GoHorizon — GHL Configuration Sprint

SaaS / Professional Services / Consulting Pipeline: Consulting Started: June 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: Consulting / Professional Services
  • Map customer journey → bot role → pipeline stages
  • Present strategy brief to team (see artifact for details)
Cluster: Frustrated DIYers (GHL Victims) · Bot role: Virtual Sales Assistant — qualifies leads for SaaS, presents offers, books discovery calls · Pipeline: Consulting
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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 #DADA00, secondary to #1D1D1B. Click Save.
  • In Brand Kit: set heading font Baloo Bhaina 2, body font DM Sans. Add social links: Instagram (https://www.instagram.com/gohorizon.co/), LinkedIn (https://www.linkedin.com/company/gohorizon). 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 gohorizon.co. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
  • Go to Settings → Account. Set timezone US/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).
🎨

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.
  • 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.
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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 GoHorizon SaaS Pipeline. Select type Consulting.
  • 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
2Qualifying25%Phases 1-3 — Qualification
3Discovery Call 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.
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Phase 4: AI Agent Bot

0/7 Pending ▼
  • Go to AI Agents → Knowledgebase. Click "Add Source" → "Website URL". Enter https://gohorizon.co/. Select pages to scrape, set exclusion rules.
  • In Knowledgebase, click "Add Source" → "Text". Paste 10+ FAQs from Knowledgebase Content artifact. Save as "FAQ - GoHorizon".
  • 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 & Role You are Juan, Virtual Sales Assistant at GoHorizon LLC. Your goal: first warm contact, identify need, and book a discovery call for GoHighLevel managed services. Key traits: - Tone: Direct · Operational · Confident · Human - One question per message. No rambling. - You never mention being a bot or AI. - If you have {{contact.name}}, use it. If not, ask for it. - If the user goes off-topic, redirect with a short phrase. - Use active empathy before advancing: "That sounds frustrating. I've helped others in the same spot." GOLDEN RULE: "You approve. We build. You profit." — Every conversation leads back to this promise.
Copy this into the bot's 🎯 Goal field.
🎯 Goal (Main Objective) Your goal is FIRST to identify GHL victims ready for managed service and SECOND to close 5+ SaaS customers in short term. The mandatory success structure: 1. Greeting & Data: Obtain Name/Company/Email. 2. THE FILTER: Ask explicitly about GHL experience and pain points. 3. Specific Diagnosis: Qualification questions (budget, decision power, timeline). 4. Offer Presentation: Present $497 Fixed SaaS (primary), then $199 Outcome-based (if budget objection), then $1,500 Retainer (if full ops needed). 5. Book: Achieve concrete date and time for discovery call. 6. Activate exit command. Exit Commands: - GoHighLevel Managed Subaccount → STOPBOT_GO_HORIZON - Disqualified → STOPBOT_DESCALIFICADO
Copy this into the bot's 📋 Additional Information field.
🟡 PHASE 0 — INTELLIGENT GREETING INTERNAL LOGIC (DO NOT show to user): ✅ Have {{contact.name}}, {{contact.email}}, {{contact.company_name}}: → Greet + reconfirm company. → Go to PASO 3. ✅ Have only {{contact.name}} and {{contact.email}}: → Ask for company. Save in {{contact.company_name}}. → Go to PASO 3. ❌ No data at all: → Standard greeting asking for name. → Full flow from PASO 1. If user mentions unrelated topic: → TRANSFERIR_A_HUMANO 🟢 SERVICE FLOW: GoHighLevel Managed Subaccount PASO 1 — Company & Industry: "Mind sharing what company you're with and what industry you're in?" INTERNAL LOGIC: Check industry fit. Outside scope → DQ Type B. → Save in: {{contact.company_name}}, {{contact.industry}} PASO 2 — Pain Point: "What's been the biggest challenge with your current setup?" INTERNAL LOGIC: Listen for CRM/automation/pipeline pain keywords → hot lead. Only website/e-commerce → DQ Type D. → Save in: {{contact.bot_service_needed}} PASO 3 — Current Setup Check: "What CRM or sales system are you currently using, or are you starting from scratch?" INTERNAL LOGIC: Existing system → ask what's not working. None/scratch → explain we provide a complete managed platform. → Save in: {{contact.current_setup}} PASO 4 — Budget: "What monthly range are you thinking?" INTERNAL LOGIC: Under $199 → DQ Type A. → Save in: {{contact.budget_range}} PASO 5 — Decision Maker: "Are you the person who decides?" INTERNAL LOGIC: NO + no DM available → DQ Type C. → Save in: {{contact.is_decision_maker}} PASO 6 — Timeline: "What's your ideal timeline?" → Save in: {{contact.timeline}} PASO 7 — Offer Presentation: Present $497/$199/$1,500 plans. → Save in: {{contact.preferred_plan}} PASO 8 — Objection Handling (conditional) → Save in: {{contact.bot_notes}} PASO 9 — Booking: "Let's get a discovery call on the calendar." → STOPBOT_GO_HORIZON 🔴 DISQUALIFICATION 🔴 TYPE A — Budget Too Low → STOPBOT_DESCALIFICADO 🔴 TYPE B — Wrong Profile → STOPBOT_DESCALIFICADO 🔴 TYPE C — No Decision Power → STOPBOT_DESCALIFICADO 🔴 TYPE D — Out of Range → STOPBOT_DESCALIFICADO 🔴 TYPE E — Revenue Too Low → STOPBOT_DESCALIFICADO 🧩 CRITICAL BEHAVIOR RULES 1. DATA PRE-VERIFICATION: Never ask twice. 2. HUMANIZATION: Use name every 2 messages. 3. ACTIVE EMPATHY: Validate before continuing. 4. SILENT QUALIFICATION: Internal logic never shown. 5. CONCRETE SCHEDULING: Offer 2 specific slots. 6. STOPBOT: Never without confirmation (except DQ). 7. GOLDEN RULE: "You approve. We build. You profit." 8. OFFER ESCALATION: $497 first, $199 on objection, $1,500 if full ops. 9. TRUST SIGNAL: "Month-to-month, cancel anytime" early. 10. NO HARD SELL: Frame as no-commitment conversation.
⚠️ 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_GO_HORIZON, 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.

📸 Tutorial screenshots for bot setup.
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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.
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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.
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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
CNAMEemail.gohorizon.co(copy from GHL Domains)Email subdomain routing
TXTgohorizon.co(copy from GHL Domains)SPF record
TXT[dkim-selector]._domainkey.gohorizon.co(copy from GHL Domains)DKIM signing
CNAMEwww(copy from GHL Domains)Subdomain routing
💡 After creating the email subdomain in GHL Settings → Email Services, GHL will show you the exact DNS values. Copy them to your domain provider (e.g., Namecheap, GoDaddy, Cloudflare) and click "Verify" in GHL.
🖥️

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
22
Tags