@elitedcs/ghl-mcp 3.83.9 → 3.84.1

package/skills/blueprint/presets/coach.preset.json

@@ -1,9 +1,9 @@
 {
   "presetId": "coach",
-  "presetVersion": "2.0.0",
+  "presetVersion": "2.1.0",
   "schemaVersion": "0.1",
   "title": "Coach / Consultant",
-  "description": "A coach / consultant client-acquisition system at v2 depth (1:1, group, course or hybrid programs sold from a discovery call or an application). Client Journey pipeline, program-interest / challenge / timeline fields, source + lifecycle + interest tags, a round-robin Discovery Call calendar, an A2P-compliant application form, 15 email + 17 SMS send-ready templates built on belief shifts rather than hype, 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), Call Booked - Confirm & Move, Call Reminders, No-Show Rescue. No income or result claims unless the brief supplies real ones.",
+  "description": "A coach / consultant client-acquisition system at v2 depth (1:1, group, course or hybrid programs sold from a discovery call or an application). Client Journey pipeline, program-interest / challenge / timeline fields, source + lifecycle + interest tags, a round-robin Discovery Call calendar, an A2P-compliant application form, 15 email + 17 SMS send-ready templates built on belief shifts rather than hype, 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), Call Booked - Confirm & Move, Call Reminders, No-Show Rescue. No income or result claims unless the brief supplies real ones, plus Quote Follow-up and Review Request (v2.1.0).",
   "default": false,
   "selectors": {
     "businessTypes": [
@@ -247,6 +247,26 @@
       {
         "ref": "tag.interest_course",
         "name": "interest-course"
+      },
+      {
+        "ref": "tag.quote_sent",
+        "name": "quote-sent",
+        "_note": "Added when a proposal goes out. Starts Quote Follow-up; removed by it so a later proposal can start it again."
+      },
+      {
+        "ref": "tag.quote_stale",
+        "name": "quote-stale",
+        "_note": "A proposal that got no answer through the whole follow-up."
+      },
+      {
+        "ref": "tag.review_requested",
+        "name": "review-requested",
+        "_note": "A review was asked for after a completed call."
+      },
+      {
+        "ref": "tag.service_done",
+        "name": "service-complete",
+        "_note": "Added when the work is done and paid for. Starts Review Request; removed by it so the next job can start it again."
       }
     ],
     "_tagNote": "Interest tags mirror the Program Interest options; the skill renames them to the real program names from the offer at fill time.",
@@ -276,6 +296,13 @@
         "value": "",
         "filledBy": "handoff.calendar_oauth",
         "conditionalOn": "goal.bookingNeeded == true"
+      },
+      {
+        "ref": "cv.review_link",
+        "name": "review_link",
+        "value": "",
+        "filledBy": "handoff.review_link",
+        "_fill": "the Google review link; blank until the operator pastes it"
       }
     ],
     "calendars": [
@@ -284,7 +311,7 @@
         "conditionalOn": "goal.bookingNeeded == true",
         "name": "{{business.name}} Discovery Call || Discovery Call",
         "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": [
@@ -310,7 +337,6 @@
           }
         ],
         "availabilityType": 0,
-        "slotDuration": 30,
         "slotBuffer": 15,
         "requiresStaff": true,
         "notes": "Default Mon-Fri 10-4, 30-minute calls with 15 minutes between; operator edits after build. teamMemberRefs points at whoever takes discovery calls in the plan users list."
@@ -451,6 +477,18 @@
           "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, the calendar is open and the call is the same as before.</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.quote_email_1",
+          "name": "Quote Follow-up - Day 3 Email",
+          "subject": "Any questions on your proposal, {{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;\">You have had the proposal from {{custom_values.business_name}} for a few days, so this is a short check-in rather than a push.</p><p style=\"margin:0 0 14px;\">Three things people usually ask at this point: what is included, what can wait, and how payment works. Reply with any of those and I will answer plainly.</p><p style=\"margin:0 0 14px;\">If you would rather talk it through, pick a time here:</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;\">Book a quick call</a></p><p style=\"margin:0 0 14px;\">No pressure either way. The numbers stand for 30 days.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+        },
+        {
+          "ref": "email_template.review_email_1",
+          "name": "Review Request - Day 3 Email",
+          "subject": "One minute for a review, {{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 again for your call with {{custom_values.business_name}} this week.</p><p style=\"margin:0 0 14px;\">If it went well, a short review is the most useful thing you could do for us. It takes about a minute and it is how the next person decides to trust us.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.review_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Leave a review</a></p><p style=\"margin:0 0 14px;\">If anything was not right, reply to this email instead and I will fix it personally.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         }
