@elitedcs/ghl-mcp 3.89.0-beta.4 → 3.89.0-beta.6

package/skills/blueprint/presets/wellness-clinic.preset.json

@@ -36,7 +36,7 @@
     "claims": "No outcome claim of any kind in the preset copy, and never a pain, inflammation, sleep, weight-loss or fat-loss claim. The live drip's health-claim text is deliberately not carried. A client quote is never put into a message by the build, even with written consent: a consented quote is carried on handoff.claims_review for a person to read first.",
     "quotesNeverAutomatic": true,
     "gsm7": "No em dashes, en dashes or curly quotes in any SMS: one of them forces UCS-2 billing (a live account went from 22 to 47 segments per contact). The composer also straightens them in brief values filled into SMS.",
-    "optOut": "Every marketing text carries its own opt-out line starting 'Reply N' (GoHighLevel appends STOP only to the first message). The first text of a sequence puts N on its own line. Appointment and payment facts (confirmations, reminders, balance) are transactional and carry none.",
+    "optOut": "Every marketing text carries its own line starting 'Reply N' that says what N does ('Reply N to stop these texts.'), and N does it: Replied N takes the contact out of every marketing sequence (rehearsal 4 audit E6). GoHighLevel appends STOP only to the first message. The first text of a sequence puts N on its own line. Appointment and payment facts (confirmations, reminders, balance) are transactional and carry none.",
     "keywords": "Reply keywords are exact-match lists (GoHighLevel 'Exact match phrase'), never 'contains'. The lists are the live account's own.",
     "links": "Booking links only via {{custom_values.booking_link}}, on a domain at least 30 days old (handoff.link_domain): links on a new domain were carrier-blocked (error 30007) and GoHighLevel never retries.",
     "noTextToPay": "Programs are paid in person (card reader or financing). The only payment link any text carries is the trial balance ({{custom_values.balance_payment_link}}).",
@@ -80,7 +80,8 @@
                 "contacted",
                 "engaged",
                 "in conversation",
-                "interested"
+                "interested",
+                "working"
               ]
             },
             {
@@ -102,7 +103,8 @@
                 "appointment booked",
                 "booked",
                 "scheduled",
-                "deposit"
+                "deposit",
+                "=consultation"
               ],
               "conditionalOn": "goal.bookingNeeded == true"
             },
@@ -116,7 +118,13 @@
                 "showed",
                 "visited",
                 "attended",
-                "completed"
+                "completed",
+                "consultation completed",
+                "consultation done",
+                "consultation attended",
+                "consultation showed",
+                "consultation complete",
+                "consultation held"
               ],
               "conditionalOn": "goal.bookingNeeded == true"
             },
@@ -401,11 +409,6 @@
         "ref": "tag.winback_start",
         "name": "winback-start"
       },
-      {
-        "ref": "tag.deposit_paid",
-        "name": "deposit-paid",
-        "conditionalOn": "goal.bookingNeeded == true && offer.depositAmount is set"
-      },
       {
         "ref": "tag.balance_sent",
         "name": "balance-sent",
@@ -820,7 +823,7 @@
           "conditionalOn": "offer.depositAmount is set",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Instant text from the ad-lead workflow: who is texting, why, the booking link, the deposit framing (it counts toward the visit), then separate N and STOP lines.",
-          "body": "Hi {{contact.first_name}}, this is {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You asked about the {{custom_values.trial_name}}, so here is your booking link: {{custom_values.booking_link}}\n\nYour ${{custom_values.deposit_amount}} deposit saves the time and is taken off the ${{custom_values.trial_price}} price.\n\nReply N to opt out.\nReply STOP to end all texts."
+          "body": "Hi {{contact.first_name}}, this is {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You asked about the {{custom_values.trial_name}}, so here is your booking link: {{custom_values.booking_link}}\n\nYour ${{custom_values.deposit_amount}} deposit saves the time and is taken off the ${{custom_values.trial_price}} price.\n\nReply N to stop these texts.\nReply STOP to end all texts."
         },
         {
           "ref": "sms_template.stl_sms_1b",
@@ -828,14 +831,14 @@
           "conditionalOn": "offer.depositAmount is not set && offer.trialFree != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Instant text from the ad-lead workflow, for a clinic with no deposit: who is texting, why, the booking link, the price, then separate N and STOP lines.",
-          "body": "Hi {{contact.first_name}}, this is {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You asked about the {{custom_values.trial_name}}, so here is your booking link: {{custom_values.booking_link}}\n\nThe visit is ${{custom_values.trial_price}}, paid when you come in. Questions? Just text back.\n\nReply N to opt out.\nReply STOP to end all texts."
+          "body": "Hi {{contact.first_name}}, this is {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You asked about the {{custom_values.trial_name}}, so here is your booking link: {{custom_values.booking_link}}\n\nThe visit is ${{custom_values.trial_price}}, paid when you come in. Questions? Just text back.\n\nReply N to stop these texts.\nReply STOP to end all texts."
