7 stages: New Lead, Contacted, Intake Sent, Consultation Booked, Complete, Signed, Lost. Custom fields: lead source, case type, case value.
3
Configure Missed Call Text-Back
Automation trigger: Missed Call. SMS within 60 seconds. Test with your own number first.
4
Set Up AI Receptionist
Conversations, AI Settings, configure with firm name, practice areas, FAQs. Test 5 scenarios: inquiry, price, case type, out of hours, booking.
5
Connect Calendar and Booking
Create Consultation Calendar, set availability, embed in AI receptionist and text-back, test booking end to end.
6
Send Week 1 Slack Update
GHL live, CRM built, text-back active, AI receptionist tested, calendar connected. Include screenshots.
Week 2 - Conversion Layer (Days 8-14)
1
Build 7-Touch Follow-Up Sequence
Day 0: SMS+Email. Day 1: SMS. Day 2: Email. Day 3: SMS. Day 5: Email. Day 7: Final SMS. Stops when lead books or responds.
2
Configure AI Lead Qualification
4 qualifying questions. Tag Hot/Warm/Cold. Hot leads get instant booking prompt.
3
Set Up Auto Booking and Call Analyzer
Booking step at Day 1 with confirmation and reminder SMS. Connect phone to GHL call tracking. Enable recording.
4
Run Full 8-Step QC Test
Submit lead, AI responds under 30s, follow-up fires, lead qualified, booking link sent, test booking, confirmation fires, lead in CRM. All 8 must pass.
Week 3 - Launch (Days 15-21)
1
Build Campaign and Landing Page
Objective: Leads. Ad Set 1 broad, Ad Set 2 retargeting. Budget 70/30. Start $50/day. Build funnel from B2C template connected to CRM.
2
Write 3 Ad Variations and Launch
Hook + body + CTA. Test all 3 at launch. Kill bottom performer after 7 days. Monitor hourly 48hrs: CPM under $15, CTR above 1.5%.
Week 4+ - Optimize and Scale
1
Weekly Ad Scaling
CPL on target: increase budget max 20% per week. CPL below target: double and expand to lookalikes. Kill bottom creative after 7 days.
2
Weekly Client Updates
CRM review, call analyzer, weekly Slack update to every client with leads, consults, signed, spend, CPL, what was optimized.