       ],
       "sms": [
@@ -538,6 +576,21 @@
           "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 call slots open for you this week. Want one? Reply with a day that works."
+        },
+        {
+          "ref": "sms_template.quote_sms_1",
+          "name": "Quote Follow-up - Next Day Text",
+          "body": "Hi {{contact.first_name}}, {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Did the proposal make sense? Happy to walk through any part of it. Reply here or call {{custom_values.business_phone}}. Reply STOP to opt out."
+        },
+        {
+          "ref": "sms_template.quote_sms_2",
+          "name": "Quote Follow-up - Last Text",
+          "body": "Hi {{contact.first_name}}, last note from {{custom_values.business_name}} about your proposal. If the timing is off, one word back and I will check in when it suits you. Reply STOP to opt out."
+        },
+        {
+          "ref": "sms_template.review_sms_1",
+          "name": "Review Request - Same Day Text",
+          "body": "Thanks for working with us, {{contact.first_name}}. If we did right by you, a quick review helps the next person find us: {{custom_values.review_link}} Reply STOP to opt out."
         }
       ]
     },
@@ -752,6 +805,34 @@
           "custom_values.owner_first_name",
           "custom_values.business_phone"
         ]
+      },
+      {
+        "ref": "email.quote_email_1",
+        "name": "Quote Follow-up - Day 3 Email",
+        "subject": "Any questions on your proposal, {{contact.first_name}}?",
+        "templateRef": "email_template.quote_email_1",
+        "copyDirection": "Day three after the proposal. Check-in, not a push. Name the three questions people ask (what is included, what can wait, how payment works), invite a reply, booking CTA for a quick call. Tone: brief.voice.threeWords.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.business_name",
+          "custom_values.booking_link",
+          "custom_values.owner_first_name",
+          "custom_values.business_phone"
+        ]
+      },
+      {
+        "ref": "email.review_email_1",
+        "name": "Review Request - Day 3 Email",
+        "subject": "One minute for a review, {{contact.first_name}}?",
+        "templateRef": "email_template.review_email_1",
+        "copyDirection": "Three days after a completed call with no review yet. Thank them, why it matters, the review button, and an honest line: if anything was not right, reply instead. 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"
+        ]
       }
     ],
     "sms": [
@@ -944,6 +1025,41 @@
           "custom_values.owner_first_name"
         ],
         "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.quote_sms_1",
+        "name": "Quote Follow-up - Next Day Text",
+        "templateRef": "sms_template.quote_sms_1",
+        "copyDirection": "One day after the proposal went out. Owner's first name and business, one question: did it make sense. Offer to walk through it, reply or call. STOP line.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_name",
+          "custom_values.business_phone"
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.quote_sms_2",
+        "name": "Quote Follow-up - Last Text",
+        "templateRef": "sms_template.quote_sms_2",
+        "copyDirection": "Last text of the follow-up, five days in. No guilt: if the timing is off, one word back and we check in later. STOP line.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.business_name"
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
+      {
+        "ref": "sms.review_sms_1",
+        "name": "Review Request - Same Day Text",
+        "templateRef": "sms_template.review_sms_1",
+        "copyDirection": "Two hours after the service-complete tag, i.e. a finished and paid call. Thank them, one sentence on why a review helps, the review link. STOP line.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.review_link"
+        ],
+        "conditionalOn": "channels.sms == true"
       }
     ],
     "workflows": [
@@ -1541,6 +1657,106 @@
           }
         ],
         "conditionalOn": "goal.bookingNeeded == true"
+      },
+      {
+        "ref": "workflow.quote_follow_up",
+        "name": "Quote Follow-up",
+        "trigger": {
+          "type": "contact_tag",
+          "tagRef": "tag.quote_sent"
+        },
+        "stopOnResponse": true,
+        "_design": "Starts when the quote-sent tag is added (by hand, or by the estimate workflow the operator builds in the UI). Removes its own trigger tag first so the next proposal can start it again. Text next day, email on day 3, last text on day 5, then a call task for the owner and the quote-stale tag. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over. Closes the Layer 4 gap named on the hub: the assessment measured quote follow-up and nothing built it (2026-09-14).",
+        "actions": [
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.quote_sent"
+          },
+          {
+            "type": "wait",
+            "value": 1,
+            "unit": "days"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.quote_sms_1",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "wait",
+            "value": 2,
+            "unit": "days"
+          },
+          {
+            "type": "send_email",
+            "emailRef": "email.quote_email_1"
+          },
