Agency-Grade System · 100% GoHighLevel · AI-Powered

FUNDING REVENUE SYSTEM GHL BLUEPRINT 🤖 + AI

The complete operating system for credit repair & business funding agencies — every automation, AI voice agent, chatbot, pipeline, SOP, and sequence. Built entirely inside GoHighLevel. Zero third-party tools.

20Automations

3Pipelines

2AI Agents

5Funnel Pages

50+Sequences

12SOPs

70+Tags

✦ Platform: 100% GoHighLevel — Stripe connected natively. No Zapier. No third-party tools.

// 00 · SYSTEM MAP

Complete Blueprint Index

Click any section to jump directly. Build in the order listed — setup first, AI last.

00GHL Sub-Account Setup & Stripe Config 01Sales Funnel — 5 pages, copy, settings 02Pipelines & CRM — 3 pipelines, 20 fields 03Automations 01–16 — full flowcharts 🤖AI Chatbot + AI Voice Agent (NEW) 17–20AI Automations 17–20 — flowcharts 04Email & SMS Sequences — full copy 05Tags, Fields & Smart Lists 06Calendars — 4 configurations 07SOPs — 12 standard operating procedures 08Reporting — dashboards & KPIs 09Launch Plan — 4-phase 8-week build order

🤖 What's New: AI Chatbot (multichannel: web, Facebook, Instagram, SMS) + AI Voice Agent (outbound call fires within 2 min of opt-in + handles all inbound calls). 4 new automations. All built inside GHL's native AI Employee feature. No external tools.

// SECTION 00

GHL Sub-Account Setup

Do this before building anything. These settings power every automation, phone call, email, and AI agent.

⚠️ Build Order Rule: Complete this entire setup section first. Custom fields and tags must exist before building automations. Phone number must be purchased before AI Voice or SMS automations work. Email domain must be verified before any email sends.

⚙️ Step 1 — Sub-Account Basics

Business Name & Address: GHL → Settings → Business Info → fill all fields
Timezone: Set to your local timezone (critical for calendar availability)
Business Hours: GHL → Settings → Business Hours (used by AI agent + calendar)
White Label: GHL → Settings → Company → upload logo + brand colors
Snapshot: If loading from a snapshot, do this first before any manual setup

📞 Step 2 — Phone Number Setup

Purchase Number: GHL → Settings → Phone Numbers → Add Number → choose local area code
Missed Call Text-Back: Settings → Phone → toggle ON → set message text
Call Forwarding: Set to your main rep number for live transfers
Voicemail: Record custom voicemail (GHL → Settings → Phone → Voicemail)
A2P Registration: Register for 10DLC compliance (required for bulk SMS) → Settings → Phone → A2P Registration
Caller ID Name: Set to your business name for outbound calls

📧 Step 3 — Email Domain & SMTP

LC Email: GHL → Settings → Email Services → LC Email → Verify domain
Custom Domain: Add DNS records to your domain host (GHL provides exact records)
From Name: Set to your rep's first name (e.g. "Sarah from FundingBrand")
From Email: Use your verified domain (e.g. [email protected])
Reply-To: Set to monitored inbox — replies go here
Email Signature: GHL → Settings → Email → Signature → include photo, phone, calendly link

💳 Step 4 — Stripe Integration

Connect: GHL → Settings → Payments → Integrations → Stripe → Connect Account
Create Products: GHL → Payments → Products → Add Product for each service tier
Credit Repair: $997/mo recurring — create as subscription product
Business Funding: $1,997 flat fee — create as one-time product
Both Services: $1,497/mo — create as subscription
Payment Links: Create shareable payment links for each product (used in sales calls)
Webhook: Auto-configured when Stripe connected — powers Automation 10
Invoice Settings: GHL → Payments → Invoices → set logo, terms, late fee policy

🔧 Step 5 — User Roles & Permissions

Role	GHL Permission Level	Access
Admin / Owner	Admin	Everything — settings, billing, reports
Sales Manager	Manager	All CRM, all reports, all workflows, no billing
Sales Rep	User	CRM, conversations, calendar, tasks only
Credit Specialist	User	CRM contacts assigned to them, calendar, notes
Funding Specialist	User	Funding pipeline contacts, conversations, tasks

🌐 Step 6 — Domains & Social Connections

Funnel Domain: GHL → Sites → Domains → Add Domain → point DNS A record to GHL IP
Facebook Page: GHL → Settings → Integrations → Facebook → connect your Business Page
Instagram: Connects automatically when Facebook is connected (ensure Instagram is linked to FB Page)
Google My Business: GHL → Settings → Integrations → Google → connect for reviews + calls
Calendar Sync: GHL → Settings → Integrations → Google Calendar → connect rep accounts
Reputation: GHL → Reputation → Settings → add Google review link

Offer & Pricing Structure

Product	Price	Type	What's Included	GHL Product Name
Credit Repair Starter	$997/mo	Subscription	Credit analysis, dispute letters, monthly updates, 1 call/month	`credit-repair-starter`
Credit Repair Pro	$1,497/mo	Subscription	Starter + business credit building + unlimited disputes + bi-weekly calls	`credit-repair-pro`
Funding Service	$1,997	One-Time	Full funding application, lender matching, submission, approval management	`funding-service`
Complete Package	$2,497/mo	Subscription	Credit Repair Pro + Funding Service + priority access + dedicated rep	`complete-package`

// SECTION 01

Sales Funnel Architecture

5 connected GHL funnel pages. Build in GHL → Sites → Funnels → New Funnel. Connect each step in the funnel builder.

🎯

PAGE 1 — Capture / Opt-In Page

Single goal: name + phone. No nav, no links. Triggers Automation 01 + AI Call (Automation 17) immediately on submit.

35–50%

📹

PAGE 2 — VSL Bridge Page

5-min Video Sales Letter. Social proof ticker. GHL countdown timer widget. CTA button appears at 2:30 mark via GHL video embed settings.

60–75%

📋

PAGE 3 — Multi-Step Application

5-step GHL form. Qualifies leads, warms through micro-commitments. Answers route to correct pipeline and AI qualification script.

55–70%

📅

PAGE 4 — Booking Page

GHL Calendar embed. Pre-fills from form data. 3–5 day window only for scarcity. Triggers Automation 03 on booking.

25–40%

✅

PAGE 5 — Thank You / Confirmation

Confirms appointment. Delivers lead magnet. GHL custom values pre-fill name. AI chatbot loads for immediate questions.

100%

🎯 Capture Page Setup

Form fields: First Name + Phone only (2 fields = highest opt-in rate)
Headline formula: Get [Result] Without [Pain] — Even If [Objection]
Example: "Get $50K–$250K Funded Without Perfect Credit — Even If You've Been Denied Twice"
No header menu, no footer links, no external links anywhere
Facebook Pixel: GHL → Funnel → Tracking Code → paste pixel ID
GHL Chat Widget: Enable on this page so AI chatbot is immediately available
Custom domain: Settings → Domains → map apply.yourbrand.com
All traffic → this page. Every lead source links HERE.

📋 Application Form — 5 Steps

GHL MULTI-STEP FORM STRUCTURE

Step 1: Full name · Business name · Email (auto from opt-in if available) Step 2: Business type (dropdown) → LLC / Sole Prop / Corp / Partnership Years in business → <1yr / 1–2yr / 2–5yr / 5yr+ Step 3: Monthly revenue (dropdown) → Under $5K / $5–10K / $10–25K / $25K+ Step 4: Personal credit score range → Below 580 / 580–620 / 621–680 / 681+ Step 5: Funding goal + timeline → $25K / $50K / $100K / $250K+ → ASAP / 30 days / 60 days / Researching GHL TIP: Enable "Save Progress" on form so partially completed forms still create contacts.

📹 VSL 5-Minute Script Outline

VIDEO SCRIPT STRUCTURE

0:00–0:30 HOOK — Agitate the pain "If you've been denied funding, you're not alone. Banks are rejecting 80% of small business applications right now. But there's a reason — and it can be fixed." 0:30–1:30 YOUR STORY — Journey or client proof (show before/after numbers) 1:30–3:00 SOLUTION — The 5C System Credit · Capacity · Capital · Conditions · Character 3:00–4:00 PROOF — Client results with numbers (names, scores, amounts approved) 4:00–5:00 CTA — "Click the button below right now..." GHL: Use Video widget. Add countdown timer below. CTA button: link to Page 4 (booking).

⚙️ GHL Funnel Technical Settings

Domain SSL: Auto-enabled in GHL when domain is verified
GHL Chat Widget: Sites → Chat Widget → enable on all funnel pages → connects to AI Employee
Funnel Stats: Enable tracking on all 5 pages (GHL native analytics)
UTM tracking: All ad destination URLs include utm_source, utm_medium, utm_campaign
Facebook Lead Ads: Settings → Integrations → Facebook → map form fields to GHL fields
Mobile preview: Test all pages in GHL mobile view before launching
Thank you redirect: Set in funnel step settings → redirect to Page 5

// SECTION 02

Pipeline & CRM Setup

3 pipelines tracking every contact from stranger to funded. Build in GHL → CRM → Pipelines → Add Pipeline.

Pipeline 1 — Lead Nurture Pipeline

Stage	Meaning	Auto-Action on Entry	Rep Action Required
1. New Lead	Opt-in submitted / FB Lead Ad / AI chat capture	Automation 01 fires (SMS + email + AI call)	Personal call within 5 min
2. Contacted	First touch made by rep or AI	Start 7-day nurture sequence	Log call notes in GHL
3. Appt Booked	Calendar booking confirmed	Automation 03 (confirmations + reminders)	Prep contact record before call
4. Appt Showed	Attended strategy call	Post-call follow-up email auto-sends	Move to Proposal Sent same day
5. Proposal Sent	Offer presented to prospect	48hr follow-up SMS + email	Call next business day
6. Enrolled ✓	Payment confirmed, agreement signed	Tag enrolled-client → Automation 06 fires	Kickoff call within 48hrs
7. Lost / Cold	No engagement after full sequence	Automation 12 (30-day re-engagement)	Review quarterly

Pipeline 2 — Credit Repair Client Pipeline

Onboarding

→ Welcome + DocuSign

Docs Received

→ Notify team

Dispute Rd 1

→ 30-day timer

Dispute Rd 2

→ Progress update

Dispute Rd 3+

→ Monthly updates

🎯 Score Milestone

→ Celebrate + upsell

Funding Ready

→ Funding pipeline

Complete ✓

→ Review + referral

Pipeline 3 — Business Funding Pipeline

App Received

→ Assign rep

Pre-Qualified

→ Doc checklist

Docs Collection

→ Remind 2d

Submitted

→ Timeline email

Under Review

→ Weekly check-in

✅ Approved

→ Celebration

💰 Funded

→ Upsell

❌ Denied

→ Credit repair

Custom Fields — Build in GHL → Settings → Custom Fields → Contact

Field Name	Type	Used In
Starting Credit Score	Number	Baseline — enter on kickoff
Current Credit Score	Number	Triggers Automation 09 (milestone)
Credit Score Goal	Number	Progress tracking
Score Improvement Points	Number	Celebration SMS personalization
Business Name	Text	All email personalization
Business Type	Dropdown	Lender matching
Monthly Revenue	Dropdown	Pre-qualification
Funding Goal Amount	Dropdown	Proposal personalization
Enrollment Date	Date	Billing cycle tracking
Service Type	Dropdown	Pipeline routing

Field Name	Type	Used In
Dispute Round #	Number	Pipeline stage tracking
Negative Items Count	Number	Progress reporting
Items Removed	Number	Monthly update SMS
Lender Name	Text	Funding pipeline tracking
Funding Amount Approved	Number	Success metrics, celebration
Assigned Rep	Text	Task routing, AI handoff
Lead Source	Dropdown	Attribution reporting
Referral Name	Text	Referral program tracking
Last Score Update Date	Date	Scheduling next update
AI Interaction Type	Dropdown	Chat / Voice / None — tracks AI touchpoints

// SECTION 03

Automation Workflows 01–16

Build in GHL → Automation → Workflows → New Workflow. Build tags and custom fields first or triggers won't work.

