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🏗️ Phase 1: Architecture, White-Label, Domains & LC Phone Telephony (A2P 10DLC)
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1.1
Provision dedicated GHL Sub-Account via REST API v2, configure timezone (Europe/Kyiv), base currency, business legal details, address, and company tax identifiers.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.2
Set up brand kit in Agency/Location settings: primary and secondary brand colors, vector SVG logos, dark/light favicon, and typography guidelines.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.3
Initialize all global Custom Values for dynamic variable interpolation across emails, SMS, websites, and contracts (Support Phone, WhatsApp Link, Booking Engine URL, Policies).
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.4
Configure Role-Based Access Control (RBAC): Agency Admin, Account Admin, and Front-Desk Account Users. Enforce mandatory Two-Factor Authentication (2FA) and IP whitelisting.
ℹ️ guide
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21.09
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📋
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✓ Done
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1.5
Connect dedicated email sending subdomain (e.g. mail.domain.com) with SPF, DKIM, DMARC, and MX DNS verification to achieve 99%+ inbox deliverability.
ℹ️ guide
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21.09
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📋
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✓ Done
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1.6
Provision dedicated sending IP address and activate automated warm-up schedule ramping volume from 50 to 5,000 emails/day over 30 days to protect IP reputation.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.7
Activate real-time email verification filter on all incoming lead forms and import lists to purge invalid, disposable, and spam-trap mailboxes before sending.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.8
Provision dedicated local/toll-free phone number for two-way SMS messaging, inbound customer call routing, and voice drops.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.9
Submit A2P 10DLC Brand (EIN / Legal Entity verification) and Campaign registration to The Campaign Registry (TCR) to prevent carrier spam filtering in US/EU.
ℹ️ guide
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21.09
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📋
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✓ Done
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1.10
Complete regulatory identity verification for toll-free numbers, submitting business use cases and opt-in workflow screenshots for carrier approval.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.11
Configure CNAM (Caller ID Name) for verified business identity display on outbound calls, plus real-time carrier spam scoring and SMS validation.
ℹ️ guide
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21.09
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🤖
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✓ Done
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Phone Numbers -> Call Routing & Recording', 'done')">
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1.12
Configure inbound call forwarding to manager phones, call whisper announcement ("Incoming VIP lead from Website"), and mandatory call recording disclosure.
ℹ️ guide
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21.09
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🤖
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✓ Done
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Interactive Voice Response (IVR) Trigger & Action', 'done')">
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1.13
Build interactive automated voice tree: "Press 1 for Reservations/Sales, Press 2 for VIP Concierge, Press 0 for Front-Desk Operator".
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.14
Deploy instantaneous automated SMS callback workflow when an inbound customer call is missed or unanswered within 15 seconds.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.15
Implement strict TCPA/GDPR compliance filters: automatic contact DND (Do Not Disturb) activation on keywords STOP, UNSUBSCRIBE, CANCEL, QUIT.
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.16
Setup website tracking number pool with JavaScript DNI snippet to dynamically replace phone numbers based on traffic source (Google Ads, Meta, Direct).
ℹ️ guide
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21.09
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🤖
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✓ Done
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1.17
Connect official Meta WhatsApp Business Cloud API for high-delivery interactive messaging, verified profile, and 24h service window handling.
ℹ️ guide
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21.09
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📋
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✓ Done
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1.18
Link official Instagram Business profile and Facebook Page via native OAuth webhooks for bidirectional conversation synchronization inside GHL Inbox.
ℹ️ guide
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21.09
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📋
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✓ Done
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1.19
Connect Google My Business / GBP listing to capture Google Maps search chats directly into the unified GHL conversation stream.
🔔 4
ℹ️ guide
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21.09
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📋
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⚡ In Progress
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1.20
Customize and embed GHL Live Chat widget on client web properties with brand colors, proactive greeting bubble, avatar, and SMS/Live fallback.
ℹ️ guide
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21.09
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🤖
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⚡ In Progress
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💼 Phase 2: CRM Core, Custom Objects, Funnels, Stripe Payments & Calendars
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2.1
Programmatically generate 80+ comprehensive custom fields grouped into logical folders (Personal, Preferences, Financials, Lead Scoring, History).
ℹ️ guide
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28.09
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🤖
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⚡ In Progress
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2.2
Define Custom Objects for specialized entities (e.g. Orders, Property Units, Vehicles, Contracts) linked 1-to-many with Contacts.
