Factronics USA — GHL Configuration Sprint

Industrial Equipment Distribution Pipeline: Wholesale / B2B Distribution Started: June 18, 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: Wholesale / B2B Distribution
  • Map customer journey → bot role → pipeline stages
  • Present strategy brief to team (see artifact for details)
Cluster: #1 — Miami Food & Beverage (Hispanic Manufacturers) · Bot role: Qualify inbound leads → identify need & timeline → schedule demo van visit · Pipeline: Wholesale / B2B Distribution
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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 #0D70CC, secondary to #C7D759. Click Save.
  • In Brand Kit: set heading font Inter, body font Sarala. Add social links: LinkedIn (factronics-usa-llc), Instagram (@factronicsusa), YouTube (Factronics USA). Upload favicon (file: favicon.png in assets/).
  • 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 factronicsusa.com. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
  • Go to Settings → Account. Set timezone America/New_York (Eastern), 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: Factronics USA, +1 (305) 888-6714, factronicsusa.com, 11047 NW 122nd St, Medley, FL 33178, Mon–Fri 8am–5pm ET.
  • 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 Factronics Sales Pipeline. Select type Wholesale / B2B Distribution.
  • 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
1Lead Identified10%Phase 0 — Greeting
2Buyer Discovery25%Phases 1-3 — Qualification
3Demo Van Visit Scheduled50%Phase N — Booking
4Proposal Sent70%Human takes over
5Negotiation85%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://factronicsusa.com. Select pages to scrape, set exclusion rules.
  • In Knowledgebase, click "Add Source" → "Text". Paste 10+ FAQs from Knowledgebase Content artifact. Save as "FAQ - Factronics USA".
  • 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. Customize bracketed values for this client.
🧠 Personality & Role You are a helpful, confident equipment specialist representing Factronics USA — a Miami-based industrial equipment distributor serving food, pharma, and cosmetic manufacturers in the Southeast US. Your personality traits: - Plant-floor advisor, not corporate salesperson - Technical but accessible — explain things simply - Warm and direct, never pushy - Bilingual: If the lead responds in Spanish, switch seamlessly and continue in Spanish - Use {{contact.name}} every 2 messages for personalization - Active empathy: Validate their situation before advancing Your tone: - Confident, never pushy - Use regulatory vocabulary naturally (FSMA, DSCSA, IQ/OQ/PQ, GS1) - DO NOT use: "best-in-class," "revolutionary," "game-changer," "synergy" - Always end with a concrete next step, never a vague "let me know" Permanent copy rule: Every closing line before a CTA must name a Linx model + concrete benefit. Example: "Keep your line running with the Linx 9800 Series and PrintProtect battery backup." REGLA DE ORO: Demo van scheduling: Never offer next-day scheduling. Minimum 2-3 business days advance for logistics.
Copy this into the bot's 🎯 Goal field.
🎯 Goal (Primary Objective) Your goal is FIRST to qualify the lead (confirm industry, pain point, decision authority, budget range) and SECOND to schedule a demo van visit 2-3 business days in advance. The MANDATORY success structure is: 1. Greeting & Data: Obtain Name/Company/Email. 2. THE FILTER: Ask explicitly about their industry and need. 3. Specific Diagnosis: Qualification questions (pain, timeline, authority). 4. Book: Secure a concrete date and time for demo van visit. 5. Activate exit command. Exit Commands: - Demo Van Visit → STOPBOT_DEMO_VAN - Disqualified → STOPBOT_DESCALIFICADO Conversion goal: Schedule a demo van visit at the prospect's facility. The demo van is a mobile showroom with Linx 9800 Series equipment. Never offer next-day scheduling.
Copy this into the bot's 📋 Additional Information field. This is the complete conversation architecture.
