Sierra Nevada Holdings — GHL Configuration Sprint
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Phase 0: Discovery & Strategy
0/5 Pending- Collect Marketing Brain HTML — auto-discovered from Sierra_Nevada_marketing_brain.html
- Extract focus cluster: US Diaspora Trust-Verified Investors (77% Florida, personas: Juliana Restrepo + Ricardo Martinez)
- Select industry pipeline template: Real Estate
- Map customer journey → bot role → pipeline stages: Camila qualifies → Paola closes
- Present strategy brief to team — see Strategy Brief
Cluster: US Diaspora Trust-Verified Investors · Bot role: Asistente de inversiones — calificar y agendar consultas de 20 min con Paola · Pipeline: Real Estate (Ventas SNH)
Strategy Brief
Focus cluster, offer, pipeline template, bot role, brand voice, audience summary, channel map.
Conversation Flow
Full approved bot flow with 5 qualification steps, 5 DQ types, and 20-min booking step with Paola.
Phase 1: Account Foundation
0/6 Pending- Go to Settings → Brand Kit. Upload horizontal logo (assets/logo-horizontal.png) and vertical logo (assets/logo-vertical.png). Set primary color to #1B2A22, secondary to #A7AE85. Click Save.
- In Brand Kit: set heading font Bebas Neue, body font Inter. Add social links: instagram.com/sierranevada_holdings, facebook.com/SierraNevadaHoldings. Upload favicon.
- Go to Settings → Integrations. Connect: Google Calendar, Gmail/SMTP, Facebook, Instagram, WhatsApp. Verify each shows "Connected".
- Go to Settings → Domains → "Connect Domain". Enter sierranevadaholdings.com. Copy DNS records shown → paste at domain provider → click "Verify" in GHL.
- Go to Settings → Account. Set timezone America/Bogota (GMT-5), language Español. Verify SSL enabled, email subdomain DNS configured.
- Go to Settings → Tags. Create all 29 tags from Tags Map artifact: Source (6), Pipeline (5), DQ (5), Bot Events (7), Workflow (6).
Brand Kit Preview
Logo, colors (#1B2A22 / #A7AE85), typography (Bebas Neue + Inter) — copy to GHL Brand Kit.
Tags Map
All 29 tags organized by category — import into GHL Tags.
Tutorial screenshots for account foundation setup.
Phase 2: Data Architecture
0/6 Pending- Go to Settings → Custom Fields. Click "Add Field" for each field in the Custom Fields Table. Create ALL 12 contact fields first, THEN 6 opportunity fields. Use exact labels and keys from artifact.
- Go to Settings → WhatsApp. Connect number +1 607 523-3337. Then go to Marketing → WhatsApp Templates → create 5 templates from artifact: Confirmacion, Seguimiento 24h, 3d, 5d, Re-engagement.
- Go to Settings → Integrations → Email Services. Set up LeadConnector Email or connect SMTP. Create dedicated email domain.
- Go to Settings → Users → "Add User" for Jonathan (Admin, j.valencia@sierranevadaholdings.com) and Paola (Sales Agent, paola@sierranevadaholdings.com). Then create calendar "Consulta de Inversión SNH" — 20 min, assigned to Paola.
- Go to Settings → Business Profile. Fill all 17 fields from Business Profile Settings artifact: name, phone (+57 322 504-5644 / +1 305 570-9997), city (Cartagena), timezone, description. Address + hours PENDIENTE.
- Test: Create a test contact. Verify all custom fields appear. Send test WhatsApp template. Schedule test calendar event. Verify email delivery.
Custom Fields Table
12 contact + 6 opportunity fields with types, keys, and bot paso mapping.
WhatsApp Templates
5 approved Spanish message templates with variables.
User & Calendar Config
Jonathan (Admin) + Paola (Sales Agent) — calendar settings, notifications, integrations.
Business Profile Settings
17-field GHL Business Profile config — copy-paste ready. Address + hours pending.
Tutorial screenshots for data architecture setup.
Phase 3: Pipeline & Imports
0/5 Pending- Go to Settings → Labs. Enable "Opportunity Forecasting" toggle.
- Go to Opportunities → Pipelines. Click "Create Pipeline". Name it Ventas SNH. Select type Sales Pipeline.
- Add stages from Pipeline Stage Map: Nuevo Lead (10%), Calificando (25%), Llamada Agendada (50%), Propuesta Enviada (60%), Negociación (80%). Copy names from Stages tab.
- Import existing contacts (CSV) — go to Contacts → Import. Map CSV columns to custom fields.
- Go to Automation → Pipeline Automations. Set stage enter/exit triggers per Workflow Templates artifact.