Master Automation Table

#	Workflow Name	GHL Trigger	Priority	Core Actions
01	New Opt-In Lead	Form Submitted / Contact Created	CRITICAL	Tag → SMS → Email → AI call trigger → Rep alert
02	Missed Call Text-Back	Inbound Call Not Answered	CRITICAL	AI call back in 30 sec → SMS → Rep notify
03	Appointment Booked	Appointment Status: Confirmed	CRITICAL	Confirmation → 24hr + 1hr reminders → Post-call branch
04	Appointment Reminders	Time-based: 24hr + 1hr before	HIGH	Email 24hr → SMS 1hr → Rep alert 15min → Post-call
05	No-Show Re-Engagement	Appointment Status: No Show	HIGH	5-touch sequence over 7 days → cold or rebook
06	New Client Onboarding	Tag Added: enrolled-client	CRITICAL	Welcome → DocuSign → Doc request → kickoff
07	Document Collection	Pipeline Stage: Docs Received	HIGH	Checklist email + SMS → remind every 2d → escalate
08	Monthly Progress Update	Date/Time: 1st of month (recurring)	HIGH	Progress email → SMS → milestone check → report
09	Score Milestone Reached	Custom Field Updated: Current Score	CRITICAL	Celebration SMS + email → funding-ready → upsell
10	Payment Failed	Stripe Webhook (GHL native)	CRITICAL	Immediate email + SMS → 48hr branch → rep call
11	Review Request	Tag Added: request-review	HIGH	SMS 1–10 survey → 8–10: Google review → 1–6: fix
12	Cold Lead Re-Engagement	No Activity: 60 days	MED	5-touch 14-day reactivation sequence
13	Funding Application	Pipeline Stage: App Received	HIGH	Assign rep → confirm → 24hr pre-qualify branch
14	Funding Approved	Pipeline Stage: Approved	HIGH	Celebration → next steps → 14d upsell → review
15	Referral Program	Tag Added: request-referral	MED	Invite email + SMS → share link → track → remind
16	Stale Opportunity Alert	No Pipeline Activity: 5 days	MED	Rep SMS alert → task → 2d wait → escalate to manager
17	AI Outbound Call — New Lead	Form Submitted (fires same as 01)	AI	AI calls within 2 min → qualifies → books → or fallback
18	AI Call No Answer Follow-Up	AI call not answered	AI	SMS fallback → next-day AI callback → rep task
19	AI Chatbot Lead Handoff	AI qualifies + books	AI	Stop bot → notify rep with full summary → enter pipeline
20	After-Hours Lead Capture	Lead created outside business hours	AI	AI handles fully → queue rep follow-up next morning

Automation 01 — New Opt-In Lead CRITICAL

GHL Setup: Automation → Workflows → New Workflow → Trigger: "Form Submitted" OR "Contact Created" via Facebook Lead Ads integration

Trigger: Form Submitted / FB Lead Ad Contact Created → fires instantly 24/7

⚡ TRIGGER — Form Submitted OR FB Lead Ad Contact Created

Add Tag: new-lead · Add Tag: source-[utm_source] · Update Field: Lead Source

Move Pipeline: Lead Nurture → Stage: New Lead · Assign to available rep (round-robin)

🤖 Trigger Automation 17 — AI Outbound Call (fires simultaneously)

⏳ Wait: 2 minutes

📱 SMS #1 — "Hey {{contact.first_name}}! Just got your info — I want to personally help you get funded. Are you free for a quick 2-min chat? Reply YES and I'll call you now! 🚀"

📧 Email #1 — Welcome + Funding Readiness Guide (see Sequences section for full copy)

🔔 Internal notification to assigned rep: "🔥 New lead: {{contact.full_name}} · {{contact.phone}} · Source: {{custom_field.lead_source}} · Score: {{custom_field.credit_score_range}} — CALL NOW"

⏳ Wait: 1 Hour — check for reply or booking

✓ REPLIED OR BOOKED

Remove from sequence
Move Stage → Contacted
Add Tag: contacted

📋 Task: Rep confirm booking + prep contact record

✗ NO REPLY

⏳ Wait: 24 hours

📱 SMS #2 — "Still thinking about funding, {{contact.first_name}}? Grab a free time here: [calendar link]"

⏳ Wait: 48 hours

📧 Email #2 — Social proof / client story (Day 3 email)

→ Continue 7-Day Nurture (Days 5 + 7)

Automation 02 — Missed Call Text-Back CRITICAL

GHL Setup: Settings → Phone Numbers → Missed Call Text-Back → ON. Also build as Workflow trigger: "Customer Called" + condition: call not answered

Trigger: Inbound Call Not Answered Within 20 Seconds

⚡ TRIGGER — Inbound Call Not Answered (20 second ring timeout)

⏳ Wait: 30 seconds

🤖 AI Voice Agent attempts outbound callback (Automation 17 variant)

📱 Instant SMS — "Hey {{contact.first_name}}! Sorry we missed your call — we want to help you get funded. Reply here or grab a time: [calendar link] 😊"

🔔 Internal rep alert: "📞 Missed call from {{contact.full_name}} · {{contact.phone}} — call back ASAP"

⏳ Wait: 3 Hours

✓ RESPONDED

Add Tag: call-returned
Move Stage → Contacted
Stop this automation

✗ NO RESPONSE

📱 SMS Next Day — "Still here when you're ready, {{contact.first_name}}! Lots of clients were in your exact shoes. Best time to talk this week?"

📋 Rep task: Call attempt #2 (manual, personal)

⏳ Wait: 48 hours

📧 Day 3 email: "Tried to reach you..." + booking link

Automation 03 — Appointment Booked CRITICAL

GHL Setup: Automation → Workflows → Trigger: "Appointment Status" → select status: Confirmed

Trigger: GHL Calendar Appointment Status → Confirmed (any of the 4 calendars)

⚡ TRIGGER — Appointment Confirmed on GHL Calendar

Add Tag: appt-booked · Remove: new-lead · Move Stage → Appt Booked

📧 Instant Confirmation Email — Date, time, Zoom link, what to prepare, what to expect on the call

📱 Instant Confirmation SMS — "You're confirmed for {{appointment.start_time}}! Check your email for the Zoom link. We're looking forward to speaking with you 👋"

🔔 Rep notification: "📅 New booking: {{contact.full_name}} at {{appointment.start_time}} — prep contact record now"

⏳ Wait until 24 hours before appointment start time

📧 24hr Reminder Email — Full appointment details + reschedule link + what to have ready

📱 24hr SMS — "Your funding strategy call is tomorrow at {{appointment.start_time}}! Zoom: {{appointment.meeting_url}} — see you then!"

⏳ Wait until 1 hour before appointment start time

📱 1hr SMS — "{{contact.first_name}}, your call starts in 1 hour! Join here: {{appointment.meeting_url}} 🚀"

🔔 Rep alert: "CALL IN 15 MIN — {{contact.full_name}} — prep now. Score: {{custom_field.credit_score_range}}, Goal: {{custom_field.funding_goal}}"

⏳ Wait: 30 min after appointment start time

✓ MARKED: SHOWED

Add Tag: appt-showed
Move Stage: Appt Showed

📧 Post-call email: "Great talking, {{contact.first_name}}" + proposal link + next steps

Move Stage → Proposal Sent

✗ MARKED: NO SHOW

Add Tag: appt-no-show
Move Stage: Lost

→ Trigger Automation 05
(No-Show Re-Engagement)

Automation 04 — Appointment Reminder Sequence HIGH

GHL Setup: This is a standalone workflow that handles the reminder sequence separately from booking confirmation. Use "Appointment" trigger with time offsets.

Trigger: Appointment Created → time-based reminders fire automatically

⚡ TRIGGER — Appointment Created / Confirmed on Any GHL Calendar

⏳ Wait until: 24 hours before appointment start time
(GHL: "Wait until date" → appointment.start_time minus 24hr)

📧 24hr Reminder Email — Subject: "Your call is tomorrow! Here's everything you need 📋"
Body: time, Zoom link, what to prepare, rep name + photo

📱 24hr SMS — "Hey {{contact.first_name}}, just a reminder your funding strategy call is TOMORROW at {{appointment.start_time}}. Reply CONFIRM to let me know you're good to go 👍"

⏳ Wait until: 1 hour before appointment start time

📱 1hr SMS — "⏰ {{contact.first_name}}, your call starts in 1 hour! Join: {{appointment.meeting_url}} — see you soon!"

🔔 Rep alert 15 min before: "CALL STARTING SOON — {{contact.full_name}} — log in to Zoom NOW. Their score: {{custom_field.credit_score_range}}"

⏳ Wait: 45 min after appointment start time

📱 Post-call check-in SMS (if not yet marked) — "How did your call go, {{contact.first_name}}? Reply and let us know! 😊"

Automation 05 — No-Show Re-Engagement HIGH

GHL Setup: Trigger: Tag Added → appt-no-show. This fires automatically when rep marks appointment as No Show in the GHL calendar.

Trigger: Tag Added — appt-no-show · 5-touch sequence over 7 days

⚡ TRIGGER — Tag Added: appt-no-show

⏳ Wait: 30 minutes after appointment start time

📱 Touch 1 SMS — "Hey {{contact.first_name}}, we had a call scheduled — did something come up? No worries! I kept your spot open. Reschedule anytime: [calendar link] 😊"

⏳ Wait: 24 hours

📧 Touch 2 Email — Subject: "Missed connections — but here's what you missed 👇"
Body: Client success story + reschedule CTA + "no pressure, just here when you're ready"

⏳ Wait: 48 hours

📱 Touch 3 SMS — "Still thinking about funding, {{contact.first_name}}? I have a few open spots this week. Grab one here: [link]"

⏳ Wait: 72 hours

📞 Touch 4 — Manual call task: "Personal call — no script, just check in. Ask what happened and if they want to rebook."

⏳ Wait: 7 days from no-show date

📧 Touch 5 Final Email — Subject: "Closing your file, {{contact.first_name}}..."
"I don't want to keep bothering you — but I'd hate for funding to stay out of reach. If you ever want to revisit, I'm here. [Book a call]"

✓ BOOKED AGAIN

Remove: appt-no-show
Add: appt-booked
Restart Automation 03

✗ NEVER REPLIED

Add Tag: cold-lead
Remove active nurture tags

→ Trigger Automation 12
(60-Day Re-Engagement)

Automation 06 — New Client Onboarding CRITICAL

GHL Setup: Trigger: Tag Added → enrolled-client. Add this tag manually in GHL after confirming payment in Stripe dashboard.