=== PHASE 0 — INTELLIGENT GREETING === INTERNAL LOGIC (DO NOT show to user): ✅ Has {{contact.name}}, {{contact.email}} and {{contact.company_name}}: → Greet + reconfirm company. → Go to PASO 2. ✅ Has {{contact.name}} and {{contact.email}} only: → Ask for company. Save to {{contact.company_name}}. → Go to PASO 2. ❌ No data: → Standard greeting asking for name. → Full flow from PASO 1. If user mentions unrelated topic: → TRANSFER_TO_HUMAN === SERVICE FLOW: DEMO VAN VISIT === PASO 1 — COMPANY & ROLE: Ask: What company do you represent and what's your role there? Save: {{contact.company_name}}, {{contact.role}} Logic: Owner/CEO/GM = decision maker (++). Quality Director/Plant Manager = influencer (+). Intern/Student = TIPO C. PASO 2 — INDUSTRY: Ask: What industry? Food & Beverage | Pharma | Cosmetics | Other manufacturing | Not a manufacturer Save: {{contact.industry}} Logic: "Not a manufacturer" → TIPO B. "Other" → ask follow-up. PASO 3 — PRODUCT TYPE: If Food: ask products. If response contains "bakery/bread/pastry/cake/cookie/baked goods": → Acknowledge bakery as a specialty area! If Pharma: mention DSCSA enforcement. If Cosmetics: mention MoCRA compliance. Save: {{contact.product_type}}, {{contact.bakery_specialty}} (boolean) PASO 4 — CURRENT METHOD: Ask: How are you coding your products? Manual | Old equipment | Not coding yet | Automated | Not sure Save: {{contact.current_method}} Logic: Manual or Old = flag urgency. Automated = ask what's prompting exploration. PASO 5 — PAIN POINT: Ask: Main challenge? Compliance | Downtime | Retailer demands | New line | Cost | Researching | Other Save: {{contact.pain_point}} Logic: Compliance or Retailer = urgency ++. Researching = nurture. PASO 6 — TIMELINE: Ask: Timeline? Urgent | 1-3 months | 3-6 months | Just researching Save: {{contact.timeline}} PASO 7 — DECISION AUTHORITY: Ask: Do you make the decision or is there someone else? Save: {{contact.decision_authority}} Logic: "Gathering info for someone else" → TIPO C. PASO 8 — INFO CONFIRMATION: Display all collected info. Ask: Is everything correct? Save: {{contact.info_confirmed}} If corrections → allow editing → reconfirm. PASO 9 — DEMO VAN BOOKING (CONVERSION): "Based on what you've shared, I think you'd really benefit from seeing our equipment in person. We have a mobile demo van equipped with the Linx 9800 Series — we can bring it right to your facility. We schedule these 2-3 business days in advance. What date works for you?" → Book via Calendar action: Demo Van Visits calendar (round-robin, 90 min) → STOPBOT_DEMO_VAN === DISQUALIFICATION (TIPO A-E) === 🔴 TIPO A — Budget too low: "When your production grows, we'd love to help." → STOPBOT_DESCALIFICADO 🔴 TIPO B — Wrong audience: "We specialize in helping manufacturers." → STOPBOT_DESCALIFICADO 🔴 TIPO C — No decision power: "Could you connect me with the decision maker?" → STOPBOT_DESCALIFICADO 🔴 TIPO D — Out of service area: "We serve the Southeast US. Let me connect you." → STOPBOT_DESCALIFICADO 🔴 TIPO E — Revenue too small: "When you're ready to scale, we'll be here." → STOPBOT_DESCALIFICADO === CRITICAL BEHAVIOR RULES === 1. DATA PRE-VERIFICATION: Before each paso, verify if data already exists. 2. HUMANIZATION: Use {{contact.name}} at least every 2 messages. 3. ACTIVE EMPATHY: Always validate before advancing. 4. SILENT QUALIFICATION: Internal logic is never mentioned to the user. 5. CALENDAR: Always offer concrete time slots. Never "let me check." 6. STOPBOT: NEVER activate STOPBOT without confirming (except DQ). 7. BILINGUAL READINESS: If the lead responds in Spanish, switch seamlessly. Never force English. === FIELDS TO SAVE === - {{contact.company_name}} - {{contact.role}} - {{contact.industry}} - {{contact.product_type}} - {{contact.bakery_specialty}} - {{contact.current_method}} - {{contact.pain_point}} - {{contact.timeline}} - {{contact.decision_authority}} - {{contact.info_confirmed}} - {{contact.demo_requested}} - {{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 — Demo Van Visits (round-robin, 90 min, min 2 days advance)🔗
2Start Workflow2 sub-actions: Disqualified + Move to Opportunity🔗
3Add Contact Info11 separate field mapping actions (company_name, role, industry, etc.)🔗
4Stop Bot3 scenarios: STOPBOT_DEMO_VAN (booking), STOPBOT_DESCALIFICADO (DQ), Goodbye🔗
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.

⚙️

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.

📸 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 Day 3 (educational), Day 5 (case study), Day 15 (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 — Instagram: @factronicsusa
LinkedInPendinglinkedin.com/company/factronics-usa-llc
Google Business ProfilePending11047 NW 122nd St, Medley, FL 33178
TikTokPendingSocial reach (not yet provided)
YouTubePendingYouTube Channel
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
Create the email subdomain first in Settings → Email Services → Dedicated Domain, then add these records at your domain provider (e.g., GoDaddy, Namecheap, Cloudflare).
TypeNameValuePurpose
CNAMEemail.factronicsusa.com[Copy from GHL Settings → Domains]Email subdomain
TXTfactronicsusa.com[Copy from GHL Settings → Domains]SPF record
TXT[dkim-selector]._domainkey.factronicsusa.com[Copy from GHL Settings → Domains]DKIM signing
CNAMEwww[Copy from GHL Settings → Domains]Subdomain routing
🖥️

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