@elitedcs/ghl-mcp 3.83.9 → 3.84.0

package/skills/blueprint/presets/generic-client.preset.json

@@ -1,9 +1,9 @@
 {
   "presetId": "generic",
-  "presetVersion": "2.0.0",
+  "presetVersion": "2.1.0",
   "schemaVersion": "0.1",
   "title": "Generic Client",
-  "description": "The neutral lead-to-customer fallback build at v2 depth (agency, \"other\", and any unmatched type; clinic / coach / ecommerce / local service now have their own presets). Sales pipeline, core fields, tag system, booking calendar, intake form + landing page, 15 email + 17 SMS send-ready templates, and 8 workflows: Speed to Lead (15 actions, 5 touches in 24 h, then a hand-off), Missed Call Text-Back, Lead Nurture (31 days, 11 touches), Replied - Stop & Route, Win-back (31 days, 5 touches), Appointment Booked - Confirm & Move, Appointment Reminders, No-Show Rescue. Industry-neutral copy that still reads like a person wrote it; the build stage rewrites every template from the brief.",
+  "description": "The neutral lead-to-customer fallback build at v2 depth (agency, \"other\", and any unmatched type; clinic / coach / ecommerce / local service now have their own presets). Sales pipeline, core fields, tag system, booking calendar, intake form + landing page, 15 email + 17 SMS send-ready templates, and 10 workflows: Speed to Lead (15 actions, 5 touches in 24 h, then a hand-off), Missed Call Text-Back, Lead Nurture (31 days, 11 touches), Replied - Stop & Route, Win-back (31 days, 5 touches), Appointment Booked - Confirm & Move, Appointment Reminders, No-Show Rescue. Industry-neutral copy that still reads like a person wrote it; the build stage rewrites every template from the brief, plus Quote Follow-up and Review Request (v2.1.0).",
   "default": false,
   "selectors": {
     "businessTypes": [
@@ -218,6 +218,26 @@
         "ref": "tag.no_show",
         "name": "no-show",
         "conditionalOn": "goal.bookingNeeded == true"
+      },
+      {
+        "ref": "tag.review_ask",
+        "name": "review-ask"
+      },
+      {
+        "ref": "tag.review_asked",
+        "name": "review-asked"
+      },
+      {
+        "ref": "tag.quote_sent",
+        "name": "quote-sent"
+      },
+      {
+        "ref": "tag.quote_open",
+        "name": "quote-open"
+      },
+      {
+        "ref": "tag.quote_no_reply",
+        "name": "quote-no-reply"
       }
     ],
     "_tagNote": "The skill derives interest-<x> tags from offer.summary at fill time and adds them here, mirroring the What They Need field options. Not pre-declared because they are business-specific.",
@@ -247,6 +267,12 @@
         "value": "",
         "filledBy": "handoff.calendar_oauth",
         "conditionalOn": "goal.bookingNeeded == true"
+      },
+      {
+        "ref": "cv.review_link",
+        "name": "review_link",
+        "value": "",
+        "filledBy": "handoff.review_link"
       }
     ],
     "calendars": [
@@ -255,7 +281,7 @@
         "conditionalOn": "goal.bookingNeeded == true",
         "name": "{{business.name}} Consultation || Consultation",
         "calendarType": "round_robin",
-        "_slotDuration": "Carry the appointment length from the brief (brief.calendars[].durationMinutes, or the words in the calendar answer: \"15 minutes\" \u2192 15) onto slotDuration (minutes, slotDurationUnit \"mins\"). This preset value applies ONLY when the brief gives no length; without any slotDuration GoHighLevel builds 30-minute slots (finding 25).",
+        "_slotDuration": "Carry the appointment length from the brief (brief.calendars[].durationMinutes, or the words in the calendar answer: \"15 minutes\" → 15) onto slotDuration (minutes, slotDurationUnit \"mins\"). This preset value applies ONLY when the brief gives no length; without any slotDuration GoHighLevel builds 30-minute slots (finding 25).",
         "slotDuration": 30,
         "slotDurationUnit": "mins",
         "teamMemberRefs": [
@@ -281,7 +307,6 @@
           }
         ],
         "availabilityType": 0,
-        "slotDuration": 30,
         "slotBuffer": 10,
         "requiresStaff": true,
         "notes": "Default Mon-Fri 9-5; operator edits after build. teamMemberRefs points at the plan users who take appointments; with no staff in the brief it is emptied and handoff.assign_calendar_staff applies."
@@ -412,6 +437,24 @@
           "name": "No-Show 2 - Still Want This?",
           "subject": "Still want to do this?",