+          {
+            "type": "wait",
+            "value": 2,
+            "unit": "days"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.quote_sms_2",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "wait",
+            "value": 2,
+            "unit": "days"
+          },
+          {
+            "type": "task_notification",
+            "userRef": "user.owner",
+            "title": "Call {{contact.first_name}} about their proposal",
+            "body": "No reply to the proposal in a week. One call, no pressure: what would make this a yes, or when should we check back.",
+            "dueDate": "1"
+          },
+          {
+            "type": "add_contact_tag",
+            "tagRef": "tag.quote_stale"
+          }
+        ]
+      },
+      {
+        "ref": "workflow.review_request",
+        "name": "Review Request",
+        "trigger": {
+          "type": "contact_tag",
+          "tagRef": "tag.service_done"
+        },
+        "stopOnResponse": true,
+        "_design": "Starts from the service-complete tag, added when the work is done and paid for (by hand, or from the won stage of the pipeline). Never from a consult, estimate or discovery call: a prospect who did not buy is not asked for a review. On a completed call (status showed): tag, wait two hours, text the review link, then an email three days later if nothing came back. Any reply stops it. The review link is a custom value the operator pastes once (handoff.review_link). Closes the Layer 4 gap named on the hub: review requests had no build feature (2026-09-14).",
+        "actions": [
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.service_done"
+          },
+          {
+            "type": "add_contact_tag",
+            "tagRef": "tag.review_requested"
+          },
+          {
+            "type": "wait",
+            "value": 2,
+            "unit": "hours"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.review_sms_1",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "wait",
+            "value": 3,
+            "unit": "days"
+          },
+          {
+            "type": "send_email",
+            "emailRef": "email.review_email_1"
+          }
+        ]
       }
     ],
     "handoffs": [
@@ -1558,7 +1774,8 @@
           "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."
       },
@@ -1578,7 +1795,9 @@
           "workflow.win_back",
           "workflow.appointment_booked",
           "workflow.appointment_reminders",
-          "workflow.no_show"
+          "workflow.no_show",
+          "workflow.quote_follow_up",
+          "workflow.review_request"
         ]
       },
       {
@@ -1652,7 +1871,9 @@
           "sms.appt_24h_sms",
           "sms.appt_2h_sms",
           "sms.ns_sms_1",
-          "sms.ns_sms_2"
+          "sms.ns_sms_2",
+          "workflow.quote_follow_up",
+          "workflow.review_request"
         ],
         "_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."
       },
@@ -1691,8 +1912,38 @@
           "email.appt_confirm_email",
           "email.appt_prep_email",
           "email.ns_email_1",
-          "email.ns_email_2"
+          "email.ns_email_2",
+          "email.quote_email_1",
+          "email.review_email_1"
         ]
+      },
+      {
+        "ref": "handoff.review_link",
+        "owner": "OPERATOR-UI",
+        "title": "Paste the Google review link so review requests point somewhere",
+        "trigger": "always (2 minutes)",
+        "instruction": "In Google Business Profile, open the profile, choose Ask for reviews and copy the short link. Then in the sub-account: Settings > Custom Values: set review_link to that link. Until it is set, the Review Request workflow sends a text with no link, so do this before the first call is marked showed.",
+        "produces": "cv.review_link",
+        "successCheck": "review_link shows a real https link, not a blank",
+        "blocks": [
+          "cv.review_link"
+        ]
+      },
+      {
+        "ref": "handoff.quote_tag",
+        "owner": "OPERATOR-UI",
+        "title": "Start Quote Follow-up by tagging quote-sent when a proposal goes out",
+        "trigger": "always (1 minute to read)",
+        "instruction": "Quote Follow-up starts from the tag quote-sent. Add that tag to the contact whenever a proposal goes out: by hand on the contact, or, if the proposals are sent as GoHighLevel estimates, build one workflow in the UI with the Estimate trigger (status sent) whose only step adds the tag quote-sent. The follow-up removes the tag itself, so the next proposal starts it again.",
+        "successCheck": "A contact tagged quote-sent receives the next-day text"
+      },
+      {
+        "ref": "handoff.review_tag",
+        "owner": "OPERATOR-UI",
+        "title": "Start Review Request by tagging service-complete when the work is done",
+        "trigger": "always (1 minute to read)",
+        "instruction": "Review Request starts from the tag service-complete. Add that tag when the job is finished and paid for: by hand on the contact, or from the pipeline's won stage with one small workflow whose only step adds the tag. It never starts from a consult, estimate or discovery call, so nobody who did not buy is asked for a review.",
+        "successCheck": "A contact tagged service-complete receives the review text two hours later"
       }
     ]
   }

