Internal SOP • GHL Assessment Build

Lead Leak Assessment + GHL Automation Build SOP

This SOP explains exactly how to create the Lead Leak Assessment system, connect the WordPress quiz to GHL, map score fields, apply result tags, send result messages, and move prospects into the $37 Enhanced Evaluation and $97/$297 audit path.

Important build decision: The public assessment should be the custom WordPress quiz. GHL should receive the submitted data through an inbound webhook, then handle CRM, tags, pipeline movement, emails, SMS, payments, audit booking, and follow-up.

Front End

WordPress / Elementor quiz calculates the score and shows the result.

Back End

GHL receives contact details, answers, score, result, and next step.

Conversion Path

Free score → $37 Enhanced Evaluation → $97 beta audit or $297 audit → proposal.

1. Create Required GHL Custom Fields
  • Go to GHL → Settings → Custom Fields.
  • Create field: Business Name.
  • Create field: Website URL.
  • Create field: Industry.
  • Create field: Monthly Lead Volume.
  • Create field: Biggest Business Challenge.
  • Create field: Automation Priority.
  • Create field: Lead Leak Score.
  • Create field: Lead Leak Result.
  • Create field: Lead Leak Result Page.
  • Create field: Primary Leak.
  • Create field: Recommended Next Step.
  • Create field: Lead Leak Answer Summary.
2. Assessment Questions + Scoring
#QuestionScoring Logic
1How quickly do you respond to new leads?5 min = 3; same day = 2; several days = 1; no system = 0
2Do you automatically follow up after someone contacts you?Immediate = 3; delayed = 2; manual = 1; no process = 0
3Do you use a CRM consistently?Daily = 3; sometimes = 2; rarely = 1; no CRM = 0
4What happens when you miss a call?Auto text-back = 3; manual callback = 2; often missed = 1; no system = 0
5Do you use an online booking system?Yes actively = 3; inconsistently = 2; mostly manual = 1; none = 0
6How often do you re-engage past clients?Automated = 3; occasionally = 2; rarely = 1; never = 0
7Do you nurture leads who do not buy immediately?Automated = 3; basic = 2; sporadic = 1; none = 0
8When was your follow-up system last reviewed?This month = 3; this year = 2; over a year = 1; never = 0
9How confident are you that you maximize existing client revenue?Very = 3; somewhat = 2; not very = 1; missing opportunities = 0
Total score range: 0–27 points.
3. Score Buckets, Explanations + Next Steps
ScoreBucketExplanationNext Step
0–8Critical Lead Leak ZoneYour business may be losing opportunity through slow response, missed follow-up, weak systems, and owner overload.Offer $37 Enhanced Evaluation and strongly invite beta/paid audit.
9–16Manual Hustle ZoneYou are working hard, but too much depends on memory, manual effort, and owner availability.Offer Enhanced Evaluation and position Automation Setup as likely next step.
17–24Inconsistent Systems ZoneYou have tools or habits in place, but they may not be fully connected, consistent, or optimized.Offer Enhanced Evaluation and audit to identify integration gaps.
25–27Growth-Ready ZoneYour foundation is stronger than most. The next opportunity is optimization, reactivation, referrals, and scaling.Offer Enhanced Evaluation or audit focused on growth systems.
4. Create the GHL Inbound Webhook Workflow
  • Go to GHL → Automation → Workflows → Create Workflow.
  • Name workflow: LL — WordPress Quiz Submission Webhook.
  • Trigger: Inbound Webhook.
  • Copy the webhook URL.
  • Paste the URL into the WordPress quiz widget where it says GHL_WEBHOOK_URL.
  • Submit one test quiz to confirm GHL receives the payload.
GHL AI Workflow Prompt: Create a workflow named “LL — WordPress Quiz Submission Webhook.” Trigger: inbound webhook from a WordPress Lead Leak Assessment quiz. The webhook receives: firstName, lastName, email, phone, businessName, website, industry, monthlyLeadVolume, biggestChallenge, automationPriority, leadLeakScore, leadLeakResult, leadLeakResultPage, primaryLeak, recommendedNextStep, answerSummary, source, pageUrl. When received: 1. Create or update contact. 2. Map all incoming values to matching GHL custom fields. 3. Add tag LL-Free-Assessment. 4. Create opportunity in InnerShift360 Business Systems pipeline. 5. Move opportunity to Assessment Completed. 6. If primaryLeak = critical, add tag LL-Critical-Zone. 7. If primaryLeak = manual, add tag LL-Manual-Hustle. 8. If primaryLeak = inconsistent, add tag LL-Inconsistent-Systems. 9. If primaryLeak = growth, add tag LL-Growth-Ready. 10. Send result email. 11. Send result SMS. 12. Wait 1 hour. 13. Send Enhanced Evaluation offer. 14. Move opportunity to Enhanced Evaluation Offered.
