Home Solutions TT — GHL Configuration Sprint
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: Real Estate
- Map customer journey → bot role → pipeline stages
- Present strategy brief to team (see artifact for details)
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- Upload agency logo & set brand kit colors
- Configure brand kit typography, social links, favicon
- Set up all system integrations (email, SMS, calendar, payments)
- Configure subaccount domain (custom domain or GHL subdomain)
- Set up SSL, timezone, default language in account settings
- Add Tags from Tags Map (view file for tag list)
Brand Kit Preview
Logo, colors, typography — copy to GHL Brand Kit.
Tags Map
All tags organized by category — import into GHL Tags.
Phase 2: Data Architecture
0/6 Pending- Create all custom fields (contact & opportunity) from Fields Table
- Set up WhatsApp templates from approved list
- Configure SMS, email, and VoIP provider services
- Set up users & calendar configuration
- Configure business profile info (hours, location, phone)
- Test field mappings & data flow end-to-end
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.
Phase 3: Pipeline & Imports
0/4 Pending- Create pipeline with stages from Pipeline Stage Map
- Configure stage-to-bot-role mapping per map
- Import existing contacts (CSV) — verify field mapping
- Set up pipeline automations (stage enter/exit triggers)
Bot Pipeline Map
Bot role → pipeline stage mapping with disqualified handling.
Pipeline Stage Map
Detailed stage config with probability, order, and bot assignments.
Phase 4: AI Agent Bot
0/5 Pending| # | 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: Tour Scheduled, Disqualified, Investor Call | 🔗 |
| 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.
Phase 5: Marketing Channels
0/4 Pending- Connect social media: Facebook, Instagram, LinkedIn, GMB, TikTok, YouTube, Threads, Pinterest
- Create email templates (min 4): D3, D5, D15 follow-up + Meeting Reminder
- Set up SMS, email, and VoIP provider services
- Configure email subdomain & DNS records for deliverability
| 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
4 branded templates with HTML structure.
Phase 6: Automation Engine
0/2 Pending- Create all 13 workflows in Automation section — see Workflows tab for details
- Test each workflow end-to-end (trigger → condition → action → notify)
| # | 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.
Phase 7: Assets & Go-Live
0/5 Pending- Create landing page + lead capture form mapped to custom fields
- Connect domain + email subdomain + upload DNS records
- Set up external tracking & pixels (Meta, Google Ads, etc.)
- Run end-to-end test: form → contact → bot → qualify → book → workflow
- Final sign-off & go-live checklist review
| Type | Name | Value | Purpose |
|---|---|---|---|
| CNAME | mail.homesolutionstt.com | ghlsvc.homesolutionstt.com | Email subdomain |
| TXT | homesolutionstt.com | v=spf1 include:spf.highlevel.com ~all | SPF record |
| TXT | hs1._domainkey.homesolutionstt.com | [Get DKIM value from GHL Email Services] | DKIM signing |
| CNAME | www | ghl.homesolutionstt.com | Subdomain routing |
Landing Page Mockup
Self-contained responsive HTML: Hero → Form → Social Proof → CTA → Footer.