ISBS Assignment SOP
Chiara — GHL Build SOP
This SOP is for Chiara only. Her assignment is to build the GHL infrastructure for the ISBS Lead Leak Funnel, including tags, forms, pipeline stages, workflows, audit payment follow-up, intake automation, and testing. Chiara is not responsible for WordPress or Elementor page design.
Primary Objective
Build the GHL system that moves a prospect from completing the Lead Leak Assessment to receiving results, being offered the $297 Comprehensive Lead Leak Audit, purchasing the audit, completing the intake form, and entering the consulting follow-up sequence.
Final funnel path:
Lead Leak Assessment → Results Gate → Personalized Results → $297 Audit Purchase → Audit Intake → Audit Delivery → Consulting Offer
Owner: Chiara Platform: GHL No WordPress Work No Canva WorkLead Leak Assessment → Results Gate → Personalized Results → $297 Audit Purchase → Audit Intake → Audit Delivery → Consulting Offer
What Chiara Is Responsible For
What Chiara Is NOT Responsible For
Chiara’s lane: GHL machine only — forms, tags, workflows, pipeline, payment automation, email/SMS, and testing.
Step 1 — Create / Confirm GHL Tags
Create these exact tags. Do not create duplicate versions with different spelling.
Assessment Tags
Result Category Tags
Audit Tags
Consulting Tags
Completion standard: All tags exist, spelling matches exactly, and a test contact can receive the tags correctly.
Step 2 — Create / Confirm Pipeline
Create one pipeline named:
ISBS Lead Leak Funnel
| Stage Number | Pipeline Stage | Purpose |
|---|---|---|
| 1 | Assessment Started | Contact began or entered the assessment path. |
| 2 | Assessment Completed | Contact completed assessment or submitted the Results Gate. |
| 3 | Results Viewed | Contact reached the results page. |
| 4 | Audit Offer Viewed | Contact clicked or visited the audit offer. |
| 5 | Audit Purchased | Contact paid for the $297 audit. |
| 6 | Audit Intake Sent | Contact has been sent the intake form. |
| 7 | Audit Intake Completed | Contact submitted audit intake information. |
| 8 | Audit In Progress | Internal stage while audit is being completed. |
| 9 | Audit Delivered | Audit has been sent to the client. |
| 10 | Implementation Offered | Client has been offered consulting/buildout services. |
| 11 | Client Won | Client purchased implementation or consulting. |
| 12 | Follow Up Later | Client is not ready now but should remain in nurture. |
Step 3 — Build Results Gate Form
This form captures the prospect’s information before showing the full result page.
Form Name: ISBS - Lead Leak Results Gate
Button Text: Show My Results
Redirect After Submission: Personalized Results Page
Button Text: Show My Results
Redirect After Submission: Personalized Results Page
Required Fields
Biggest Concern Options
Form Actions
Completion standard: A test contact can submit this form, appear in GHL, receive the correct tags, move to the correct pipeline stage, and land on the Results Page.
Step 4 — Build Audit Intake Form
Form Name: ISBS - Comprehensive Audit Intake Form
Button Text: Submit My Audit Intake
Redirect After Submission: Audit Thank-You Page
Button Text: Submit My Audit Intake
Redirect After Submission: Audit Thank-You Page
Required Fields
Form Actions
Completion standard: A test buyer can submit intake, receive confirmation, trigger an internal notification, and move to Audit Intake Completed.
Step 5 — Build Workflow: Assessment Completed
Workflow Name: ISBS - Lead Leak Assessment Completed
Trigger: Results Gate Form Submitted
Trigger: Results Gate Form Submitted
Workflow Actions
Email Copy
Subject: Your Lead Leak Results Are Ready
Your Lead Leak Assessment results are ready. Based on your answers, your business may be losing leads, time, or revenue through gaps in your current system.
Your next step is the ISBS Comprehensive Lead Leak Audit. The assessment shows where the leak may be. The audit shows why it is happening and what to fix first.
CTA: Get My $297 Lead Leak Audit
Your Lead Leak Assessment results are ready. Based on your answers, your business may be losing leads, time, or revenue through gaps in your current system.
Your next step is the ISBS Comprehensive Lead Leak Audit. The assessment shows where the leak may be. The audit shows why it is happening and what to fix first.
CTA: Get My $297 Lead Leak Audit
Step 6 — Build Workflow: Audit Offer Follow-Up
Workflow Name: ISBS - Audit Offer Follow-Up
Trigger: Audit offer clicked, audit page visited, or tag manually added
Trigger: Audit offer clicked, audit page visited, or tag manually added
Workflow Actions
Important: Purchased contacts should not keep receiving non-buyer reminders. Use if/else conditions or remove them from this workflow after purchase.
Step 7 — Build Workflow: Audit Purchased
Workflow Name: ISBS - Audit Purchased
Trigger: Payment received for $297 audit
Trigger: Payment received for $297 audit
Workflow Actions
Confirmation Email Copy
Subject: Your ISBS Audit Purchase Is Confirmed
Thank you for purchasing the ISBS Comprehensive Lead Leak Audit. Your next step is to complete the audit intake form so we can review your business system properly.
Please complete the intake form here: [Insert Intake Form Link]
Once submitted, we will review your website, lead capture, follow-up process, CRM/pipeline structure, and conversion path.
Thank you for purchasing the ISBS Comprehensive Lead Leak Audit. Your next step is to complete the audit intake form so we can review your business system properly.
Please complete the intake form here: [Insert Intake Form Link]
Once submitted, we will review your website, lead capture, follow-up process, CRM/pipeline structure, and conversion path.
Step 8 — Build Workflow: Audit Intake Completed
Workflow Name: ISBS - Audit Intake Completed
Trigger: Audit Intake Form Submitted
Trigger: Audit Intake Form Submitted
Workflow Actions
Internal Notification Should Include
Step 9 — Build Workflow: Audit Delivered / Implementation Offer
Workflow Name: ISBS - Audit Delivered / Implementation Offer
Trigger: Manual tag added:
Trigger: Manual tag added:
ISBS - Audit DeliveredWorkflow Actions
Implementation Offer Options to Mention
Fix One Leak: $750–$1,500
Full Lead System Buildout: $2,500–$5,000
Monthly Systems Optimization: $500–$1,500/month
Full Lead System Buildout: $2,500–$5,000
Monthly Systems Optimization: $500–$1,500/month
Step 10 — Testing Checklist
Chiara should test the system with a test contact before marking the assignment complete.
Test 1: Results Gate
Test 2: Audit Purchase
Test 3: Audit Intake
Test 4: Audit Delivered
Final Completion Standard
Chiara’s work is complete only when the GHL system works from lead capture to audit intake without manual correction.
Success standard: A prospect can submit their information, receive results, purchase the audit, complete the intake form, and enter the consulting follow-up sequence through GHL automation.
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