Trigger: Tag Added — enrolled-client (add after payment confirmed in Stripe)

⚡ TRIGGER — Tag Added: enrolled-client

Move Pipeline → Credit Repair · Stage: Onboarding · Remove: new-lead, warm-lead tags

📧 Welcome Email — "Welcome to the family!" (see Sequences for full copy) — portal info, direct rep contact, 30-day expectations

📱 Welcome SMS — "Welcome, {{contact.first_name}}! 🎉 Your credit journey starts NOW. Check your email for everything you need. I'll be with you every single step. - [Rep Name]"

📋 Task for Rep: "Schedule onboarding kickoff call within 48 hours — use Calendar 3 (Onboarding Call)"

⏳ Wait: 30 minutes

📧 Send Service Agreement via GHL Documents — eSign link included in email

⏳ Wait: 24 hours — check agreement signed status

✓ AGREEMENT SIGNED

Add Tag: agreement-signed

📧 Document Request Email — "Step 1: Pull your credit reports" (see Sequences for full copy — instructions for all 3 bureaus + ID upload)

Move Stage → Docs Received
→ Trigger Automation 07

✗ NOT SIGNED (24hrs)

📱 Reminder SMS — "Hey {{contact.first_name}}, quick reminder to sign your agreement so we can get started! Check your email for the signing link 📝"

⏳ Wait: 48 more hours

🚨 URGENT rep task: "Agreement unsigned at 72 hours — call {{contact.full_name}} personally today"

Automation 07 — Document Collection HIGH

GHL Setup: Trigger: Pipeline Stage Changed → Credit Repair Pipeline → Stage enters "Docs Received"

Trigger: Credit Repair Pipeline Stage → Docs Received

⚡ TRIGGER — Pipeline Stage enters: Docs Received

📧 Document Checklist Email — "Here's exactly what we need" (see Sequences for full copy) — step-by-step credit report pull instructions + upload link

📱 SMS — "Hey {{contact.first_name}}, check your email — I just sent step-by-step instructions for pulling your credit reports. Takes about 5 min! 📋"

⏳ Wait: 2 days

✓ DOCS RECEIVED (tag added by rep)

Add Tag: docs-received

📋 Task: "Docs received — complete credit audit within 72 hours"

Move Stage → Dispute Round 1
Add Tag: dispute-round-1

✗ DOCS NOT RECEIVED

📱 Reminder SMS #1 — "Still waiting on those docs, {{contact.first_name}}! Need help pulling your reports? Just reply and I'll walk you through it 😊"

⏳ Wait: 2 more days

📱 Reminder SMS #2 — "Hey {{contact.first_name}}, we can't start working on your credit until we have your reports. Here's the link again: [upload link]"

⏳ Wait: 2 more days

🚨 Rep task: "Docs still pending after 6 days — personal call required. Offer screen-share walkthrough."

Automation 08 — Monthly Progress Update HIGH

GHL Setup: Trigger: Date/Time — set to 1st of every month, recurring. Add filter: Tag = enrolled-client AND Tag ≠ program-complete

Trigger: Recurring Date — 1st of every month · Filter: enrolled-client tag present

⚡ TRIGGER — 1st of Month · Recurring · Enrolled Active Clients Only

📧 Monthly Progress Email — Subject: "Your {{month}} credit update is here, {{contact.first_name}} 📊" (see Sequences for full copy — includes score, items removed, next steps, encourage message)

📱 Progress SMS — "Hey {{contact.first_name}}! 📊 Your monthly update is in your inbox — check it out. Your score is at {{custom_field.current_score}} and we've removed {{custom_field.items_removed}} items so far! 🎯"

⏳ Wait: 1 hour

✓ SCORE MILESTONE HIT (680+ or 700+)

→ Trigger Automation 09
(Score Milestone Celebration)

CONTINUING DISPUTES

Update Dispute Round # field
Move Stage → next dispute round

📋 Rep task: "Review bureau responses from last dispute round and prepare Round {{custom_field.dispute_round}} letters"

📱 Check-In SMS (7 days after update) — "Any questions about your update, {{contact.first_name}}? Book a quick check-in call here: [Calendar 4 link]"

Automation 09 — Score Milestone Reached CRITICAL

GHL Setup: Trigger: Custom Field Value Changed → "Current Credit Score" → condition: value is greater than or equal to 680

Trigger: Custom Field "Current Credit Score" updated to 680+ or 700+

⚡ TRIGGER — Custom Field Updated: Current Credit Score ≥ 680

📱 Celebration SMS — "🎉 {{contact.first_name}} — YOUR SCORE HIT {{custom_field.current_score}}!! That's a {{custom_field.score_improvement}}-point jump since we started! You EARNED this. Reply back — let's celebrate! 🚀🎊"

📧 Milestone Email — Subject: "🎊 You're officially FUNDING READY, {{contact.first_name}}!" (see Sequences for full copy)

Add Tag: funding-ready · Add Tag: milestone-{{custom_field.current_score}}
Move Stage: Funding Ready

📋 HIGH-PRIORITY Rep Task: "🎯 {{contact.full_name}} is FUNDING READY — call within 24hrs. Offer Funding Strategy Call (Calendar 2). This is a hot upsell opportunity."

⏳ Wait: 24 hours (if rep hasn't manually moved)

Move to Funding Pipeline → Stage: App Received (if not already there)

→ Trigger Automation 13 (Funding Application Flow)

Automation 10 — Payment Failed (Stripe) CRITICAL

GHL Setup: Trigger: "Payment Received" → condition: Payment Status = Failed. GHL Stripe integration sends webhooks automatically — no manual setup needed beyond connecting Stripe.

Trigger: Stripe Payment Failed (GHL webhook fires automatically)

⚡ TRIGGER — Stripe Webhook: Payment Status = Failed

Add Tags: payment-failed · service-paused · Remove: payment-current

📧 Immediate Email — Subject: "⚠️ Action required — your payment didn't go through" (see Sequences for full copy)

📱 Same-Day SMS — "Hi {{contact.first_name}}, [Brand] here. Your payment didn't go through — please update your card to keep your program active: [GHL payment link]. Need help? Reply anytime 📱"

🔔 Rep alert: "💳 Payment failed for {{contact.full_name}} — contact within 24 hours per SOP 6"

⏳ Wait: 48 hours

✓ PAYMENT RESOLVED

Remove: payment-failed, service-paused
Add: payment-current

📱 Confirmation SMS: "All sorted, {{contact.first_name}}! Your program is active again. Thank you 🙏"

✗ STILL FAILED (48hrs)

📱 2nd SMS reminder with updated payment link

⏳ Wait: 48 more hours

🚨 URGENT: "Payment failed 5 days — final attempt before service pause. Manager review required."

Automation 11 — Review Request HIGH

GHL Setup: Trigger: Tag Added → request-review. Add this tag manually at the right moments (30-day mark, milestone hit, post-funding).

Trigger: Tag Added — request-review (add at 30 days enrolled or after milestone celebration)

⚡ TRIGGER — Tag Added: request-review

📱 SMS Survey — "Quick question {{contact.first_name}} — on a scale of 1–10, how's your experience with us so far? Just reply with a number 😊"

⏳ Wait: 2 hours for reply

REPLIED 8, 9, or 10

📱 "That means so much, {{contact.first_name}}! Would you mind leaving us a quick Google review? It only takes 2 min and helps other business owners find us: [Google review link] 🙏"

📧 Google Review Request Email — personalized, with direct review link

⏳ Wait: 3 days

→ Add Tag: request-referral
Trigger Automation 15

REPLIED 1–6

📱 "I'm really sorry to hear that, {{contact.first_name}}. You deserve better and I want to make it right. Can I call you today? What time works?"

📧 "Let's fix this" email — empathy, accountability, action plan

🚨 MANAGER ALERT: "Low satisfaction score from {{contact.full_name}} — review immediately"

Automation 12 — Cold Lead Re-Engagement MED

GHL Setup: Trigger: "Inactivity" trigger → 60 days no conversation activity. Filter: Tag ≠ enrolled-client AND Tag ≠ do-not-contact

Trigger: No Contact Activity for 60 Days · Not enrolled · Not do-not-contact

⚡ TRIGGER — 60 Days No Activity

📱 Day 1 SMS — "Hey {{contact.first_name}}! It's been a while — wanted to check in. We helped 4 clients get funded this month. Still interested in getting your profile funded-ready? Reply YES 👇"

⏳ Wait: 3 days

📧 Day 3 Email — New client results story + before/after numbers

⏳ Wait: 4 days

📱 Day 7 SMS — "Still dealing with credit denials, {{contact.first_name}}? Every day you wait is a day your profile isn't working for you. Let's fix that: [book link]"

⏳ Wait: 3 days

📧 Day 10 Email — Limited spots offer + urgency (3 spots this month)

⏳ Wait: 4 days

📱 Day 14 Final SMS — "Closing your file this week, {{contact.first_name}}... but the door is always open. If you ever decide you're ready: [link]. Wishing you the best 🙏"

✓ ENGAGED AT ANY POINT

Remove: cold-lead
Add: warm-lead
Restart Automation 01

✗ NO RESPONSE (14 days)

Add: do-not-disturb
Monthly newsletter only

Automation 13 — Funding Application Received HIGH

Trigger: Funding Pipeline Stage enters — App Received

⚡ TRIGGER — Pipeline Stage: App Received (Funding Pipeline)

🔔 Assign to Funding Specialist + internal SMS: "🏦 New funding app from {{contact.full_name}} — Goal: {{custom_field.funding_goal}} · Score: {{custom_field.current_score}} · Revenue: {{custom_field.monthly_revenue}}"

📧 Confirmation Email — "We received your funding application" — timeline expectations, what happens next, who to contact

📱 SMS — "Got your application, {{contact.first_name}}! 🏦 Our funding specialist will review it within 24 hours and reach out with next steps."

⏳ Wait: 24 hours (rep reviews and qualifies)

✓ QUALIFIES (rep moves stage)

Move Stage → Pre-Qualified

📧 Doc Checklist Email — 3mo bank statements + 2yr tax returns + voided check + business license

✗ DOESN'T QUALIFY YET

📧 Email: "Not quite yet — but here's your path" + route to Credit Repair

Move to Credit Repair Pipeline
Add Tag: service-credit-repair

Automation 14 — Funding Approved 🎉 HIGH

Trigger: Funding Pipeline Stage enters — Approved

⚡ TRIGGER — Pipeline Stage: Approved (Funding Pipeline)

📱 Celebration SMS 🎊 — "{{contact.first_name}} YOU'RE APPROVED for {{custom_field.funding_amount_approved}}!! 🎊🎊 I am SO proud of you. Let's talk next steps — I'm calling you now!"

📧 Approval Email — Congratulations + disbursement timeline + what to expect + rep direct contact

📞 Rep task: "Call IMMEDIATELY — celebrate the approval! Then walk through next steps and disbursement."

Move Stage → Funded · Add Tag: funded

⏳ Wait: 14 days after funding

📧 Upsell Email — Business Credit Building program: "Now that you have capital, let's build your business credit score to unlock even more..."

→ Add Tag: request-review → Trigger Automation 11

Automation 15 — Referral Program MED

Trigger: Tag Added — request-referral (added after positive review, milestone, or funding)

⚡ TRIGGER — Tag Added: request-referral

📧 Referral Invite Email — Subject: "You could earn $[reward] by sharing your experience, {{contact.first_name}}" — explain reward, give personalized referral link, make it super easy

📱 Referral SMS — "Hey {{contact.first_name}}! Know anyone who needs help with their credit or funding? Send them here: [referral link] — you earn $[reward] for every enrollment! 🙌"

⏳ Wait: 7 days

📧 Referral Reminder Email — "Your referral link is still active" + share graphics + easy share options

📱 Follow-up SMS — "Just a reminder your referral link is still live, {{contact.first_name}}! Anyone who signs up = you earn $[reward]. Easy money for helping a friend 💪"

⏳ Wait: 30 days

📧 Monthly Referral Nudge Email — new client testimonial + reminder their link is still live

Automation 16 — Stale Opportunity Alert MED

Trigger: No Pipeline Activity for 5 Days · Filter: not enrolled, not complete

⚡ TRIGGER — Inactivity in Pipeline: 5 days

🚨 SMS to assigned rep: "😴 Stale opportunity: {{contact.full_name}} — no activity in 5 days. Stage: {{pipeline_stage}}. Follow up TODAY."

📋 Create task: "Follow up with {{contact.full_name}} — stale 5 days" — due today, assigned to rep

⏳ Wait: 2 more days

✓ ACTIVITY RECORDED

Automation ends automatically

✗ STILL NO ACTIVITY (7 days)

🚨 Manager notification: "⚠️ Opportunity stale 7 days — {{contact.full_name}} — rep not following up. Review and reassign."