           "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Quick and honest: if the timing is wrong, say so and I'll check back in a few months. If it's still something you want sorted, the calendar is open.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Pick a new time</a></p><p style=\"margin:0 0 14px;\">Either way, thanks for considering {{custom_values.business_name}}.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+        },
+        {
+          "ref": "email_template.r_email_1",
+          "name": "Review Request - Email",
+          "subject": "A minute of your time, {{contact.first_name}}?",
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thank you for choosing {{custom_values.business_name}}. I hope everything went the way you wanted; if it did not, reply to this and I will make it right before anything else.</p><p style=\"margin:0 0 14px;\">If it did, would you leave us a short Google review? A line or two about what we did and how it went is all it takes, and it is genuinely how the next person decides to call.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.review_link}}\">Leave a review here</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+        },
+        {
+          "ref": "email_template.q_email_1",
+          "name": "Quote Follow-up - Email 1",
+          "subject": "Your quote from {{custom_values.business_name}}",
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">A couple of days ago we sent over the quote for the work you asked about. I wanted to check it landed and that it made sense.</p><p style=\"margin:0 0 14px;\">Two things people usually ask at this point: what is included and what happens if something unexpected turns up. If either is on your mind, reply and I will answer plainly.</p><p style=\"margin:0 0 14px;\">If you are comparing options, that is fine too. Tell me what you are weighing and I will tell you honestly where we stand.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+        },
+        {
+          "ref": "email_template.q_email_2",
+          "name": "Quote Follow-up - Email 2",
+          "subject": "Last note on the quote, {{contact.first_name}}",
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">This is the last note from me on the quote for the work you asked about. I would rather ask once more than assume.</p><p style=\"margin:0 0 14px;\">If the timing is off, tell me when would suit and I will hold the price. If it is a no, a one-word reply is welcome and I will stop here.</p><p style=\"margin:0 0 14px;\">Either way, thank you for considering {{custom_values.business_name}}.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         }
       ],
       "sms": [
@@ -499,6 +542,26 @@
           "ref": "sms_template.ns_sms_2",
           "name": "No-Show Text 2",
           "body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here. I kept a couple of times open for you this week. Want one? Reply with a day that works."
+        },
+        {
+          "ref": "sms_template.r_sms_1",
+          "name": "Review Request - Text 1",
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Thank you for choosing us. If we did right by you, a quick Google review helps more than you'd think: {{custom_values.review_link}} Reply STOP to opt out."
+        },
+        {
+          "ref": "sms_template.r_sms_2",
+          "name": "Review Request - Text 2",
+          "body": "Hi {{contact.first_name}}, last nudge from {{custom_values.owner_first_name}}: a one-line Google review takes about a minute and it's how the next person finds us. {{custom_values.review_link}} Thank you either way. Reply STOP to opt out."
+        },
+        {
+          "ref": "sms_template.q_sms_1",
+          "name": "Quote Follow-up - Text 1",
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Did the quote come through okay? If anything in it needs explaining, reply here and I'll walk you through it. Reply STOP to opt out."
+        },
+        {
+          "ref": "sms_template.q_sms_2",
+          "name": "Quote Follow-up - Text 2",
+          "body": "Hi {{contact.first_name}}, {{custom_values.owner_first_name}} again. No pressure on the quote; I just don't want it to sit if you had a question. Is timing, price, or something else the sticking point? Reply STOP to opt out."
         }
       ]
     },
@@ -713,6 +776,46 @@
           "custom_values.owner_first_name",
           "custom_values.business_phone"
         ]
+      },
+      {
+        "ref": "email.r_email_1",
+        "name": "Review Request - Email",
+        "subject": "A minute of your time, {{contact.first_name}}?",
+        "templateRef": "email_template.r_email_1",
+        "copyDirection": "Three days after the tag. Thank them, invite the complaint first (reply and I will fix it), then the ask with the link. Tone: brief.voice.threeWords.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.business_name",
