This SOP builds one scalable GHL assessment system so Calling, Encouragement, Dating ID, Marriage, Lead Leak, and future assessments all feed the same contact profile, same pipeline, and same intake automation.
The goal is to stop creating isolated workflows for each assessment. Instead, every assessment should pass into one master GHL intake workflow. That workflow creates or updates the contact, stores the assessment data, applies tags, creates an opportunity, and routes the person based on assessment type and result.
Go to Settings → Custom Fields → Contacts. Create the following fields before building the workflow.
| Field Name | Type | Purpose |
|---|---|---|
| Assessment Type | Single Line Text | Identifies which assessment was completed. |
| Assessment Date | Date/Time | Stores date/time submitted. |
| Assessment Score | Number | Universal score field. |
| Assessment Percent | Number | Universal percentage field. |
| Assessment Result | Single Line Text | Universal result category. |
| Assessment Source | Single Line Text | Where the assessment came from. |
| Assessment Page URL | Single Line Text | Page where the user submitted. |
| Field Name | Type | Maps From Widget Field |
|---|---|---|
| Encouragement Score | Number | encouragementScore |
| Encouragement Percent | Number | encouragementPercent |
| Encouragement Result | Single Line Text | encouragementResult |
| Encouragement Needs | Multi-Line Text | encouragementNeeds |
| Hope Score | Number | hopeScore |
| Strength Score | Number | strengthScore |
| Joy Score | Number | joyScore |
| Faith Score | Number | faithScore |
| Purpose Score | Number | purposeScore |
Go to Contacts → Tags. Create these tags exactly so your workflows and smart lists stay consistent.
Assessment Assessment-Completed Assessment-Started InnerShift360
Assessment-Encouragement Assessment-Calling Assessment-Dating Assessment-RelationshipReadiness Assessment-Marriage Assessment-MarriageReadiness Assessment-LeadLeak Assessment-FollowUpFailure Assessment-WebsiteLeak
Assessment-Overflowing Assessment-Stable Assessment-RunningLow Assessment-RunningEmpty
Needs-Prayer Needs-Scripture Needs-Believed Needs-Time Needs-Affirmation Needs-PracticalHelp Needs-Celebration Needs-Truth Needs-Worship Needs-Service Needs-Remembrance
Go to Settings → Pipelines. Create one pipeline that all assessments feed into.
Assessment Journey
| Stage | Purpose |
|---|---|
| Assessment Started | Optional stage if you later track partial starts. |
| Assessment Completed | Default stage after results are submitted. |
| Email Sent | After result email is sent. |
| Needs Follow-Up | For Running on Empty, prayer requests, or high-priority ministry follow-up. |
| Consult Booked | For business, relationship, coaching, or pastoral consults. |
| Client / Connected | For people who become clients, members, participants, or ministry contacts. |
| Closed | No further action needed. |
Go to Automation → Workflows → Create Workflow → Start From Scratch.
InnerShift360 – Assessment Hub Intake
Add an Inbound Webhook trigger. Copy the webhook URL. This URL will be pasted into each assessment widget.
Use email as the unique contact identifier.
| GHL Field | Webhook Field |
|---|---|
| First Name | firstName |
| Last Name | lastName |
| Custom Field | Webhook Field |
|---|---|
| Assessment Type | assessmentType |
| Assessment Date | submittedAt |
| Assessment Score | assessmentScore |
| Assessment Percent | assessmentPercent |
| Assessment Result | assessmentResult |
| Assessment Source | source |
| Assessment Page URL | pageUrl |
Assessment Assessment-Completed InnerShift360
| Setting | Value |
|---|---|
| Pipeline | Assessment Journey |
| Stage | Assessment Completed |
| Opportunity Name | {{contact.first_name}} – {{custom_values.assessment_type}} |
| Status | Open |
Add an If/Else branch based on Assessment Type.
| Custom Field | Webhook Field |
|---|---|
| Encouragement Score | encouragementScore |
| Encouragement Percent | encouragementPercent |
| Encouragement Result | encouragementResult |
| Encouragement Needs | encouragementNeeds |
| Hope Score | hopeScore |
| Strength Score | strengthScore |
| Joy Score | joyScore |
| Faith Score | faithScore |
| Purpose Score | purposeScore |
| If Encouragement Needs Contains | Add Tag |
|---|---|
| Someone believes in me | Needs-Believed |
| Someone notices my effort | Needs-Affirmation |
| Someone spends time with me | Needs-Time |
| Someone prays with me | Needs-Prayer |
| Someone reminds me of Scripture | Needs-Scripture |
| Someone gives practical help | Needs-PracticalHelp |
| Someone celebrates my victories | Needs-Celebration |
| Someone tells me the truth | Needs-Truth |
| I worship | Needs-Worship |
| I serve someone else | Needs-Service |
| I remember what God has done | Needs-Remembrance |
Add a wait step of 5 minutes, then send this email:
Subject: Your Encouragement Assessment Results
Hello {{contact.first_name}},
Thank you for completing the InnerShift360 Encouragement Assessment.
Your result is a snapshot, not a sentence.
God knows exactly what kind of encouragement your soul needs.
Take time this week to reflect on your result, pray through what encourages you most, and remember:
God is still working on the chapter you haven't read yet.
Grace and Peace,
Dr. J.R. Andrews
InnerShift360If Encouragement Result equals Running on Empty:
Every assessment widget should send a clean JSON payload to the master webhook. The Encouragement Assessment should send:
{
"assessmentType": "Encouragement",
"assessmentScore": 42,
"assessmentPercent": 56,
"assessmentResult": "Running Low",
"firstName": "James",
"lastName": "Andrews",
"email": "example@email.com",
"encouragementScore": 42,
"encouragementPercent": 56,
"encouragementResult": "Running Low",
"encouragementNeeds": "Someone prays with me, Someone reminds me of Scripture",
"hopeScore": 8,
"strengthScore": 7,
"joyScore": 9,
"faithScore": 10,
"purposeScore": 8,
"source": "InnerShift360 Encouragement Assessment",
"pageUrl": "https://innershift360.com/encouragement-assessment",
"submittedAt": "2026-06-27T12:00:00.000Z"
}Every new InnerShift360 assessment must use the same master intake structure. Do not build a new workflow unless the assessment requires a completely different business process.
assessmentType assessmentScore assessmentPercent assessmentResult firstName lastName email source pageUrl submittedAt
For example, Lead Leak can add primaryLeak, followUpLeak, and websiteLeak. Dating ID can add datingIdResult. Calling can add callingArchetype.
English