         },
         {
           "ref": "sms_template.stl_sms_2",
           "name": "Speed to Lead - 4 Hour Nudge",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Soft nudge 4 hours after the booking link with no booking: the link again and a TEAM keyword for a person.",
-          "body": "{{contact.first_name}}, checking in. Your booking link is still open whenever you want it: {{custom_values.booking_link}}\n\nWant a person to help? Reply TEAM.\nReply N to opt out"
+          "body": "{{contact.first_name}}, checking in. Your booking link is still open whenever you want it: {{custom_values.booking_link}}\n\nWant a person to help? Reply TEAM.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.stl_sms_3",
@@ -843,7 +846,7 @@
           "conditionalOn": "offer.capacityLimited == true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Final nudge 24 hours after the link: honest weekly capacity (only when the intake says capacity really runs out) and the link.",
-          "body": "{{contact.first_name}}, a quick note: we can only fit a set number of trial visits a week, since room and staff time run short. Book yours here: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, a quick note: we can only fit a set number of trial visits a week, since room and staff time run short. Book yours here: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.stl_sms_3b",
@@ -851,35 +854,35 @@
           "conditionalOn": "offer.capacityLimited != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Final nudge 24 hours after the link, without scarcity: a plain reminder and the link.",
-          "body": "{{contact.first_name}}, a quick note in case the link got buried. Book your {{custom_values.trial_name}} whenever it suits you: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, a quick note in case the link got buried. Book your {{custom_values.trial_name}} whenever it suits you: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.mc_sms_1",
           "name": "Missed Call - Instant Text-Back",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] No missed-call text-back exists in any account read. Med-spa preset shape, trial wording.",
-          "body": "Hi, it's {{custom_values.business_name}}. Sorry we missed your call. Want me to text you the {{custom_values.trial_name}} booking link? Reply YES, or tell us what you need.\n\nReply N to opt out"
+          "body": "Hi, it's {{custom_values.business_name}}. Sorry we missed your call. Want me to text you the {{custom_values.trial_name}} booking link? Reply YES, or tell us what you need.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.mc_sms_2",
           "name": "Missed Call - 1 Hour Text",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] No real source. Offers the link an hour later, as the research outline asks.",
-          "body": "Here's the {{custom_values.trial_name}} booking link in case it helps: {{custom_values.booking_link}}\nOr reply with a good time and we'll call you back.\n\nReply N to opt out"
+          "body": "Here's the {{custom_values.trial_name}} booking link in case it helps: {{custom_values.booking_link}}\nOr reply with a good time and we'll call you back.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_1",
           "name": "Nurture Text 1 - In Case You Missed It",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Second text of a 9-text drip: follow-up on the first text with one link. The drip's result claim is not carried.",
-          "body": "{{contact.first_name}}, following up on my earlier text. Here's where to see how the {{custom_values.trial_name}} works and choose a time: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, following up on my earlier text. Here's where to see how the {{custom_values.trial_name}} works and choose a time: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_2",
           "name": "Nurture Text 2 - Talked Yourself Out Of It",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Drip text that names the hesitation and lowers the risk, with a YES for info ask.",
-          "body": "{{contact.first_name}}, honest question: is there a treatment you've wondered about but kept putting off? The {{custom_values.trial_name}} begins with a consult, and we answer every question before we start anything.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, honest question: is there a treatment you've wondered about but kept putting off? The {{custom_values.trial_name}} begins with a consult, and we answer every question before we start anything.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_3a",
@@ -887,7 +890,7 @@
           "conditionalOn": "offer.anchorPrice is set && offer.depositAmount is set",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Drip price text: the clinic's own comparison price from the intake, the trial price and the deposit framing.",
-          "body": "{{contact.first_name}}, comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. The {{custom_values.trial_name}} here is ${{custom_values.trial_price}}, consult included, and a ${{custom_values.deposit_amount}} deposit reserves your time.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. The {{custom_values.trial_name}} here is ${{custom_values.trial_price}}, consult included, and a ${{custom_values.deposit_amount}} deposit reserves your time.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_3b",
@@ -895,7 +898,7 @@
           "conditionalOn": "offer.anchorPrice is not set && offer.depositAmount is set",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Drip price text without a comparison price: the trial price and the deposit framing.",
-          "body": "{{contact.first_name}}, the {{custom_values.trial_name}} at {{custom_values.business_name}} is ${{custom_values.trial_price}} with the consult included, and a ${{custom_values.deposit_amount}} deposit reserves your time.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, the {{custom_values.trial_name}} at {{custom_values.business_name}} is ${{custom_values.trial_price}} with the consult included, and a ${{custom_values.deposit_amount}} deposit reserves your time.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_3c",
@@ -903,7 +906,7 @@
           "conditionalOn": "offer.anchorPrice is set && offer.depositAmount is not set && offer.trialFree != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Drip price text with a comparison price, for a clinic with no deposit.",
-          "body": "{{contact.first_name}}, comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. The {{custom_values.trial_name}} here is ${{custom_values.trial_price}}, consult included.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. The {{custom_values.trial_name}} here is ${{custom_values.trial_price}}, consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_3d",
@@ -911,7 +914,7 @@
           "conditionalOn": "offer.anchorPrice is not set && offer.depositAmount is not set && offer.trialFree != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Drip price text, no comparison price and no deposit.",
-          "body": "{{contact.first_name}}, the {{custom_values.trial_name}} at {{custom_values.business_name}} is ${{custom_values.trial_price}} with the consult included.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, the {{custom_values.trial_name}} at {{custom_values.business_name}} is ${{custom_values.trial_price}} with the consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_4",
@@ -919,7 +922,7 @@
           "conditionalOn": "offer.capacityLimited == true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Late drip text: honest weekly capacity (only when the intake says so) and an offer to send the link.",
-          "body": "{{contact.first_name}}, a heads up: trial times at {{custom_values.business_name}} fill up most weeks. If you've been thinking it over, now is a good moment. Shall I text you the booking link?\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, a heads up: trial times at {{custom_values.business_name}} fill up most weeks. If you've been thinking it over, now is a good moment. Shall I text you the booking link?\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_4b",
