Relationship Clarity Ecosystem • Implementation FOP

Resume Gate + GHL Update Plan

Use this field operating procedure to update every remaining assessment so users can pick up where they left off, see what they already completed, and move to the next right assessment without being sold the Vault again after purchase.

Primary Objective

Every quiz and assessment in the Relationship Clarity ecosystem must behave like one connected journey, not a pile of separate pages asking the user for the same information over and over.

RecognizeIdentify saved users by local browser profile now, and by GHL contact/email later.
ResumeShow completed assessments, latest result, and the next unfinished step.
Respect accessDo not offer the full suite again if the user already bought it. Offer upgrade only to single-assessment buyers.
Bottom line: once someone enters their information once, the rest of the ecosystem should greet them, remember them, track them, and guide them. No more “nice to meet you” every page like the site has amnesia.

Assessment Journey Map

Use these exact slugs, completion keys, page paths, and next-step rules across all assessment widgets and in GHL custom fields/workflows.

OrderAssessmentSlugLegacy completion keyPage pathNext step
1Dating ID Quizdating_idcompleted_dating_id/dating-id-quiz/Relationship Readiness
2Relationship Readinessrelationship_readinesscompleted_relationship_readiness/relationship-readiness-assessment/Emotional Availability or Intimacy Check-In
3Emotional Availabilityemotional_availabilitycompleted_emotional_availability/emotional-availability-assessment/Dating ID Matches
4Dating ID Matchesdating_id_matchescompleted_dating_id_matches/dating-id-matches/Intimacy Check-In
5Intimacy Check-Ingrown_intimacycompleted_intimacy/intimacy-assessment/Communication Assessment
6Communication Assessmentcommunication_assessmentcompleted_communication/communication-assessment/Conflict Style
7Conflict Style Assessmentconflict_stylecompleted_conflict_style/conflict-style-assessment/Relationship Health
8Relationship Health Assessmentrelationship_healthcompleted_relationship_health/relationship-health-assessment/Enhanced Clarity Kit
9Engaged Couple Readinessengaged_couple_readinesscompleted_engaged_readiness/engaged-couple-readiness/Marriage Expectations
10Marriage Expectationsmarriage_expectationscompleted_marriage_expectations/marriage-expectations-assessment/Family & In-Law Readiness
11Family & In-Law Readinessfamily_in_law_readinesscompleted_family_in_law_readiness/family-in-law-readiness-assessment/Marriage ID
12Marriage IDmarriage_idcompleted_marriage_id/marriage-id/Marriage Health
13Marriage Healthmarriage_healthcompleted_marriage_health/marriage-health-assessment/Emotional Drift
14Emotional Driftemotional_driftcompleted_emotional_drift/emotional-drift-assessment/Financial Stress
15Financial Stressfinancial_stresscompleted_financial_stress/financial-stress-assessment/Enhanced Clarity Kit

Universal Front-End Standard

Every updated assessment must include the same resume profile object, access logic, completion keys, and next-step logic.

Shared profile keyis360_relationship_profile
Result storage patternis360_[slug]_result
Access keysrelationshipAccess, relationshipAccessType, vault_purchased
Required localStorage profile structure
{
  "first_name": "Katrina",
  "email": "katrina@example.com",
  "phone": "",
  "vault_purchased": true,
  "access_type": "full_suite",
  "single_assessments_purchased": ["communication_assessment"],
  "assessments_completed": {
    "dating_id": true,
    "relationship_readiness": true,
    "communication_assessment": true
  },
  "assessment_results": {
    "dating_id": { "result_title": "The Discerned Dater" },
    "relationship_readiness": { "result_title": "Mostly Ready" }
  },
  "last_assessment_slug": "communication_assessment",
  "last_assessment_name": "Communication Assessment",
  "last_assessment_result": "Strong Communicator with Growth Edges",
  "last_assessment_score": "214/250",
  "last_updated": "2026-06-16T00:00:00.000Z"
}
Access logic that every page must follow
const hasFullSuite = profile.vault_purchased === true
  || profile.access_type === "full_suite"
  || localStorage.getItem("relationshipAccess") === "true";
const hasSingleOnly = profile.access_type === "single_assessment"
  || localStorage.getItem("relationshipAccessType") === "single_assessment";
if (hasFullSuite) {
  // Do not show the full-suite unlock CTA again.
  // Show Continue My Journey, Open My Vault, and next unfinished assessment.
}
else if (hasSingleOnly) {
  // Show saved result and offer upgrade to full suite.
}
else {
  // Allow free score/result if that page is free, then show appropriate gate/offer.
}
Do not use a blind “Unlock the Vault” CTA after every result. That only belongs when the person has no full-suite access. If they already bought the suite, the CTA becomes “Continue My Journey” or “Open My Vault.”