+          "custom_values.review_link",
+          "custom_values.owner_first_name",
+          "custom_values.business_phone"
+        ]
+      },
+      {
+        "ref": "email.q_email_1",
+        "name": "Quote Follow-up - Email 1",
+        "subject": "Your quote from {{custom_values.business_name}}",
+        "templateRef": "email_template.q_email_1",
+        "copyDirection": "Day three. Check it landed, answer the two usual questions before they are asked, welcome comparison. Tone: brief.voice.threeWords.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.business_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_phone"
+        ]
+      },
+      {
+        "ref": "email.q_email_2",
+        "name": "Quote Follow-up - Email 2",
+        "subject": "Last note on the quote, {{contact.first_name}}",
+        "templateRef": "email_template.q_email_2",
+        "copyDirection": "Day ten, the last one. Say it is the last, offer to hold the price for a better time, make a no easy.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.business_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_phone"
+        ]
       }
     ],
     "sms": [
@@ -906,6 +1009,54 @@
           "custom_values.owner_first_name"
         ],
         "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.r_sms_1",
+        "name": "Review Request - Text 1",
+        "templateRef": "sms_template.r_sms_1",
+        "copyDirection": "Two hours after the tag. Thank them, one plain ask, the link, STOP line. No pressure, no incentive (Google forbids it).",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_name",
+          "custom_values.review_link"
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.r_sms_2",
+        "name": "Review Request - Text 2",
+        "templateRef": "sms_template.r_sms_2",
+        "copyDirection": "A week later, the last nudge. Say it is the last one. Link, thanks either way, STOP line.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name",
+          "custom_values.review_link"
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.q_sms_1",
+        "name": "Quote Follow-up - Text 1",
+        "templateRef": "sms_template.q_sms_1",
+        "copyDirection": "One day after the tag. Did it arrive, does anything need explaining. Warm, short, STOP line.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_name"
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.q_sms_2",
+        "name": "Quote Follow-up - Text 2",
+        "templateRef": "sms_template.q_sms_2",
+        "copyDirection": "Day six. Name the three usual sticking points (timing, price, something else) and ask which. STOP line.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name"
+        ],
+        "conditionalOn": "channels.sms == true"
       }
     ],
     "workflows": [
@@ -1503,6 +1654,132 @@
           }
         ],
         "conditionalOn": "goal.bookingNeeded == true"
+      },
+      {
+        "ref": "workflow.review_request",
+        "name": "Review Requests",
+        "trigger": {
+          "type": "contact_tag",
+          "tagRef": "tag.review_ask"
+        },
+        "stopOnResponse": true,
+        "_design": "Starts from the review-ask tag, applied when the work is done (by hand or from the stage the operator uses for finished work). Three touches over a week with the Google review link from the review_link custom value. Any reply stops it, so a complaint reaches a person instead of a second nudge. Ends by tagging review-asked so nobody is asked twice.",
+        "actions": [
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.review_ask"
+          },
+          {
+            "type": "wait",
+            "value": 2,
+            "unit": "hours"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.r_sms_1",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "wait",
+            "value": 3,
+            "unit": "days"
+          },
+          {
+            "type": "send_email",
+            "emailRef": "email.r_email_1"
+          },
+          {
+            "type": "wait",
+            "value": 4,
+            "unit": "days"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.r_sms_2",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "add_contact_tag",
+            "tagRef": "tag.review_asked"
+          }
+        ]
+      },
+      {
+        "ref": "workflow.quote_follow_up",
+        "name": "Quote Follow-up",
+        "trigger": {
+          "type": "contact_tag",
+          "tagRef": "tag.quote_sent"
+        },
+        "stopOnResponse": true,