@@ -927,14 +930,14 @@
           "conditionalOn": "offer.capacityLimited != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Late drip text without scarcity: an offer to send the link.",
-          "body": "{{contact.first_name}}, just checking in. If you've been thinking it over, the {{custom_values.trial_name}} is easy to book. Shall I text you the booking link?\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, just checking in. If you've been thinking it over, the {{custom_values.trial_name}} is easy to book. Shall I text you the booking link?\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_5",
           "name": "Nurture Text 6 - What Happens At The Visit",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] FAQ text. The facts (plan for 90 minutes, arrive 10 minutes early, short intake form) come from the live booking confirmation.",
-          "body": "{{contact.first_name}}, a question we get a lot: what happens at the {{custom_values.trial_name}}? Plan on about {{offer.visitMinutes || 90}} minutes. Get there 10 minutes ahead to fill in a brief intake form, and a consult comes before anything else.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, a question we get a lot: what happens at the {{custom_values.trial_name}}? Plan on about {{offer.visitMinutes || 90}} minutes. Get there 10 minutes ahead to fill in a brief intake form, and a consult comes before anything else.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_6",
@@ -942,7 +945,7 @@
           "conditionalOn": "offer.depositAmount is set",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] FAQ text on the deposit. The deposit-comes-off-the-visit fact is from the live booking texts; no refund promise is made because the refund policy is the clinic's to state.",
-          "body": "Another common question, {{contact.first_name}}: the ${{custom_values.deposit_amount}} deposit comes off your ${{custom_values.trial_price}} visit, so it is not an extra fee. Need to move your time? Just text us.\n\nReply N to opt out"
+          "body": "Another common question, {{contact.first_name}}: the ${{custom_values.deposit_amount}} deposit comes off your ${{custom_values.trial_price}} visit, so it is not an extra fee. Need to move your time? Just text us.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_6b",
@@ -950,22 +953,30 @@
           "conditionalOn": "offer.depositAmount is not set && offer.trialFree != true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] FAQ text for a clinic that takes no deposit.",
-          "body": "Another common question, {{contact.first_name}}: do you pay anything to book? No. You pay for your {{custom_values.trial_name}} at the visit. Need to move your time? Just text us.\n\nReply N to opt out"
+          "body": "Another common question, {{contact.first_name}}: do you pay anything to book? No. You pay for your {{custom_values.trial_name}} at the visit. Need to move your time? Just text us.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_7",
           "name": "Nurture Text 8 - Last One",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Last text of the drip: the final direct ask with a graceful exit and the link.",
-          "body": "Hi {{contact.first_name}}, this is my last note about it, because I really do think you'd enjoy it. If it isn't for you, that's completely fine. If you've been meaning to book, the link is here: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "Hi {{contact.first_name}}, this is my last note about it, because I really do think you'd enjoy it. If it isn't for you, that's completely fine. If you've been meaning to book, the link is here: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.w_sms_1",
           "name": "Win-back Text 1 - You Reached Out A While Back",
-          "conditionalOn": "offer.trialFree != true",
+          "conditionalOn": "offer.trialFree != true && offer.capacityLimited == true",
+          "_kind": "marketing",
+          "_source": "PATTERN: live red-light trial account. First text of the reactivation drip, scarcity version (only when the intake says trial spots really run out) (the best performer on warm contacts): who is texting, why they are hearing from us, the offer, then YES and N each on their own line.",
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You contacted us some time ago, so you're hearing about this before anyone else: we've opened a small number of ${{custom_values.trial_price}} {{custom_values.trial_name}} spots.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_1b",
+          "name": "Win-back Text 1 - You Reached Out A While Back (no scarcity)",
+          "conditionalOn": "offer.trialFree != true && offer.capacityLimited != true",
           "_kind": "marketing",
-          "_source": "PATTERN: live red-light trial account. First text of the reactivation drip (the best performer on warm contacts): who is texting, why they are hearing from us, the offer, then YES and N each on their own line.",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You contacted us some time ago, so you're hearing about this before anyone else: we've opened a small number of ${{custom_values.trial_price}} {{custom_values.trial_name}} spots.\n\nReply YES for the details.\nReply N and I won't text about it again."
+          "_source": "PATTERN: live red-light trial account. First reactivation text without scarcity or exclusivity, for a clinic whose trial spots do not run out (or that did not say): who is texting, why they are hearing from us, the offer, then YES and N each on their own line.",
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You contacted us some time ago, so I wanted you to know you can book a ${{custom_values.trial_price}} {{custom_values.trial_name}} with us.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.w_sms_2",
@@ -973,7 +984,7 @@
           "conditionalOn": "offer.depositAmount is set",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Second reactivation text: price, deposit framing and the link.",
-          "body": "{{contact.first_name}}, following up on my last message: a {{custom_values.trial_name}} costs ${{custom_values.trial_price}}; ${{custom_values.deposit_amount}} of it is paid when you book. Choose a time here: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, following up on my last message: a {{custom_values.trial_name}} costs ${{custom_values.trial_price}}; ${{custom_values.deposit_amount}} of it is paid when you book. Choose a time here: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.w_sms_2b",
@@ -981,7 +992,7 @@
           "conditionalOn": "offer.depositAmount is not set && offer.trialFree != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Second reactivation text for a clinic with no deposit: price and the link.",
-          "body": "{{contact.first_name}}, following up on my last message: the {{custom_values.trial_name}} is ${{custom_values.trial_price}}. Choose a time here: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, following up on my last message: the {{custom_values.trial_name}} is ${{custom_values.trial_price}}. Choose a time here: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.stl_sms_1f",
@@ -989,7 +1000,7 @@
           "conditionalOn": "offer.trialFree == true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] Free-trial version of the instant booking-link text.",
-          "body": "Hi {{contact.first_name}}, this is {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You asked about the {{custom_values.trial_name}}, so here is your booking link: {{custom_values.booking_link}}\n\nYour first visit is free. Questions? Just text back.\n\nReply N to opt out.\nReply STOP to end all texts."
+          "body": "Hi {{contact.first_name}}, this is {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You asked about the {{custom_values.trial_name}}, so here is your booking link: {{custom_values.booking_link}}\n\nYour first visit is free. Questions? Just text back.\n\nReply N to stop these texts.\nReply STOP to end all texts."
