Internal SOP • GoHighLevel + WordPress

Lead Leak Assessment Form Creation + Backend Connection SOP

This SOP walks a VA or builder through every step: creating the GHL fields, creating the Lead Leak Assessment Form, setting up scoring, connecting the backend workflow, displaying the score, emailing the client, tagging the contact, creating the opportunity, and routing the lead into the Enhanced Evaluation and Audit path.

Recommended setup: Use the WordPress quiz as the public-facing scored experience and GHL as the backend. Also create the GHL form named Lead Leak Assessment Form as a backup/manual capture form and workflow testing form.

Public Experience

User takes assessment, sees score/result, receives result by email/SMS, and is invited to the $37 Enhanced Evaluation.

GHL Backend

GHL stores contact info, score, result, tags, pipeline stage, answer summary, and follow-up automations.

Conversion Path

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

1. Build Decision: GHL Form vs. WordPress Quiz

Read First

Option	Use Case	Recommendation
WordPress Quiz + GHL Webhook	Best for score display, branded experience, result page redirect, and cleaner user journey.	Use this as the primary public assessment.
GHL Assessment Form	Best for backup capture, manual VA entry, testing workflows, or simple form-only use.	Create it anyway.

Use WordPress/Elementor for the main public assessment page.
Use GHL inbound webhook to receive score/result data from WordPress.
Create the GHL form named Lead Leak Assessment Form as a backup and testing form.
Do not rely on GHL form scoring unless you confirm GHL can calculate and store the score properly.

2. Create GHL Custom Fields

Manual in GHL

Go to: GHL → Settings → Custom Fields → Add Field

Field Name	Field Type	Purpose
Business Name	Text	Used in report, audit, and proposal.
Website URL	Text	Used for audit review.
Industry	Dropdown or Text	Used for segmentation and evaluation tone.
Monthly Lead Volume	Dropdown	Used to estimate urgency/opportunity.
Biggest Business Challenge	Multi-line Text	Used for personalization.
Automation Priority	Multi-line Text	Used to guide next-step recommendation.
Lead Leak Score	Number	Stores calculated score.
Lead Leak Result	Text	Stores score bucket/result name.
Lead Leak Result Page	Text	Stores result page URL.
Primary Leak	Text	Used for if/else branching.
Recommended Next Step	Text	Used in emails and sales follow-up.
Lead Leak Answer Summary	Multi-line Text	Used for Enhanced Evaluation and Audit Prep.

Create all fields before building the form or workflow.
Use exact field names to prevent mapping confusion.
Confirm fields appear under the contact record after creation.

3. Create the GHL Form Named “Lead Leak Assessment Form”

Manual in GHL

Go to: GHL → Sites → Forms → Builder → Create New Form

Click Create New Form.
Name the form exactly: Lead Leak Assessment Form.
Add standard field: First Name.
Add standard field: Last Name.
Add standard field: Email. Make required.
Add standard field: Phone.
Add custom field: Business Name.
Add custom field: Website URL.
Add custom field: Industry.
Add custom field: Monthly Lead Volume.
Add all 9 assessment questions as single-choice/radio/dropdown fields.
Add custom field: Biggest Business Challenge.
Add custom field: Automation Priority.
Add backup/manual fields: Lead Leak Score, Lead Leak Result, Lead Leak Result Page, Primary Leak, Recommended Next Step, Lead Leak Answer Summary.
Set button text: Get My Lead Leak Score.
Set redirect URL to: https://innershift360.com/lead-leak-thank-you/.
Set internal form name/description: Backup/manual capture form for Lead Leak Assessment and workflow testing.
Save form.

Display note: GHL forms usually do not create the polished immediate score display we want. The WordPress quiz should display the score immediately. This GHL form is mainly for capture, testing, and fallback.

