Goozone — GHL Configuration Sprint
0%
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: Membership / Seller Program
- Map customer journey → bot role → pipeline stages
- Present strategy brief to team (see artifact for details)
Cluster: DM Merchants (Primary) + Brick-and-Mortar (Contingency) · Bot role: Seller Program Concierge & Support Assistant · Pipeline: Membership / Seller Program
Strategy Brief
Focus cluster, offer, pipeline template, bot role, brand voice, audience summary, channel map.
Conversation Flow
Full approved bot flow with all questions, DQ types, and booking step.
Phase 1: Account Foundation
0/6 Pending- Go to Settings → Brand Kit. Click "Upload Logo" → select horizontal logo (350×180px). Set primary color to #cfa31e, secondary to #111111. Click Save.
- In Brand Kit: set heading font Montserrat, body font Montserrat. Add social links: TBD — ask user. 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 goozone.com. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
- Go to Settings → Account. Set timezone America/Port_of_Spain (UTC-4), 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.
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).
Screenshots not yet added
Place screenshots in screenshots/phase-1/ directory
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.
Custom Fields Table
All contact & opportunity fields with types and keys.
WhatsApp Templates
Approved WhatsApp message templates.
User & Calendar Config
Calendar settings and user configuration.
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).
Screenshots not yet added
Place screenshots in screenshots/phase-2/ directory
Phase 3: Pipeline & Imports
0/5 Pending- Go to Settings → Labs. Enable "Opportunity Forecasting" toggle.
- Go to Opportunities → Pipelines. Click "Create Pipeline". Name it Goozone Seller Program. Select type Membership / Seller Program.
- 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 Name | Probability | Bot Phase | Copy |
|---|---|---|---|---|
| 1 | New Lead | 10% | Phase 0 — Greeting | |
| 2 | Free Account Created | 25% | Phases 1-3 — Qualification | |
| 3 | Onboarding Active | 50% | Phase N — Booking | |
| 4 | Upgrade Candidate | 65% | Human takes over | |
| 5 | Paid Plan Active | 85% | Human takes over | |
| — | Won | 100% | GHL auto | |
| — | Lost | 0% | GHL auto |
💡 Pipeline stages must match exactly what the Bot Pipeline Map expects. Copy names from Stage Map artifact to verify.
Bot Pipeline Map
Bot role → pipeline stage mapping with disqualified handling.
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).
Screenshots not yet added
Place screenshots in screenshots/phase-3/ directory
Phase 4: AI Agent Bot
0/7 Pending- Go to AI Agents → Knowledgebase. Click "Add Source" → "Website URL". Enter https://goozone.com. Select pages to scrape, set exclusion rules.
- In Knowledgebase, click "Add Source" → "Text". Paste 10+ FAQs from Knowledgebase Content artifact. Save as "FAQ - Goozone".
- 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
Eres Pedro, Seller Program Concierge de Goozone.
Tu objetivo: primer contacto cálido, identificar necesidad y agendar Convert leads into free Starter accounts → guide to upload 3+ products → upsell to Basic/Pro.
Rasgos clave:
- Tono: Friendly & Charismatic, Clear & Informative, Innovative & Exciting, Relief not hype
- Una sola pregunta por mensaje. Sin rodeos.
- No mencionas ser bot ni IA.
- Si tienes {{contact.name}}, úsalo. Si no, lo pides.
- Si el usuario se desvía, reconduces con una frase corta.
REGLA DE ORO: Guide, don't sell — focus on helping sellers succeed, upgrades happen naturally
Copy this into the bot's 🎯 Goal field.
🎯 Goal (Objetivo Principal)
Tu meta es PRIMERO Identify business type (DM merchant, physical store, first-timer) and biggest challenge y SEGUNDO Convert leads into free Starter accounts → guide to upload 3+ products → upsell to Basic/Pro.
La estructura de éxito OBLIGATORIA es:
1. Saludo y Datos: Obtener Nombre/Correo.
2. EL FILTRO: Preguntar explícitamente por el servicio.
3. Diagnóstico Específico: Preguntas de calificación.
4. Agendar: Lograr fecha y hora concreta.
5. Activar comando de salida.
Comandos de Salida:
- Goozone Seller Program → STOPBOT_seller_program
- Descalificado → STOPBOT_DESCALIFICADO
Copy this into the bot's 📋 Additional Information field. This is the complete conversation architecture.
🟡 FASE 0 — SALUDO INTELIGENTE
LÓGICA INTERNA (NO mostrar al usuario):
✅ Tienes {{contact.name}}, {{contact.email}} y {{contact.company}}:
→ Saluda + reconfirma empresa. → Ve al PASO 3.
✅ Tienes solo {{contact.name}} y {{contact.email}}:
→ Pregunta por empresa. Guarda en {{contact.company_name}}. → Ve al PASO 3.
❌ No tienes ningún dato:
→ Saludo estándar pidiendo nombre. → Flujo completo desde PASO 1.