         },
         {
           "ref": "sms_template.n_sms_3e",
@@ -997,7 +1008,7 @@
           "conditionalOn": "offer.anchorPrice is set && offer.trialFree == true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] Free-trial version of the drip price text, with the clinic's comparison price.",
-          "body": "{{contact.first_name}}, comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. Your first {{custom_values.trial_name}} here is free, consult included.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. Your first {{custom_values.trial_name}} here is free, consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_3f",
@@ -1005,7 +1016,7 @@
           "conditionalOn": "offer.anchorPrice is not set && offer.trialFree == true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] Free-trial version of the drip price text.",
-          "body": "{{contact.first_name}}, your first {{custom_values.trial_name}} at {{custom_values.business_name}} is free, with the consult included.\n\nReply YES for info.\nReply N to opt out"
+          "body": "{{contact.first_name}}, your first {{custom_values.trial_name}} at {{custom_values.business_name}} is free, with the consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.n_sms_6f",
@@ -1013,15 +1024,23 @@
           "conditionalOn": "offer.trialFree == true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] FAQ text for a free trial.",
-          "body": "Another common question, {{contact.first_name}}: is there a catch? No. The {{custom_values.trial_name}} is free, and booking costs nothing. Need to move your time? Just text us.\n\nReply N to opt out"
+          "body": "Another common question, {{contact.first_name}}: is there a catch? No. The {{custom_values.trial_name}} is free, and booking costs nothing. Need to move your time? Just text us.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.w_sms_1f",
           "name": "Win-back Text 1 - You Reached Out A While Back (free trial)",
-          "conditionalOn": "offer.trialFree == true",
+          "conditionalOn": "offer.trialFree == true && offer.capacityLimited == true",
           "_kind": "marketing",
-          "_source": "[NO REAL SOURCE: proposed] Free-trial version of the reactivation drip's first text (who is texting, why, YES and N on their own lines).",
-          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You contacted us some time ago, so you're hearing about this before anyone else: we've opened a small number of free {{custom_values.trial_name}} spots.\n\nReply YES for the details.\nReply N and I won't text about it again."
+          "_source": "[NO REAL SOURCE: proposed] Free-trial version of the reactivation drip's first text, scarcity version (only when the intake says trial spots really run out) (who is texting, why, YES and N on their own lines).",
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You contacted us some time ago, so you're hearing about this before anyone else: we've opened a small number of free {{custom_values.trial_name}} spots.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_1fb",
+          "name": "Win-back Text 1 - You Reached Out A While Back (free trial, no scarcity)",
+          "conditionalOn": "offer.trialFree == true && offer.capacityLimited != true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Free-trial version of the reactivation drip's first text without scarcity or exclusivity (who is texting, why, YES and N on their own lines).",
+          "body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. You contacted us some time ago, so I wanted you to know you can book a free {{custom_values.trial_name}} with us.\n\nReply YES for the booking link.\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.w_sms_2f",
@@ -1029,7 +1048,78 @@
           "conditionalOn": "offer.trialFree == true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] Free-trial version of the second reactivation text.",
-          "body": "{{contact.first_name}}, following up on my last message: the {{custom_values.trial_name}} is free. Choose a time here: {{custom_values.booking_link}}\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, following up on my last message: the {{custom_values.trial_name}} is free. Choose a time here: {{custom_values.booking_link}}\n\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_3a",
+          "name": "Win-back Text 3 - Price Check With Anchor",
+          "conditionalOn": "offer.anchorPrice is set && offer.depositAmount is set",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, in case price was the question: comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. Our {{custom_values.trial_name}} is ${{custom_values.trial_price}} with the consult, and ${{custom_values.deposit_amount}} of it holds your time when you book.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_3b",
+          "name": "Win-back Text 3 - Price Check",
+          "conditionalOn": "offer.anchorPrice is not set && offer.depositAmount is set",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, in case price was the question: the {{custom_values.trial_name}} at {{custom_values.business_name}} is ${{custom_values.trial_price}} with the consult, and ${{custom_values.deposit_amount}} of it holds your time when you book.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_3c",
+          "name": "Win-back Text 3 - Price Check With Anchor (no deposit)",
+          "conditionalOn": "offer.anchorPrice is set && offer.depositAmount is not set && offer.trialFree != true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, in case price was the question: comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session. Our {{custom_values.trial_name}} is ${{custom_values.trial_price}} with the consult.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_3d",
+          "name": "Win-back Text 3 - Price Check (no deposit)",
+          "conditionalOn": "offer.anchorPrice is not set && offer.depositAmount is not set && offer.trialFree != true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, in case price was the question: the {{custom_values.trial_name}} at {{custom_values.business_name}} is ${{custom_values.trial_price}}, consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_3e",
+          "name": "Win-back Text 3 - Cost Check With Anchor (free trial)",
+          "conditionalOn": "offer.anchorPrice is set && offer.trialFree == true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, in case cost was the question: comparable treatments elsewhere tend to cost {{offer.anchorPrice}} a session, and your first {{custom_values.trial_name}} with us is free, consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_3f",
+          "name": "Win-back Text 3 - Cost Check (free trial)",
+          "conditionalOn": "offer.anchorPrice is not set && offer.trialFree == true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, in case cost was the question: your first {{custom_values.trial_name}} at {{custom_values.business_name}} is free, consult included.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_4",
+          "name": "Win-back Text 4 - Still Interested",
+          "conditionalOn": "offer.capacityLimited == true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, trial times at {{custom_values.business_name}} fill up most weeks, so if you'd still like one it helps to pick a time soon. Want me to text you the booking link?\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_4b",
+          "name": "Win-back Text 4 - Still Interested (no scarcity)",
+          "conditionalOn": "offer.capacityLimited != true",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "{{contact.first_name}}, no rush at all. If you'd still like to try the {{custom_values.trial_name}}, I can text you the booking link.\n\nReply YES for the booking link.\nReply N to stop these texts."