Copy these stage names into GHL when creating the pipeline.
| # | Stage Name | Probability | Bot Phase | Copy |
|---|---|---|---|---|
| 1 | Nuevo Lead | 10% | Phase 0 — Greeting | |
| 2 | Calificando | 25% | Pasos 1-3 — Qualification | |
| 3 | Llamada Agendada | 50% | Paso 4A — Booking (20 min) | |
| 4 | Propuesta Enviada | 60% | Human takes over (Paola) | |
| 5 | Negociación | 80% | Human takes over (Paola/Jonathan) | |
| — | Ganado | 100% | GHL auto | |
| — | Perdido | 0% | GHL auto / DQ |
Bot Pipeline Map
Bot phase → pipeline stage mapping with DQ handling and workflow triggers.
Pipeline Stage Map
Detailed stage config with entry/exit criteria, probabilities, and bot assignments.
Tutorial screenshots for pipeline setup.
Phase 4: AI Agent Bot
0/7 Pending- Go to AI Agents → Knowledgebase. Add Source → Website URL: sierranevadaholdings.com. Include pages: /, /oferta/santillana, /oferta/hamashiaj, /sobre-nosotros, /contacto. Weekly refresh.
- In Knowledgebase → Add Source → Text. Paste 12 FAQs from Knowledgebase Content artifact. Save as "FAQ - Sierra Nevada Holdings".
- Upload Marketing Brain HTML as knowledgebase document: Add Source → File → Sierra_Nevada_marketing_brain.html.
- Create bot: Name = "Camila" · Connect knowledgebase sources
- Configure 🧠 Personality (Layer 1) — See tab. Camila: investment assistant, bilingual, brand voice, golden rule.
- Configure 🎯 Objective (Layer 2) — See tab. Qualify → Recommend → Book 20-min call with Paola.
- Configure 📋 Additional Info + ⚙️ 6 Actions — See tabs. Full flow with 5 DQ types, STOPBOT commands, field mapping actions.
Copy this into the bot's 🧠 Personality field.
Eres Camila, asistente virtual de inversiones de Sierra Nevada Holdings S.A.S., una desarrolladora inmobiliaria colombiana de lujo con proyectos en Barú (Hamashiaj Land) y Bayunca (Santillana del Mar).
Rasgos clave: Clara, Directa, Premium, Educativa, Humana.
Bilingüe ES/EN — detectas el idioma y lo mantienes.
Máximo 2 líneas por respuesta. Siempre usas {{contact.name}}.
REGLA DE ORO: No vendes vacaciones. No vendes sueños. Vendes un activo con estructura legal, retorno medible y gestión profesional. Cada afirmación debe responder: ¿qué número lo respalda?
Copy this into the bot's 🎯 Goal field.
🎯 Objetivo Principal
Tu meta es PRIMERO calificar al prospecto (presupuesto, timeline, motivación) y SEGUNDO agendar una consulta de inversión de 20 minutos con Paola, nuestra agente de ventas.
Estructura OBLIGATORIA:
1. Saludo y Datos: Confirmar nombre + obtener email
2. EL FILTRO: Presupuesto (hook del 2%)
3. Timeline + Motivación
4. Recomendar proyecto
5. Agendar llamada 20 min con Paola
6. Activar comando de salida
Comandos: STOPBOT_INVERSION · STOPBOT_NURTURE · STOPBOT_DESCALIFICADO · TRANSFERIR_A_HUMANO
Copy this into the bot's 📋 Additional Information. See full version in Bot Agent Summary.
🟡 FASE 0 — SALUDO INTELIGENTE
Branch A ({{contact.name}}+{{contact.email}}+{{contact.company}}) → reconfirmar → Paso 2
Branch B ({{contact.name}}+{{contact.email}}) → confirmar correo → Paso 2
Branch C (sin datos) → pedir nombre+correo → Paso 1
Off-topic → TRANSFERIR_A_HUMANO
🟢 PASO 1 — Nombre + Email
→ Guarda: {{contact.name}}, {{contact.email}}
🟢 PASO 2 — Presupuesto (hook del 2%)
→ Guarda: {{contact.presupuesto_inversion}}
→ SI <$3K/mes → TIPO A: DESCALIFICAR
🟢 PASO 3 — Timeline + Motivación
→ Guarda: {{contact.plazo_inversion}}, {{contact.motivacion_inversion}}
🟢 PASO 4A (SQL) — Recomendar + Agendar 20 min con Paola
→ STOPBOT_INVERSION
🟢 PASO 4B (No SQL) — Enviar info + nurture
→ STOPBOT_NURTURE
🔴 DQ A-E → STOPBOT_DESCALIFICADO
🧩 11 Reglas Críticas · 10 Campos a Guardar
📄 Full version: artifacts/04_Bot_Agent_Summary.html
⚠️ Configure 6 actions in order. See artifacts/05_AI_Agent_Actions.html for complete config.
| # | Action | Purpose | Artifact |
|---|---|---|---|
| 1 | Book Appointment | Consulta de Inversión SNH, 20 min, Paola | 🔗 |
| 2 | Start Workflow | Descalificados + Mover a Oportunidad | 🔗 |
| 3 | Add Contact Info | 8 field mappings from conversation flow | 🔗 |
| 4 | Stop Bot | STOPBOT_INVERSION / NURTURE / DESCALIFICADO | 🔗 |
| 5 | Transfer to Human | Requested, Off-Topic, Unresolved, Pricing detail | 🔗 |
| 6 | No Reply Follow-up | 2h / 22h re-engagement → WF 11 at 72h | 🔗 |
Bot Agent Summary
Complete Personality, Objective, Full Flow prompts — all copyable.