Si el usuario menciona un tema no relacionado:
→ TRANSFERIR_A_HUMANO
🟢 FLUJO Goozone Seller Program
PASO 1 — [QUESTION]: "[question text]"
LÓGICA INTERNA: [conditions]
→ Guarda en: {{contact.field_key}}
PASO 2 — [NEXT QUESTION]: ...
...
PASO N — AGENDAMIENTO: "[booking text]"
→ STOPBOT_seller_program
🔴 DESCALIFICACIÓN
🔴 TIPO A — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO B — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO C — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO D — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🔴 TIPO E — [reason]: "[message]" → STOPBOT_DESCALIFICADO
🧩 REGLAS CRÍTICAS DE COMPORTAMIENTO
1. DATOS PREVIOS: Antes de cada paso, verifica si ya tienes el dato.
2. HUMANIZACIÓN: Usa {{contact.name}} al menos cada 2 mensajes.
3. EMPATÍA ACTIVA: Siempre valida antes de continuar.
4. CALIFICACIÓN SILENCIOSA: La lógica interna nunca se menciona al usuario.
5. CALENDARIO: Siempre ofrece horarios concretos. Nunca "voy a revisar".
6. STOPBOT: NUNCA actives STOPBOT sin confirmar (excepto DQ).
7. Sellers operate on tight margins — emphasize time savings and revenue growth, not costs.
📦 CAMPOS A GUARDAR:
- {{contact.field_1}}
- {{contact.field_2}}
- {{contact.field_3}}
⚠️ 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.
| # | Action | Purpose | Artifact |
|---|---|---|---|
| 1 | Book Appointment | Calendar booking with reschedule | 🔗 |
| 2 | Start Workflow | 2 sub-actions: Descalificados + Mover a Oportunidad | 🔗 |
| 3 | Add Contact Info | 1 action per field in approved flow | 🔗 |
| 4 | Stop Bot | 3 scenarios: Goodbye, STOPBOT_seller_program, STOPBOT_DESCALIFICADO | 🔗 |
| 5 | Transfer to Human | 4 scenarios: Requested, Missing Info, Unresolved, Wrong Service | 🔗 |
| 6 | No Reply Follow-up | 2h / 22h re-engagement sequence | 🔗 |
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.
Knowledgebase Content
Website scrape URL, 10+ FAQs, Marketing Brain upload instruction — all in en.
Tutorial screenshots for bot setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
Screenshots not yet added
Place screenshots in screenshots/phase-4/ directory
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
| Platform | Status | Notes |
|---|---|---|
| Facebook / Instagram | Pending | Social + ads connection |
| Pending | Professional network | |
| Google Business Profile | Pending | Local presence |
| TikTok | Pending | Social reach |
| YouTube | Pending | Video content |
| WhatsApp Business | Pending | Primary messaging channel |
| Google Calendar | Pending | Primary calendar for booking |
| Gmail / SMTP | Pending | Email sending |
✉️ Email Templates
Created in Marketing → Emails. Copy adapted from Marketing Brain Message Block Library.
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).
Screenshots not yet added
Place screenshots in screenshots/phase-5/ directory
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.
| # | Workflow | Trigger | Key Actions | Artifact |
|---|---|---|---|---|
| 1 | Update status when IA books meeting | Bot: Mover a Oportunidad | Move stage, add tags, notify | 🔗 |
| 2 | Update status when IA disqualifies | Bot: Descalificados | Move to Lost, tag DQ reason | 🔗 |
| 3 | Update disqualified (system) | Tag or stage change | Move stage, log date | 🔗 |
| 4 | Disqualified + pixel | Stage: Lost + DQ tag | Send pixel event | 🔗 |
| 5 | Cold leads | 14d inactivity | Tag cold, move stage | 🔗 |
| 6 | Won + pixel | Stage: Won | Pixel event, onboarding, notify | 🔗 |
| 7 | Lost | Stage: Lost | Capture reason, nurture | 🔗 |
| 8 | Duplicate contact to opp | Opportunity created | Copy contact fields | 🔗 |
| 9 | Meeting reminder | 24h/1h pre-appointment | Send WhatsApp template | 🔗 |
| 10 | Deactivate IA on disqualify | Tag: ia-disqualified | Stop bot, add tag | 🔗 |
| 11 | Follow-up 72h | 72h no response | WA seq: 24h→3d→5d→10d→15d | 🔗 |
| 12 | Create lead from form | Form submission | Create contact + opp + start bot | 🔗 |
| 13 | Google Ads conversions | Stage: Won / Contact created | Send conversion to Google | 🔗 |
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).
Screenshots not yet added
Place screenshots in screenshots/phase-6/ directory
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.
| Type | Name | Value | Purpose |
|---|---|---|---|
| CNAME | mail.goozone.com | See GHL Settings → Domains | Email subdomain |
| TXT | goozone.com | See GHL Settings → Domains | SPF record |
| TXT | [DKIM_SELECTOR]._domainkey.goozone.com | See GHL Settings → Domains | DKIM signing |
| CNAME | www | See 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.
Screenshots not yet added
Place screenshots in screenshots/phase-7/ directory
Summary
8
Phases
0
Completed
0
Total Steps
0
Steps Done
13
Workflows
25+
Tags