// SECTION 11 · NEW

AI Chatbot + AI Voice Agent

100% built in GHL's native AI Employee. No external tools. AI calls leads within 2 minutes of opt-in. AI chatbot handles Facebook, Instagram, Website, and SMS 24/7.

🤖 GHL Native AI Feature: GHL → Settings → AI Employee (also called "Conversation AI" in some GHL versions). This is GHL's built-in AI that handles conversations across all connected channels. The Voice Agent uses GHL's AI Phone capabilities. Everything is configured inside GHL — no OpenAI keys, no third-party chatbot platforms needed.

AI Employee — Initial Setup

⚙️ GHL AI Employee Configuration

Enable: GHL → Settings → AI Employee → Toggle ON
AI Name: Give it a human name (e.g. "Alex" or "Jordan") — not "AI Bot"
Personality: Set to "Professional and Friendly" — warm, direct, solution-focused
Channels: Enable: Website Chat, Facebook Messenger, Instagram DM, SMS
Business Hours: Set AI as "Primary" outside hours, "Fallback" during hours
Handoff Rule: When human rep replies, AI pauses automatically
Language: English (add Spanish if you serve Spanish-speaking clients)

📚 AI Knowledge Base — What to Feed It

About the company: Name, services, team, mission, what makes you different
Services offered: Credit repair, business funding, what's included in each
Pricing: General ranges (let it say "starting from $997/mo" — exact quote on the call)
Process: How credit repair works in 3-4 simple sentences
Timeline expectations: 3–9 months credit repair, 30–60 days funding
FAQ: Top 10 questions prospects ask (feed exact Q&A pairs)
Booking: Give AI the Calendar 1 link — it uses this to book directly
What AI should NOT do: Give specific credit advice, guarantee results, quote exact pricing without a call

AI Chatbot — Full Conversation Script

This is the exact conversation flow the AI follows across all chat channels. Configure each stage in GHL AI Employee → Conversation Flow settings.

Stage 1: First Message (New Lead / Website)

🤖 AI (Jordan)

Hey there! 👋 I'm Jordan, your funding assistant at [Brand]. I help business owners fix their credit and get funded — usually $50K to $250K+.

Quick question to get started: are you looking to fix your credit, get business funding, or both?

LEAD

Both, I think. My credit is around 580 and I need about $100K for my business.

🤖 AI (Jordan)

Great — a 580 score with a $100K goal is something we work on every day. Here's the honest truth: most lenders want to see 680+ before approving at that level. The good news is we've helped dozens of business owners get there and then funded.

How long have you been in business and what's your monthly revenue roughly?

Stage 2: Qualification Questions

LEAD

About 2 years, making around $8K a month.

🤖 AI (Jordan)

Perfect — 2 years in business and $8K/month puts you in a really solid position. With those numbers AND an improved credit profile, you'd qualify for several programs.

I want to make sure we give you a real plan specific to your situation. Can I grab your name and phone number so a specialist can reach out? (Or I can book you a free 30-min call right now! 📅)

LEAD

Sure, I'm Marcus. 555-123-4567.

🤖 AI (Jordan)

Got it, Marcus! 👍 Last question — what's the best email to send your free Funding Readiness Guide to?

Stage 3: Booking

LEAD

[email protected]

🤖 AI (Jordan)

Sent! 📧 Now here's what I recommend, Marcus — the fastest way to figure out your exact path is a free 30-min Funding Strategy Call with one of our specialists.

You'll walk away knowing:
✅ Your exact funding readiness score
✅ What's holding you back
✅ A step-by-step plan to get you approved

Totally free, no pressure. Want to grab a time right now?

👉 [Calendar Link]

LEAD

Yes, just booked for tomorrow at 10am!

🤖 AI (Jordan)

🎉 Perfect, Marcus! You're all set for tomorrow at 10am. Check your email for the Zoom link and a guide to help you prepare.

Our specialist is going to be SO helpful — they've seen hundreds of situations just like yours. Talk tomorrow! 🚀

Stage 4: FAQ Handling (when lead asks questions)

LEAD

How much does credit repair cost?

🤖 AI (Jordan)

Great question! Our programs start at $997/month — and most clients see their first results within 30–60 days. The exact plan and cost depends on your specific situation, which is why the free strategy call is so valuable — the specialist will tell you exactly what you need (and what you don't).

Want to book that call? 📅

LEAD

Will this hurt my credit?

🤖 AI (Jordan)

No — our dispute process doesn't involve any hard inquiries. We're removing inaccurate or unfair items, which can only help your score. The only thing that can temporarily dip your score is applying for new credit (we'll tell you exactly when that's safe). Any other questions?

GHL AI Settings for Chat: In GHL AI Employee, set "Goal" to: "Qualify the lead and book a Free Strategy Call." Set "Stop Condition" to: "Human rep replies or appointment is booked." Set "Fallback Message" to: "I'll have a specialist reach out to you directly within a few minutes!"

AI Voice Agent — Full Call Script

The AI Voice Agent makes outbound calls within 2 minutes of every new opt-in. It also handles all inbound calls. Configure in GHL → Settings → AI Employee → Voice Settings. Uses GHL's native text-to-speech with your chosen voice.

📞 Voice Agent Setup in GHL

Enable Voice AI: GHL → Settings → AI Employee → Voice Agent → Toggle ON
Voice selection: Choose "natural" voice (not robotic) — test all options, pick the warmest one
Agent name: Same as chatbot ("Hi, this is Jordan from [Brand]...")
Inbound: Set AI as first responder on your GHL phone number
Outbound trigger: Set in Automation 17 — AI call action fires on form submit
Transfer number: Set live rep phone — AI transfers when lead asks "can I speak to someone?"
After-hours: AI handles 100% autonomously after business hours (books for next available slot)
Call recording: Enable — all AI calls recorded and attached to GHL contact

🎯 Outbound Call Goal & Behavior

Primary goal: Book a Free Strategy Call on Calendar 1
Secondary goal: Qualify the lead (get score, revenue, business type)
Max call length: 3–5 minutes (AI knows to be concise)
If no answer: Leave voicemail + trigger SMS fallback (Automation 18)
If books on call: Send confirmation SMS + email immediately after call
If lead says "call me back": AI books a callback slot on Calendar 1
If lead angry/hostile: AI apologizes and offers to connect to a human immediately
After call: AI updates GHL contact with call summary and key info captured

AI Voice Agent — Outbound Call Script (New Lead)

🤖 AI VOICE AGENT — OUTBOUND CALL SCRIPT (fires 2 min after opt-in)

OPENING (AI speaks): "Hi, is this {{contact.first_name}}? Great! This is Jordan calling from [Brand] — you just requested information about our funding program and I wanted to personally reach out right away. Is this a good time for literally 2 minutes?" IF YES — QUALIFY: "Perfect! So I can point you in the right direction — what's the #1 thing you're looking to accomplish: fix your credit, get business funding, or both?" [Wait for response] "Got it. And roughly what range is your credit score at right now — are you above or below 620?" [Wait for response] "And how long have you been in business?" [Wait for response] TRANSITION TO BOOKING: "Based on what you've shared, you're exactly the type of client we help most. Here's what I'd love to do — I can book you for a free 30-minute strategy call with one of our funding specialists. No cost, no obligation — just a real conversation about your specific situation and exactly what you'd qualify for. Does [suggest 2 times from calendar availability] work for you?" [If yes → book on Calendar 1 → "You're all set! Check your messages for the confirmation."] IF NOT A GOOD TIME: "No problem at all — I'll shoot you a text right now with a link to grab a time that works for you. What's the best time of day to reach you?" VOICEMAIL SCRIPT (if no answer): "Hey {{contact.first_name}}, this is Jordan calling from [Brand] — you just requested our funding guide and I wanted to personally reach out. We help business owners fix their credit and get funded, and I'd love to find out if we can help you. I'll send you a quick text so you can reach me whenever you're free. Talk soon!"

AI Voice Agent — Inbound Call Script

🤖 AI VOICE AGENT — INBOUND CALL HANDLING

GREETING: "Thank you for calling [Brand]! This is Jordan, your funding assistant. I can help you learn about our credit repair and business funding programs, or get you booked with a specialist. What can I help you with today?" COMMON INBOUND SCENARIOS: Caller: "I want to know how much it costs." AI: "Great question! Our credit repair programs start at $997/month, and most clients see real results in 30–60 days. The exact program and investment depends on your specific situation — which is why a free strategy call is the best first step. I can book one for you right now. Does [time] or [time] work?" Caller: "I was referred by [name]." AI: "That's wonderful — we love our referral clients! I've noted [referral name] in your file. Let me get you connected with a specialist who can give you all the details. Can I get your name and best callback number?" Caller: "I want to talk to a real person." AI: "Of course! Let me transfer you right now." [Transfers to rep's phone number] Caller: "How long does it take?" AI: "Most clients see initial results — score increases and items removed — within 60–90 days. For full funding readiness it's typically 3–9 months depending on your starting point. But the fastest way to know YOUR timeline is a free strategy call — want me to book one now?" AFTER-HOURS HANDLING: "Hi! You've reached [Brand] — our team is out of the office right now, but I'm Jordan, your 24/7 AI assistant. I can answer questions, take your information, or book you for a call with our team tomorrow. What works best for you?"

// SECTION 05 · AI SYSTEMS

AI Voice Agent & Multi-Channel Chatbot

Built 100% inside GHL using Conversation AI + AI Phone. Fires within 60 seconds of every new lead. No third-party tools. Runs 24/7.

How the Full AI Layer Works: The moment a lead opts in, two things fire simultaneously — Automation 01 sends the SMS/email sequence, AND the AI Voice Agent calls the lead within 60 seconds. The AI Chatbot is always active across all channels (website chat, Facebook, Instagram, SMS). AI qualifies, books, and hands off to humans with full context. Zero lead leakage. Zero missed opportunities.

📍 Where to Build in GHL

AI Chatbot: GHL → Settings → AI Employee → Enable → Configure
AI Voice Agent: GHL → Phone Numbers → [Your Number] → AI Voice → Enable
Conversation AI (SMS/Chat): GHL → Conversations → AI Settings → Enable per channel
Outbound AI calling: GHL → Automation → Workflow → AI Call action
Knowledge Base: GHL → Settings → AI Employee → Knowledge Base → Add content
Handoff rules: GHL → AI Employee → Human Takeover Settings

⚙️ AI Employee Global Configuration

Bot name: Jordan (or your choice — must be consistent across all channels)
Personality: Warm, professional, confident — never salesy. Helpful advisor tone.
Goal: Qualify lead and book on Calendar 1 (Free Strategy Call)
Fallback: "Let me have one of our specialists reach out to you directly."
Human takeover triggers: Lead says "talk to someone", "real person", "call me", "angry"
Languages: English (add Spanish if needed — GHL supports multilingual)
Business hours awareness: ON — bot adjusts language based on time of day
Max turns before handoff: 8 messages if not booked → escalate to human

AI Knowledge Base — What to Feed It

Build in GHL → Settings → AI Employee → Knowledge Base. This is what the AI draws on to answer questions accurately.

