Just Sayin’ GHL Automation SOPBuild the automation from scratch, not just the handoff.
This SOP starts at the beginning: offer design, GHL custom fields, form/webhook, tags, workflow, result logic, delivery, sales routing, QA, and handoff.
Start-to-Finish Build
1. Define the Just Sayin’ offer
- Choose source: Dating ID Quiz, 5-Date Checklist, Women’s Guide, Men’s Guide, College Edition, enhanced matches, book purchase, TikTok Shop.
- Choose the immediate promise: result, checklist, download, passcode, preview, or purchase link.
- Choose the next CTA: buy book, buy guide, take quiz, book conversation, or join email sequence.
2. Create custom fields
- First Name, Email, Phone.
- Dating ID Result.
- Dating ID Score Detail or dominant type.
- Product Interest.
- Source Page.
- Lead Magnet Requested.
- Purchase Status.
3. Create tags
- JS - Dating ID Quiz - Started.
- JS - Dating ID Quiz - Completed.
- JS - 5 Date Checklist - Requested.
- JS - Interactive Guide - Interested.
- JS - Book Buyer / Book Interest.
- JS - TikTok Shop Lead.
4. Build workflow trigger
- Trigger on form submitted, webhook received, or tag added.
- Add filter for source page or form name.
- Immediately update contact fields and tags.
- Create opportunity only if the user requested product, call, guide, or follow-up.
5. Build if/else routing
- If Dating ID Result = X, send matching result email.
- If phone exists, send SMS confirmation.
- If product interest includes guide, send guide sales CTA.
- If checklist requested, send checklist email then book/guide CTA.
- If no purchase after 24–48 hours, send nurture reminder.
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