@elitedcs/ghl-mcp 3.71.0 → 3.72.1

package/skills/blueprint/presets/clinic-launch-a2p.preset.json

@@ -1,337 +0,0 @@
-{
-  "presetId": "clinic_launch_a2p",
-  "presetVersion": "1.0.0",
-  "schemaVersion": "0.1",
-  "title": "Clinic Launch Event + A2P",
-  "description": "The database-reactivation launch-event build (clinic / med spa on-site events): a 15-stage DBR pipeline, intake/consent fields, the launch custom-value set, the DBR SMS line + booking + sale workflow system, an event calendar with deposit, and the full compliance handoff chain (A2P site, A2P brand + campaign, Stripe products + links, phone purchase, Conversation AI prompts, SMS warming). NOT the default; selected explicitly for a launch-event / database-reactivation engagement. Heavy on operator handoffs by design.",
-  "default": false,
-  "selectors": {
-    "businessTypes": [],
-    "aliases": ["clinic_launch_a2p", "cll", "dbr", "launch_event"],
-    "selectBy": "Chosen explicitly, or when the brief describes a time-boxed on-site event / database-reactivation model (event_start/end dates, deposit + balance, package tiers, SMS reactivation of an existing list). Not auto-selected by business_type."
-  },
-  "source": "command-center/shared/client-provisioning-spec.md + clinic-launch-lab CLIENT_BUILD_AUTOMATION_BLUEPRINT.md + A2P_Client_Playbook.md + QA v3 snapshot",
-  "skeleton": {
-    "pipelines": [
-      {
-        "ref": "pipeline.launch",
-        "name": "{{business.name}} Launch Events || Launch Events",
-        "stages": {
-          "fillFrom": "goal.salesStages",
-          "transform": "stageList",
-          "default": [
-            { "ref": "stage.dbr_lead", "name": "DBR Lead", "position": 0 },
-            { "ref": "stage.active_dbr", "name": "Active In DBR", "position": 1 },
-            { "ref": "stage.replied_dbr", "name": "Replied To DBR", "position": 2 },
-            { "ref": "stage.completed_dbr", "name": "Completed DBR", "position": 3 },
-            { "ref": "stage.booking_link_sent", "name": "Interested - Booking Link Sent", "position": 4 },
-            { "ref": "stage.deposit_paid", "name": "Booked - Deposit Paid", "position": 5 },
-            { "ref": "stage.showed", "name": "Appointment Showed", "position": 6 },
-            { "ref": "stage.package_sold", "name": "Package Sold", "position": 7 },
-            { "ref": "stage.no_sale", "name": "No Package Sold - Follow Up", "position": 8 },
-            { "ref": "stage.no_show", "name": "Appointment No Show", "position": 9 },
-            { "ref": "stage.canceled", "name": "Appointment Canceled", "position": 10 },
-            { "ref": "stage.rescheduled", "name": "Rescheduled", "position": 11 },
-            { "ref": "stage.not_interested", "name": "Not Interested", "position": 12 },
-            { "ref": "stage.dnd", "name": "DND", "position": 13 },
-            { "ref": "stage.lost", "name": "Lost", "position": 14 }
-          ]
-        }
-      }
-    ],
-    "customFields": [
-      { "ref": "field.package_recommended", "name": "Package Recommended", "dataType": "SINGLE_OPTIONS", "model": "contact", "notes": "Generic Tier 1-4 options; the dollar amount lives in the package_tier_*_price custom values, NOT in the option label (avoids the Lux-specific hardcoding)." },
-      { "ref": "field.intake_height", "name": "Intake - Height", "dataType": "TEXT", "model": "contact" },
-      { "ref": "field.intake_weight", "name": "Intake - Weight", "dataType": "TEXT", "model": "contact" },
-      { "ref": "field.intake_sex", "name": "Intake - Sex", "dataType": "SINGLE_OPTIONS", "model": "contact" },
-      { "ref": "field.intake_physician_care", "name": "Intake - Under Physician Care", "dataType": "CHECKBOX", "model": "contact" },
-      { "ref": "field.deposit_paid", "name": "Deposit Paid", "dataType": "CHECKBOX", "model": "contact" },
-      { "ref": "field.balance_due", "name": "Balance Due At Appointment", "dataType": "MONETORY", "model": "contact" },
-      { "ref": "field.lead_source", "name": "Lead Source", "dataType": "SINGLE_OPTIONS", "model": "contact" },
-      { "ref": "field.ltv", "name": "Estimated Lifetime Value", "dataType": "MONETORY", "model": "contact" }
-    ],