+        },
+        {
+          "ref": "sms_template.w_sms_7",
+          "name": "Win-back Text 5 - Last One",
+          "_kind": "marketing",
+          "_source": "[NO REAL SOURCE: proposed] Win-back-only wording of the nurture text in the same slot (rehearsal 4 #8, 2026-09-29): a lead who went through Lead Nurture and then Win-back no longer gets the same text twice. Same shape: who, why, the offer, one ask, the opt-out line.",
+          "body": "Hi {{contact.first_name}}, this is the last text I'll send about the {{custom_values.trial_name}}. If now isn't the time, no problem at all. If you'd like to come in, pick a time here: {{custom_values.booking_link}}\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.book_link_sms",
@@ -1052,8 +1142,8 @@
           "name": "Trial Confirmed Text",
           "conditionalOn": "offer.depositAmount is set",
           "_kind": "transactional",
-          "_source": "PATTERN: live red-light trial account. Booking confirmation: time, deposit received, address, visit length, arrive early for intake.",
-          "body": "{{contact.first_name}}, you're booked! Your {{custom_values.trial_name}} is on {{appointment.start_time}}, and we've received your ${{custom_values.deposit_amount}} deposit. Our address: {{custom_values.business_address}}. Allow about {{offer.visitMinutes || 90}} minutes, and come 10 minutes early to fill in a short intake form."
+          "_source": "PATTERN: live red-light trial account. Booking confirmation: time, address, visit length, arrive early for intake. It no longer says the deposit was received (rehearsal 4 audit E3): this workflow cannot see a payment, and until Stripe and the calendar payment are on, bookings come in without one. GoHighLevel's own payment receipt confirms a deposit.",
+          "body": "{{contact.first_name}}, you're booked! Your {{custom_values.trial_name}} is on {{appointment.start_time}}. Our address: {{custom_values.business_address}}. Allow about {{offer.visitMinutes || 90}} minutes, and come 10 minutes early to fill in a short intake form."
         },
         {
           "ref": "sms_template.appt_confirm_sms_nodeposit",
@@ -1067,8 +1157,8 @@
           "ref": "sms_template.appt_24h_sms",
           "name": "Trial Reminder - 24 Hours",
           "_kind": "transactional",
-          "_source": "PATTERN: live red-light trial account. Reminder 24 hours before: time, arrive early, and the clinic's own prep instructions from the intake.",
-          "body": "{{contact.first_name}}, see you tomorrow! Your {{custom_values.trial_name}} at {{custom_values.business_name}} is at {{appointment.start_time}}. Please come about 10 minutes early. {{offer.prepInstructions || Comfortable clothes are best, and bring any questions.}} Looking forward to it!"
+          "_source": "PATTERN: live red-light trial account. Reminder 24 hours before: time, and the prep instructions the clinic gave in the intake; without an answer, the usual arrive-early line. The fixed early line is no longer added in front of the answer, which usually says it too (rehearsal 4 audit E10).",
+          "body": "{{contact.first_name}}, see you tomorrow! Your {{custom_values.trial_name}} at {{custom_values.business_name}} is at {{appointment.start_time}}. {{offer.prepInstructions || Please come about 10 minutes early. Comfortable clothes are best, and bring any questions.}} Looking forward to it!"
         },
         {
           "ref": "sms_template.appt_1h_sms",
@@ -1082,8 +1172,8 @@
           "name": "Trial Balance Link",
           "conditionalOn": "offer.balanceAmount is set",
           "_kind": "transactional",
-          "_source": "PATTERN: live red-light trial account. Balance link 15 minutes after check-in. The only payment link any text carries.",
-          "body": "Hi {{contact.first_name}}, welcome in! Before your visit starts, you can settle the ${{custom_values.balance_amount}} balance here (it completes your ${{custom_values.trial_price}} {{custom_values.trial_name}}): {{custom_values.balance_payment_link}}"
+          "_source": "PATTERN: live red-light trial account. Balance link 15 minutes after the visit is marked showed. The only payment link any text carries. It no longer says the visit has not started yet: staff mark a visit showed at or after it (rehearsal 4 audit).",
+          "body": "Hi {{contact.first_name}}, thanks for coming in! You can settle the ${{custom_values.balance_amount}} balance here (it completes your ${{custom_values.trial_price}} {{custom_values.trial_name}}): {{custom_values.balance_payment_link}}"
         },
         {
           "ref": "sms_template.balance_paid_sms",
@@ -1098,14 +1188,14 @@
           "name": "No-Show Text 1 - We Missed You",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. Same-day no-show text: no guilt, reply to rebook.",
-          "body": "{{contact.first_name}}, we didn't see you for your {{custom_values.trial_name}} today. Hope all is well! If you'd like another time, reply here and we'll look at what's open.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, we didn't see you for your {{custom_values.trial_name}} today. Hope all is well! If you'd like another time, reply here and we'll look at what's open.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.ns_sms_2",
           "name": "No-Show Text 2 - Times Kept Open",
           "_kind": "marketing",
-          "_source": "[NO REAL SOURCE: proposed] The live account sends one no-show text. This second touch is the med-spa preset's rescue step, reworded for a trial.",
-          "body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here. I kept a couple of trial times open this week. Want one? Reply with a day that works.\n\nReply N to opt out"
+          "_source": "[NO REAL SOURCE: proposed] The live account sends one no-show text. This second touch is the med-spa preset's rescue step, reworded for a trial. Reworded 2026-09-29 (rehearsal 4): it no longer claims times were held back, which implied scarcity whatever the intake said.",
+          "body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here. We'd be glad to find you another trial time. Want one? Reply with a day that works.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.cancel_sms",
@@ -1119,7 +1209,7 @@
           "name": "Program Follow-up - 2 Hour Thank You",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. 72-hour close, text 1 at 2 hours: thanks and questions welcome.",
-          "body": "{{contact.first_name}}, thanks for coming in today! We hope you enjoyed the {{custom_values.trial_name}}. Curious about any of the programs we discussed? Text us anytime.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, thanks for coming in today! We hope you enjoyed the {{custom_values.trial_name}}. If you have a question about the programs we discussed, just text it here.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.pf_sms_2a",
