@elitedcs/ghl-mcp 3.89.0-beta.1 → 3.89.0-beta.10

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

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+# 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.