-    "_fieldNote": "The full launch intake captures ~49 fields (the CLL onboarding form nI5dPig1RIJvd6vQNcEf + patient intake/consent). The skill ingests the operator's onboarding answers and creates the subset the workflows actually use; the consent/health fields above are representative. The full field list is in the CLL onboarding spec.",
-    "tags": [
-      { "ref": "tag.dbr_line_1", "name": "dbr-line-1" },
-      { "ref": "tag.dbr_line_2", "name": "dbr-line-2" },
-      { "ref": "tag.dbr_line_3", "name": "dbr-line-3" },
-      { "ref": "tag.dbr_line_4", "name": "dbr-line-4" },
-      { "ref": "tag.dbr_import", "name": "dbr-import" },
-      { "ref": "tag.active_in_dbr", "name": "active-in-dbr" },
-      { "ref": "tag.interested_in_dbr", "name": "interested-in-dbr" },
-      { "ref": "tag.completed_dbr", "name": "completed-dbr" },
-      { "ref": "tag.completed_dbr_appt", "name": "completed-dbr-appointment" },
-      { "ref": "tag.dbr_waitlist", "name": "dbr-waitlist" },
-      { "ref": "tag.event_sold_out", "name": "event-sold-out" },
-      { "ref": "tag.link_sent_no_book", "name": "link-sent-no-book" },
-      { "ref": "tag.balance_paid", "name": "balance-paid" },
-      { "ref": "tag.intake_form_submitted", "name": "intake-form-submitted" },
-      { "ref": "tag.package_purchased", "name": "package-purchased" },
-      { "ref": "tag.patient_no_show", "name": "patient-no-show" },
-      { "ref": "tag.patient_rescheduled", "name": "patient-rescheduled" }
-    ],
-    "customValues": [
-      { "ref": "cv.business_name", "name": "business_name", "value": "{{business.name}}" },
-      { "ref": "cv.clinic_name", "name": "clinic_name", "value": "{{business.name}}" },
-      { "ref": "cv.clinic_director_name", "name": "clinic_director_name", "value": "" },
-      { "ref": "cv.clinic_phone", "name": "clinic_phone", "value": "" },
-      { "ref": "cv.clinic_address", "name": "clinic_address", "value": "{{business.location}}" },
-      { "ref": "cv.event_start_date", "name": "event_start_date", "value": "" },
-      { "ref": "cv.event_end_date", "name": "event_end_date", "value": "" },
-      { "ref": "cv.event_capacity", "name": "event_capacity", "value": "" },
-      { "ref": "cv.spots_left", "name": "spots_left", "value": "", "notes": "= event_capacity at launch" },
-      { "ref": "cv.deposit_amount", "name": "deposit_amount", "value": "" },
-      { "ref": "cv.trial_price", "name": "trial_price", "value": "" },
-      { "ref": "cv.balance_amount", "name": "balance_amount", "value": "" },
-      { "ref": "cv.package_tier_1_name", "name": "package_tier_1_name", "value": "" },
-      { "ref": "cv.package_tier_1_price", "name": "package_tier_1_price", "value": "" },
-      { "ref": "cv.package_tier_2_name", "name": "package_tier_2_name", "value": "" },
-      { "ref": "cv.package_tier_2_price", "name": "package_tier_2_price", "value": "" },
-      { "ref": "cv.package_tier_3_name", "name": "package_tier_3_name", "value": "" },
-      { "ref": "cv.package_tier_3_price", "name": "package_tier_3_price", "value": "" },
-      { "ref": "cv.booking_link", "name": "booking_link", "value": "", "filledBy": "handoff.calendar_config" },
-      { "ref": "cv.deposit_link", "name": "deposit_link", "value": "", "filledBy": "handoff.stripe_products" },
-      { "ref": "cv.balance_payment_link", "name": "balance_payment_link", "value": "", "filledBy": "handoff.stripe_products" },
-      { "ref": "cv.package_tier_1_link", "name": "package_tier_1_link", "value": "", "filledBy": "handoff.stripe_products" },
-      { "ref": "cv.package_tier_2_link", "name": "package_tier_2_link", "value": "", "filledBy": "handoff.stripe_products" },
-      { "ref": "cv.package_tier_3_link", "name": "package_tier_3_link", "value": "", "filledBy": "handoff.stripe_products" },
-      { "ref": "cv.intake_form_url", "name": "intake_form_url", "value": "", "filledBy": "form.intake" }
-    ],
-    "calendars": [
-      {
-        "ref": "calendar.event",
-        "name": "{{business.name}} Launch Event || Launch Event",
-        "calendarType": "event",
-        "openHours": [{ "daysOfTheWeek": [1, 2, 3, 4, 5], "hours": [{ "openHour": 9, "openMinute": 0, "closeHour": 18, "closeMinute": 0 }] }],
-        "availabilityType": 0,
-        "slotDuration": 30,
-        "requiresStaff": true,
-        "notes": "Event-type calendar scoped to the event window (event_start_date..event_end_date) with a deposit (deposit_amount, e.g. $19). Dates/hours/deposit set at handoff.calendar_config."
