@elitedcs/ghl-mcp 3.71.0 → 3.72.0

package/skills/blueprint/presets/med-spa.md

@@ -1,59 +1,58 @@
 # Preset: Med Spa (default)
 
-**File:** `med-spa.preset.json` · **id:** `med_spa` · **version:** 1.0.0 · **default:** yes
-**Source:** ghl-command showcase Modules 0-7 + the proven Bliss Med Spa / Lux Bio Therapy builds.
-**Status:** Live-validated 2026-06-25 — `validate_build_plan` valid (48 refs, 0 dead) and
-`apply_build_plan` dry_run clean (40 objects, 28 actions auto-built, 0 need-content,
-0 manual action steps, every trigger auto-built). See `examples/medspa-dry-run-report.md`.
+**File:** `med-spa.preset.json` · **id:** `med_spa` · **version:** 2.0.0 · **default:** yes
+**Source:** ghl-command showcase Modules 0-7 + the proven Bliss Med Spa / Lux Bio Therapy builds; v2 depth per the owner review of 2026-08-26 (every workflow must do real work; nurture never under 30 days; copy to the Gary V / Hormozi standard in references/copy-guide.md).
 
 ## When it is selected
-The default reference preset, and the routing target for med-spa / aesthetics business
-types (`selectors.businessTypes`) and the `med_spa` / `medspa` / `aesthetics` aliases. It
-is also the library default: a brief whose `business_type` matches no preset resolves here.
-(The med-spa business type and `med_spa` alias moved here from the generic preset, which is
-now the neutral, non-default fallback for clinics/coaches/ecom/etc.)
-
-## What it builds (skeleton)
-- **1 pipeline** — "Patient Journey", default 7 stages (New Lead → Contacted → Consult Booked* → Showed* → Treated → Member / Rebooked → Lost). Overridden by `goal.salesStages` when supplied.
-- **5 custom fields** — Lead Source (dropdown), Service Interest (multi-select, options mirrored by the interest-* tags), Appointment Date*, Consult Deposit Paid* (checkbox), Estimated Lifetime Value (`MONETORY`).
-- **13 tags + derived interest tags** — 5 lead-source + 8 lifecycle; the skill also derives `interest-<x>` tags (injectables / filler / facials / membership) from the offer and mirrors them onto the Service Interest field options.
-- **1 custom value** — Booking Link (filled by the calendar-connect handoff).*
-- **1 calendar** — round-robin Consultation, Mon-Fri 9-5 default. Auto-assigned when the operator is the sole user; otherwise the add-staff handoff applies.*
-- **1 intake form** — first/last/email/phone (phone required) + Service Interest (mapped to the custom field).
-- **1 funnel** — Free Assessment opt-in (→ form, with the A2P-compliant consent block) + Thank You (booking CTA).* Page content filled from `funnel-page-content-template.md`.
-- **5 emails + 3 SMS** — welcome, education nurture, consult reminder*, no-show*, win-back; speed-to-lead / consult-reminder / no-show texts (SMS only when `channels.sms`).
-- **5 workflows** — Speed-to-Lead (form_submission), Lead Nurture (contact_tag), Replied → Stop & Route (customer_reply), New Patient Onboarding* (appointment confirmed; appointment-relative reminder via `wait_appointment`), No-Show Win-back* (appointment noshow; `find_opportunity` branch → found: move opp back + text; notFound: win-back email).
-- **Handoffs (conditional)** — add-staff* (team only), calendar-connect, A2P, Stripe, email-domain.
+The default reference preset, and the routing target for med-spa / aesthetics business types (`selectors.businessTypes`) and the `med_spa` / `medspa` / `aesthetics` / `injectables` aliases. A brief whose `business_type` matches no preset resolves here.
+
+## What it builds (skeleton, v2 depth)
+- **Users** — one per `brief.team.staff[]` entry. Every alert, task and assignment step points at a `userRef`; in the skeleton that is the role placeholder `user.owner`, resolved at fill time from `team.notifyName` (alerts) and `team.callsName` (tasks, assignment). No staff yet → the steps stay, pointed at `user.__pending__`, and the build reports them as waiting.
+- **1 pipeline** — "Patient Journey": New Lead → Contacted → Consult Booked* → Showed* → Treated → Member / Rebooked → Lost. Overridden by `goal.salesStages` when the brief supplies them.
+- **6 custom fields** — Lead Source, Service Interest, Top Concern, Appointment Date*, Consult Deposit Paid*, Estimated Lifetime Value.
+- **24 tags** — source, lifecycle, the hand-off trigger tags (`nurture-start`, `winback-start`, `missed-call`, `no-show`), and interest tags mirrored from the interest field.
+- **4 custom values** — business_name, business_phone, owner_first_name, booking_link. Every message reads business name / phone / signature / links from these, so the copy stays right when details change.
+- **1 calendar** — Consultation (round_robin, Mon-Fri 9-17 default, 30-minute slots, `teamMemberRefs` → the plan users).*
+- **1 intake form + 1 funnel** — "New Client Inquiry" (first/last/email/phone required + Service Interest) and a Free Skin Assessment opt-in page with the A2P consent block, plus a Thank You page with the booking widget.
+- **15 email + 17 SMS templates** — complete, send-ready copy written to `references/copy-guide.md`. The build stage rewrites every one from the real brief (offer, pain points, objections, prices, lead magnet) and keeps the cadence, the single CTA and the merge fields.
+- **8 workflows, 32 customer touches** — see the table.
 
