@elitedcs/ghl-mcp 3.88.3 → 3.89.0-beta.10

package/skills/blueprint/presets/med-spa.preset.json

@@ -49,32 +49,39 @@
           "default": [
             {
               "ref": "stage.new_lead",
+              "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
               "name": "New Lead"
             },
             {
               "ref": "stage.contacted",
+              "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up", "working"],
               "name": "Contacted"
             },
             {
               "ref": "stage.consult_booked",
+              "aliases": ["consult booked", "consultation booked", "trial booked", "appointment booked", "booked", "scheduled", "=consultation"],
               "name": "Consult Booked",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.showed",
+              "aliases": ["showed", "trial showed", "consult completed", "attended", "consultation completed", "consultation done", "consultation attended", "consultation showed", "consultation complete", "consultation held"],
               "name": "Showed",
               "conditionalOn": "goal.bookingNeeded == true"
             },
             {
               "ref": "stage.treated",
+              "aliases": ["treated", "package sold", "sold", "purchased"],
               "name": "Treated"
             },
             {
               "ref": "stage.member",
+              "aliases": ["member", "membership", "rebooked"],
               "name": "Member / Rebooked"
             },
             {
               "ref": "stage.lost",
+              "aliases": ["lost", "closed lost", "not interested"],
               "name": "Lost"
             }
           ]
@@ -262,7 +269,7 @@
       {
         "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."
+        "_note": "Added when the work is done and paid for. Starts Review Request; removed by it. Each contact is asked for a review once."
       }
     ],
     "_tagNote": "The skill derives interest-<x> tags from offer.summary at fill time (injectables / filler / facials / membership for a med spa) and mirrors them onto the Service Interest field options. Declared here so they are reviewable.",
@@ -506,7 +513,7 @@
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - One Word",
-          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: is it lines, volume, or skin texture you'd most like to fix first? One word is enough. Reply STOP to opt out."
+          "body": "{{contact.first_name}}, quick one from {{custom_values.owner_first_name}} at {{custom_values.business_name}}: is it lines, volume, or skin texture you'd most like to fix first? One word is enough.\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.n_sms_2",
@@ -531,7 +538,7 @@
         {
           "ref": "sms_template.w_sms_1",
           "name": "Win-back Text 1",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is your skin still on the list this season, or should I close your file for now? Reply STOP to opt out."
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Is your skin still on the list this season, or should I close your file for now?\nReply STOP to opt out."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -1052,6 +1059,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -1137,6 +1145,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -1191,13 +1200,14 @@
       },
       {
         "ref": "workflow.lead_nurture",
+        "allowMultiple": false,
         "name": "Lead Nurture (30 days)",
         "trigger": {
           "type": "contact_tag",
           "tagRef": "tag.nurture_start"
         },
         "stopOnResponse": true,
-        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first so a later hand-off can start it again. Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
+        "_design": "Starts from the Speed to Lead hand-off tag. 11 touches (6 emails + 5 texts) across 31 days of waits: give, give, ask. Removes its own trigger tag first; each contact goes through it once (re-entry off). Ends by tagging lapsed and handing off to Win-back. Any reply stops it (stopOnResponse) and Replied - Stop & Route takes over.",
         "actions": [
           {
             "type": "remove_contact_tag",
@@ -1332,6 +1342,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -1386,6 +1397,7 @@
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -1457,6 +1469,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Consult Booked - Confirm & Move",
         "trigger": {
           "type": "appointment",
@@ -1478,6 +1491,15 @@
             "type": "remove_from_workflow",
             "workflowRef": "workflow.win_back"
           },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.no_show"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.missed_call",
+            "conditionalOn": "channels.sms == true"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.lc_booked"
@@ -1521,6 +1543,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Consult Reminders",
         "trigger": {