AI Agent Actions
All 6 actions with real field keys, workflow names, and trigger phrases.
Knowledgebase Content
Website scrape, 12 FAQs, Marketing Brain upload — copy-paste ready.
Tutorial screenshots for bot setup.
Phase 5: Marketing Channels
0/4 Pending- Go to Marketing → Social Media. Connect: Facebook (/SierraNevadaHoldings), Instagram (@sierranevada_holdings). Authorize each account.
- Go to Marketing → Emails → "New Template". Create 4 templates from Email Templates artifact: Day 3 (educational), Day 5 (ROI data), Day 15 (last touch), Meeting Reminder (24h).
- Go to Settings → Integrations → Phone Numbers. Set up SMS/WhatsApp with +1 607 523-3337.
- Go to Settings → Email Services → Dedicated Domain. Enter subdomain. Copy DNS records. Verify SPF, DKIM, MX.
Email Templates
4 branded templates with Forest/Cream header and footer — Day 3, 5, 15, Reminder.
Tutorial screenshots for marketing channels.
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 (Ventas SNH), tag names, and field keys from artifacts.
- Test: Create test contact → trigger each workflow → verify stage moves, tags applied, notifications sent.
All 13 workflows. See artifact for full node-level config.
| # | Workflow | Trigger | Artifact |
|---|---|---|---|
| 1 | Actualizar estado cuando IA agenda reunión | Bot: Mover a Oportunidad | 🔗 |
| 2 | Actualizar estado cuando IA descalifica | Bot: Descalificados | 🔗 |
| 3 | Actualizar descalificados (sistema) | Tag or stage change | 🔗 |
| 4 | Descalificados + pixel | Stage: Perdido + DQ tag | 🔗 |
| 5 | Cold leads (14d inactivity) | 14d no activity | 🔗 |
| 6 | Ganado + pixel + onboarding | Stage: Ganado | 🔗 |
| 7 | Perdidos (no DQ) | Stage: Perdido | 🔗 |
| 8 | Duplicar info contacto a opp | Opportunity created | 🔗 |
| 9 | Recordatorio de consulta | 24h/1h pre-appointment | 🔗 |
| 10 | Desactivar IA al descalificar | Tag: ia-disqualified | 🔗 |
| 11 | Seguimiento 72h (5-msg sequence) | 72h no response | 🔗 |
| 12 | Crear lead desde formulario | Form submission | 🔗 |
| 13 | Conversiones Google Ads | Contact created / Stage: Ganado | 🔗 |
Workflow Templates
All 13 workflows with trigger→condition→action chains + dependency map.
Tutorial screenshots for automations.
Phase 7: Assets & Go-Live
0/5 Pending- Go to Funnels → "Create Funnel" → "Landing Page". Use Landing Page Mockup artifact as design reference. Add form → map each field to corresponding custom field key from Fields Table.
- Go to Settings → Domains. Verify sierranevadaholdings.com is connected. Settings → Email Services → verify SPF, DKIM, MX records green.
- Go to Funnels → Settings → Tracking Codes. Paste Meta Pixel ID, Google Ads conversion tag. Set up Google Ads conversion in Workflows.
- E2E test: Submit test form → contact created → Camila greets → answer all questions → book 20-min call with Paola → verify WF 1 fires → verify tags + stage movement.
- Final sign-off: Review all 8 phases. Confirm all 14 artifacts exist. Run go-live checklist: DNS propagated, bot active, workflows enabled, landing page published, tracking verified.
🌐 DNS Record Table
Add these records at domain provider. Create email subdomain in Settings → Email Services.
| Type | Name | Value | Purpose |
|---|---|---|---|
| CNAME | mail.sierranevadaholdings.com | [GHL_MAIL_VALUE] | Email subdomain |
| TXT | sierranevadaholdings.com | [GHL_SPF_VALUE] | SPF record |
| TXT | [DKIM_SELECTOR]._domainkey.sierranevadaholdings.com | [GHL_DKIM_VALUE] | DKIM signing |
| CNAME | www | [GHL_CNAME_VALUE] | Subdomain routing |
Landing Page Mockup
Self-contained responsive HTML: Hero → Form → Social Proof → CTA → Footer. Brand colors.
Tutorial screenshots for landing pages and forms.
Summary
8
Phases
14
Artifacts
40
Total Steps
0
Steps Done
13
Workflows
29
Tags