ℹ️ guide
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28.09
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🤖
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⚡ In Progress
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2.3
Setup hierarchical tag taxonomy (Traffic Source, Lead Temperature: Hot, Warm, Cold, VIP Status, Unresponsive, Do-Not-Contact).
ℹ️ guide
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28.09
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🤖
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⚡ In Progress
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2.4
Build visual multi-stage sales opportunity pipelines with win probability, expected deal values, and stage-specific SLA time limits.
CLIENT ACTION 🔔 4
ℹ️ guide
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28.09
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🤖
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⏳ Client Action
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48h", "VIP Clients with Bookings > $2k", "Unanswered Inbound Messages".', '28.09', 'Налаштувати динамічні сегменти для щоденної роботи менеджерів, зберегти як публічні вкладки для швидкого доступу.', 'Contacts -> Smart Lists -> Create & Save Filter', 'pending')">
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2.5
Configure filtered Smart Lists in Contacts view: "Leads with no activity > 48h", "VIP Clients with Bookings > $2k", "Unanswered Inbound Messages".
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.6
Populate product and service catalog with titles, SKUs, descriptions, pricing, tax rates, and recurring billing intervals via Products API.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.7
Connect Stripe Connect / PayPal account with live webhook sync for instant charge authorization, 3DS authentication, and automated refunds.
ℹ️ guide
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28.09
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📋
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○ Planned
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2.8
Build branded invoice templates with automated PDF generation, recurring auto-debit scheduling, tax lines, and payment reminders.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.9
Create team Round Robin booking calendars distributing meetings equally among sales reps based on live availability and custom priority weights.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.10
Configure paid appointment booking requiring Stripe deposit/full payment directly on the booking modal before slot confirmation.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.11
Establish two-way real-time calendar synchronization to automatically block busy slots from personal calendars and push GHL meetings to mobile calendars.
ℹ️ guide
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28.09
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📋
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○ Planned
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2.12
Set minimum scheduling notice (e.g. 2 hours), buffer time between appointments (15 min), and maximum allowed appointments per day per manager.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.13
Build automated 3-stage meeting reminder sequence: Instant confirmation with calendar invite (.ics), 24h reminder, and 1h SMS with direct meeting link.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.14
Generate automated self-service reschedule and cancellation links inside appointment emails, automatically freeing up calendar slots and notifying staff.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.15
Design multi-step responsive landing page funnel with lightning-fast CDN caching, mobile-optimized typography, and high-converting CTA sections.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.16
Build responsive qualification forms with smart conditional fields, country code auto-detection, and URL parameter pre-population (?email=...).
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.17
Implement 2-Step Order Form capturing lead contact info on Step 1, followed by secure card checkout on Step 2 with 1-click Order Bump upsell checkbox.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.18
Build post-purchase One-Time-Offer (OTO) steps enabling clients to purchase complementary premium upgrades with a single click without re-entering card details.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.19
Configure branded Client Portal on dedicated subdomain (portal.clientdomain.com) with passwordless magic link login for courses, documents, and chats.
ℹ️ guide
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28.09
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🤖
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○ Planned
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2.20
Perform bulk contact import from legacy database with smart deduplication rules, custom field mapping, and welcome tag assignments.
ℹ️ guide
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28.09
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📋
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○ Planned
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🤖 Phase 3: Omnichannel Automations, AI Employee (Agent Studio) & RAG
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3.1
Configure Agent Studio core settings: personality prompt, Tone of Voice, business operating hours, response delay simulation (10–20 sec), and max message limits.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.2
Connect vectorized FAQ, service catalogs, amenities, and policies into Agent Studio Search Knowledge Base Tool for precise semantic retrieval.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.3
Build guided conversational flow using Sequential Nodes to collect customer requirements step-by-step before offering booking or checkout.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.4
Equip AI Agent with native calendar booking tool allowing the bot to check live slot availability and book meetings directly within WhatsApp/Instagram/Web chat.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.5
Deploy automated bot pause and staff notification trigger when customer asks for human operator, expresses dissatisfaction, or enters negotiation stage.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.6
Configure Voice AI agent with ultra-realistic synthesized voice clone to answer inbound telephony calls, answer common questions, and book calendar slots.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.7
Setup automated audit logging for unrecognized customer queries (Unmatched Queries) and a weekly fine-tuning pipeline to update vector docs.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.8
Deploy omni-channel instant response sequence triggering within 60 seconds of form submission across SMS, WhatsApp, and internal push notification.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.9
Build multi-branch decision trees routing leads based on budget, chosen service, VIP status, geographic location, or previous booking history.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.10
Deploy automated cart abandonment sequence triggered when contact enters Step 1 of Order Form but does not complete purchase within 15 minutes.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.11
Build automated revival sequence for opportunities remaining in the same pipeline stage for more than 5 days without outbound activity.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.12
Implement serverless JavaScript code execution inside Workflow action for dynamic data calculation, external API validation, or hash generation.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.13
Configure inbound webhook triggers to ingest data from external PMS/ERP systems and outbound webhooks to sync closed deals with accounting software.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.14
Connect Slack Premium Action / Telegram webhook to send real-time alerts into sales channel when high-value leads submit booking requests or pay invoices.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.15
Deploy automated A/B split testing inside workflows (50/50 split) to scientifically compare SMS copy open/reply rates and identify winning variants.