           "type": "appointment",
@@ -1559,6 +1582,8 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
+        "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
         "name": "No-Show Rescue",
         "trigger": {
           "type": "appointment",
@@ -1647,6 +1672,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Quote Follow-up",
         "trigger": {
           "type": "contact_tag",
@@ -1708,6 +1734,7 @@
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
         "trigger": {
           "type": "contact_tag",
@@ -1753,7 +1780,7 @@
         "owner": "OPERATOR-UI",
         "title": "Add the people who get lead alerts and call tasks",
         "trigger": "the brief listed no staff",
-        "instruction": "In the sub-account go to Settings > My Staff and add at least one user (yourself is fine): name, email, role. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
+        "instruction": "In the sub-account go to Settings → My Staff (called Users in newer accounts) → + Add User and add at least one person (yourself is fine): enter their name and the same email address listed in the intake. Every \"alert a real person\" and \"call task\" step in the workflows is already built and waiting; the moment a user exists, open each workflow and pick them in the Notify and Task steps (or re-run the build with useSavedPlan:true so the pending steps are re-pointed).",
         "produces": null,
         "successCheck": "At least one user exists and no workflow step still shows \"user pending\"",
         "blocks": [

package/skills/blueprint/presets/wellness-clinic.md

@@ -0,0 +1,55 @@
+# Preset: Wellness Clinic
+
+**File:** `wellness-clinic.preset.json` · **id:** `wellness_clinic` · **version:** 1.0.0 · **default:** no
+**Source:** built 2026-09-29 from live wellness trial accounts (a red-light trial clinic's published workflows, pipeline, calendar, products and custom values, read-only, plus two sister accounts running the same paid-trial-with-deposit offer) and the agency's own texting lessons. The messages follow the patterns that work in those accounts (who is texting and why, a clear YES / N ask, the deposit framing, the 72-hour close) in new wording: no message here copies the live text. Every template carries a `_source` note: `PATTERN:` (the live pattern it follows, described, never quoted) or `[NO REAL SOURCE: proposed]`.
+
+## When it is selected
+The cockpit industry **Wellness clinic** (`wellness-clinic`), the business types Wellness clinic, Red light therapy, Body contouring, IV therapy, IV hydration, Peptide clinic, Longevity clinic and Recovery studio, and the aliases `wellness`, `wellness_clinic`, `red_light`, `rlt`, `body_contouring`, `iv_therapy`, `peptides`. It never takes `cll` / `dbr` / `launch_event`: time-boxed launch events stay in the launch-event preset.
+
+## What it builds
+- **1 pipeline, 10 stages:** New Lead, Replied / Engaged, Booking Link Sent, Trial Booked, Trial Completed, Program Sold, No Program Yet - Follow Up, No Show, Not Interested, Lost / DND. A client's own stage list replaces it; every automation is mapped onto the client's stages (the follow-up workflow carries a `stagePreference` so a "No sale" stage is used).
+- **13 custom fields:** lead source, service interest, body focus areas, goal timeline, screening confirmed, results vary understood, program recommended (names only, no prices), visit outcome, payment method (no text-to-pay), program value, appointment date, and the two SMS consent boxes (transactional and marketing, separate, unchecked).
+- **36 tags, 17 custom values** (trial name, price, deposit, balance, balance link, address, programs; spots left and capacity only with the `launch_event` flag).
+- **Trial calendar:** the calendar answer's length, else the intake's visit length, else 90 minutes; 24 hours' minimum notice, 1 per slot, the daily cap from the intake, and the clinic's screening text as its description. The deposit is a calendar payment product set in the UI (`handoff.deposit_product`). An optional 30-minute Program Consult calendar is built only when `goal.programConsult` is true.
+- **Trial Request form:** name, email, optional phone, service interest, body focus, two consent boxes.
+- **13 emails, 50 texts, 19 workflows.** A trial price of 0 or Free uses free-trial wording with no price, deposit or balance. A deposit or balance of 0, none or blank counts as none: the deposit-free texts and emails go instead, and the balance workflows, tags and hand-offs are not built. Scarcity or exclusivity wording ("a set number of trial visits a week", "fill up most weeks", "a small number of spots", "before anyone else") is said only when the intake answers Yes to "Do trial spots really run out most weeks?". A No or a blank answer gets the plain version of each of those texts, including the first win-back text. The day-before reminder already asks the client to come 10 minutes early, so the intake's prep question asks only for anything besides that.