-      }
-    ],
-    "forms": [
-      {
-        "ref": "form.intake",
-        "name": "{{business.name}} Patient Intake & Consent",
-        "fields": [
-          { "type": "standard", "key": "first_name", "required": true },
-          { "type": "standard", "key": "last_name", "required": true },
-          { "type": "standard", "key": "email", "required": true },
-          { "type": "standard", "key": "phone", "required": false },
-          { "type": "custom", "fieldRef": "field.intake_height", "required": false },
-          { "type": "custom", "fieldRef": "field.intake_weight", "required": false },
-          { "type": "custom", "fieldRef": "field.intake_sex", "required": false },
-          { "type": "custom", "fieldRef": "field.intake_physician_care", "required": false }
-        ],
-        "notes": "Phone is NOT required and carries no asterisk (A2P opt-in rule). Full intake mirrors the CLL onboarding/consent field set."
-      }
-    ],
-    "funnels": [],
-    "_funnelNote": "The launch preset does NOT build a GHL funnel. The opt-in / compliance presence is the dedicated A2P compliance SITE (6-page template: index/about/services/contact/privacy/terms), deployed at handoff.a2p_site — its consent HTML is what A2P approval depends on, and it must be a real hosted site, not a GHL preview.",
-    "emails": [
-      { "ref": "email.deposit_confirm", "name": "Deposit Confirmation", "subject": "You're booked — deposit received", "copyDirection": "Confirm deposit + appointment date/time + location from custom values; what to bring; reassurance.", "mergeTags": ["contact.first_name"] },
-      { "ref": "email.post_event_non_buyer", "name": "Post-Event Follow-up (non-buyer)", "subject": "Following up from your visit", "copyDirection": "72-hour close for non-buyers; restate the package value; CTA to a tier link; no health/income claims.", "mergeTags": ["contact.first_name"] }
-    ],
-    "sms": [
-      { "ref": "sms.dbr_line_1", "name": "Main DBR SMS - Line 1", "copyDirection": "Reactivation opener to an opted-in list. Clinic name (not legal entity); one line; offer the booking step; include opt-out (Reply STOP). A2P-safe wording — NO weight-loss / health-claim / income language.", "mergeTags": ["contact.first_name"] },
-      { "ref": "sms.booking_link", "name": "Send Booking Link", "copyDirection": "Send the booking link (cv.booking_link) on interest/keyword; one line; opt-out.", "mergeTags": ["contact.first_name"] },
-      { "ref": "sms.balance_collect", "name": "Balance Collection", "copyDirection": "Request balance via balance_payment_link before/at appointment; opt-out.", "mergeTags": ["contact.first_name"] },
-      { "ref": "sms.sold_out_waitlist", "name": "Sold-Out Waitlist", "copyDirection": "When event-sold-out: offer waitlist (Reply WAIT); set expectation; opt-out.", "mergeTags": ["contact.first_name"] }
-    ],
-    "workflows": [
-      {
-        "ref": "workflow.dbr_line_1",
-        "name": "Main DBR SMS - Line 1",
-        "trigger": { "type": "contact_tag", "tagRef": "tag.dbr_line_1" },
-        "stopOnResponse": true,
-        "sendWindow": "8am-10pm local",
-        "actions": [
-          { "type": "add_contact_tag", "tagRef": "tag.active_in_dbr" },
-          { "type": "create_opportunity", "pipelineRef": "pipeline.launch", "stageRef": "stage.active_dbr", "name": "{{contact.name}} - DBR" },
-          { "type": "send_sms", "smsRef": "sms.dbr_line_1" }
-        ]
-      },
-      {
-        "ref": "workflow.auto_tag_reply",
-        "name": "Auto-Tag DBR Reply",
-        "trigger": { "type": "customer_reply" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "add_contact_tag", "tagRef": "tag.interested_in_dbr" },
-          { "type": "internal_notification", "to": "{{operator.userId}}", "title": "DBR reply", "body": "{{contact.first_name}} replied to the launch campaign" }
-        ]
-      },
-      {
-        "ref": "workflow.send_booking_link",
-        "name": "Reply BOOK - Send Booking Link",
-        "trigger": { "type": "inbound_keyword", "keyword": "BOOK" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "add_contact_tag", "tagRef": "tag.link_sent_no_book" },
-          { "type": "send_sms", "smsRef": "sms.booking_link" }
-        ]
-      },
-      {
-        "ref": "workflow.deposit_paid",