package/skills/blueprint/presets/ecommerce.md

@@ -15,7 +15,7 @@ Routes from the "Ecommerce" business type (online store, Shopify store, DTC bran
 - **No calendar** — this preset does not book appointments; the Speed to Lead and nurture sequences drive replies and orders instead.
 - **1 intake form + 1 funnel** — "VIP List Signup" (first name, email, phone, what they are shopping for) and a Join the VIP List landing page (the welcome code, what the list gets, A2P consent block) plus a Thank You page that shows the code and links to the store.
 - **11 email + 12 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.
-- **5 workflows, 23 customer touches** — see the table.
+- **6 workflows, 23 customer touches** — see the table.
 
 
 ## Workflows
@@ -27,6 +27,7 @@ Routes from the "Ecommerce" business type (online store, Shopify store, DTC bran
 | Lead Nurture (30 days) | contact_tag (tag.nurture_start) | 28 | 11 | 31 days | yes |
 | Replied - Stop & Route | customer_reply | 8 | 0 | instant | no |
 | Win-back (30 days) | contact_tag (tag.winback_start) | 13 | 5 | 31 days | yes |
+| Review Requests | contact_tag (tag.review_ask) | 8 | 3 | 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.
@@ -34,6 +35,12 @@ Routes from the "Ecommerce" business type (online store, Shopify store, DTC bran
 - **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.
 
+### Added in v2.1.0 (2026-09-06): the two features the Assessment prices
+
+- **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.
 

