Fulfillment
GHL handoff checklist
Internal build sheet after payment + onboarding. Prefills from query string / localStorage.
Build checklist
- Create / confirm GHL sub-account access
- Pipelines: New → Contacted → Booked → Show / No-show / Lost
- Custom fields: source, offer, niche, main problem
- Calendar + booking link + team notifications
- Phone / SMS number + missed-call / lead follow-up workflows
- Instant reply + multi-step nurture (OFF-001)
- QA sample lead end-to-end
- Go-live + first-week watch
- Weekly reporting cadence