Pacho Setas 🍄 — GHL Configuration Sprint

Educación agrícola / Fungicultura Pipeline: Educación / Cursos Started: 30 Jul 2026
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Phase 0: Discovery & Strategy

0/5 Pending ▼
  • Collect Marketing Brain HTML (auto-discovered: Pacho_Setas_marketing_brain.html)
  • Extract focus cluster, buyer persona, customer journey
  • Select industry pipeline template: Educación / Cursos
  • Map customer journey → bot role → pipeline stages
  • Present strategy brief to team (see artifact for details)
Cluster: 🍄 Exploradores Saludables · Bot role: Guía de inscripción · Pipeline: Educación / Cursos (5 etapas)
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Strategy Brief

Focus cluster, offer, pipeline template, bot role, brand voice.

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Conversation Flow

Full approved bot flow with all questions, DQ types, booking.

🏗️

Phase 1: Account Foundation

0/6 Pending ▼
  • Go to Settings → Brand Kit. Upload horizontal logo, set primary #788912, secondary #735D49.
  • Set heading font Anthelion / Century Gothic, body font Gilroy / Century Gothic. Add social links.
  • Go to Settings → Integrations. Connect: Google Calendar, Gmail, Facebook, Instagram, LinkedIn, WhatsApp.
  • Go to Settings → Domains → "Connect Domain". Enter pachosetas.com. Configure DNS records.
  • Set timezone America/Bogotá (UTC-5), language es-CO.
  • Create all tags from Tags Map artifact (22 tags in 5 categories).
🎨

Brand Kit Preview

Logo, colors, typography — copy to GHL Brand Kit.

🏷️

Tags Map

22 tags organized by category — import into GHL Tags.

📸 Tutorial screenshots for account foundation setup.
🗂️

Phase 2: Data Architecture

0/6 Pending ▼
  • Create ALL custom fields from Custom Fields Table: 10 contact fields + 6 opportunity fields.
  • Connect WhatsApp number +57 312 312 9542. Create WhatsApp templates (5).
  • Set up LeadConnector Email. Create dedicated email domain. Verify SPF/DKIM.
  • Create user Paola Gómez (info@pachosetas.com). Create calendars: Presencial, Virtual, Consulta.
  • Fill Business Profile settings (17 fields) from artifact.
  • Test: Create test contact, verify fields, send test WhatsApp, schedule event.
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Custom Fields Table

10 contact + 6 opportunity fields.

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WhatsApp Templates

5 WhatsApp templates for course flow.

📅

User & Calendar Config

Team, calendars, integrations.

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Business Profile

17-field config — copy-paste ready.

📸 Tutorial screenshots for data architecture setup.
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Phase 3: Pipeline & Imports

0/5 Pending ▼
  • Go to Settings → Labs → enable "Opportunity Forecasting" toggle.
  • Create Pipeline: Curso Cultiva tu Propio Alimento with 5 stages.
  • Add stages: Nuevo Lead, Pre-calificando, Inscripción Confirmada, Curso Completado, Seguimiento.
  • Set stage probabilities: 10%, 30%, 80%, 95%, — (none).
  • Import contacts (CSV) or connect web form to create new leads.
🌟
Nuevo Lead
Fase 0 — Greeting
→
🔍
Pre-calificando
Pasos 1-4 — Calificación
→
✅
Inscripción Confirmada
Pasos 5-7 — STOPBOT
→
🎓
Curso Completado
Humano
→
📬
Seguimiento
Workflows
🗺️

Bot → Pipeline Map

Visual mapping of bot phases to pipeline stages with tags.

📐

Pipeline Stage Map

Stage details with entry/exit criteria and probabilities.

📸 Tutorial screenshots for pipeline setup.
🤖

Phase 4: AI Agent Bot

0/7 Pending ▼
  • Go to AI Agents → Knowledgebase. Add Website Scrape: pachosetas.com, FAQ document, Marketing Brain HTML.
  • Go to AI Agents → Create Bot. Name: Asistente de Pacho Setas. Set response mode: Autopilot.
  • Paste 🧠 Personality prompt into Personality field.
  • Paste 🎯 Objective prompt into Objective field.
  • Paste 📋 Full Flow + rules into Additional Info.
  • Configure Actions 1-6 from AI Agent Actions artifact.
  • Test bot: send test message, verify response + field mapping + stop logic.

👉 Open Bot Agent Summary for full copyable prompts

🧠

Bot Agent Summary

Full Personality, Objective, Additional Info prompts.

⚙️

AI Agent Actions

6 actions with real client values.

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Knowledgebase Content

Website scrape, FAQs, Marketing Brain upload.

🧠

Bot Agent Summary

⚙️

AI Agent Actions

🧠

Knowledgebase Content

📸 Tutorial screenshots for AI Agent bot setup.
📣

Phase 5: Marketing Channels

0/4 Pending ▼
  • Go to Marketing → Social Media. Connect Instagram, Facebook, TikTok, LinkedIn.
  • Go to Marketing → Email Templates. Create 4 email templates from artifact.
  • Enable tracking: Google Analytics 4, Facebook Pixel.
  • Test: Send test email from each template. Verify social connections show "Connected".
📧

Email Templates

4 branded HTML email templates for course flow.

📸 Tutorial screenshots for marketing channels setup.
⚡

Phase 6: Automation Engine

0/7 Pending ▼
  • Go to Automations → Workflows. Create WF #1: Confirmación de Inscripción (trigger: tag inscripcion-confirmada).
  • Create WF #2: Recordatorio Pre-Curso (trigger: 24h before course date).
  • Create WF #3: Curso Completado (trigger: stage change).
  • Create WF #4: Seguimiento Post-Curso (trigger: 7d after completion).
  • Create WF #5: Lead Perdido (trigger: tag lead-perdido). WF #6: Seguimiento Humano (trigger: tag lead-follow-up).
  • Create WF #7: Re-engagement (trigger: tag no-response).
  • Test each workflow: trigger condition with test contact, verify actions fire.
⚙️

Workflow Templates

7 workflows with triggers, conditions, actions.

📸 Tutorial screenshots for automation workflows.
🚀

Phase 7: Assets & Go-Live

0/5 Pending ▼
  • Go to Marketing → Funnels → Create Funnel. Use Landing Page Mockup as reference.
  • Build landing page with form fields mapping to bot's first questions.
  • Configure DNS records if using custom domain for funnel.
  • Set up tracking codes: Google Analytics, Facebook Pixel on funnel.
  • Final test: Full end-to-end flow — form submit → bot chat → qualification → booking → confirmation email.
📱

Landing Page Mockup

Responsive landing page with form, social proof, CTA.

📸 Tutorial screenshots for assets and go-live.