ℹ️ guide
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05.10
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🤖
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○ Planned
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Action: Wait (Event/Condition) & Go To', 'pending')">
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3.16
Build advanced multi-day nurturing loops with "Wait for Customer Reply" timeouts and Go-To loops to safely exit sequence when customer responds.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.17
Build rich WhatsApp interactive messages with clickable CTA buttons (Confirm Booking, Connect with Specialist, View Catalog).
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.18
Deploy automated Direct Message conversation flow with interactive quick-reply buttons for leads sliding into Instagram DMs or replying to Stories.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.19
Create branded membership portal with course syllabus, video lessons, downloadable resources, and automatic access provisioning upon purchase.
ℹ️ guide
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05.10
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🤖
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○ Planned
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3.20
Setup private white-label community channels, discussion groups, and gamification points engine awarding badges and leaderboard ranks for engagement.
ℹ️ guide
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05.10
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🤖
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○ Planned
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🚀 Phase 4: SaaS Rebilling, Reputation, Mobile App, Meta CAPI & BI Handover
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4.1
Configure SaaS Mode plans with tiered feature locks, sub-account limits, user quotas, and automated Stripe recurring subscription billing.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.2
Implement client billing wallet auto-recharge automation preventing service interruptions on telephony, SMS, and AI token consumption.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.3
Activate automated rebilling markups generating predictable SaaS revenue: 1.5x on SMS/calls, 1.5x on LC Email, and 2.0x on AI Conversational tokens.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.4
Enable WhatsApp conversation-based rebilling markup for marketing and utility conversation categories directly through agency dashboard.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.5
Setup and distribute LeadConnector mobile app for client front-desk and managers with push notifications, mobile CRM pipeline, and in-app chat.
ℹ️ guide
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12.10
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📋
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○ Planned
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4.6
Build automated review collection workflow sending personalized SMS/Email requests with direct Google review shortlink 24h after service delivery.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.7
Configure AI-powered review auto-response system drafting polite, contextual public replies to positive and negative Google/FB reviews within minutes.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.8
Generate and embed dynamic live Google Reviews carousel widget on client sales pages showcasing verified 5-star social proof in real-time.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.9
Connect social channels (Instagram, Facebook, TikTok, LinkedIn, Twitter/X, GMB) into unified Social Planner with bulk CSV scheduling and Canva direct sync.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.10
Deploy server-side Meta Conversions API (CAPI) relaying standard events (Lead, InitiateCheckout, Schedule, Purchase) directly to Meta Graph API.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.11
Install GTM container tracking full conversion funnel steps with dataLayer pushes for GA4 E-commerce purchase events and Google Ads offline conversions.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.12
Configure CRM attribution source reporting capturing original UTM parameters (utm_source, utm_medium, utm_campaign) and conversion touchpoints.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.13
Build customized executive KPI dashboard displaying real-time metrics: Total Revenue, Average Order Value (AOV), CPL, Close Rate, and Pipeline Velocity.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.14
Configure server cron daemon executing morning briefings (new leads, open tasks, today bookings) and evening revenue reports into executive Telegram channel.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.15
Execute comprehensive end-to-end stress-test: simulated ad click -> form submission -> instant SMS/WhatsApp -> bot conversation -> booking -> Stripe charge -> receipt.
ℹ️ guide
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12.10
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🤖
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○ Planned
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4.16
Conduct executive demonstration of the live integrated GoHighLevel ecosystem with client leadership, provide operational handover, and transition to Month 2 Retainer.
ℹ️ guide
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12.10
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📋
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○ Planned
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