📚 Company Info

Your company name, founded year, location
What you do in 1–2 sentences
Services offered (credit repair, business funding, monitoring)
Service pricing and packages
Typical client results (score ranges, funding amounts)
Timeline expectations (3–9 months credit repair)

❓ FAQs to Pre-Load

"How long does credit repair take?" → 3–9 months average
"How much does it cost?" → [Your pricing] — strategy call to confirm
"Can you guarantee results?" → Results vary, explain the process
"What credit score do I need for funding?" → 680+ recommended
"Do you work with all states?" → Yes / list exclusions
"What funding amounts can I get?" → $25K–$250K+

🚫 What AI Should NOT Do

Give legal or financial advice
Make specific guarantees ("You WILL get approved")
Discuss competitor pricing
Process payments or access account info
Handle complaints or refund requests → always hand off to human
Engage with abusive messages → immediate human escalation

AI Chatbot Conversation Scripts — by Channel

💬 Website Chat Widget — New Visitor Script

🤖 AI BOT — Opening Message (auto-fires after 10 sec on page)

👋 Hey! I'm Jordan, [Brand]'s AI assistant. Quick question — are you looking to fix your credit, get business funding, or both? Just type 1, 2, or 3: 1️⃣ Fix my credit score 2️⃣ Get business funding 3️⃣ Both — I need the full package

🤖 AI BOT — After they reply "1" (Credit Repair path)

Perfect — credit repair is exactly what we specialize in 💪 Let me ask you a few quick questions so I can give you the most accurate information. What's your current credit score range? 📍 A) Below 580 📍 B) 580–620 📍 C) 620–680 📍 D) 680+ 📍 E) I don't know

🤖 AI BOT — Qualification Q2 (after score)

Got it — and what's the main thing holding your credit back right now? A) Collections or charge-offs B) Late payments C) High credit card balances D) I'm not sure — I need a full analysis E) Multiple issues

🤖 AI BOT — Qualification Q3 (after issue type)

Understood. Last question — what's your timeline for getting this fixed? A) ASAP — I need funding soon B) Within 3 months C) Within 6 months D) Just exploring options right now

🤖 AI BOT — Booking offer (qualified lead)

Based on what you've shared, I think we can absolutely help you 🎯 Our specialists work with clients in exactly your situation. The best next step is a FREE 30-minute Funding Strategy Call — no pitch, just a real conversation about your options. I can book that for you right now. What's your name and the best email to send the confirmation to?

🤖 AI BOT — After they give name + email

Perfect, {{contact.first_name}}! Let me pull up available times for you 📅 [GHL Calendar embed appears in chat — Calendar 1: Free Strategy Call] Pick whatever works best for you — the call is 30 minutes over Zoom or phone, whichever you prefer. Once you book, you'll get a confirmation email and a reminder the day before 👍

🤖 AI BOT — After booking confirmed

You're all set, {{contact.first_name}}! 🎉 Your Free Strategy Call is confirmed. Check your email for the details. One of our senior credit specialists will be on the call — they'll review your situation and give you a specific action plan. Is there anything else you'd like to know before the call?

🤖 AI BOT — Human handoff message

Of course! Let me connect you with one of our specialists directly 👋 I'm passing over your information now — someone from the team will reach out within a few minutes via phone or text. Can I grab your best phone number to make sure they reach you quickly?

📱 Facebook & Instagram DM Script

🤖 AI BOT — Auto-reply to any DM (fires within 30 seconds)

Hey {{contact.first_name}}! 👋 Thanks for reaching out to [Brand]! I'm Jordan, our AI assistant — I'm here 24/7 and can answer questions or get you set up with a free call. Are you looking for help with: 1️⃣ Credit repair / score improvement 2️⃣ Business funding ($25K–$250K+) 3️⃣ Both credit AND funding Just reply with a number and I'll get you the right info fast! 🚀

🤖 AI BOT — After qualification, booking offer via DM

Awesome — you definitely qualify for our program based on what you've shared 💪 The fastest way to get started is a FREE 30-min strategy call with one of our specialists. They'll look at your full situation and tell you exactly what's possible. Want me to grab a time for you right now? Just say YES and I'll send you a booking link 📅

📲 Inbound SMS Chat Script

🤖 AI BOT — Reply to any inbound SMS to your GHL number

Hey! This is Jordan, AI assistant for [Brand] 🤖 Got your message! To make sure I get you the right help — are you looking to: A) Fix your credit score B) Get business funding C) Both Reply A, B, or C and I'll send you the right info right away!

🤖 AI BOT — Keyword trigger: "FUNDING" or "CREDIT"

Hi there! Jordan from [Brand] here 👋 You texted the right number! We help business owners fix their credit and get funded — usually $25K to $250K+. I have a few quick questions to see if we can help you specifically. First — what's your current credit score range? (Doesn't have to be exact) A) Below 580 B) 580–650 C) 650–700 D) 700+ E) Not sure

AI Voice Agent Scripts — Complete Call Flows

GHL AI Voice Setup: Go to GHL → Phone Numbers → Click your number → AI Voice tab → Enable → paste the scripts below into the "Agent Instructions" and "Opening Script" fields. Set voice to a warm, professional female or male voice. Enable real-time booking by connecting Calendar 1.

📞 Outbound AI Call Script — New Lead (fires within 60 seconds of opt-in)

🎙️ AI VOICE — OUTBOUND CALL SCRIPT (Automation 17)

OPENING (when they answer): "Hi, is this {{contact.first_name}}? ... Great! This is Jordan calling from [Brand] — you just requested our Funding Readiness Guide a minute ago. Hope I'm not catching you at a bad time? ... I'm just calling to make sure you got the guide and to answer any quick questions. Are you looking to build your credit, get business funding, or both? ..." IF THEY SAY CREDIT REPAIR: "Perfect — that's exactly our specialty. Quick question so I know how to help — what's your current credit score ballpark? Are we talking below 600, 600 to 650, or above 650? ... Got it. And do you have any collections or late payments bringing it down, or is it more of a thin file situation? ... Okay, based on that I really think we can help you get where you need to be. I'd love to set you up with one of our senior credit specialists for a free 30-minute call — completely no obligation. They'll review your situation and give you a specific roadmap. Would tomorrow work for you, or do you prefer earlier in the week? ..." IF THEY SAY FUNDING: "Great — we work with business owners getting anywhere from twenty-five thousand to two-fifty and beyond. Do you have a target number in mind? ... And what's your monthly business revenue roughly — are we talking under ten K a month, ten to twenty-five, or above that? ... That's actually a strong position to be in. Let me book you with our funding specialist — they do a free strategy call to show you exactly what programs you qualify for. What's the best day this week for a thirty-minute call? ..." BOOKING: "Perfect — I'm pulling up the calendar now. I have [time] or [time] available — which works better for you? ... Great! You're confirmed for [date/time]. You'll get a text and email with the details. The specialist's name is [Rep name] and they'll call you on this number. Sound good? ..." VOICEMAIL SCRIPT: "Hi {{contact.first_name}}, this is Jordan calling from [Brand]. You just grabbed our Funding Readiness Guide — I wanted to personally reach out and make sure you got it. I'll send you a quick text too. If you'd like to chat, just reply to that text or call us back at [number]. Talk soon!" NO ANSWER — AI hangs up and triggers SMS fallback in Automation 18.

📞 Inbound AI Call Script — Answering Calls 24/7

🎙️ AI VOICE — INBOUND CALL SCRIPT

ANSWER: "Thank you for calling [Brand]! This is Jordan, your AI assistant — I can answer questions or get you set up with a specialist right away. Are you calling about credit repair, business funding, or something else? ..." CREDIT REPAIR PATH: "Great — we've helped hundreds of clients improve their scores and get funded. Let me ask you a couple quick things to see how we can help. What's your current credit score, roughly? ... And are you dealing with collections, late payments, or is it more about building credit from scratch? ... Okay — you're a great fit for our program. I can connect you with a specialist right now if one is available, or book you for a free thirty-minute call at your convenience. Which do you prefer? ..." LIVE TRANSFER (if rep available): "Hold on one moment — let me connect you with [Rep Name] right now. ... [transfers call in GHL]" BOOKING (if no rep available): "Our specialists are with clients right now but I can get you booked for a call within the next few hours. What's the best time for you — morning or afternoon? ... [Books on Calendar 1] Done! You're set for [time]. They'll call you on this number. Any other questions before I let you go? ..." AFTER HOURS: "Thanks for calling [Brand]! It's currently after hours, but I can definitely help. I'm Jordan, our AI assistant. I can answer questions now, or I can book you for a morning call with a specialist first thing tomorrow. Which would you prefer? ..."

AI Channels — Setup Checklist

Channel	Where to Enable in GHL	Bot Active?	Handoff Trigger
Website Chat Widget	GHL → Sites → Chat Widget → AI tab	24/7	8+ messages or "talk to human"
Facebook Messenger	GHL → Settings → Integrations → Facebook → AI Reply	24/7	Booking made or human request
Instagram DMs	GHL → Settings → Integrations → Instagram → AI Reply	24/7	Booking made or human request
Inbound SMS	GHL → Phone Numbers → AI SMS → Enable	24/7	Booking made or escalation word
Outbound AI Call	GHL → Automation → Workflow → AI Call action	Auto on opt-in	Call ends → rep notified
Inbound AI Call	GHL → Phone Numbers → AI Voice → Enable	24/7	Live transfer available or voicemail
Google Business Chat	GHL → Settings → Integrations → Google My Business	Business hours	8+ messages or human request

AI Performance Tracking — GHL Reports

📊 Track in GHL Dashboard

AI calls made (total per day/week)
AI call answer rate (%)
AI bookings made (no human involved)
AI → human handoff rate
Contacts tagged booked-via-ai vs human-booked

🎯 AI Benchmarks

AI call answer rate	>35%
AI booking rate (of answers)	>20%
Chatbot to booking rate	>15%
Avg AI response time	<60 sec

🔧 Weekly AI Maintenance

Review AI conversations in GHL → Conversations → filter by AI tag
Update knowledge base with new FAQs from real conversations
Check for AI mishandlings → add to "what AI should NOT do" list
Update calendar availability if schedule changes
Test AI response monthly with a test lead

// SECTION 06 · SEQUENCES

Email & SMS Sequences

Complete copy for every touchpoint. Paste directly into GHL Workflow → Email or SMS action. All merge fields use GHL custom value syntax.

7-Day Lead Nurture Sequence

📱 SMS — Day 1 · 2 minutes after opt-in

Hey {{contact.first_name}}! This is [Name] from [Brand]. Just sent you the Funding Readiness Guide 📂 Quick question — what's your #1 goal right now: fix your credit, get funded, or both? Reply and let me know 🙌

📧 EMAIL — Day 1 · Welcome + Lead Magnet

Subject: Your Funding Readiness Guide is inside 📂

Hey {{contact.first_name}}, Welcome! Your free Funding Readiness Guide is attached. Inside you'll find: • The 5 things lenders check before approving anyone • Why most business owners get denied (it's not your score) • The credit minimums for each funding type • A 30-day action plan to become fundable Over the next few days I'll share the exact steps we use to take clients from denied to funded. Talk soon, [Your Name] [Brand] · [Phone]

📧 EMAIL — Day 3 · The 5 Things Banks Check

Subject: 5 things banks check before approving you (most people miss #3)

Hey {{contact.first_name}}, Here's what lenders actually evaluate when you apply: 1. PAYMENT HISTORY — 35% of your score. One late payment can kill your approval. 2. CREDIT UTILIZATION — Over 30% and you're hurting yourself significantly. 3. BUSINESS CREDIT PROFILE — Most applicants have zero. Instant disqualification with most lenders. 4. TIME IN BUSINESS — Most lenders want 1–2+ years of history. 5. MONTHLY REVENUE — Many require $10K+ per month in deposits. The good news? Every single one can be fixed — and we do it systematically. That's what we do: build your complete fundable profile BEFORE you apply, so when you walk in, approval is almost inevitable. Want to see exactly where you stand? Book a free strategy call: [Calendar 1 Link] [Your Name]

📱 SMS — Day 3

{{contact.first_name}}, sent you an email today about the 5 things banks look for. Quick question — have you ever been denied for a loan or line of credit? Just reply YES or NO 👇

📧 EMAIL — Day 5 · Client Transformation Story

Subject: From denied twice to $87,000 approved (Marcus's story)

