3
Shipped and verified
The result
Status: liveAll 7 pages built, published, and live on a connected subdomain (SSL active). All 5 workflows published. The capture → Sequence A tag chain and the referral → Sequence B chain are both verified end to end with live test enrollments (test contacts then deleted).
Pages live
| Page | Result |
|---|
| Field-Rep Toolkit · view the built page → | 200 live |
| Contractor page | 200 live |
| Crash Course | 200 live |
| Sales Simulator | 200 live |
| Scorecard | 200 live |
| Subscription plan | 200 live |
| One-time course | 200 live |
Verified: all 7 return HTTP 200, zero broken merge-field links, every cross-link and "copy link to share" button wired to the live URLs with tracking params.
Workflows published
Built in the CRM (GoHighLevel). The deep-links below are sample links to the CRM app (the real workflow URLs are client-private).
- Weekly Field Tips Opt-in published + verified · trigger: Inbound Webhook (Toolkit form) · Create/Update Contact → tag
[camp] rep-opted-in → team alert Open in CRM →
- Sequence A (Rep Nurture) published + verified · trigger:
[camp] rep-opted-in (matches the capture tag exactly) · 4 emails + waits (7d / 7d / 21d) + activation tag (8 steps) · live test enrolled, E1 fired Open in CRM →
- Sequence B (Contractor) published + verified · trigger:
[camp] referred-lead · 5 emails + waits (2d / 3d / 5d / 8d), every CTA → the plans comparison page Open in CRM →
- Contractor Referral (rep shares) published + verified · trigger: Inbound Webhook (Option 1 direct or contractor opt-in) · Create/Update contact → tags
[camp] referred-lead + [camp] referred-by-rep → team alert → enrolls Sequence B Open in CRM →
- Share-Link by Email published + verified · trigger: Inbound Webhook (Option 2 "Email me my link") · Create/Update contact → tag
[camp] rep-sharer → emails the rep a ready-to-forward message with their tracked link Open in CRM →
What shipped done
- All 7 pages built as custom-code pages in the CRM funnel builder, connected to the subdomain, and published live with a clean logo + favicon.
- 3 free-tool pages built, including the AI roleplay tool embedded live and the scorecard wired to a no-gate PDF download.
- Two product pages built as real product pages, wired to live checkout where available.
- Two-lane conversion CTA on every page: self-serve plans comparison, or book a discovery call.
- Contractor referral live end to end (both share options), verified with a test referral.
- Email Sequence A (4) and Sequence B (5) built and published with triggers attached; every Sequence B email carries both the "see your plans" and "book a call" CTAs, exactly once.
- Tag audit: capture adds the exact tag Sequence A triggers on (verified by live enrollment); stray duplicate tags and test contacts removed.
- Attribution script installed and verified firing on all 7 pages.
Open items (owner handoffs) open
- Client ops: fix one mis-wired checkout link on the comparison page; supply the formatted scorecard PDF.
- Client founder: confirm proof stats; approve the contractor share model.
- Client tracking lead: verify the gateway → attribution connection; create the campaign dashboard view.
- Partner: approve materials + co-brand logo. List owner: finalize the rep list.