 \* conditional on `goal.bookingNeeded == true`.
 
-## What this preset gets right (the contract corrections)
-- **Canonical trigger tokens only.** Every trigger uses a type the executor builds natively
-  (`form_submission`, `contact_tag`, `appointment` + `appointmentStatus`, `customer_reply`),
-  so triggers auto-build instead of falling through to a manual GHL-UI step. (The older
-  generic preset used `tag_added` / `appointment_status` / `appointment_booked`, which are
-  NOT recognized and surface as manual steps.)
-- **A2P gates the workflows, not just the assets.** `handoff.a2p.blocks` lists each
-  SMS-bearing **workflow** ref (Speed-to-Lead, Onboarding, No-Show) so they stay DRAFT until
-  A2P is approved — a bare `sms.*` wildcard gates only the asset surface, not the workflow's
-  publish state.
-- **Publishable internal notifications.** `internal_notification.to` uses the
-  `{{operator.userId}}` token, which the skill resolves to a real GHL user id from
-  `get_users` at fill time (a non-user value builds a notify-all that GHL will not publish).
-- **Customer-safe handoff owners.** `OPERATOR-UI` / `OPERATOR-EXT` / `TEAM` — never internal
-  names.
+## Workflows
+
+| Workflow | Trigger | Actions | Touches | Span of waits | Stops on reply |
+|---|---|---|---|---|---|
+| Speed to Lead | form_submission | 15 | 5 | 1.1 days | yes |
+| Missed Call Text-Back | call_status (missed: no-answer/busy/voicemail) | 7 | 2 | 1 h | yes |
+| Lead Nurture (30 days) | contact_tag (tag.nurture_start) | 28 | 11 | 31 days | yes |
+| Replied - Stop & Route | customer_reply | 9 | 0 | instant | no |
+| Win-back (30 days) | contact_tag (tag.winback_start) | 13 | 5 | 31 days | yes |
+| Consult Booked - Confirm & Move | appointment (confirmed) | 8 | 2 | instant | no |
+| Consult Reminders | appointment (confirmed) | 5 | 3 | instant | no |
+| No-Show Rescue | appointment (noshow) | 14 | 4 | 7 days | yes |
+
+- **Speed to Lead** (15 actions): instant text + email, opportunity card, the contact assigned to whoever takes calls, alert to a real person, a call task due today, a 2nd touch at 20 minutes, a 3rd at 3 hours, a 4th and 5th by the next day, then the hand-off tag `nurture-start` as the last action.
+- **Lead Nurture** (28 actions, 11 touches, 31 days of waits): give, give, ask. Ends with `lifecycle-lapsed` + the `winback-start` hand-off.
+- **Win-back** (13 actions, 5 touches, 31 days of waits): one reason to come back per message, then `lifecycle-lost`.
+- **Replied - Stop & Route**: the exit workflow. Pulls the contact out of every sequence, notes it, marks contacted, alerts a person and creates a 15-minute reply task.
+- **Missed Call Text-Back**: `call_status` trigger scoped to no-answer / busy / voicemail, inbound. Text within seconds, tag, alert, call-back task, one more text an hour later.
+- **Consultation → Confirm & Move, Reminders, No-Show Rescue**: booking stops every sequence and moves (or creates) the opportunity; reminders at 24 h and 2 h; a no-show gets a same-day call task, text and email, two more touches, then hands off to Win-back and moves the card back to Contacted.
+
+### Why sequences hand off with a tag, not add_to_workflow
+Every hand-off is `add_contact_tag` + a `contact_tag` trigger. Both halves are live-proven shapes captured from working GHL workflows (`templates/action-schemas.json`). `add_to_workflow` has no captured native shape there and has not been proven at runtime, so a preset may not use it. Each sequence removes its own trigger tag as its first action so a later hand-off can start it again.
 
