Internal SOP • Day 0 Setup
Lead Leak Launch Setup Before Day 1 Outreach
This is the pre-launch checklist. Complete this before sending traffic to the Lead Leak Assessment. The goal is to make sure the funnel, tracking, links, forms, content, and outreach system are ready before the first beta push.
Day 0 rule: Do not begin beta outreach until the assessment, webhook, payment links, audit booking link, and pre-audit form have been tested with at least one full fake lead.
Launch Goal
Prepare the system so Day 1 is about outreach and conversations, not fixing broken links.
Beta Goal
Generate 10 assessment completions, 3 beta audits, 1 implementation client, and 1–3 testimonials.
Primary CTA
Take the Lead Leak Assessment. Everything else follows from that first diagnostic.
Day 0 Setup Checklist
Complete these items in order. This prevents the launch from creating avoidable friction.
1. Funnel Link + Page Readiness
Required Check All Links| Page | URL | Day 0 Check |
|---|
| Lead Leak Assessment | /lead-leak-assessment/ | Quiz loads, submits, scores, redirects, and sends to GHL. |
| Thank You Page | /lead-leak-thank-you/ | $37 and audit buttons use real links. |
| Enhanced Evaluation | /enhanced-lead-leak-evaluation/ | $37 payment link is live. |
| Lead Leak Audit | /lead-leak-audit/ | $97 beta audit or $297 regular audit booking link is live. |
| Pre-Audit Questionnaire | /lead-leak-pre-audit-questionnaire/ | GHL form is embedded and tested. |
| Packages | /business-systems-packages/ | All package buttons point to correct pages or booking paths. |
| Case Studies | /lead-leak-case-studies/ | May say coming soon, but CTA must work. |
| Insights | /business-systems-insights/ | CTA links to assessment. |
- Click every public page link.
- Confirm there are no `#` placeholder buttons on public pages.
- Confirm mobile display is readable.
- Confirm CTA language is consistent.
- Confirm every traffic asset points to `/lead-leak-assessment/`.
2. GHL Engine Readiness
Required GHL- Inbound webhook workflow exists: LL — WordPress Quiz Submission Webhook.
- Webhook URL is pasted into the WordPress quiz widget.
- Test quiz submission appears in GHL workflow history.
- Contact is created or updated after quiz submission.
- Custom fields populate: Lead Leak Score, Result, Result Page, Primary Leak, Answer Summary.
- Tag applies: LL-Free-Assessment.
- Correct result tag applies: Critical, Manual, Inconsistent, or Growth Ready.
- Opportunity is created in InnerShift360 Business Systems pipeline.
- Opportunity moves to Assessment Completed.
- Result email sends.
- Result SMS sends, if SMS is active.
- Enhanced Evaluation offer email is scheduled or sent after delay.
Test Data to Use
First Name: Test
Last Name: LeadLeak
Email: [YOUR TEST EMAIL]
Phone: [YOUR TEST PHONE]
Business Name: Test Business
Industry: Consulting
Website: https://example.com
3. Payment + Booking Link Readiness
Required Replace Placeholders| Product / Calendar | Price | Required Check |
|---|
| Enhanced Lead Leak Evaluation | $37 | Payment link created and added to pages/emails. |
| Beta Lead Leak Audit | $97 | Beta payment/calendar link created for first testers. |
| Lead Leak Audit | $297 | Regular audit calendar/payment link created for post-beta. |
| Client Onboarding Intake | After purchase | Form exists and is embedded on onboarding page. |
- Create $37 payment link.
- Create $97 beta audit payment/calendar link.
- Create $297 regular audit calendar/payment link.
- Replace all `[INSERT $37 PAYMENT LINK]` placeholders.
- Replace all `[INSERT $97 BETA AUDIT LINK]` placeholders.
- Replace all `[INSERT $297 AUDIT BOOKING LINK]` placeholders.
- Click each link from a phone.
- Confirm payment/booking pages display correctly.
4. Forms Readiness
RequiredPre-Audit Form
- GHL form exists.
- Embedded on `/lead-leak-pre-audit-questionnaire/`.
- Submission creates/updates contact.
- Tag applies: `LL-PreAudit-Submitted`.
- Opportunity moves to Audit Prep Complete.
- Confirmation email sends.
- Internal notification sends.
Client Onboarding Form
- GHL form exists.
- Embedded on `/business-systems-client-onboarding/`.
- Submission creates/updates contact.
- Tag applies: `ISB-Onboarding-Submitted`.
- Task created: Review Client Onboarding Intake.
- Confirmation email sends.
- Kickoff prep task is created.
5. Beta Tracking Tags + Pipeline Readiness
GHL Setup| Tag | Use |
|---|
| LL-Beta-Prospect | Added to beta outreach list. |
| LL-Beta-Interested | Responded positively. |
| LL-Assessment-Link-Sent | Assessment link sent manually. |
| LL-Free-Assessment | Assessment completed. |
| LL-Beta-Audit-Offered | Beta audit offered. |
| LL-Beta-Audit-Booked | Beta audit booked. |
| LL-Beta-Testimonial-Requested | Testimonial request sent. |
| LL-Proposal-Sent | Implementation proposal sent. |
| LL-Won-Client | Client approved and paid. |
- Confirm all beta tags exist in GHL.
- Confirm pipeline has stages from Outreach Sent to Monthly Support.
- Confirm opportunities can be created manually for beta prospects.
- Confirm source tracking is available.
Day 0 Prospect List Setup
Build the first 50 before outreach starts. No list, no launch.