+
+## Workflows
+
+| Workflow | Feature | Trigger | Pattern from |
+|---|---|---|---|
+| Speed to Lead | speed_to_lead | form_submission | ad-lead text + link follow-up |
+| Missed Call Text-Back | missed_call | call_status (missed, inbound) | proposed |
+| Lead Nurture (30 days) | nurture | contact_tag nurture-start | 9-text drip + proposed FAQ texts and emails |
+| Win-back (30 days) | winback | contact_tag winback-start | reactivation drip, led by its best first text |
+| Trial Booked - Confirm & Move | booking | appointment confirmed | booking confirmation |
+| Trial Reminders | booking | appointment confirmed | appointment reminders |
+| Trial Completed - Balance | booking | appointment showed (only with a balance) | balance on arrival |
+| Trial Completed - Outcome | booking | appointment showed | visit showed |
+| Trial Balance Paid | booking | payment_received (only with a balance; held DRAFT until scoped) | balance paid |
+| Trial Canceled | booking | appointment cancelled | cancellation |
+| No-Show Rescue | booking | appointment noshow | no-show text + proposed rescue |
+| Reply BOOK - Send Booking Link | booking | exact reply BOOK | BOOK keyword |
+| Program Follow-up (72 hours) | quote_followup | stage No Program Yet | 72-hour close |
+| Review Request | review_requests | contact_tag service-complete | proposed |
+| Replied - Stop & Route | foundation | any reply | any reply |
+| Replied N - Not Interested | foundation | exact reply N list | soft opt-out |
+| Replied STOP - Opt Out | foundation | exact reply STOP list | hard opt-out |
+| Replied TEAM - Human Help | foundation | exact reply TEAM list | TEAM keyword |
+| Program Sold - Confirm | foundation | stage Program Sold | program sale |
+
+## The rules this preset keeps
+- **Claims:** no outcome claim in the preset copy, never pain, inflammation, sleep, weight-loss or fat-loss. The live drip's health-claim text and its named testimonial are not carried. A client quote is never put into a message by the build, even with written permission: a consented quote is shown on the claims review hand-off for a person to read and add by hand.
+- **GSM-7:** no em dashes, en dashes or curly quotes in any text; intake answers filled into texts are straightened too (`conventions.gsm7`).
+- **Opt-out:** every marketing text carries its own line starting "Reply N"; the first text of a sequence puts N on its own line.
+- **Keywords:** N, STOP, TEAM and BOOK are exact-match lists (the live account's own), never "contains".
+- **Links:** booking links only through `{{custom_values.booking_link}}`, on a domain at least 30 days old (`handoff.link_domain`).
+- **No text-to-pay for programs:** the only payment link any text carries is the trial balance.
+- **Hand-offs are tags,** never `add_to_workflow`. A booking removes the lead from Speed to Lead, Lead Nurture, Win-back and No-Show Rescue (med-spa's shape), and Program Sold removes the 72-hour follow-up.
+- **N and STOP never move a card.** N (exact: N, No thanks, Not interested; never a bare "No") tags and notes; STOP tags and turns on Do Not Disturb.
+- **A consented client quote goes to a person, never straight into a text.** The claims review hand-off carries it, with anything obvious (a result or health claim, a name) already flagged.
+
+## Known limits
+- The Trial Balance Paid workflow cannot be limited to the balance product by the build; it stays DRAFT behind `handoff.balance_trigger`.
+- The build cannot limit a card move to cards still before booking, so N and STOP leave the card where it is; the note asks staff to move a pre-booking card.
+- Hand-off and task wording names the preset's stages (Program Sold, No Program Yet); on a client's own stage list the composer's mapping notes say which of their stages those are.