Required Page Components for Every Assessment

1. Resume panelAppears near the top if a saved profile exists. Greets by first name, lists completed assessments, and gives saved-result/continue/switch options.
2. One-question flowUse Dating ID behavior where possible: one question at a time, auto-advance, progress bar, back button, reset/retake.
3. Universal gateAfter completion, known users skip the form. New users enter name/email/phone once.
4. Saved result viewReturning users can show the saved result without retaking the assessment.
5. Smart next stepButton routes to the next unfinished assessment, not a generic sales page.
6. Switch userClears the local profile on shared devices. Label it “Not Me / Switch User.”

GHL Build Requirements

Front-end localStorage handles same-device resume. GHL must become the cross-device memory so people can resume by email from any phone, browser, or laptop.

Custom Fields to Create in GHL

Field nameTypePurpose
Relationship Access TypeDropdownnone, single_assessment, full_suite
Vault PurchasedCheckbox / BooleanTrue when full suite was purchased.
Single Assessments PurchasedText / Multi-selectStores slugs purchased individually.
Completed AssessmentsLong textComma-separated list or JSON of completed slugs.
Relationship Profile JSONLong textFull profile object for cross-device restore.
Last Assessment NameTextLatest completed assessment label.
Last Assessment ResultTextLatest result name/category.
Last Assessment ScoreTextLatest score, such as 214/250 or 82%.
Next Recommended AssessmentTextNext unfinished assessment label and/or URL.
Dating ID ResultTextDating ID label.
Readiness ResultTextRelationship Readiness result label.
Communication ResultTextCommunication result label.
Conflict Style ResultTextConflict style label.
Relationship Health ResultTextHealth score/category.

GHL Workflows to Build

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Payment / Access Rules

User stateWhat page should showWhat page should not show
No saved profileTake assessment, enter info once, save profile, show appropriate offer.Do not claim the user has progress yet.
Saved profile, no purchaseResume panel, saved free results, next assessment, Vault offer.Do not force them to re-enter name/email.
Single assessment buyerShow that assessment report and offer upgrade to full suite.Do not block the single report they paid for.
Full suite buyerOpen all suite assessments, Continue My Journey, saved reports.Do not show “Unlock Full Suite” as the primary CTA again.
Returning on same deviceInstant localStorage resume.Do not ask for email unless switching or looking up GHL.
Returning on new deviceEmail lookup/resume link through GHL.Do not depend on localStorage only.
✓

Master Progress Tracker

Check items off as Chiara updates each page and workflow. Progress is saved in this browser.

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Assessment Page Updates

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GHL + Automation Updates

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Testing Checklist

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Copy/Paste QA Script for Chiara

Use this every time an assessment is updated.

1. Open page in incognito with no saved localStorage.
2. Take the assessment as a new user.
3. Confirm the page asks for name/email/phone only once.
4. Confirm the result appears and saves.
5. Refresh the page.
6. Confirm the Welcome Back panel appears.
7. Click Show My Saved Result.
8. Confirm Continue My Journey points to the correct next unfinished assessment.
9. Set relationshipAccess = true in localStorage and refresh.
10. Confirm the page does not offer to unlock the full suite again.
11. Click Not Me / Switch User.
12. Confirm the page clears the local profile and starts fresh.
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