package/skills/blueprint/presets/ecommerce.preset.json

@@ -1,9 +1,9 @@
 {
   "presetId": "ecom",
-  "presetVersion": "2.0.0",
+  "presetVersion": "2.1.0",
   "schemaVersion": "0.1",
   "title": "Ecommerce",
-  "description": "An ecommerce list-to-first-order system at v2 depth (Shopify, WooCommerce, BigCommerce or any store). Store Leads pipeline (subscriber to VIP), product-interest / order fields, source + lifecycle + interest tags, a VIP-list signup form + landing page with the welcome code, 11 email + 12 SMS send-ready templates, and 5 workflows: Speed to Lead (15 actions, 5 touches in 24 h with the welcome code, a personal-welcome task for a real person, then a hand-off), Missed Call Text-Back (the support line), Lead Nurture (31 days, 11 touches: how to choose, why we make it, best sellers, shipping and returns, the code expiring), Replied - Stop & Route, Win-back (31 days, 5 touches). No calendar. Order events come from the store (handoff), never from GHL.",
+  "description": "An ecommerce list-to-first-order system at v2 depth (Shopify, WooCommerce, BigCommerce or any store). Store Leads pipeline (subscriber to VIP), product-interest / order fields, source + lifecycle + interest tags, a VIP-list signup form + landing page with the welcome code, 11 email + 12 SMS send-ready templates, and 6 workflows: Speed to Lead (15 actions, 5 touches in 24 h with the welcome code, a personal-welcome task for a real person, then a hand-off), Missed Call Text-Back (the support line), Lead Nurture (31 days, 11 touches: how to choose, why we make it, best sellers, shipping and returns, the code expiring), Replied - Stop & Route, Win-back (31 days, 5 touches). No calendar. Order events come from the store (handoff), never from GHL, plus Review Request (v2.1.0).",
   "default": false,
   "selectors": {
     "businessTypes": [
@@ -224,6 +224,14 @@
       {
         "ref": "tag.interest_gift",
         "name": "interest-gift"
+      },
+      {
+        "ref": "tag.review_ask",
+        "name": "review-ask"
+      },
+      {
+        "ref": "tag.review_asked",
+        "name": "review-asked"
       }
     ],
     "_tagNote": "Interest tags mirror the Shopping For options; the skill renames them to the real categories from the offer at fill time.",
@@ -264,6 +272,12 @@
         "name": "code_expiry_days",
         "value": "14",
         "_note": "The welcome code is valid this many days; copy says \"14 days\" by default and the store discount must match."
+      },
+      {
+        "ref": "cv.review_link",
+        "name": "review_link",
+        "value": "",
+        "filledBy": "handoff.review_link"
       }
     ],
     "calendars": [],
@@ -363,6 +377,12 @@
           "name": "Win-back 3 - We'll Quiet Down",
           "subject": "We'll quiet down now",
           "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 automatic email in this series. From here you'll only hear from {{custom_values.business_name}} about new pieces and real restocks, which is what most people on the list want anyway.</p><p style=\"margin:0 0 14px;\">The store is always open, and so is the reply button on any email from us.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.store_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Visit {{custom_values.business_name}}</a></p><p style=\"margin:0 0 14px;\">Thanks for giving us a look.</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>"
         }
       ],
       "sms": [
@@ -425,6 +445,16 @@
           "ref": "sms_template.w_sms_2",
           "name": "Win-back Text 2",
           "body": "{{contact.first_name}}, fresh first-order code for you at {{custom_values.business_name}}: {{custom_values.welcome_code}}, {{custom_values.code_expiry_days}} days, one use. {{custom_values.store_link}}"
+        },
+        {
+          "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."
         }
       ]
     },
@@ -592,6 +622,20 @@
           "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"
+        ]
       }
     ],
     "sms": [
@@ -734,6 +778,31 @@
           "custom_values.store_link"
         ],
         "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"
       }
     ],
     "workflows": [
@@ -1136,6 +1205,55 @@
             "tagRef": "tag.lc_lost"
           }
         ]
+      },
+      {
+        "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 an order has arrived (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"
+          }
+        ]
       }
     ],
     "handoffs": [
@@ -1208,7 +1326,10 @@
           "sms.n_sms_4",
           "sms.n_sms_5",
           "sms.w_sms_1",
-          "sms.w_sms_2"
+          "sms.w_sms_2",
+          "workflow.review_request",
+          "sms.r_sms_1",
+          "sms.r_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."
       },
@@ -1259,6 +1380,18 @@
           "email.w_email_2",
           "email.w_email_3"
         ]
+      },
+      {
+        "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 an order has arrived (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"
+        ]
       }
     ]
   }

package/skills/blueprint/presets/generic-client.md

@@ -15,7 +15,7 @@ The fallback for every `business_type` without a dedicated preset: agencies, "ot
 - **1 calendar** — Consultation (round_robin, Mon-Fri 9-17 default, 30-minute slots, `teamMemberRefs` → the plan users).*
 - **1 intake form + 1 funnel** — "New Inquiry" (first/last/email/phone + what they need) and a Landing page (offer promise, three outcome-led points, one CTA to the form, 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.
+- **10 workflows, 32 customer touches** — see the table.
 
 \* conditional on `goal.bookingNeeded == true`.
 
@@ -28,6 +28,8 @@ The fallback for every `business_type` without a dedicated preset: agencies, "ot
 | 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 |
 | Appointment Booked - Confirm & Move | appointment (confirmed) | 8 | 2 | instant | no |
 | Appointment Reminders | appointment (confirmed) | 5 | 3 | instant | no |
 | No-Show Rescue | appointment (noshow) | 14 | 4 | 7 days | yes |
@@ -39,6 +41,13 @@ The fallback for every `business_type` without a dedicated preset: agencies, "ot
 - **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.
 
+### 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.