ISBS Internal SOP

Lead Leak Funnel Command Center

This page tracks the buildout of the ISBS no-call funnel that moves a prospect from viewer to Lead Leak Assessment, to personalized results, to the $297 Comprehensive Lead Leak Audit, and then into consulting implementation.

Primary Objective

Build a complete, trackable, no-call funnel where a stranger can discover ISBS, take the Lead Leak Assessment, receive meaningful results, purchase the $297 audit, complete the audit intake form, and enter the consulting follow-up system.

Core funnel:
Viewer → Lead Leak Assessment → Results Gate → Personalized Results → $297 Audit Purchase → Audit Intake → Audit Delivery → Consulting Offer

Owner: Dr. Andrews GHL: Chiara Marketing: Periscal Website: Dr. Andrews / WP Support

Today’s Priority Build Order

1. Confirm the Lead Leak Assessment is the main front door. The primary CTA everywhere should be: “Take the Free Lead Leak Assessment.” 2. Confirm the Lead Leak Assessment page link. Use: https://innershift360.com/lead-leak-assessment/ 3. Create the Results Gate form in GHL. This captures user information before showing full results. 4. Create the Personalized Results Page. This page must show score, leak category, problem explanation, cost-of-leak language, and audit CTA. 5. Create the $297 Audit Sales / Checkout Page. This page sells the Comprehensive Lead Leak Audit without requiring a call. 6. Create the Audit Intake Form. This collects the details needed to complete the paid audit. 7. Create the Audit Thank-You Page. This confirms the intake was received and explains what happens next. 8. Create the Audit Report Template. This is the reusable document ISBS will use to deliver the paid audit.

Required Page Checklist

Lead Leak Assessment Page Must include headline, benefit bullets, assessment embed, and CTA. Results Gate Page Must capture name, email, phone, business name, website, industry, lead volume, average client value, and biggest concern. Personalized Results Page Must explain the score and push the audit as the next logical step. $297 Audit Checkout Page Must clearly describe the audit, benefits, deliverables, price, and credit-toward-implementation bonus. Audit Intake Page Must collect business details, website URL, offer, CRM status, follow-up process, and screenshots if possible. Audit Thank-You Page Must confirm submission and prepare the buyer for the written audit. Consulting Upsell Page Must show Fix One Leak, Full Buildout, and Monthly Optimization options.

Team Assignments

Owner	Responsibility	Completion Standard
Chiara	GHL forms, tags, workflows, pipeline stages, payment trigger, audit intake automation, email/SMS follow-up.	A test contact can move through GHL from assessment completion to audit purchase to audit intake without manual intervention.
Periscal	One-sheeter, LinkedIn carousel, QR graphics, LinkedIn posts, DM scripts, prospect tracking sheet.	A prospect can understand the offer, click the assessment, and be tracked through outreach.
Dr. Andrews / WP Support	WordPress/Elementor pages, GHL embeds, page design, buttons, mobile view, final offer approval.	The full public-facing funnel works from first click to paid audit intake.

GHL Build Checklist for Chiara

Create/confirm all ISBS assessment tags. Include completed, results submitted, website leak, follow-up failure, sales process gap, CRM gap, and automation readiness tags. Create/confirm the ISBS Lead Leak Funnel pipeline. Stages must include assessment completed, results viewed, audit offer viewed, audit purchased, intake completed, audit delivered, and implementation offered. Build the Results Gate form. Use the required fields and redirect to the results page after submission. Build the Audit Intake form. Collect website, booking link, main offer, CRM status, lead sources, follow-up process, frustration, and screenshots. Build assessment completed workflow. Apply tags, move pipeline stage, send results email, send SMS. Build audit purchased workflow. Trigger from payment, apply audit purchased tag, send intake link, move pipeline stage. Build audit intake completed workflow. Notify Dr. Andrews, create task, send confirmation, move pipeline stage. Build audit delivered workflow. Manual tag should trigger delivery email and consulting offer follow-up.

Marketing Checklist for Periscal

Create 1-page ISBS one-sheeter. Must include problem, solution, assessment CTA, $297 audit offer, QR code, and ISBS branding. Create LinkedIn carousel. 5–7 slides explaining the Lead Leak problem and driving people to the assessment. Create QR code graphics. Create square post, story/reel, and printable card versions. Draft 5 LinkedIn posts. Topics: lead leaks, follow-up failure, website leaks, AI/process problem, free assessment. Draft 3 LinkedIn DM scripts. New connection, follow-up after acceptance, and assessment invite. Create prospect tracking sheet. Include name, business, LinkedIn URL, website, contact date, message sent, assessment sent, response, assessment completed, audit purchased, notes. Add first 25 prospects. Prioritize small businesses, service providers, real estate, insurance, contractors, consultants, coaches, churches, and nonprofits.

Core Copy to Use Everywhere

Main CTA

Take the Free Lead Leak Assessment
In less than 5 minutes, find out where your business may be losing leads, time, and revenue.

Results Page CTA

The Assessment Shows the Smoke. The Audit Finds the Fire.
Your free assessment shows where your business may be leaking. The ISBS Comprehensive Lead Leak Audit shows why it is happening, what it may be costing you, and what to fix first.

Audit Offer

For $297, we review your website, lead capture, follow-up process, booking path, CRM/pipeline structure, and conversion flow. You receive a written roadmap showing your highest-priority revenue leaks and recommended fixes. No sales call required.

Bonus

If you hire ISBS to implement the recommended fixes within 14 days, your $297 audit fee is credited toward your buildout.

Completion Standard

This funnel is complete only when a stranger can move from first click to paid audit intake without a phone call and without manual correction.

BBT reminder: The assessment points to the smoke. The audit finds the fire. The consulting offer repairs the building.