Hey {{contact.first_name}}, Marcus came to us with a 562 credit score and two fresh bank rejections. He was frustrated, embarrassed, and starting to believe he'd never get the capital his business needed. Here's what happened over the next 8 months: → Month 1–2: Removed 9 negative items from all 3 bureaus → Month 3–4: Built business credit profile from zero — 4 new net-30 accounts → Month 5: Personal score hit 714 → Month 7: Business credit score reached 80+ (Paydex) → Month 8: $87,000 approved across 3 separate accounts Marcus now has a $50K business line of credit, a $25K equipment loan, and a $12K business card. He didn't wait for things to fix themselves. He made one decision to invest in the right process. Ready to make yours? [Book your free strategy call →] [Your Name]

📱 SMS — Day 5

Hey {{contact.first_name}} — just emailed you a client story that I think will resonate with you. Worth a read 👀 And if you have 30 min this week, let's get on a call and map out your situation specifically: [Calendar link]

📧 EMAIL — Day 7 · Final CTA (Last Email)

Subject: Last email from me on this, {{contact.first_name}}

Hey {{contact.first_name}}, I've sent you a few emails this week about credit repair and business funding, and I don't want to keep cluttering your inbox if the timing isn't right. But I want to leave you with this: The credit and funding landscape is getting tighter. Lenders are more selective. The window to get approved without a perfect profile is getting narrower every year. The business owners who build their fundable profile NOW will have capital when they need it. Everyone else keeps getting rejected when it counts. I have 3 spots left this week for a free 30-minute Funding Strategy Call. No pitch. No pressure. Just a real conversation about where you are and the fastest path to where you want to be. [Claim your spot → Calendar 1 Link] After this email I'll stop following up — but the door is always open if you change your mind. [Your Name]

📱 SMS — Day 7 · Final SMS

Hey {{contact.first_name}} — sent my last email today. No pressure at all — but if you ever want to talk about getting your credit right and getting funded, I'm always here. Just reply anytime 🙂 — [Your Name], [Brand]

Appointment Confirmation & Reminder Sequence

📧 EMAIL — Instant Booking Confirmation

Subject: ✅ Confirmed: Your Free Strategy Call — {{appointment.start_time}}

Hey {{contact.first_name}}, You're confirmed! Here are your call details: 📅 DATE: {{appointment.start_date}} ⏰ TIME: {{appointment.start_time}} ({{contact.timezone}}) 📞 JOIN: {{appointment.meeting_url}} ⏱ DURATION: 30 minutes WHAT TO EXPECT: • We'll review your current credit profile and funding goals • I'll map out a specific action plan for your situation • You'll leave knowing exactly what's possible and how to get there • Zero obligation — this is a strategy session, not a sales call TO PREPARE: • Know your current credit score range (rough estimate is fine) • Know your monthly business revenue (rough) • Have your funding goal in mind ($25K? $100K? More?) Any questions before the call? Just reply to this email. See you soon, [Your Name] [Brand] · [Phone]

📱 SMS — Instant Booking Confirmation

You're booked, {{contact.first_name}}! ✅ Your free strategy call is confirmed for {{appointment.start_time}}. Check your email for the full details and Zoom link. See you then! 👋 — [Your Name], [Brand]

📧 EMAIL — 24hr Reminder

Subject: 📅 Your call is tomorrow, {{contact.first_name}} — quick reminder

Hey {{contact.first_name}}, Just a reminder that your Free Funding Strategy Call is tomorrow! ⏰ {{appointment.start_time}} ({{contact.timezone}}) 🔗 Join link: {{appointment.meeting_url}} We'll be covering: ✓ Where your credit/business profile stands today ✓ Exactly what's blocking you from getting funded ✓ The fastest path to your specific funding goal Need to reschedule? No problem — use this link: [reschedule link] See you tomorrow! [Your Name]

📱 SMS — 24hr Reminder

Hey {{contact.first_name}}! Your funding strategy call is tomorrow at {{appointment.start_time}}. Zoom link: {{appointment.meeting_url}} — Need to reschedule? Reply RESCHEDULE and I'll send a link 📅

📱 SMS — 1 Hour Before

{{contact.first_name}}, your call starts in 1 hour! 🕐 Join here: {{appointment.meeting_url}} — See you soon!

📧 EMAIL — Post-Call Follow-Up (same day, showed)

Subject: Great talking with you today, {{contact.first_name}} — here's your next step

Hey {{contact.first_name}}, Really enjoyed our conversation today. Based on everything you shared, I genuinely believe we can get you to your goal. Here's the specific plan I'd recommend for your situation: [Personalized program recommendation — fill in manually or use GHL custom value] To get started today: [Payment/enrollment link] The sooner we start, the sooner we see results — every month we wait is a month we could be moving the needle on your profile. Any questions before you decide? Call or text me directly at [Phone] — I'd rather talk it through than have you wondering. Looking forward to working with you, [Your Name] [Brand]

No-Show Re-Engagement Sequence

📱 SMS — Touch 1 (30 min after no-show)

Hey {{contact.first_name}}, we had a call scheduled just now — did something come up? Totally fine! Life happens. Here's a link to reschedule whenever works for you: [Calendar 1 link] 😊

📧 EMAIL — Touch 2 (24 hrs after no-show)

Subject: Missed you, {{contact.first_name}} — let's find another time

Hey {{contact.first_name}}, We had a call scheduled yesterday and I missed you — completely understand, things come up. The offer for a free strategy call still stands. Here's what a client said after their call last week: "I went in not knowing what to expect and came out with a full roadmap. Within 6 months my score went from 594 to 701 and I got approved for $65,000. Best decision I made." — David M. If you're still interested in exploring what's possible for your situation, I'd love to find a new time: [Calendar 1 link] No pressure — just here when you're ready. [Your Name]

📱 SMS — Touch 3 (48 hrs after no-show)

Still want to get funded, {{contact.first_name}}? I have a couple of spots open this week — takes 30 min and it's completely free: [Calendar 1 link] 📅

📧 EMAIL — Touch 5 Final (7 days after no-show)

Subject: Closing your file, {{contact.first_name}}... (but the door is always open)

Hey {{contact.first_name}}, I don't want to keep filling your inbox, so this will be my last reach-out for now. The free strategy call offer still stands whenever you're ready. Clients who take that call leave with a clear roadmap — most say they wish they'd done it sooner. When the timing is right for you, the link is here: [Calendar 1 link] Rooting for your success regardless, [Your Name], [Brand] P.S. — If you've already found another solution, no hard feelings at all. Reply and let me know and I'll stop reaching out completely.

Client Onboarding Sequence

📧 EMAIL — Welcome (fires with Automation 06)

Subject: Welcome to [Brand], {{contact.first_name}} — let's get started 🚀

Hey {{contact.first_name}}, Welcome to the [Brand] family — you just made one of the best decisions for your business. Here's exactly what happens next: STEP 1 — CHECK YOUR EMAIL (in the next 30 minutes) You'll receive your Service Agreement via GHL Documents. Please sign it so we can get your account officially opened. STEP 2 — YOUR KICKOFF CALL (within 48 hours) [Your Name] will personally reach out to schedule your onboarding call. This is where we pull your full credit reports, run your audit, and map out your specific plan. STEP 3 — DOCUMENT UPLOAD (we'll guide you) You'll need to provide your credit reports (we'll show you exactly how to pull them for free) and a photo ID. WHAT TO EXPECT: • Timeline: 3–9 months depending on your profile • Updates: Every 30 days with score progress and next steps • Communication: Text or call us anytime at [Phone] Dos: ✓ Keep all existing accounts open and in good standing ✓ Keep utilization below 30% ✓ Make all payments on time (this is critical) Don'ts: ✗ Don't apply for new credit without consulting us first ✗ Don't close old accounts ✗ Don't dispute items on your own — let us handle it You're in great hands. Let's build this. [Your Name] [Brand] · [Phone]

📧 EMAIL — Document Request (after agreement signed)

Subject: Action needed: Upload your documents to get started

Hey {{contact.first_name}}, Your agreement is signed — great! Now we need 2 things from you to begin your credit audit: ITEM 1: CREDIT REPORTS (all 3 bureaus) → Go to AnnualCreditReport.com (the only federally authorized free site) → Pull reports from Equifax, Experian, AND TransUnion → Download as PDF → Upload here: [GHL document upload link] ITEM 2: PHOTO ID → Government-issued ID (driver's license or passport) → Upload here: [GHL document upload link] WHY WE NEED THESE: We need all 3 bureau reports because each bureau can have different items on your file. We'll audit every single negative item and build your dispute strategy from there. Takes about 10 minutes. Once we receive your documents, we'll complete your full credit audit within 72 hours and schedule your kickoff call. Any issues uploading? Just reply or text us at [Phone] — we'll walk you through it. [Your Name]

Monthly Progress Update Sequence

📧 EMAIL — Monthly Update (Automation 08, fires 1st of month)

Subject: Your {{custom_field.dispute_round}} credit update is ready, {{contact.first_name}}

Hey {{contact.first_name}}, Here's your monthly credit update for {{current_month}}: 📊 SCORE SNAPSHOT: • Starting Score: {{custom_field.starting_score}} • Current Score: {{custom_field.current_score}} • Total Improvement: +{{custom_field.score_improvement}} points • Items Removed So Far: {{custom_field.items_removed}} 🔄 THIS MONTH'S WORK: • Dispute Round: {{custom_field.dispute_round}} • Bureaus Contacted: Equifax, Experian, TransUnion • Items Challenged This Round: [Fill manually or add custom field] • Response Deadline: 30 days from dispute date 📅 NEXT STEPS: • We're waiting on bureau responses (30 days) • Your next update will be on [date] • If you hit a score milestone this month, you'll receive a separate notification IMPORTANT REMINDER: ✓ Continue making all payments on time ✓ Keep utilization below 30% ✓ Do NOT apply for new credit without consulting us first Questions about this update? Reply to this email or book a quick check-in call: [Calendar 4 link — Monthly Check-In] Keep going — you're making real progress! [Your Name]

📱 SMS — Monthly Update (same day as email)

Hey {{contact.first_name}}! 📊 Your monthly credit update just hit your inbox. Current score: {{custom_field.current_score}} — that's +{{custom_field.score_improvement}} points since we started 💪 Check your email for the full breakdown. Any questions? Just reply!

Score Milestone & Funding Ready Sequence

📱 SMS — Score Milestone Hit

🎉 {{contact.first_name}} — HUGE news! Your credit score just hit {{custom_field.current_score}}! That's a {{custom_field.score_improvement}}-point improvement since we started! You are OFFICIALLY in the good credit zone. Reply back — I want to celebrate with you! 🚀

📧 EMAIL — You're Funding Ready

Subject: 🎊 You're officially FUNDING READY, {{contact.first_name}}!

