Phase 0: Discovery & Strategy
0/5 Pending ▼- Read Marketing Brain HTML — extract focus cluster, brand DNA, buyer psychology
- Select focus cluster: DM Merchants (Primary)
- Select pipeline template: Product/Marketplace — Seller Onboarding
- Define bot role: Internal FAQ assistant + workflow trigger robot
- Review Strategy Brief and get team approval
Cluster: DM Merchants · Bot role: Seller FAQ Assistant + Workflow Trigger · Pipeline: Seller Onboarding (7 stages)
Phase 1: Account Foundation
0/6 Pending ▼- Upload brand logo (horizontal for light, white for dark backgrounds)
- Set brand colors: Primary #cfa31e · Secondary #111111
- Create all tags in GHL (12 tags across 6 categories)
- Connect WhatsApp Business API
- Configure email sending (SMTP / GHL Email Service)
- Invite team members with correct permissions
Brand Kit Preview
Logo files, color palette (gold #cfa31e, black #111111), font stack (Montserrat + IBM Plex Sans).
Tags Map
12 tags organized by category: Source, Segment, Priority, Pipeline Mirror, Trigger, Workflow.
Team Members
8 members with roles: Sasha, Rosannah, Sydney, Kriston, Joel, Tevin, Ian, Admin.
seller-lead tic-event-2026 profile-dm-merchant profile-brick-mortar profile-side-hustle priority-high priority-medium priority-low stage-contacted stage-verified registro-completo email-drip-active
Phase 2: Data Architecture
0/5 Pending ▼- Create 6 Contact custom fields (seller_stage, seller_profile, followup_priority, lead_source, registration_complete_date, store_url)
- Create 3 Opportunity custom fields (package_selected, verification_status, products_published_count)
- Create 5 WhatsApp templates and submit for Meta approval
- Configure Business Profile (name, phone, address, hours)
- Set up user calendars (Kriston + Admin only)
Custom Fields Table
6 Contact fields + 3 Opportunity fields with field keys, types, values, and copy buttons.
WhatsApp Templates
5 CSR-facing templates: Outreach, Verification, Payout Nudge, Product Nudge, Internal Notification.
Business Profile Settings
17-step GHL Business Profile config with all real values filled in.
User & Calendar Config
Team member table + calendar settings for Kriston and Admin.
Phase 3: Pipeline & Imports
0/4 Pending ▼- Create pipeline "Seller Onboarding" with 7 stages
- Import first batch of leads with correct tags (source, profile, priority)
- Run 1 test contact through entire pipeline before importing 33 leads
- Confirm manual stage movement workflow (Stages 3 and 6 — no webhooks)
| # | Stage | Entry | Exit | Who Moves It |
|---|---|---|---|---|
| 1 | Lead Loaded | Pablo uploads contact with 3 tags | CSR begins outreach | Pablo |
| 2 | Contacted | CSR sends signup link via WhatsApp | Seller completes registration | Sasha / Rosannah |
| 3 | Account Created | Registration form submitted | Verification approved | CSR (manual) |
| 4 | Verified | Pablo/Sydney approve account | Payout + plan configured | Sydney |
| 5 | Payout & Package Set | CSR configures with seller | First product published | CSR |
| 6 | First Product Published | New Arrivals QC check | Final review | Laura (product photo QC) |
| 7 | Registration Complete | Manual tag by Sydney/Pablo | Won | Sydney / Pablo |
Phase 4: AI Agent Bot
0/4 Pending ▼- Configure AI Agent 🧠 Personality prompt (Seller Support Assistant)
- Set up 🎯 Objective: answer seller FAQs, escalate complex issues
- Load knowledgebase: website scrape (4 pages) + 10 FAQ items + Marketing Brain HTML
- Configure actions: workflow triggers, field mappings, stop bot, transfer to human
2. Listen for the question
3. Match against the FAQ knowledgebase
4. If matched: answer clearly with one CTA
5. If not matched: "I'm not sure about that one — let me connect you with someone who can help."
6. Tag conversation with the topic if possible
Bot Agent Summary
Personality, Objective, Full Flow, field mappings, behavior rules, and escalation messages.