@@ -1127,7 +1217,7 @@
           "conditionalOn": "offer.visitOnlyPrice == true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. 72-hour close, text 2 at 24 hours: the visit-only price window. Only when the intake says the clinic offers one.",
-          "body": "{{contact.first_name}}, a reminder that the program price from your visit is good for a couple more days. If one caught your eye, this is the moment to decide. Shall I send the options again?\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, a reminder that the program price from your visit is good for a couple more days. If one caught your eye, this is the moment to decide. Reply TEAM and I'll send the options again.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.pf_sms_2b",
@@ -1135,7 +1225,7 @@
           "conditionalOn": "offer.visitOnlyPrice != true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. 72-hour close, text 2 at 24 hours, without a visit-only price: offer the options again.",
-          "body": "{{contact.first_name}}, if any of the programs we discussed at your visit caught your eye, I can send the options again. Would that help?\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, if any of the programs we discussed at your visit caught your eye, reply TEAM and I'll send the options again.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.pf_sms_3a",
@@ -1143,7 +1233,7 @@
           "conditionalOn": "offer.visitOnlyPrice == true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. 72-hour close, text 3 at 48 hours: the window ends tomorrow. Only with a visit-only price.",
-          "body": "{{contact.first_name}}, a note from {{custom_values.business_name}}: the program price from your visit ends tomorrow. Want to reserve it? Reply here.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, a note from {{custom_values.business_name}}: the program price from your visit ends tomorrow. To reserve it, reply TEAM.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.pf_sms_3b",
@@ -1151,7 +1241,7 @@
           "conditionalOn": "offer.visitOnlyPrice != true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] Replaces the live 48-hour urgency text when the clinic has no visit-only price.",
-          "body": "{{contact.first_name}}, quick check-in from {{custom_values.business_name}}. Anything you'd like to know about the programs from your visit? Just reply here and I'll answer.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, quick check-in from {{custom_values.business_name}}. If you have a question about the programs from your visit, text it here and I'll answer.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.pf_sms_4a",
@@ -1159,7 +1249,7 @@
           "conditionalOn": "offer.visitOnlyPrice == true",
           "_kind": "marketing",
           "_source": "PATTERN: live red-light trial account. 72-hour close, text 4 at about 70 hours: final day. Only with a visit-only price.",
-          "body": "{{contact.first_name}}, today is the last day for the visit price at {{custom_values.business_name}}. From tomorrow, programs return to the usual price. Reply here if you'd like it and I'll sort it out.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, today is the last day for the visit price at {{custom_values.business_name}}. From tomorrow, programs return to the usual price. Reply TEAM if you'd like it and I'll sort it out.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.pf_sms_4b",
@@ -1167,7 +1257,7 @@
           "conditionalOn": "offer.visitOnlyPrice != true",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] Replaces the live final-day text when the clinic has no visit-only price.",
-          "body": "{{contact.first_name}}, last note from me about the programs. If now is not the right time, no hard feelings. Just reply here whenever you're ready.\n\nReply N to opt out"
+          "body": "{{contact.first_name}}, last note from me about the programs. If now is not the right time, no hard feelings. Just reply here whenever you're ready.\n\nReply N to stop these texts."
         },
         {
           "ref": "sms_template.program_confirm_sms",
@@ -1181,7 +1271,7 @@
           "name": "Review Request - Text",
           "_kind": "marketing",
           "_source": "[NO REAL SOURCE: proposed] No patient review request exists in any account read. Med-spa shape. Never offers anything in return for a review.",
-          "body": "Thanks for choosing {{custom_values.business_name}}, {{contact.first_name}}. If we did right by you, a quick review helps the next person find us: {{custom_values.review_link}}\n\nReply N to opt out"
+          "body": "Thanks for choosing {{custom_values.business_name}}, {{contact.first_name}}. If we did right by you, a quick review helps the next person find us: {{custom_values.review_link}}\n\nReply N to stop these texts."
         }
       ]
     },
@@ -1632,7 +1722,7 @@
         "ref": "sms.w_sms_1",
         "name": "Win-back Text 1 - You Reached Out A While Back",
         "templateRef": "sms_template.w_sms_1",
-        "copyDirection": "Win-back day 0. Say why they are getting the text, YES / N on their own lines.",
+        "copyDirection": "Win-back day 0, trial spots really run out. Say why they are getting the text, the limited spots, YES / N on their own lines.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.owner_first_name",
@@ -1640,7 +1730,21 @@
           "custom_values.trial_price",
           "custom_values.trial_name"
         ],
-        "conditionalOn": "channels.sms == true && offer.trialFree != true"
+        "conditionalOn": "channels.sms == true && offer.trialFree != true && offer.capacityLimited == true"
+      },
+      {
+        "ref": "sms.w_sms_1b",
+        "name": "Win-back Text 1 - You Reached Out A While Back (no scarcity)",
+        "templateRef": "sms_template.w_sms_1b",
+        "copyDirection": "Win-back day 0, capacity not limited. Say why they are getting the text, the offer with no scarcity, YES / N on their own lines.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_name",
+          "custom_values.trial_price",
+          "custom_values.trial_name"
+        ],
+        "conditionalOn": "channels.sms == true && offer.trialFree != true && offer.capacityLimited != true"
       },
       {
         "ref": "sms.w_sms_2",
@@ -1721,14 +1825,27 @@
         "ref": "sms.w_sms_1f",
         "name": "Win-back Text 1 - You Reached Out A While Back (free trial)",
         "templateRef": "sms_template.w_sms_1f",
-        "copyDirection": "Win-back day 0, free trial.",
+        "copyDirection": "Win-back day 0, free trial, trial spots really run out.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.owner_first_name",
           "custom_values.business_name",