Hey {{contact.first_name}}, This is the email I've been waiting to send you. Your profile is FUNDABLE. Here's what that means for you: PROGRAMS YOU NOW QUALIFY FOR: 💳 Business Lines of Credit — up to $150,000 🏦 SBA Microloans & 7(a) Programs 🏗️ Equipment Financing 📈 Revenue-Based Advance Programs 💼 Unsecured Business Term Loans YOUR NUMBERS: • Credit Score: {{custom_field.current_score}} ✅ • Score Improvement: +{{custom_field.score_improvement}} points • Items Removed: {{custom_field.items_removed}} NEXT STEP: Let's book your Funding Strategy Call to go over exactly which programs are the best fit for your business goals and get your application submitted. [Book Your Funding Strategy Call → Calendar 2 link] You worked hard for this. Let's go get you the capital. [Your Name]

Payment Failed Sequence (Stripe)

📧 EMAIL — Immediate (Stripe webhook fires Automation 10)

Subject: ⚠️ Action required — your payment didn't go through

Hi {{contact.first_name}}, We tried to process your scheduled payment and it didn't go through — this usually happens with an expired card, insufficient funds, or a bank hold. ACTION NEEDED WITHIN 48 HOURS: → Update your payment method here: [GHL payment update link] Your program is currently on hold. As soon as your payment is processed, everything resumes automatically and you won't miss a thing. Need help or want to discuss alternative options? Call or text us directly at [Phone] — we're here to help you sort this out quickly. [Your Name] [Brand]

📱 SMS — Same day (payment failed)

Hi {{contact.first_name}}, [Brand] here — your payment didn't process today. No worries, it happens! Update your card here to keep your program active: [link]. Or text us and we'll help: [Phone] 🙏

📱 SMS — Day 2 (still failed)

Hey {{contact.first_name}}, following up on your payment — we still haven't received it and your program is paused. Please update here: [link]. Or call us at [Phone] — we can work something out 📱

Funding Application & Approval Sequences

📧 EMAIL — Funding App Received (Automation 13)

Subject: Got your funding application, {{contact.first_name}} — here's what's next

Hey {{contact.first_name}}, We received your funding application — great first step! HERE'S THE TIMELINE: • 24 hours: Our funding specialist reviews your application • 48–72 hours: We contact you to discuss which programs you qualify for • 1–2 weeks: Document collection and submission to lenders • 2–4 weeks: Approval decision (varies by lender and program) WHAT WE NEED FROM YOU: Stay available — our funding specialist will reach out within 24 hours to go over your options. Make sure your phone and email are correct in our system. Questions? Reply to this email or call [Phone]. [Your Name]

📧 EMAIL — Funding Approved 🎉 (Automation 14)

Subject: 💰 YOU'RE APPROVED, {{contact.first_name}}! Here's what happens next

Hey {{contact.first_name}}, CONGRATULATIONS — your funding is approved! 🎊 WHAT YOU'RE GETTING: Amount: {{custom_field.funding_amount_approved}} Lender: {{custom_field.lender_name}} Type: [Loan/Line of Credit/etc.] NEXT STEPS: 1. Sign the final loan agreement (we'll send it today) 2. Funds typically hit your account within 3–7 business days 3. We'll schedule a brief call to walk you through everything This is what all the hard work was for. You built the fundable profile, and now you have the capital. And this is just the beginning. Now that you have funding and a strong credit profile, we can help you build your business credit further — giving you access to even more capital in the future. Let's celebrate, then get to work! 🥂 [Your Name]

Review Request & Referral Program Sequences

📱 SMS — Review Request (Automation 11)

Hey {{contact.first_name}}! Quick question — on a scale of 1–10, how would you rate your experience with [Brand] so far? Just reply with a number 😊

📧 EMAIL — Google Review Request (score 8–10)

Subject: Would you do us a quick favor, {{contact.first_name}}? 🙏

Hey {{contact.first_name}}, Thank you so much — that means everything to us! Would you be willing to share your experience in a quick Google review? It takes about 2 minutes and it directly helps us help more people like you. [Leave a Google Review → Your Google review link] You can write whatever feels authentic — even a few sentences about your results means a lot. Thank you again for trusting us with your financial journey. [Your Name]

📧 EMAIL — Referral Invite (Automation 15)

Subject: Know someone who needs this? Here's your referral link 🎁

Hey {{contact.first_name}}, You've done the work and gotten real results. Now we'd love for you to help someone else do the same. OUR REFERRAL PROGRAM: 🎁 Refer a friend who enrolls → you get [reward — e.g., $200 account credit or cash] 🎁 No limit on referrals 🎁 Your referral gets a special discount on enrollment YOUR PERSONAL REFERRAL LINK: [GHL referral tracking link — custom per contact] Who comes to mind? A business owner struggling to get a loan? A friend frustrated with their credit score? A colleague who keeps getting denied? One text or DM from you could change their financial situation. Thank you for being part of the [Brand] community. [Your Name]

📱 SMS — Referral Follow-Up (7 days after invite)

Hey {{contact.first_name}}! Just a reminder about our referral program 🎁 If you know anyone who wants to fix their credit or get business funding, send them your link: [referral link]. You get [reward] for every person who enrolls. Any questions just reply!

Cold Lead Re-Engagement (60-Day)

📱 SMS — Day 1 of reactivation

Hey {{contact.first_name}}, it's [Name] from [Brand] — we connected a while back about credit and funding. Still thinking about it? We helped 3 clients get approved last month alone. Worth a quick chat to see if you qualify? [Calendar 1 link] 🙌

📧 EMAIL — Day 3 of reactivation

Subject: Still want to get funded, {{contact.first_name}}?

Hey {{contact.first_name}}, We connected a while back and I wanted to check in. Since then, we've helped clients like you go from denied to funded — some are getting $50K, $100K, even $150K+ in capital after fixing their profile. The window is still open for you. If anything has changed in your situation — new business income, score improvements, or just feeling more ready — let's talk. [Grab a free strategy call → Calendar 1 link] No judgment on timing. I'm just here when you're ready. [Your Name]

📧 EMAIL — Day 10 · Special offer

Subject: I want to make this easy for you, {{contact.first_name}}

Hey {{contact.first_name}}, I know sometimes the timing just isn't right, or the investment feels like a stretch. So I want to make this as easy as possible for you. If you book a strategy call this week, I'll [offer: waive enrollment fee / add a bonus month / reduce first payment — customize to your business]. This is genuinely just me wanting to help you get started. No tricks. [Book a call this week → Calendar 1 link] Offer expires [date or "end of this week"]. [Your Name]

📱 SMS — Day 14 · Final

Hey {{contact.first_name}} — last reach-out from me for a while. The door's always open if you ever want to get funded. Just reply anytime. Take care! — [Your Name], [Brand] 🙌

Smart List	GHL Filter Logic	Review Frequency	Action
🔥 Hot Leads	Tag = `appt-no-show` OR (Tag = `contacted` AND Created < 7 days AND no appt booked)	Daily — every morning	Rep calls all before noon
🤖 AI Bookings	Tag = `booked-via-ai` AND Tag NOT = `enrolled-client`	Daily	Rep personal warm-up SMS before call
💰 Funding Ready	Tag = `funding-ready` AND Tag NOT = `funded`	Daily	Rep follow-up within 24hrs
😴 Stale Opportunities	Last Activity > 5 days AND Stage ≠ Enrolled AND Stage ≠ Complete	Weekly Monday	Manual outreach or reassign
⭐ Referral Candidates	Tag = `program-complete` OR Tag = `milestone-700`	Monthly	Add `request-referral` tag
💳 Payment Issues	Tag = `payment-failed` OR Tag = `payment-paused`	Daily	Rep personal call within 24hrs
🔄 60-Day Dormant	Last Activity > 60 days AND Tag ≠ `do-not-contact` AND Tag ≠ `enrolled-client`	Weekly	Batch into Automation 12
📞 AI No-Answer	Tag = `ai-voicemail` AND Tag NOT = `contacted` AND Created < 3 days	Daily	Rep personal follow-up call

// SECTION 09 · SOPs

Standard Operating Procedures

12 SOPs + 2 new AI SOPs. Written to be followed without interpretation. Assign to specific roles before launch.

New Lead Response SOP

Who: Sales Rep · When: Within 5 min of opt-in during business hours · Goal: Book strategy call

CRITICAL

⚡

AI fires first. The AI Voice Agent calls within 60 seconds and the chatbot is active on all channels. Reps follow up personally on any lead the AI didn't convert to a booking. Speed still matters — if the AI didn't book them, a personal touch often will.

1
Check GHL notification — has AI already booked this lead?
If tag booked-via-ai exists → follow SOP 1b (Warm-Up AI Booking). If not booked → continue this SOP.
2
Review contact record before calling
Check AI call log in GHL contact notes. Did the AI reach them? What did they say? Review survey answers, score, goal, lead source.
3
Personal call from GHL Dialer within 5 min
Opener: "Hey {{first_name}}, this is [Name] from [Brand]. Our AI assistant Jordan just tried to reach you — I wanted to personally follow up. Do you have 2 minutes?"
4
If voicemail — leave message + log in GHL
"Hey {{first_name}}, [Name] from [Brand]. Just sent you a guide on getting funded — calling to personally say hi and answer any questions. I'll text you too. Talk soon!"
5
6 contact attempts over 7 days if AI didn't convert
Mix: calls + personal SMS + email. Day 1 (2x call) · Day 2 · Day 4 · Day 6 · Day 8. Automation handles email/SMS backup.

AI-Booked Lead Warm-Up SOP (NEW)

Who: Sales Rep · When: Lead is tagged booked-via-ai · Goal: Warm up before the call

HIGH

1
Read the full AI conversation in GHL → Conversations
The AI captured qualification data — score range, issue type, goal, timeline. Know this BEFORE the call so you don't re-ask questions they already answered.
2
Send personal warm-up SMS 1hr before the call
"Hey {{first_name}}! This is [Rep Name] from [Brand] — you spoke with our AI Jordan earlier and booked a call for [time]. Looking forward to chatting! I've already reviewed your situation. See you then 👋"
3
On the call — acknowledge the AI conversation naturally
"Jordan gave me a quick summary of what you're looking for — a [score range], dealing with [issue], aiming for [goal]. Is that right?" Shows continuity, builds trust.
4
Continue with standard Sales Call SOP 2

Sales Call / Strategy Session SOP

Who: Sales Rep · When: Every strategy call · Goal: Enroll the client

CRITICAL

PRE
Pre-call prep (10 min before)
Review contact record, AI conversation log, survey answers, score, goal. Have proposal template ready to screen-share with their name pre-filled.
1
Rapport & discovery (5–8 min) — listen 80%
"Tell me about your business and what you're trying to accomplish right now." Take notes. Don't rush to pitch.
2
Diagnose the gap (5 min)
"If you had $X in capital tomorrow, what changes for you?" + "What's been the main obstacle to funding so far?" Find the emotional driver, not just the logical one.
3
Present the solution (8–10 min)
Walk through the 5C system. Show how you fix each element. Share 1–2 client results relevant to their situation. Connect everything to their specific goal.
4
Handle objections (5–8 min)
"Need to think" → "What specifically do you need to think through?"
"Too expensive" → "Compared to what? What's another 6 months without capital costing you?"
"Need to ask spouse" → "If it were your decision alone today, would this make sense?"
5
Close + payment via GHL Stripe link — stay on call
"Let me send you the agreement and payment link right now." Send via GHL → stay on Zoom until they confirm receipt. GHL auto-triggers Automation 06 when enrolled-client tag is added.
POST
Update GHL within 15 minutes of call end
Move pipeline stage. Add call notes. If enrolled: add tag enrolled-client. If not: create follow-up task with specific date and reason for hesitation.

Client Onboarding SOP

Who: Client Success · Within 24hrs of enrollment

CRITICAL

1
Verify tag enrolled-client + Stripe payment confirmed
Check GHL → Payments → confirm charge successful. GHL Documents should auto-send agreement via Automation 06.
2
Personal call to schedule kickoff within 48hrs (Calendar 3)
"Hey {{first_name}}, this is your credit specialist [Name]. Wanted to personally introduce myself and get your kickoff booked."
3
Walk client through credit report pull on kickoff call
Screen-share and guide through AnnualCreditReport.com — pull all 3 bureaus. If credit monitoring tool in use, pull from there.
4
Complete credit audit within 72hrs
Log in GHL: Starting score (all 3 bureaus) · Negative items count by type · Current utilization · Business credit status
5
Set expectations on kickoff — cover dos and don'ts
3–9 month timeline · No new credit applications · Keep utilization below 30% · Pay everything on time · Monthly update schedule
6
Move GHL pipeline to Dispute Round 1 + add tag

Monthly Credit Update SOP

Who: Credit Specialist · Every 30 days per active client

1
Pull current scores — all 3 bureaus
Equifax · Experian · TransUnion. Compare to last month.
2
Update GHL custom fields: Current Score + Items Removed + Improvement Points
Updating "Current Score" triggers Automation 09 if milestone hit.
3
Review bureau responses to prior disputes
Deleted → celebrate, note in GHL. Verified → escalate strategy. Plan Round 2 items.
4
Verify Automation 08 monthly email + SMS sent
Check GHL → Contact → Workflow History. Confirm both fired correctly.

