✅ (inherited) | Bogotá, Colombia · America/Bogota |
| Team (name + email + role) | ✅ | Diego Esparza, Pablo, Miguel |
| GHL Location ID + API token | ❌ | **Not available** — artifacts-only generation (no live push) |

---

## 1. What we are configuring

DropWorks' **own** GoHighLevel subaccount — a sales/qualification funnel for the product
itself (not a client delivery subaccount). DropWorks is **pre-beta**; the funnel's job is to
capture and qualify early interest (beta waitlist / demo requests) and route qualified
agencies to a call.

## 2. Offer & conversion goal

- **Offer:** early access to DropWorks — a governed platform that runs a brand's monthly
  content cycle end-to-end (content plan → blog → carousel prompts → infographic prompts →
  image upload → Monthly Drop).
- **Conversion goal:** book a **beta / demo call** with a qualified agency or in-house marketer.
- **Qualification goal:** identify buyer type (agency / in-house / designer), number of brands
  or clients, current content workflow, and whether they have a knowledge base.

## 3. Focus cluster (from the Marketing Brain)

**Primary: Multi-Client Content Agencies** — the core ICP (High priority). Acute production-cost
pain, real budget authority, and the wedge (governance + client-ready Monthly Drop) maps
directly to their problem.

Secondary in-funnel: **In-House Solo Marketing Operators** (High volume, lower ACV) and
**Freelance Designers** (vocal but low buying power — nurture, don't hard-sell).

## 4. Pipeline template selected

**SaaS / Subscription** (from the skill's industry templates):

| Stage | Entry | Exit | Bot maps to |
|---|---|---|---|
| New Lead | Form fill, DM, beta signup | Contact captured | Phase 0 |
| Demo / Beta Requested | Two-way contact started | Need + buyer type confirmed | Phases 1–4 (qualification) |
| Demo Scheduled | Calendar booked | Call completed | Booking → STOPBOT |
| Beta Onboarding | Access granted | First cycle run | Human |
| Closed Won | Retainer/subscription agreed | Onboarding | GHL auto |

*(Simplified; final stage map is in `artifacts/06_Pipeline_Stage_Map.html`.)*

## 5. Bot role

An **asistente virtual de DropWorks** that: greets, detects buyer type, qualifies against the
beta profile, answers common questions from the knowledge base, and books a demo/beta call.
It transfers to a human for pricing negotiations, partnerships, or anything out of scope.

## 6. Language decision (⚠️ assumption, reversible)

**TARGET_LANG = Spanish** for all customer-facing content (bot prompts, WhatsApp/email
templates, pipeline stage names, landing page copy). Rationale: the product UI itself is
Spanish ("Crear ciclo"), Coordenadas operates in Spanish, and the immediate beta cluster is
Coordenadas' LatAm operation. **Dashboard chrome stays English** per the skill's convention.

> **Reversible in one pass.** If the go-to-market is English-first (the Marketing Brain is),
> flipping TARGET_LANG to English regenerates every customer-facing artifact — no structural
> change. Confirm before launch.

## 7. Hard data — never invented

| Field | Value |
|---|---|
| Business name | DropWorks (by Coordenadas.co) |
| Website | https://halfclick.916.coordenadas.co/ |
| Email | hola@coordenadas.co |
| WhatsApp / phone | +57 322 438 5378 |
| Address | Bogotá, Colombia |
| Timezone | America/Bogota |
| Industry | Content operations / marketing software |
| Social | Not confirmed (likely under Coordenadas.co until launch) |

## 8. Team (GHL users)

| Name | Email | Role |
|---|---|---|
| Diego Esparza | desparza@coordenadas.co | Copy + Images owner (product) |
| Pablo | — (email TBD) | Primary contact / PM |
| Miguel | miguel@coordenadas.co | Technical / product |

> **⚠️ Blocker:** Pablo's email is not recorded anywhere. Needed before creating GHL users.
> No fake emails.

## 9. Known gaps / blockers

1. **GHL Location ID + Private Integration Token** not provided → artifacts only, no live API push.
2. **Pablo's email** missing → cannot finalize the user list.
3. **Pricing not published** → the bot must not quote prices; it books a call.
4. **No testimonials** (pre-beta) → proof content limited to the internal Pacho_Setas cycle.
5. **No production domain** for the DropWorks funnel yet → DNS/domain phase is a stub.
6. **Images for the landing mockup:** none yet → mockup references brand colors/logos, not photos.

## 10. Assumptions declared (confirm or flip)

- TARGET_LANG = Spanish (§6).
- The subaccount is for DropWorks' own lead capture, not a client delivery account.
- Focus cluster = agencies, with in-house and designers as secondary nurture.
- No pricing quoted by the bot; demo/beta call is the only conversion.
- Business contact data inherited from Coordenadas.co.

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*End of intake. Feeds `01_Strategy_Brief.md`.*