           "custom_values.trial_name"
         ],
-        "conditionalOn": "channels.sms == true && offer.trialFree == true"
+        "conditionalOn": "channels.sms == true && offer.trialFree == true && offer.capacityLimited == true"
+      },
+      {
+        "ref": "sms.w_sms_1fb",
+        "name": "Win-back Text 1 - You Reached Out A While Back (free trial, no scarcity)",
+        "templateRef": "sms_template.w_sms_1fb",
+        "copyDirection": "Win-back day 0, free trial, capacity not limited. No scarcity.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.owner_first_name",
+          "custom_values.business_name",
+          "custom_values.trial_name"
+        ],
+        "conditionalOn": "channels.sms == true && offer.trialFree == true && offer.capacityLimited != true"
       },
       {
         "ref": "sms.w_sms_2f",
@@ -1742,6 +1859,115 @@
         ],
         "conditionalOn": "channels.sms == true && offer.trialFree == true"
       },
+      {
+        "ref": "sms.w_sms_3a",
+        "name": "Win-back Text 3 - Price Check With Anchor",
+        "templateRef": "sms_template.w_sms_3a",
+        "copyDirection": "Win-back day 7. Price against the clinic's own anchor, trial price, deposit. Worded apart from the nurture price text so a lead who had both does not read it twice.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name",
+          "custom_values.trial_price",
+          "custom_values.deposit_amount"
+        ],
+        "conditionalOn": "channels.sms == true && offer.anchorPrice is set && offer.depositAmount is set"
+      },
+      {
+        "ref": "sms.w_sms_3b",
+        "name": "Win-back Text 3 - Price Check",
+        "templateRef": "sms_template.w_sms_3b",
+        "copyDirection": "Win-back day 7 (no anchor price in the intake). Trial price and deposit.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name",
+          "custom_values.business_name",
+          "custom_values.trial_price",
+          "custom_values.deposit_amount"
+        ],
+        "conditionalOn": "channels.sms == true && offer.anchorPrice is not set && offer.depositAmount is set"
+      },
+      {
+        "ref": "sms.w_sms_3c",
+        "name": "Win-back Text 3 - Price Check With Anchor (no deposit)",
+        "templateRef": "sms_template.w_sms_3c",
+        "copyDirection": "Win-back day 7, anchor price, no deposit.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name",
+          "custom_values.trial_price"
+        ],
+        "conditionalOn": "channels.sms == true && offer.anchorPrice is set && offer.depositAmount is not set && offer.trialFree != true"
+      },
+      {
+        "ref": "sms.w_sms_3d",
+        "name": "Win-back Text 3 - Price Check (no deposit)",
+        "templateRef": "sms_template.w_sms_3d",
+        "copyDirection": "Win-back day 7, no anchor price, no deposit.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name",
+          "custom_values.business_name",
+          "custom_values.trial_price"
+        ],
+        "conditionalOn": "channels.sms == true && offer.anchorPrice is not set && offer.depositAmount is not set && offer.trialFree != true"
+      },
+      {
+        "ref": "sms.w_sms_3e",
+        "name": "Win-back Text 3 - Cost Check With Anchor (free trial)",
+        "templateRef": "sms_template.w_sms_3e",
+        "copyDirection": "Win-back day 7, free trial, anchor price.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name"
+        ],
+        "conditionalOn": "channels.sms == true && offer.anchorPrice is set && offer.trialFree == true"
+      },
+      {
+        "ref": "sms.w_sms_3f",
+        "name": "Win-back Text 3 - Cost Check (free trial)",
+        "templateRef": "sms_template.w_sms_3f",
+        "copyDirection": "Win-back day 7, free trial.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name",
+          "custom_values.business_name"
+        ],
+        "conditionalOn": "channels.sms == true && offer.anchorPrice is not set && offer.trialFree == true"
+      },
+      {
+        "ref": "sms.w_sms_4",
+        "name": "Win-back Text 4 - Still Interested",
+        "templateRef": "sms_template.w_sms_4",
+        "copyDirection": "Win-back day 14. Honest weekly capacity, only when the intake says trial spots really run out; offer to send the link.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.business_name"
+        ],
+        "conditionalOn": "channels.sms == true && offer.capacityLimited == true"
+      },
+      {
+        "ref": "sms.w_sms_4b",
+        "name": "Win-back Text 4 - Still Interested (no scarcity)",
+        "templateRef": "sms_template.w_sms_4b",
+        "copyDirection": "Win-back day 14, capacity not limited. Offer the link, no scarcity.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name"
+        ],
+        "conditionalOn": "channels.sms == true && offer.capacityLimited != true"
+      },
+      {
+        "ref": "sms.w_sms_7",
+        "name": "Win-back Text 5 - Last One",
+        "templateRef": "sms_template.w_sms_7",
+        "copyDirection": "Win-back day 30. The last direct ask, graceful exit, the link.",
+        "mergeTags": [
+          "contact.first_name",
+          "custom_values.trial_name",
+          "custom_values.booking_link"
+        ],
+        "conditionalOn": "channels.sms == true"
+      },
       {
         "ref": "sms.book_link_sms",
         "name": "Reply BOOK - Booking Link",
@@ -1797,7 +2023,7 @@
         "ref": "sms.appt_24h_sms",
         "name": "Trial Reminder - 24 Hours",
         "templateRef": "sms_template.appt_24h_sms",
-        "copyDirection": "24 hours before. Time, arrive early, the clinic's prep instructions.",
+        "copyDirection": "24 hours before. Time, and the clinic's prep instructions (or the usual arrive-early line when there are none).",
         "mergeTags": [
           "contact.first_name",
           "custom_values.trial_name",
@@ -1978,6 +2204,7 @@
     "workflows": [
       {
         "ref": "workflow.speed_to_lead",
+        "allowMultiple": false,
         "name": "Speed to Lead",
         "trigger": {
           "type": "form_submission",
@@ -2099,6 +2326,7 @@
       },
       {
         "ref": "workflow.missed_call",
+        "allowMultiple": true,
         "name": "Missed Call Text-Back",
         "conditionalOn": "channels.sms == true",
         "trigger": {
@@ -2154,6 +2382,7 @@
       },
       {
         "ref": "workflow.lead_nurture",
+        "allowMultiple": false,
         "name": "Lead Nurture (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -2336,6 +2565,7 @@
       },
       {
         "ref": "workflow.reply_route",
+        "allowMultiple": true,
         "name": "Replied - Stop & Route",
         "trigger": {
           "type": "customer_reply"
@@ -2369,6 +2599,7 @@
       },
       {
         "ref": "workflow.reply_n",
