Pipeline: "Seller Onboarding"
| # | Stage Name | Entry Criteria | Exit Criteria |
|---|
| 1 | Lead Loaded | Contact uploaded by Pablo with tags | CSR begins outreach |
| 2 | Contacted | CSR sends signup link | Seller completes registration |
| 3 | Account Created | Registration form submitted | Verification approved |
| 4 | Verified | Pablo/Sydney approve account | Payout + plan configured |
| 5 | Payout & Package Set | CSR configures with seller | First product published |
| 6 | First Product Published | Seller uploads 1st product | Final review by Sydney/Pablo |
| 7 | Registration Complete | Manual tag applied by Sydney/Pablo | — (effective "Won") |
GHL auto-creates "Won"/"Lost". Stage 7 functions as the effective Won state. No formal Lost stage yet — recommend a manual tag for cold leads instead of a pipeline stage.
Confirmed: no Wappsi webhooks available for now. Stage 3 (Account Created) is moved manually by the CSR when they confirm signup. Stage 6 (First Product Published) is moved manually by Pablo, piggybacking on his existing "New Arrivals" check used for product-photo QC — same check, two purposes. Revisit requesting a webhook from Wappsi if Phase 2 volume makes this heavy.
WhatsApp Templates
1 · Initial Outreach — Stage: Contacted
Hi {{contact.first_name}}! 👋 This is {{user.first_name}} from Goozone.
Thanks for your interest at the TIC event! Ready to get your store set up?
Here's your signup link: {{custom_values.signup_link}}
Takes about 10 minutes. I'm here if you have any questions along the way.
2 · Verification Reminder — 48h after Account Created, unverified
Hi {{contact.first_name}}, just checking in — your Goozone account is
almost ready but still needs verification.
Quick checklist:
✅ T&T bank account
✅ Working phone + email
✅ 18+ (or parent/guardian on the account)
Missing something? Just reply here and I'll walk you through it.
3 · Payout & Package Nudge — Verified, no package after 48h
Hi {{contact.first_name}}, you're verified! 🎉 Two quick things left:
set up your payout method and pick a plan (most sellers start free
with Starter).
Want me to walk you through it over WhatsApp, or would you rather I
send the dashboard link?
4 · First Product Nudge — Package Set, no product after 72h
Hi {{contact.first_name}}, almost there! Just need your first product
uploaded and your store goes live. Need help with photos or pricing?
Happy to jump on a quick call.
5 · Registration Complete — INTERNAL notification, not seller-facing
✅ {{contact.first_name}} {{contact.last_name}} just hit Registration
Complete. Tag applied by {{user.first_name}}. Pipeline auto-moved to
Stage 7 — email drip Email 5 should fire automatically.
Email Drip — Reference
Full copy for all 10 emails already exists in Doc 04 — Email Drip Campaign, written in English and mapped to the same pipeline stages above. Not duplicated here — see that document for the complete subject lines and bodies.