-        "name": "Deposit Paid - Confirm Appointment",
-        "trigger": { "type": "appointment", "appointmentStatus": "confirmed", "calendarRef": "calendar.event" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "add_contact_tag", "tagRef": "tag.balance_paid" },
-          { "type": "send_email", "emailRef": "email.deposit_confirm" },
-          { "type": "internal_notification", "to": "{{operator.userId}}", "title": "Deposit paid", "body": "{{contact.first_name}} paid deposit + booked" }
-        ]
-      },
-      {
-        "ref": "workflow.no_show",
-        "name": "Appointment No-Show - Alert + Status",
-        "trigger": { "type": "appointment", "appointmentStatus": "noshow", "calendarRef": "calendar.event" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "add_contact_tag", "tagRef": "tag.patient_no_show" },
-          { "type": "internal_notification", "to": "{{operator.userId}}", "title": "No-show", "body": "{{contact.first_name}} did not show" }
-        ]
-      },
-      {
-        "ref": "workflow.balance_collection",
-        "name": "Balance Collection - Auto-Send",
-        "trigger": { "type": "appointment", "appointmentStatus": "confirmed", "calendarRef": "calendar.event" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "wait", "value": 1, "unit": "days" },
-          { "type": "send_sms", "smsRef": "sms.balance_collect" }
-        ]
-      },
-      {
-        "ref": "workflow.package_sold",
-        "name": "Package Sold - Confirmation",
-        "trigger": { "type": "contact_tag", "tagRef": "tag.package_purchased" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "internal_notification", "to": "{{operator.userId}}", "title": "Package sold", "body": "{{contact.first_name}} purchased a package" }
-        ]
-      },
-      {
-        "ref": "workflow.post_event_followup",
-        "name": "Post-Event Follow-up (Non-Buyers, 72hr)",
-        "trigger": { "type": "contact_tag", "tagRef": "tag.completed_dbr_appt" },
-        "stopOnResponse": true,
-        "actions": [
-          { "type": "send_email", "emailRef": "email.post_event_non_buyer" }
-        ]
-      },
-      {
-        "ref": "workflow.sold_out_waitlist",
-        "name": "Sold Out - DBR Waitlist",
-        "trigger": { "type": "contact_tag", "tagRef": "tag.event_sold_out" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "add_contact_tag", "tagRef": "tag.dbr_waitlist" },
-          { "type": "send_sms", "smsRef": "sms.sold_out_waitlist" }
-        ]
-      },
-      {
-        "ref": "workflow.reply_stop_dnd",
-        "name": "Replied STOP - DND",
-        "trigger": { "type": "inbound_keyword", "keyword": "STOP" },
-        "stopOnResponse": false,
-        "actions": [
-          { "type": "internal_notification", "to": "{{operator.userId}}", "title": "Opt-out", "body": "{{contact.first_name}} replied STOP" }
-        ]
-      }
-    ],
-    "handoffs": [
-      {
-        "ref": "handoff.add_staff",
-        "owner": "OPERATOR-UI",
-        "title": "Add staff users (you, your coordinator, the client)",
-        "trigger": "always",
-        "instruction": "Add the event team as users in Settings > My Staff. The event calendar needs assignable staff and GHL Command cannot add users.",
-        "produces": null,
-        "successCheck": "Staff users present",
-        "blocks": ["calendar.event"]
-      },
-      {
-        "ref": "handoff.stripe_products",
-        "owner": "OPERATOR-EXT",
-        "title": "Connect Stripe + create products and payment links",
-        "trigger": "always",
-        "instruction": "Connect Stripe, create the deposit, balance, and package tier products, and generate payment links. Paste the links back so they fill the deposit_link / balance_payment_link / package_tier_*_link custom values.",
-        "produces": "cv.deposit_link, cv.balance_payment_link, cv.package_tier_1_link, cv.package_tier_2_link, cv.package_tier_3_link",
-        "successCheck": "Products exist; each payment link resolves",
-        "blocks": ["cv.deposit_link", "cv.balance_payment_link", "cv.package_tier_1_link", "cv.package_tier_2_link", "cv.package_tier_3_link"]
-      },
-      {
-        "ref": "handoff.calendar_config",
-        "owner": "OPERATOR-UI",
-        "title": "Configure the event calendar (dates, hours, deposit) + connect it",