Funding Application SOP

Who: Funding Specialist · When: Tag = funding-ready

1
Conduct Funding Strategy Call (Calendar 2)
Review all 3 scores, business profile, monthly revenue, desired amount, best lender match.
2
Collect funding documents
3 months bank statements · Last 2 years tax returns · Voided check · Business license. Upload to GHL → Documents.
3
Match to lender + record in GHL
SBA · Conventional · LOC · Revenue-based · Equipment · Unsecured. Enter Lender Name in custom field.
4
Submit + move pipeline → weekly updates to client

Payment Failed Response SOP

Who: Billing/Rep · Within 24hrs of Stripe failure

CRITICAL

1
Verify Automation 10 fired — don't double-send
Check GHL workflow history on the contact. Email + SMS should have fired automatically.
2
Personal call within 24hrs — offer solutions
"Hey {{first_name}}, [Name] here — just checking in about your payment. Anything we can help sort out quickly? We can change the date, split it, or update the card."
3
If resolved: remove payment-failed tags in GHL immediately
4
If 5 days no resolution: escalate to manager

Daily Operations Checklist

Who: All staff · Every business day, 9am sharp

1
Check AI Bookings smart list — warm-up SMS for each
Any leads booked by AI overnight? Send personal warm-up SMS before their call today (SOP AI Warm-Up).
2
Open Hot Leads smart list — call every contact
All no-shows and unbooked leads from last 7 days. Minimum 6 attempts per contact total.
3
Check Payment Issues smart list
Action any new failures within 24hrs per SOP 6.
4
Review today's booked calls — confirm reminders fired
Check GHL Calendar view. Verify 1hr SMS reminders are in workflow history for each contact.
5
Complete all GHL Tasks due today
GHL → CRM → Tasks. Every task actioned or rescheduled — never left overdue.
6
Check AI Conversations for any escalation flags
GHL → Conversations → filter by AI tags. Any lead who asked for a human and hasn't been contacted yet?

Client Graduation & Upsell SOP

Who: Client Success · When: Score goal hit or program complete

1
Automation 09 celebration fires — verify in GHL history
2
Personal celebration call
"I just saw your score hit [score]! That's incredible work — you did this. How do you feel?"
3
Transition naturally to funding
"Now that your profile is where it needs to be, we can go get you the capital. Want to talk about what you'd qualify for right now?"
4
Book Funding Review Call (Calendar 2) + add tags
Add request-review + request-referral in GHL to trigger Automations 11 & 15.

Duration	30 minutes
Buffer after	15 minutes
Availability	Mon–Fri, 9am–6pm
Max per day	8 calls
Advance booking	3–5 days only (creates scarcity)
Auto-confirm	YES
AI booking	YES — AI Voice & Chatbot can book this
Form questions	Business name · Goal · Score range
Triggers	Automation 03 (confirmation + reminders)

Duration	45 minutes
Buffer after	30 minutes
Availability	Mon, Wed, Fri — 10am–4pm
Max per day	4 calls
Required tag	funding-ready (add condition in GHL)
Auto prep	Funding checklist email 24hrs before
Form questions	Monthly revenue · Desired funding amount
Triggered by	Automation 09 (Score Milestone)

Duration	60 minutes
Buffer after	30 minutes
Availability	Tue–Thu, 10am–3pm
Max per day	4 calls
Auto confirm	YES — rep notified immediately
Pre-call email	Onboarding checklist 24hrs before
Post-call	Doc request sequence fires
Triggered by	Automation 06 (New Client Onboarding)

Duration	30 minutes
Buffer after	15 minutes
Availability	Tue–Thu only
Max per day	4 (keep volume controlled)
Trigger	Link in monthly progress email
Pre-fill	Client name from GHL contact data
Rep notification	SMS + GHL notification on booking
Triggered by	Automation 08 (Monthly Update)

Metric	🟢 Target	🟡 Acceptable	🔴 Fix Now	How to Improve in GHL
Funnel Opt-In Rate	>40%	30–40%	<30%	A/B test headline in GHL Funnel Builder
AI Call Answer Rate	>35%	25–35%	<25%	Adjust call timing, try different times of day
AI Booking Rate (of answers)	>20%	12–20%	<12%	Refine AI voice script, improve qualification flow
Opt-In → Booking Rate (total)	>30%	20–30%	<20%	Improve VSL, rep response speed, SMS #1 copy
Show Rate (booked → showed)	>70%	60–70%	<60%	1hr SMS reminder, tighten booking window to 3 days
Close Rate (showed → enrolled)	>35%	25–35%	<25%	Improve call script, better pre-qualification
Email Open Rate	>35%	25–35%	<25%	A/B test subject lines in GHL email editor
SMS Reply Rate	>20%	10–20%	<10%	Add questions to SMS, test send timing
Client 90-Day Retention	>85%	70–85%	<70%	Improve onboarding, increase monthly touchpoints
Rep Response Time	<5 min	5–15 min	>15 min	AI handles first contact — rep follows within 5 min
Funding Approval Rate	>60%	40–60%	<40%	Tighten pre-qualification criteria, better lender match

Step	Action	Where & Details
1	Connect Stripe account to GHL	GHL → Settings → Payments → Integrations → Stripe → Connect Account (use existing Stripe or create new)
2	Create products/services	GHL → Payments → Products → Add Product. Create: Credit Repair Starter ($997) · Credit Repair Pro ($1,997) · Funding Program ($497) — or your actual pricing
3	Create payment links	GHL → Payments → Payment Links → Create link for each product. These are what you send on sales calls and in emails.
4	Set up recurring subscriptions	For monthly programs: GHL → Payments → Products → enable "Recurring" → set billing interval → monthly
5	Configure failed payment webhooks	Automatic in GHL when Stripe is connected. GHL listens for Stripe "payment_intent.payment_failed" event → triggers Automation 10
6	Test the full payment flow	Use Stripe test mode first (Stripe dashboard → toggle Test Mode). Run a test transaction end-to-end: opt-in → call → payment → verify Automation 06 fires
7	Set up invoicing (optional)	GHL → Payments → Invoices → Create invoice template for manual billing situations

GHL Feature	Used For	Where to Build
Funnels	All 5 funnel pages	GHL → Sites → Funnels → New Funnel
Workflows	All 20 automations	GHL → Automation → Workflows → New Workflow
Pipelines	3 pipelines: Lead · Credit Repair · Funding	GHL → CRM → Pipelines → Add Pipeline
Calendars	4 booking calendars	GHL → Calendars → Calendar Settings
AI Employee	Chatbot on all channels	GHL → Settings → AI Employee → Enable
AI Voice	Inbound + outbound AI calls	GHL → Phone Numbers → [Number] → AI Voice
Custom Fields	20 contact data fields	GHL → Settings → Custom Fields → Contact
Tags	70+ tags across all categories	GHL → Settings → Tags → Add Tag
Smart Lists	8 filtered contact views	GHL → CRM → Smart Lists → Create
Forms	Multi-step application form	GHL → Sites → Forms → New Form
Chat Widget	Website AI chat	GHL → Sites → Chat Widget → AI tab
Missed Call Text-Back	Automation 02 trigger	GHL → Settings → Phone → Missed Call Text-Back: ON
Documents (eSign)	Service agreement	GHL → Documents & Contracts → New Document
Conversations	Unified inbox all channels	GHL → Conversations (all SMS/email/chat/DM)
Reports / Dashboard	All KPI tracking	GHL → Reporting → Dashboard → Add Widget
Stripe (via GHL)	Payments + webhooks for Automation 10	GHL → Settings → Payments → Integrations → Stripe
Reputation Management	Google review links for Automation 11	GHL → Reputation → Requests → Get Review Link
Tasks	Rep follow-up tasks in all automations	GHL → CRM → Tasks · Created via workflow action
Dialer	Rep outbound calls (logged automatically)	GHL → CRM → Contact → Call button

FUNDING REVENUE SYSTEM GHL BLUEPRINT 🤖 + AI

Complete Blueprint Index

GHL Sub-Account Setup

Offer & Pricing Structure

Sales Funnel Architecture

Pipeline & CRM Setup

Pipeline 1 — Lead Nurture Pipeline

Pipeline 2 — Credit Repair Client Pipeline

Pipeline 3 — Business Funding Pipeline

Custom Fields — Build in GHL → Settings → Custom Fields → Contact

Automation Workflows 01–16

Master Automation Table

Automation 01 — New Opt-In Lead CRITICAL

Automation 02 — Missed Call Text-Back CRITICAL

Automation 03 — Appointment Booked CRITICAL

Automation 04 — Appointment Reminder Sequence HIGH

Automation 05 — No-Show Re-Engagement HIGH

Automation 06 — New Client Onboarding CRITICAL

Automation 07 — Document Collection HIGH

Automation 08 — Monthly Progress Update HIGH

Automation 09 — Score Milestone Reached CRITICAL

Automation 10 — Payment Failed (Stripe) CRITICAL

Automation 11 — Review Request HIGH

Automation 12 — Cold Lead Re-Engagement MED

Automation 13 — Funding Application Received HIGH

Automation 14 — Funding Approved 🎉 HIGH

Automation 15 — Referral Program MED

Automation 16 — Stale Opportunity Alert MED

AI Chatbot + AI Voice Agent

AI Employee — Initial Setup

AI Chatbot — Full Conversation Script

Stage 1: First Message (New Lead / Website)

Stage 2: Qualification Questions

Stage 3: Booking

Stage 4: FAQ Handling (when lead asks questions)

AI Voice Agent — Full Call Script

AI Voice Agent — Outbound Call Script (New Lead)

AI Voice Agent — Inbound Call Script

AI Automations 17 — 20

Automation 17 — AI Outbound Call (New Lead) 🤖 AI

Automation 18 — AI Call No Answer Follow-Up 🤖 AI

Automation 19 — AI Chatbot Lead Handoff to Human 🤖 AI

Automation 20 — After-Hours Lead Capture 🤖 AI

AI Voice Agent & Multi-Channel Chatbot

AI Knowledge Base — What to Feed It

AI Chatbot Conversation Scripts — by Channel

💬 Website Chat Widget — New Visitor Script

📱 Facebook & Instagram DM Script

📲 Inbound SMS Chat Script

AI Voice Agent Scripts — Complete Call Flows

📞 Outbound AI Call Script — New Lead (fires within 60 seconds of opt-in)

📞 Inbound AI Call Script — Answering Calls 24/7

AI Channels — Setup Checklist

AI Performance Tracking — GHL Reports

Email & SMS Sequences

7-Day Lead Nurture Sequence

Appointment Confirmation & Reminder Sequence

No-Show Re-Engagement Sequence

Client Onboarding Sequence

Monthly Progress Update Sequence

Score Milestone & Funding Ready Sequence

Payment Failed Sequence (Stripe)

Funding Application & Approval Sequences

Review Request & Referral Program Sequences

Cold Lead Re-Engagement (60-Day)

Tags, Fields & Smart Lists

Smart Lists — Build in GHL → CRM → Smart Lists

Calendar & Booking Setup

Standard Operating Procedures

Reporting & KPI Tracking

Conversion Benchmark Table

GHL Dashboard Widgets

Build Order & Launch Plan

GHL Sub-Account Setup & Stripe

GHL Sub-Account Configuration Checklist

Stripe Setup via GHL — Step by Step

GHL Feature Map — Complete Build Reference