5. Webhook Field Mapping
Incoming FieldGHL Field
firstNameFirst Name
lastNameLast Name
emailEmail
phonePhone
businessNameBusiness Name
websiteWebsite URL
industryIndustry
monthlyLeadVolumeMonthly Lead Volume
biggestChallengeBiggest Business Challenge
automationPriorityAutomation Priority
leadLeakScoreLead Leak Score
leadLeakResultLead Leak Result
leadLeakResultPageLead Leak Result Page
primaryLeakPrimary Leak
recommendedNextStepRecommended Next Step
answerSummaryLead Leak Answer Summary
6. Result Email + SMS
Subject: Your Lead Leak Assessment Result Hi {{contact.first_name}}, Thanks for completing the Lead Leak Assessment. Your result is: {{contact.custom_values.lead_leak_result}} You can view your result page here: {{contact.custom_values.lead_leak_result_page}} Your score gives you a snapshot of where your business may be losing opportunity through missed follow-up, weak nurture, owner overload, or client revenue gaps. The next step is the Enhanced Evaluation, where we break down your answers and identify your most important improvement areas. Get the Enhanced Evaluation here: [INSERT $37 PAYMENT LINK] — InnerShift360 Business Systems
SMS: Hi {{contact.first_name}}, your Lead Leak Assessment result is ready: {{contact.custom_values.lead_leak_result}}. View it here: {{contact.custom_values.lead_leak_result_page}} — InnerShift360 Business Systems
7. Enhanced Evaluation Offer Automation
  • After result email/SMS, wait 1 hour.
  • Send Enhanced Evaluation offer email.
  • Move opportunity to Enhanced Evaluation Offered.
  • If they purchase, trigger LL — Enhanced Evaluation Purchased.
Subject: Your score is only the beginning Hi {{contact.first_name}}, Your Lead Leak Assessment score gives you the snapshot. The Enhanced Evaluation gives you the interpretation. It breaks down: - your likely lead leaks - missed client revenue opportunities - what should be automated first - what should stay human - your best 7-day next steps - your 30-day improvement path This is designed to give you practical clarity before deciding whether you need a deeper audit or full implementation support. Get the Enhanced Evaluation here: [INSERT $37 PAYMENT LINK] — InnerShift360 Business Systems
8. AI Prompt: Create the Enhanced Evaluation
Create an Enhanced Lead Leak Evaluation using the client’s assessment information. Client Name: [CLIENT NAME] Business Name: [BUSINESS NAME] Industry: [INDUSTRY] Website: [WEBSITE] Score: [SCORE] Result Type: [RESULT TYPE] Assessment Answer Summary: [PASTE ANSWERS] Biggest Challenge: [PASTE] Automation Priority: [PASTE] Create a polished written report with: 1. Executive Snapshot 2. What the Score Means 3. Top 3 Likely Lead Leaks 4. Top 3 Missed Revenue Opportunities 5. What Should Be Automated 6. What Should Stay Human 7. 7-Day Quick Wins 8. 30-Day Action Plan 9. Recommended Next Step 10. CTA to book the $97 beta audit or $297 Lead Leak Audit Tone: Professional, strategic, practical, warm, and human-centered. Do not overpromise. Do not sound generic. Make it feel specific to the business.
9. QA Testing Checklist
  • Submit test quiz from mobile.
  • Confirm correct score calculates.
  • Confirm correct result page opens.
  • Confirm GHL receives webhook.
  • Confirm contact is created.
  • Confirm custom fields populate.
  • Confirm LL-Free-Assessment tag applies.
  • Confirm correct result tag applies.
  • Confirm opportunity enters pipeline.
  • Confirm result email sends.
  • Confirm result SMS sends.
  • Confirm Enhanced Evaluation offer sends after delay.
  • Confirm $37 payment link works.
  • Confirm audit link works.
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