-        "trigger": "always",
-        "instruction": "Set the event window (event_start_date..event_end_date), hours, and the deposit amount on the event calendar, and authorize your Google/Outlook connection. Copy the booking link back to fill booking_link.",
-        "produces": "cv.booking_link",
-        "successCheck": "Calendar shows the event dates + connected account; booking link resolves",
-        "blocks": ["cv.booking_link"]
-      },
-      {
-        "ref": "handoff.phone_numbers",
-        "owner": "OPERATOR-UI",
-        "title": "Purchase phone numbers (1 per ~500 contacts, max 4)",
-        "trigger": "always",
-        "instruction": "Buy SMS-capable numbers sized to your list (roughly one per 500 contacts, up to four). Required before the DBR SMS lines can run.",
-        "produces": null,
-        "successCheck": "Numbers present and SMS-capable",
-        "blocks": ["workflow.dbr_line_1"]
-      },
-      {
-        "ref": "handoff.a2p_site",
-        "owner": "OPERATOR-EXT",
-        "title": "Build + deploy your A2P compliance website",
-        "trigger": "always",
-        "instruction": "Deploy the 6-page compliance site (index/about/services/contact/privacy/terms) from the provided template, filling your real business details. The consent HTML must be exact (two unchecked checkboxes, brand name in <strong> matching the Trust Center, no inline styles, clean URLs, privacy + terms with the full SMS clause set). It must be a real hosted site, not a GHL preview. A2P approval depends on this.",
-        "produces": null,
-        "successCheck": "Live site returns 200; consent + privacy + terms pass the 8/8 + 7-item checks",
-        "blocks": ["handoff.a2p_brand_campaign"]
-      },
-      {
-        "ref": "handoff.a2p_brand_campaign",
-        "owner": "OPERATOR-EXT",
-        "title": "Submit A2P brand + campaign",
-        "trigger": "always",
-        "instruction": "Submit the A2P brand (exact IRS legal name, EIN, address) and campaign (use-case description, two sample messages, opt-in description) in the Trust Center. Avoid the forbidden-words list (weight loss, revenue/income claims, 'operated by', reactivation/lead-gen language). Save the full submission before sending. 7-14 day review.",
-        "produces": null,
-        "successCheck": "Brand + campaign status submitted/approved",
-        "blocks": ["workflow.dbr_line_1", "workflow.send_booking_link", "workflow.balance_collection", "workflow.sold_out_waitlist", "sms.dbr_line_1", "sms.booking_link", "sms.balance_collect", "sms.sold_out_waitlist"],
-        "_blocksNote": "Lists the SMS-bearing WORKFLOW refs (so they stay DRAFT until A2P is met) plus the sms.* asset refs — only an explicit workflow.* ref gates a workflow's publish state."
-      },
-      {
-        "ref": "handoff.conv_ai",
-        "owner": "OPERATOR-UI",
-        "title": "Activate Conversation AI (normal + sold-out prompts)",
-        "trigger": "always",
-        "instruction": "Create the Conversation AI bot, paste the normal-mode and sold-out-mode prompts, and wire the sold-out swap to the event-sold-out tag.",
-        "produces": null,
-        "successCheck": "Bot active; sold-out prompt swap fires on event-sold-out",
-        "blocks": []
-      },
-      {
-        "ref": "handoff.sms_warming",
-        "owner": "OPERATOR-EXT",
-        "title": "SMS warming ramp (4 weeks, parallel with A2P)",
-        "trigger": "always",
-        "instruction": "Import the number pool and run the 4-week warming ramp so deliverability holds at launch volume. Runs in parallel with the A2P review window.",
-        "produces": null,
-        "successCheck": "Warming on track; deliverability healthy",
-        "blocks": []
-      },
-      {
-        "ref": "handoff.list_import",
-        "owner": "OPERATOR-EXT",
-        "title": "Receive + clean + split the contact list",
-        "trigger": "always",
-        "instruction": "Provide the contact list. It gets deduped, cleaned, and split per line (dbr-line-1..4). Test a batch of 5 before throttled mass enroll.",
-        "produces": null,
-        "successCheck": "Lists ready; test batch passes before mass enroll",
-        "blocks": ["workflow.dbr_line_1"]
-      }
-    ]
-  }
-}