AI Agent Actions
7 action panel buttons: Calendar, Workflows, Field Mappings, Stop Bot, Transfer to Human, Follow-up.
Knowledgebase Content
Website scrape config (4 pages), 10 FAQ Q&A items, Marketing Brain upload instruction.
Phase 5: Marketing Channels
0/3 Pending ▼- Connect email sending infrastructure (SMTP or GHL email service)
- Upload and get WhatsApp templates approved by Meta
- Load all 10 email templates into HighLevel Email Campaigns
Email Templates
10-email welcome drip with triggers, subject lines. Full copy in English, verified against ToS.
WhatsApp Templates
5 CSR-facing templates ready for Meta review and GHL upload.
Email Drip (Full Copy)
Complete subject lines and body copy for all 10 emails, verified against Terms of Service.
Phase 6: Automation Engine
0/13 Pending ▼- Build WF1: Lead loaded → Add to email drip campaign
- Build WF2: Contacted → Auto-task "Follow up in 48h"
- Build WF3: Account Created → Email 1 + Notify Sydney/Pablo
- Build WF4: 24h unverified → Email 2 (Verify)
- Build WF5: Verified → Email 3 (Payout & Plan)
- Build WF6: First Product Published → Email 6 (Store is Live)
- Build WF7: Tag "registro-completo" → Email 5 + Move stage + Notify Kriston
- Build WF8: 5 days after Account Created → Email 4 (What to Expect)
- Build WF9: 10–12 days after Account Created → Email 7 (Support Team)
- Build WF10: 10 days after Registration Complete → Email 8 (Dashboard)
- Build WF11: 20 days after Registration Complete → Email 9 (Selling Tips)
- Build WF12: 18 days after Registration Complete → Email 10 (Logistics)
- Test all 12 workflows with a test contact
| # | Trigger | Action | Type |
|---|---|---|---|
| 1 | Contact loaded with Stage = "Lead Loaded" | Add to email drip campaign | Event |
| 2 | CSR moves card to "Contacted" | Auto-task: "Follow up in 48h if no account" | Event |
| 3 | Stage → "Account Created" | Send Email 1 + Notify Sydney/Pablo | Event |
| 4 | 24h after "Account Created" if not "Verified" | Send Email 2 | Time |
| 5 | Stage → "Verified" | Send Email 3 | Event |
| 6 | Stage → "First Product Published" | Send Email 6 | Event |
| 7 | Tag "registro-completo" applied | Send Email 5 + Move to Stage 7 + Notify Kriston | Event |
| 8 | 5 days after "Account Created" | Send Email 4 | Time |
| 9 | 10–12 days after "Account Created" | Send Email 7 | Time |
| 10 | 10 days after "Registration Complete" | Send Email 8 (Newsletter 1) | Time |
| 11 | 20 days after "Registration Complete" | Send Email 9 (Newsletter 2) | Time |
| 12 | 18 days after "Registration Complete" | Send Email 10 | Time |
Phase 7: Assets & Go-Live
0/6 Pending ▼- Landing page mockup reviewed and approved
- DNS configured for email deliverability (DKIM/SPF)
- Test contact run through full pipeline — all 7 stages
- All 10 emails tested (received in inbox, correct copy)
- Import 33 leads with correct tags
- Go-live confirmed — CSR begins outreach
Landing Page Mockup
"Become a Seller" page with hero, sign-up form, social proof, and feature cards.
Seller Communication Map
Who contacts sellers at each stage, escalation paths, and decision tree for issue handling.
Team Members & Permissions
9 team members with roles, emails, and GHL permissions.
Roadmap 2026–2028
Full project roadmap with weekly tasks, owners, and Phase 1/2/3 timelines.
Blueprint v2 — Operations System
Master index: team map, SOPs, communication map, file index, cross-department workflows.