Max Gym — GHL Configuration Sprint

Gym / Fitness Pipeline: Membership / Subscription Services Started: June 22, 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: Membership / Subscription Services
  • Map customer journey → bot role → pipeline stages
  • Present strategy brief to team (see artifact for details)
Cluster: #1 High-Intent Locals · Bot role: Calificar leads entrantes de WhatsApp e Instagram, identificar objetivo, manejar objeción de precio y sucursal única, agendar tour · Pipeline: Membership / Subscription Services
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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 #000000, secondary to #87f24d. Click Save.
  • In Brand Kit: set heading font Inter, body font Inter. Add social links: @maxgym_pa (IG), maxgym.com.pa. 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 maxgym.com.pa. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
  • Go to Settings → Account. Set timezone America/Panama, language es-PA. 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. 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.
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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. Click any thumbnail to open in lightbox (arrow keys to navigate).
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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 Membership / Subscription Services. Select type Membership / Subscription Services.
  • 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
2Tour / Visit Scheduled25%Phases 1-3 — Qualification
3Prospect50%Phase N — Booking
4Member Signed80%Human takes over
5Active Member95%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. Click any thumbnail to open in lightbox (arrow keys to navigate).
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Phase 4: AI Agent Bot

0/7 Pending ▼
  • Go to AI Agents → Knowledgebase. Click "Add Source" → "Website URL". Enter https://maxgym.com.pa. Select pages to scrape, set exclusion rules.
  • In Knowledgebase, click "Add Source" → "Text". Paste 10+ FAQs from Knowledgebase Content artifact. Save as "FAQ - Max Gym".
  • 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 ASESOR, Asistente de Ventas y Calificación de Max Gym. Tu objetivo: primer contacto cálido, identificar necesidad y agendar un tour. Rasgos clave: - Tono: Cálido, profesional, comunitario. Español panameño. - 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: Si el lead dice 'Dime el precio', dar rango (B/. 58.85–B/. 69.55) y redirigir a calificación. MAX 360 es B/. 529.65 pago único. Edad mínima: 13 años. Preguntar si busca floor trainer (gratuito en zona) o personal trainer (costo adicional). NUNCA revelar lógica interna.
Copy this into the bot's 🎯 Goal field.
🎯 Goal (Objetivo Principal) Tu meta es PRIMERO calificar al lead (objetivo, situación, timing, presupuesto) y SEGUNDO agendar un tour. 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: - Tour Visit → STOPBOT_VISITA - 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 Tour Visit — PASOS 1 al 6 PASO 1 — Objetivo Principal Bot: "¿Cuál es tu principal objetivo entrenando? 🔹 Ganar músculo / aumentar fuerza 🔹 Bajar de peso / definir 🔹 Mantenerme activo / salud general 🔹 Mejorar mi condición física / rendimiento 🔹 No estoy seguro / necesito orientación" → Guarda en: {{contact.objetivo_principal}} LÓGICA INTERNA: Si "No estoy seguro" → redirigir a MAX 360 PASO 2 — Situación Actual Bot: "Cuéntame sobre tu situación actual: 🔹 Nunca he ido a un gimnasio / principiante 🔹 Voy actualmente a otro gimnasio 🔹 He ido antes pero dejé de ir 🔹 Entreno en casa / al aire libre" → Guarda en: {{contact.situacion_actual}} LÓGICA INTERNA: Si "otro gym" → tag currently-member-elsewhere, warm-lead. Si "dejé" → tag lapsed-member. Si "nunca" → tag beginner. PASO 3 — Timing / Urgencia Bot: "¿Y cuándo te gustaría empezar? 🔹 Esta semana / lo antes posible 🔹 La próxima semana 🔹 En las próximas 2–3 semanas 🔹 Aún no estoy seguro" → Guarda en: {{contact.cuando_empezar}} LÓGICA INTERNA: Si "Esta semana" → tag high-urgency. Si "No estoy seguro" → TIPO B check. PASO 4 — Presupuesto / Plan Bot: "Nuestros planes están entre B/. 58.85 y B/. 69.55 al mes (ITBMS incluido). ¿Cuál se ajusta más a ti? 🔹 Plan Max Rewards — B/. 58.85/mes (mejor relación calidad-precio) 🔹 Plan Mensual (Max PRO) — B/. 69.55/mes (sin permanencia) 🔹 MAX 360 — B/. 529.65 (pago único, 3 meses gym + PT + nutrición + fisio + 3 valoraciones) 🔹 Day Pass $21.40 / quiero probar antes 🔹 Aún no estoy seguro" → Guarda en: {{contact.presupuesto}} LÓGICA INTERNA: Si lead pregunta precio antes → dar rango B/. 58.85–B/. 