InnerShift Assessments GHL SOP
InnerShift Assessment + Quiz GHL SOP

Build automations for every InnerShift assessment from first field to final follow-up.

Use this SOP for Life Alignment, Purpose Calling, Relationship Readiness, Intimacy, Spiritual Health, Self Awareness, Resilience, Financial Identity, Financial Profile, Legacy Stewardship, and Workplace Care Readiness.

Assessment MapAutomation BuildQA Checklist

Assessment Routing Map

Personal

Life + Soul Assessments

Life Alignment, Spiritual Health, Self Awareness, Resilience. Route to book, paid analysis, coaching, or devotional/spiritual care nurture.

Relationship

Relationship Assessments

Relationship Readiness and Intimacy. Route to Just Sayin’, Dating ID Quiz, guide, book, or counseling-adjacent educational content.

Work/Money

Purpose + Stewardship

Purpose Calling, Financial Identity, Financial Profile, Legacy Stewardship, Workplace Care. Route to speaking, marketplace chaplaincy, South Elm, or paid analysis.

Start-to-Finish Automation Build

1. Define assessment outcome
  1. Name the assessment and primary result categories.
  2. Define what the user receives immediately.
  3. Define the monetization path: book, paid analysis, call, speaking, workshop, South Elm review, or digital product.
2. Create custom fields
  1. Assessment Name.
  2. Assessment Score.
  3. Assessment Result Type.
  4. Primary Concern.
  5. Recommended Next Step.
  6. Source Page.
  7. Interest Level.
3. Create tags
  1. IS360 - Assessment - Started.
  2. IS360 - Assessment - Completed.
  3. IS360 - Life Alignment - Completed.
  4. IS360 - Spiritual Health - Completed.
  5. IS360 - Workplace Care - Lead.
  6. IS360 - Paid Analysis - Interested.
4. Build workflow
  1. Trigger from form submitted/webhook/tag.
  2. Update fields and apply tags.
  3. Use if/else based on assessment name and result type.
  4. Send result email and next-step CTA.
  5. Notify James when user indicates high pain, organizational interest, speaking interest, or paid analysis interest.

QA Checklist

InnerShift360 Ecosystem Command System • Fast money first • SOPs before guessing
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