OFF-001 — AI Lead Follow-Up · GHL fulfillment checklist

# OFF-001 — AI Lead Follow-Up · GHL fulfillment checklist

**Status:** live offer · PayPal.Me checkout  
**Package:** Setup $1,500 · Monthly $497

## Access
- [ ] GHL sub-account invite accepted
- [ ] Phone / SMS number available (or LC Phone provisioned)
- [ ] Calendar / booking source of truth confirmed
- [ ] Lead sources listed (forms, portals, ads, webhooks)

## Build
- [ ] Pipeline stages: New → Contacted → Booked → Show / No-show / Lost
- [ ] Custom fields: lead source, offer, niche, main problem
- [ ] Instant SMS/email reply on new lead
- [ ] Multi-step nurture until book or opt-out
- [ ] Booking link + team notifications
- [ ] Missed-call text-back (if scoped)
- [ ] Opt-out / compliance path documented

## QA
- [ ] Sample lead through full path
- [ ] After-hours vs business-hours paths tested
- [ ] Notification owners confirmed

## Go-live
- [ ] Flip workflows on for live traffic
- [ ] First real lead verified end-to-end
- [ ] Weekly report fields: leads in, first-response coverage, appointments booked

## Notes
Handoff UI: `fulfillment/ghl-handoff.html`  
Onboarding form: `onboarding.html`