 ## How the brief shapes it
 | Brief signal | Effect |
 |---|---|
-| `goal.salesStages` present | replaces the default pipeline stages |
-| `goal.bookingNeeded == false` | drops the calendar, appointment field/tag/stage, onboarding + no-show workflows, and the add-staff/connect handoffs |
-| `channels.sms == true` | keeps SMS assets + the send_sms actions + the A2P handoff/gating; otherwise they drop |
-| `flags: needs_a2p` | adds the A2P handoff and holds the SMS-bearing workflows DRAFT |
-| `flags: stripe_not_connected` / `calendar_oauth_needed` / `email_domain_needed` | adds the matching handoff |
-| `business.teamSize != "Just me"` | adds the add-staff handoff (a team needs an assigned provider) |
-| `business.name`, `offer.*`, `audience.*`, `extended.*` | fill object names + ground all copy |
-
-## Worked example
-`examples/medspa-brief.json` → `examples/medspa-build-plan.json` →
-`examples/medspa-approval-view.md`, proven by `examples/medspa-dry-run-report.md`.
+| `goal.salesStages` present | replaces the default pipeline stages (workflow stage refs are mapped to the nearest equivalent) |
+| `goal.bookingNeeded == false` | drops the calendar, booking stage/tag/fields, the three appointment workflows and the calendar handoffs |
+| `channels.sms == true` | keeps SMS templates, the send_sms actions, Missed Call Text-Back and the A2P gating; otherwise they drop (the email-only nurture still spans 31 days) |
+| staff answers present | fills `users`; every `userRef` resolves to a real person |
+| staff empty | every `userRef` → `user.__pending__`; the steps stay; `handoff.add_staff` holds those workflows DRAFT |
+| `flags` | `needs_a2p` / `stripe_not_connected` / `calendar_oauth_needed` / `email_domain_needed` add the matching handoff |
+| `business.name`, `offer.*`, `audience.*`, `extended.*` | fill object names, custom values and ground every template rewrite |
+
+
+## Copy notes
+Written for the fear that drives every med-spa lead: looking "done". The through-line is "refreshed, not overdone": treat less first, adjust at two weeks, written plan with prices before anything happens. Texts ask one-word questions (lines / volume / texture; mornings / afternoons; YES / later). Price is handled head-on on day 14, cost of waiting on day 20, and the decision sheet on day 27. No client results are claimed; the build stage adds real ones only if the brief supplies them.