69.55 y redirigir aquí. PASO 5 — Objeción de Sucursal Única + Ubicación Bot: "Tenemos una sola sucursal en Costa del Este. Es INTENCIONAL: mejor equipamiento del país, abierto 5am–12am, parqueo gratis, sauna. Power Club tiene 10 sucursales pero ninguna abre a las 11pm. ¿En qué zona te mueves?" → Guarda en: {{contact.objecion_sucursal}}, {{contact.ubicacion_referencia}} LÓGICA INTERNA: Si lead vive/trabaja a >30 min → TIPO B (dq-wrong-profile). PASO 6 — Tour + Day Pass + Booking Bot: "¡Te invito a conocer Max Gym! Tour completo sin compromiso. Si quieres entrenar el mismo día, day pass de $21.40. ¿Qué día te queda mejor? 🔹 Mañana en la mañana (5am–12pm) 🔹 Mañana en la tarde/noche (12pm–10pm) 🔹 Pasado mañana 🔹 Fin de semana O dime tú qué día y hora." → Guarda en: {{contact.visita_agendada}}, {{contact.tour_type}} = "Tour" → STOPBOT_VISITA 🔴 DESCALIFICACIÓN (TIPO A–F) 🔴 TIPO A — Presupuesto < B/. 50/mes firmemente → "Entendemos que nuestro precio no se ajusta a tu presupuesto. Si cambias de opinión, aquí estamos." → STOPBOT_DESCALIFICADO → tag dq-budget-too-low 🔴 TIPO B — Vive/trabaja a >30 min de Costa del Este → "Actualmente solo tenemos sede en Costa del Este. Si te mudas más cerca, encantados de recibirte." → STOPBOT_DESCALIFICADO → tag dq-wrong-profile 🔴 TIPO C — Necesita aprobación de pareja y no se da → "Entendemos que es decisión en pareja. Cuando ambos estén listos, encantados de darles un tour." → STOPBOT_DESCALIFICADO → tag dq-no-decision-maker 🔴 TIPO D — Busca algo que Max Gym no ofrece → "Lamentamos no tener lo que buscas. Te deseamos éxito." → STOPBOT_DESCALIFICADO → tag dq-out-of-range 🔴 TIPO E — Ya tiene membresía activa y no quiere cambiar → "Qué bien que ya estés activo. Si algo cambia, aquí estamos." → STOPBOT_DESCALIFICADO → tag dq-already-committed 🔴 TIPO F — Menor de 13 años → "Lo sentimos, la edad mínima para ingresar a Max Gym es 13 años. Esperamos verte cuando cumplas." → STOPBOT_DESCALIFICADO → tag dq-underage 🧩 REGLAS CRÍTICAS DE COMPORTAMIENTO 1. DATOS PREVIOS: Antes de cada paso, verifica si ya tienes el dato. NUNCA preguntar dos veces. 2. HUMANIZACIÓN: Usa {{contact.name}} al menos cada 2 mensajes. 3. EMPATÍA ACTIVA: Siempre valida la respuesta antes de continuar ("Entiendo", "Perfecto"). 4. CALIFICACIÓN SILENCIOSA: La lógica interna (SI/ENTONCES) nunca se muestra al usuario. 5. CALENDARIO: Siempre ofrece horarios concretos. Nunca "voy a revisar mi calendario". 6. STOPBOT: NUNCA actives STOPBOT sin confirmación (excepto DQ). 7. SUCURSAL ÚNICA: Explicar que es calidad sobre cantidad — mejor equipamiento, 5am–12am. 8. NOTACIÓN B/.: Usar siempre B/. para planes. Day Pass en $ (USD). 9. EDAD MÍNIMA: Verificar ≥ 13 años. Si menor → TIPO F. 10. TOUR vs DAY PASS: Tour es gratis. Entrenar requiere day pass $21.40. 11. REFERIDOS: Los 3 amigos deben seguir activos al momento de reclamar el mes gratis. 12. VALORACIÓN INICIAL: Es post-inscripción con entrenador de planta, no prueba previa. 13. GUEST POLICY: Invitado solo una vez por persona, el mismo no se repite. 📦 CAMPOS A GUARDAR (19): - {{contact.objetivo_principal}} — Single Select (Paso 1) - {{contact.situacion_actual}} — Single Select (Paso 2) - {{contact.cuando_empezar}} — Single Select (Paso 3) - {{contact.presupuesto}} — Single Select (Paso 4) - {{contact.objecion_sucursal}} — Text (Paso 5) - {{contact.ubicacion_referencia}} — Text (Paso 5) - {{contact.visita_agendada}} — Date (Paso 6) - {{contact.tour_type}} — Text (Paso 6) - {{contact.edad}} — Number - {{contact.tipo_entrenador}} — Single Select: Floor trainer / Personal trainer / No estoy seguro - {{contact.tipo_pase}} — Single Select: Day Pass $21.40 / Week Pass $32.10 / Single Class $10.70 / Ninguno - {{contact.bot_status}} — Text: Qualifying / Meeting Booked / Disqualified / Deactivated - {{contact.disqualification_reason}} — Text: TIPO A–F + descripción - {{contact.disqualification_date}} — Date - {{contact.bot_conversation_summary}} — Text Area - {{contact.bot_actions_summary}} — Text Area - {{contact.loss_reason}} — Text - {{contact.pixel_event_sent}} — Yes/No - {{contact.membresia_plan}} — Single Select
⚠️ 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_Tour Visit, 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.

⚙️

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 — all in TARGET_LANG.

📸 Tutorial screenshots for bot setup. Click any thumbnail to open in lightbox (arrow keys to navigate).
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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. Click any thumbnail to open in lightbox (arrow keys to navigate).
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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. Click any thumbnail to open in lightbox (arrow keys to navigate).
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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
CNAMEmail.maxgym.com.paPendiente — copiar de GHLEmail subdomain
TXTmaxgym.com.paPendiente — copiar de GHLSPF record
TXTPendiente — copiar de GHL._domainkey.maxgym.com.paPendiente — copiar de GHLDKIM signing
CNAMEwwwPendiente — copiar de GHLSubdomain routing
🖥️

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
25+
Tags