4. Assessment Questions + Scoring

Use Exact Questions

#	Question	Answers + Score
1	How quickly do you respond to new leads?	Within 5 minutes = 3 Same day = 2 Within several days = 1 No consistent system = 0
2	Do you automatically follow up after someone contacts you?	Yes, immediately = 3 Yes, but delayed = 2 Manual only = 1 No consistent follow-up = 0
3	Do you use a CRM consistently?	Yes, daily = 3 Sometimes = 2 Rarely = 1 No CRM = 0
4	What happens when you miss a call?	Automatic missed-call response = 3 Manual callback = 2 Often missed = 1 No system = 0
5	Do you use an online booking system?	Yes, actively = 3 Yes, inconsistently = 2 Mostly manual scheduling = 1 No booking system = 0
6	How often do you re-engage past clients?	Regular automated process = 3 Occasionally = 2 Rarely = 1 Never = 0
7	Do you nurture leads who do not buy immediately?	Automated nurture sequence = 3 Basic follow-up = 2 Sporadic follow-up = 1 No nurture process = 0
8	When was your follow-up system last reviewed?	Within the last month = 3 Within the last year = 2 Over a year ago = 1 Never reviewed = 0
9	How confident are you that you maximize existing client revenue?	Very confident = 3 Somewhat confident = 2 Not very confident = 1 Definitely missing opportunities = 0

Total score range: 0–27.

5. Score Buckets, Explanation, Result Page + Next Step

Score	Result Bucket	Client Explanation	Result Page	Recommended Next Step
0–8	Critical Lead Leak Zone	Your business may be losing opportunity through slow response, missed follow-up, weak systems, or owner overload.	/critical-lead-leak-zone/	Get the $37 Enhanced Evaluation and strongly consider a Lead Leak Audit.
9–16	Manual Hustle Zone	You are working hard, but too much depends on memory, manual effort, and owner availability.	/manual-hustle-zone/	Get the Enhanced Evaluation and review whether Automation Setup is needed.
17–24	Inconsistent Systems Zone	You have some systems, but they may not be fully connected, consistent, or optimized.	/inconsistent-systems-zone/	Get the Enhanced Evaluation or Audit to identify integration gaps.
25–27	Growth-Ready Zone	Your foundation is stronger than most. The opportunity is optimization, reactivation, referrals, and scaling.	/growth-ready-zone/	Book an audit focused on growth systems and client revenue expansion.

6. Score Display Instructions

Public User Experience

After the assessment is submitted, the user should immediately see their score.
The score should show as: Your Lead Leak Score: __ / 27.
The result title should display immediately under the score.
The explanation should briefly explain what the score means.
The page should then either show a button to view the full result page or auto-redirect to the result page.
Recommended: display score for 3–4 seconds, then redirect to the proper result page.
Result page should include CTA to $37 Enhanced Evaluation.
Result page should include secondary CTA to Lead Leak Audit.

Best practice: The score display happens on WordPress. GHL stores the result and sends follow-up. Do not force GHL to handle the visual score experience.

7. Connect WordPress Quiz to GHL Webhook

Backend Connection

Go to GHL → Automation → Workflows → Create Workflow.
Name workflow: LL — WordPress Quiz Submission Webhook.
Add trigger: Inbound Webhook.
Copy generated webhook URL.
Go to WordPress → Lead Leak Assessment page → Edit with Elementor.
Open the HTML widget containing the quiz.
Find this line: const GHL_WEBHOOK_URL = "PASTE_GHL_INBOUND_WEBHOOK_URL_HERE";
Paste the real webhook URL between the quotes.
Update the page.
Submit one test quiz.
Confirm GHL workflow history receives the payload.

Expected webhook payload fields: firstName lastName email phone businessName website industry monthlyLeadVolume biggestChallenge automationPriority leadLeakScore leadLeakResult leadLeakResultPage primaryLeak recommendedNextStep answerSummary source pageUrl

8. Create Backend Workflow for WordPress Quiz/Webhook

Automation

Workflow name: LL — WordPress Quiz Submission Webhook.
Trigger: Inbound Webhook.
Action: Create/update contact using firstName, lastName, email, phone.
Action: Update custom fields from webhook payload.
Action: Add tag LL-Free-Assessment.
Action: Create/update opportunity in pipeline InnerShift360 Business Systems.
Action: Move opportunity to stage Assessment Completed.
Action: Apply result tag using if/else logic based on primaryLeak.
Action: Send result email.
Action: Send result SMS.
Action: Wait 1 hour.
Action: Send Enhanced Evaluation offer email.
Action: Move opportunity to Enhanced Evaluation Offered.