6. Build the First 50 Prospects
List Build| Target Group | Count | Best Source |
|---|
| Insurance / Financial Professionals | 15 | Your network, LinkedIn, Facebook, South Elm contacts. |
| Realtors / Mortgage Professionals | 10 | Prior lending network, LinkedIn, local real estate groups. |
| Coaches / Consultants | 10 | LinkedIn, Instagram, podcast relationships, Facebook groups. |
| Local Service Businesses | 10 | Google Maps, chamber lists, referrals, local Facebook pages. |
| Churches / Nonprofits / Program Leaders | 5 | Ministry network, local nonprofits, program leaders. |
- Add at least 50 prospects to tracker.
- Mark each as warm, semi-warm, or cold.
- Record best contact method.
- Record platform: LinkedIn, Facebook, Instagram, email, phone, referral.
- Write one personal note or outreach angle for each high-value prospect.
- Add next follow-up date.
AI Prompt: Prospect List Building
Help me organize a beta launch prospect list for the Lead Leak Assessment.
Target groups:
- insurance agents
- financial advisors
- realtors
- mortgage professionals
- coaches/consultants
- local service businesses
- churches/nonprofits/program leaders
For each prospect, I need:
1. Name
2. Business
3. Industry
4. Website
5. Contact method
6. Warm/semi-warm/cold status
7. Why they are a good fit
8. Personal outreach angle
Prioritize warm and semi-warm contacts first.
Day 0 Content Setup
Prepare at least 5 days of content before Day 1 so posting does not slow down outreach.
7. First 5 Content Assets
Prepare Before Day 1| Asset | Hook | Format |
|---|
| Post 1 | Your business may not have a lead problem. It may have a leak problem. | Short video + LinkedIn post |
| Post 2 | If your follow-up depends on memory, your revenue depends on luck. | Quote card + caption |
| Post 3 | Automation should not replace your humanity. It should protect your opportunity. | Carousel |
| Post 4 | Most businesses do not lose money loudly. They leak it quietly. | Short video |
| Post 5 | Some businesses are not systems. They are stress with a logo. | LinkedIn/Facebook post |
- Prepare first 5 captions.
- Prepare first 5 visual assets or video prompts.
- Save QR code image for use in graphics.
- Confirm every post includes the assessment link.
- Confirm brand language says InnerShift360 Business Systems.
Caption CTA
Take the Lead Leak Assessment:
https://innershift360.com/lead-leak-assessment/
8. First 5 Outreach Messages Ready
Prepare Before Day 1First DM
Hey [Name], I’m beta-testing a new tool for small business owners called the Lead Leak Assessment.
It helps identify where leads, follow-up, and current-client revenue may be slipping through the cracks.
The assessment is free. If the results are useful, I’m offering a few beta audits for $97 before the regular price goes to $297.
Want me to send you the link?
Follow-Up DM
Just circling back on this.
The assessment is short, but it gives a useful snapshot of where a business may be leaking opportunity.
Most owners don’t need more hustle first. They need to see where the system is breaking down.
Want the link?
Link Delivery Message
Here’s the Lead Leak Assessment:
https://innershift360.com/lead-leak-assessment/
It should only take a few minutes.
After you complete it, you’ll get a score showing whether your business is leaking leads, relying too much on manual follow-up, or ready for stronger automation.
Would love to hear what result you get.
Email Subject Lines
- Beta invite: Lead Leak Assessment
- Quick question about your follow-up system
- Your business may have a leak problem
- Could I get your feedback on this?
- Free assessment for missed business opportunities
Full Funnel Test
Run this once before launch. If this fails, fix it before outreach.
9. Full Test Path
Must Pass- Open `/lead-leak-assessment/` on mobile.
- Submit assessment as a test contact.
- Confirm result score displays.
- Confirm correct result page opens.
- Confirm GHL contact is created.
- Confirm custom fields populate.
- Confirm tags apply.
- Confirm pipeline opportunity is created.
- Confirm result email arrives.
- Confirm result SMS arrives if enabled.
- Click $37 Enhanced Evaluation link.
- Confirm payment page loads.
- Click $97 Beta Audit link.
- Confirm booking/payment page loads.
- Submit pre-audit questionnaire as test contact.
- Confirm GHL pre-audit workflow fires.
- Manually add `LL-Audit-Completed` to test contact.
- Confirm audit summary/proposal workflow fires.
Test Failure Log
| Issue | Where It Happened | Fix Needed | Owner |
|---|
| ________________ | ________________ | ________________ | ________________ |
| ________________ | ________________ | ________________ | ________________ |
Day 1 Scoreboard Setup
Track the launch from the first day. No vibes-only reporting.
Daily Scoreboard
DMs SentTarget: 10Actual: ____
Emails SentTarget: 5Actual: ____
Calls / Voice NotesTarget: 3Actual: ____
Social PostsTarget: 1Actual: ____
Assessment Links SentTarget: 3–5Actual: ____
Assessments CompletedTarget: 1+Actual: ____
Beta Audits OfferedTarget: 1+Actual: ____
Beta Audits BookedTrackActual: ____
Objections CapturedTrackActual: ____
10. Day 1 Launch Script for Yourself or VA
Use TomorrowToday’s goal is not to perfect the funnel.
Today’s goal is to get real people into it.
Do these in order:
1. Check that the assessment works.
2. Open the prospect tracker.
3. Send 10 DMs.
4. Send 5 emails.
5. Make 3 calls or voice notes.
6. Post one piece of content.
7. Follow up with anyone who responds.
8. Send the assessment link to interested prospects.
9. Check GHL for completions.
10. Invite completed assessments to the $97 beta audit.
11. Record results before ending the day.
Do not build anything new unless something is broken.
Day 0 is about removing friction.
Day 1 is about reps. Once the system works, the work is conversations, completions, audits, proof, and implementation clients. No more hiding in setup mode.
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