+        "_design": "Starts from the quote-sent tag, applied when a quote goes out (by hand, from a quoting tool, or from a pipeline stage). Four touches over ten days plus one call task, each asking one thing. Any reply stops it. Ends by tagging quote-no-reply so the list of unanswered quotes is one filter away.",
+        "actions": [
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.quote_sent"
+          },
+          {
+            "type": "add_contact_tag",
+            "tagRef": "tag.quote_open"
+          },
+          {
+            "type": "wait",
+            "value": 1,
+            "unit": "days"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.q_sms_1",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "wait",
+            "value": 2,
+            "unit": "days"
+          },
+          {
+            "type": "send_email",
+            "emailRef": "email.q_email_1"
+          },
+          {
+            "type": "wait",
+            "value": 3,
+            "unit": "days"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.q_sms_2",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "task_notification",
+            "userRef": "user.owner",
+            "title": "Call {{contact.first_name}} about the quote",
+            "body": "The quote went out six days ago with no reply to two texts and an email. One call now usually settles it.",
+            "dueDate": "1"
+          },
+          {
+            "type": "wait",
+            "value": 4,
+            "unit": "days"
+          },
+          {
+            "type": "send_email",
+            "emailRef": "email.q_email_2"
+          },
+          {
+            "type": "add_notes",
+            "body": "Quote follow-up finished with no reply: 4 touches and a call task over 10 days. Tagged quote-no-reply."
+          },
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.quote_open"
+          },
+          {
+            "type": "add_contact_tag",
+            "tagRef": "tag.quote_no_reply"
+          }
+        ]
       }
     ],
     "handoffs": [
@@ -1520,7 +1797,8 @@
           "workflow.reply_route",
           "workflow.appointment_booked",
           "workflow.no_show",
-          "workflow.missed_call"
+          "workflow.missed_call",
+          "workflow.quote_follow_up"
         ],
         "_blocksNote": "Workflows with a notification or task pointed at user.__pending__ stay DRAFT until a real user is assigned. Prune entries whose workflow was dropped by conditional pruning."
       },
@@ -1614,7 +1892,13 @@
           "sms.appt_24h_sms",
           "sms.appt_2h_sms",
           "sms.ns_sms_1",
-          "sms.ns_sms_2"
+          "sms.ns_sms_2",
+          "workflow.review_request",
+          "sms.r_sms_1",
+          "sms.r_sms_2",
+          "workflow.quote_follow_up",
+          "sms.q_sms_1",
+          "sms.q_sms_2"
         ],
         "_blocksNote": "Lists every SMS-bearing WORKFLOW ref (so they stay DRAFT) plus the sms.* asset refs. After conditional pruning, drop any entry whose workflow/asset was removed."
       },
@@ -1655,6 +1939,28 @@
           "email.ns_email_1",
           "email.ns_email_2"
         ]
+      },
+      {
+        "ref": "handoff.review_link",
+        "owner": "OPERATOR-UI",
+        "title": "Paste your Google review link, then tag finished work review-ask",
+        "trigger": "always",
+        "instruction": "In your Google Business Profile, open Ask for reviews and copy the short link. Paste it into the review_link custom value. From then on, add the tag review-ask to a contact when the work is done (or automate it from the stage you use for finished work); the requests start from the tag and stop the moment they reply.",
+        "produces": "cv.review_link",
+        "successCheck": "The review_link custom value opens your Google review form, and a test contact tagged review-ask receives the first text two hours later",
+        "blocks": [
+          "cv.review_link"
+        ]
+      },
+      {
+        "ref": "handoff.quote_tag",
+        "owner": "OPERATOR-UI",
+        "title": "Tag a contact quote-sent when a quote goes out (starts the follow-up)",
+        "trigger": "always",
+        "instruction": "When a quote goes out, add the tag quote-sent to the contact, by hand or automated from your quoting tool or a pipeline stage. The follow-up starts from the tag, asks one thing per touch, and stops the moment they reply.",
+        "produces": null,
+        "successCheck": "A test contact tagged quote-sent receives the first text one day later",
+        "blocks": []
       }
     ]
   }