GHL AI Builder Prompt: Create a workflow named “LL — WordPress Quiz Submission Webhook.” Trigger: inbound webhook from the WordPress Lead Leak Assessment quiz. When webhook data is received: 1. Create/update contact using firstName, lastName, email, phone. 2. Map businessName to Business Name. 3. Map website to Website URL. 4. Map industry to Industry. 5. Map monthlyLeadVolume to Monthly Lead Volume. 6. Map biggestChallenge to Biggest Business Challenge. 7. Map automationPriority to Automation Priority. 8. Map leadLeakScore to Lead Leak Score. 9. Map leadLeakResult to Lead Leak Result. 10. Map leadLeakResultPage to Lead Leak Result Page. 11. Map primaryLeak to Primary Leak. 12. Map recommendedNextStep to Recommended Next Step. 13. Map answerSummary to Lead Leak Answer Summary. 14. Add tag LL-Free-Assessment. 15. Create/update opportunity in InnerShift360 Business Systems pipeline. 16. Move opportunity to Assessment Completed. 17. If primaryLeak = critical, add tag LL-Critical-Zone. 18. If primaryLeak = manual, add tag LL-Manual-Hustle. 19. If primaryLeak = inconsistent, add tag LL-Inconsistent-Systems. 20. If primaryLeak = growth, add tag LL-Growth-Ready. 21. Send result email. 22. Send result SMS. 23. Wait 1 hour. 24. Send Enhanced Evaluation offer email. 25. Move opportunity to Enhanced Evaluation Offered.

9. Result Tag Logic

Primary Leak Value	Tag	Result
critical	LL-Critical-Zone	Critical Lead Leak Zone
manual	LL-Manual-Hustle	Manual Hustle Zone
inconsistent	LL-Inconsistent-Systems	Inconsistent Systems Zone
growth	LL-Growth-Ready	Growth-Ready Zone

10. Client Result Email

Send Immediately

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

11. Client Result SMS

Send Immediately

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

12. Enhanced Evaluation Follow-Up Email

Send After 1 Hour

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

13. Backup Workflow for GHL Form Submission

Backup Path

Create workflow: LL — Lead Leak Assessment Form Submitted.
Trigger: Form Submitted → Lead Leak Assessment Form.
Create/update contact.
Add tag: LL-Free-Assessment.
Create/update opportunity in pipeline.
Move opportunity to Assessment Completed.
If score/result fields are manually entered, apply matching result tag.
Send result email/SMS if result field exists.
If no result field exists, create internal task: Review Manual Assessment Entry.

Use this workflow only when the GHL form is used directly. The primary workflow should still be the WordPress quiz webhook workflow.

14. Internal Prompts for Report + Next Step

AI Prompt

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.

15. QA Testing Checklist

Required Before Launch

Confirm all custom fields exist.
Confirm GHL form named Lead Leak Assessment Form exists.
Confirm WordPress quiz webhook URL is pasted into the quiz widget.
Submit test quiz from desktop.
Submit test quiz from mobile.
Confirm score displays immediately.
Confirm score shows as __ / 27.
Confirm correct result bucket appears.
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 is created.
Confirm opportunity moves to Assessment Completed.
Confirm result email sends.
Confirm result SMS sends.
Confirm Enhanced Evaluation email sends after delay.
Confirm $37 payment link works.
Confirm audit link works.
Submit backup GHL form once to confirm backup workflow works.

16. Launch Promise + Compliance Notes

Do not promise guaranteed revenue results.
Say the assessment identifies likely leaks and opportunities based on answers provided.
Include SMS opt-out language where appropriate.
Use educational/business planning language.
Keep sensitive strategy and pricing recommendations human-reviewed.

Suggested disclaimer: This assessment is for educational and business planning purposes. Results are based on the information provided and do not guarantee specific revenue, sales, or conversion outcomes.

Final Build Standard

The user should never feel the backend. They should take the assessment, see their score, understand the result, receive follow-up, and be naturally invited into the next paid step.