package/skills/blueprint/presets/local-service.md

@@ -1,6 +1,6 @@
 # Preset: Local Service
 
-**File:** `local-service.preset.json` · **id:** `local_service` · **version:** 2.0.0 · **default:** no
+**File:** `local-service.preset.json` · **id:** `local_service` · **version:** 2.1.0 · **default:** no
 **Source:** Built from the intake industry pack "local-service" (service_area, estimate_flow, emergency_service) and the missed-call text-back pattern; v2 depth per the owner review of 2026-08-26.
 
 ## When it is selected
@@ -28,6 +28,8 @@ Routes from the "Local service" business type (and home services / contractor /
 | 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 |
+| Quote Follow-up | contact_tag (tag.quote_sent) | 14 | 4 + a call task | 10 days | yes |
+| Review Requests | contact_tag (tag.review_ask) | 8 | 3 | 7 days | yes |
 | Estimate Booked - Confirm & Move | appointment (confirmed) | 8 | 2 | instant | no |
 | Estimate Reminders | appointment (confirmed) | 5 | 3 | instant | no |
 | No-Show Rescue | appointment (noshow) | 14 | 4 | 7 days | yes |
@@ -39,6 +41,13 @@ Routes from the "Local service" business type (and home services / contractor /
 - **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.
 - **Estimate Visit → 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.
 
+### Added in v2.1.0 (2026-09-06): the two features the Assessment prices
+
+- **Quote Follow-up** (feature `quote_followup`): starts from the `quote-sent` tag the operator applies when a quote goes out (by hand, from a quoting tool, or from a stage). Text on day 1, email on day 3, text on day 6 plus a call task, last email on day 10; any reply stops it; ends by tagging `quote-no-reply`. Hand-off `handoff.quote_tag` explains the tag.
+- **Review Requests** (feature `review_requests`): starts from the `review-ask` tag applied when the work is done. Text two hours later with the Google link from the `review_link` custom value, email on day 3, last text on day 7; any reply stops it (a complaint reaches a person, not a second nudge); ends by tagging `review-asked`. Hand-off `handoff.review_link` collects the link.
+
+Every workflow now belongs to a feature (`src/intake-to-build/features.ts`) so a client's Blueprint builds what they bought; the reply router is the foundation every messaging feature stands on.
+
 ### 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.
 
@@ -56,3 +65,7 @@ Every hand-off is `add_contact_tag` + a `contact_tag` trigger. Both halves are l
 
 ## Copy notes
 Built for a lead who is comparing three quotes on their phone. The instant text asks the only question that matters first (is it urgent?), the second asks for a photo, and every email answers a comparison question: what a written quote from us includes, why the cheapest quote costs more, the three questions to ask any contractor, what a small problem turns into. Win-back is seasonal (maintenance before the season turns). No before/after claims unless the brief supplies real ones.
+
+## v2.1.0 (2026-09-15)
+
+Two workflows the Assessment prices and no preset built: **Quote Follow-up** (starts from the `quote-sent` tag; text next day, email day 3, last text day 5, then a call task for the owner and the `quote-stale` tag) and **Review Request** (starts from the `service-complete` tag, never from a consult or estimate; text at two hours with the `review_link` custom value, email three days later). Held DRAFT behind the A2P and phone-number handoffs like every other text-bearing workflow (Quote Follow-up also behind staff, for its call task); their emails wait on the sending-domain handoff.