+        "allowMultiple": true,
         "name": "Replied N - Not Interested",
         "trigger": {
           "type": "customer_reply",
@@ -2386,21 +2617,60 @@
           ]
         },
         "stopOnResponse": false,
-        "_source": "PATTERN: live red-light trial account. Exact-match soft opt-out (N, No thanks, Not interested; never a bare No), tagged and noted, texting left on. The live card move is not copied.",
-        "_design": "Foundation. A soft opt-out: exact words only (never 'contains', which once opted out a patient asking 'when should I stop eating'). Texting is NOT turned off: N is not STOP. Every sequence stops on the reply itself; staff move the card if it is still before booking.",
+        "_source": "PATTERN: live red-light trial account. Exact-match soft opt-out (N, No thanks, Not interested; never a bare No), tagged and noted. The removals are added here; the live card move is not copied.",
+        "_design": "Foundation. N means 'not this, thanks' (rehearsal 4 audit E6: the texts promised 'Reply N to opt out' and N only added a tag). Exact words only (never 'contains', which once opted out a patient asking 'when should I stop eating'). N takes the contact out of every marketing sequence (Speed to Lead, Missed Call Text-Back, Lead Nurture, Win-back, No-Show Rescue, Program Follow-up, Review Request), removes the tags that start the next one, and tags not-interested, so the texts' promise 'Reply N to stop these texts' is true. Lead Nurture and Win-back never let a contact in twice. Appointment texts still go out; STOP is the full opt-out.",
         "actions": [
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.speed_to_lead"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.missed_call",
+            "conditionalOn": "channels.sms == true"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.lead_nurture"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.win_back"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.no_show",
+            "conditionalOn": "goal.bookingNeeded == true"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.quote_follow_up"
+          },
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.review_request"
+          },
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.nurture_start"
+          },
+          {
+            "type": "remove_contact_tag",
+            "tagRef": "tag.winback_start"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.not_interested"
           },
           {
             "type": "add_notes",
-            "body": "Replied N, a soft opt-out: texting stays on, because N is not STOP. If their card is still before booking (New Lead, Replied or Link Sent), move it to Not Interested."
+            "body": "Replied N: taken out of every follow-up sequence and the review request. Appointment texts still go out; STOP would turn texting off completely. Leave this contact out of any win-back list."
           }
         ]
       },
       {
         "ref": "workflow.reply_stop",
+        "allowMultiple": true,
         "name": "Replied STOP - Opt Out",
         "trigger": {
           "type": "customer_reply",
@@ -2440,12 +2710,13 @@
           },
           {
             "type": "add_notes",
-            "body": "Contact replied STOP: Do Not Disturb turned on for outbound messages. The card was not moved; if it is still before booking, move it to Lost / DND."
+            "body": "Contact replied STOP: Do Not Disturb turned on for outbound messages. The card was not moved; if it is still before booking, move it to {{stage.lost}}."
           }
         ]
       },
       {
         "ref": "workflow.reply_team",
+        "allowMultiple": true,
         "name": "Replied TEAM - Human Help",
         "trigger": {
           "type": "customer_reply",
@@ -2491,10 +2762,23 @@
       },
       {
         "ref": "workflow.book_reply",
+        "allowMultiple": true,
         "name": "Reply BOOK - Send Booking Link",
         "trigger": {
           "type": "customer_reply",
           "replyKeywords": [
+            "YES",
+            "Yes",
+            "yes",
+            "YES.",
+            "Yes.",
+            "yes.",
+            "YES!",
+            "Yes!",
+            "yes!",
+            "Yes please",
+            "yes please",
+            "YES PLEASE",
             "BOOK",
             "book",
             "Book",
@@ -2516,7 +2800,7 @@
         "stopOnResponse": false,
         "conditionalOn": "goal.bookingNeeded == true",
         "_source": "PATTERN: live red-light trial account. Exact-match BOOK keyword sends the booking link at once. The live card move is not copied.",
-        "_design": "Someone who asks for the link gets it at once.",
+        "_design": "Someone who asks for the link gets it at once. Listens for YES, which every text that offers the link invites, and for BOOK (rehearsal 4 audit E5: the texts said Reply YES and only BOOK was listened for). Exact match only, so 'yes but not this week' goes to a person through Replied - Stop & Route. A contact who already had the trial (tag lc_trial_done) is never sent the trial link: a person is told instead (review of batch C: the program follow-up texts could draw a bare yes).",
         "actions": [
           {
             "type": "send_sms",
@@ -2532,10 +2816,26 @@
             "type": "add_contact_tag",
             "tagRef": "tag.lc_link_sent"
           }
-        ]
+        ],
+        "branchOnTag": {
+          "tagRef": "tag.lc_trial_done",
+          "ifTagged": [
+            {
+              "type": "internal_notification",
+              "userRef": "user.owner",
+              "title": "{{contact.first_name}} replied after their trial",
+              "body": "{{contact.first_name}} {{contact.last_name}} replied YES or BOOK after their trial visit. They were NOT sent the trial booking link. Answer them yourself: {{contact.phone}}"
+            },
+            {
+              "type": "add_notes",
+              "body": "Replied YES or BOOK after the trial visit: no trial booking link was sent. A person answers."
+            }
+          ]
+        }
       },
       {
         "ref": "workflow.win_back",
+        "allowMultiple": false,
         "name": "Win-back (30 days)",
         "trigger": {
           "type": "contact_tag",
@@ -2552,12 +2852,22 @@
           {
             "type": "send_sms",
             "smsRef": "sms.w_sms_1",
-            "conditionalOn": "channels.sms == true && offer.trialFree != true"
+            "conditionalOn": "channels.sms == true && offer.trialFree != true && offer.capacityLimited == true"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.w_sms_1b",
+            "conditionalOn": "channels.sms == true && offer.trialFree != true && offer.capacityLimited != true"
           },
           {
             "type": "send_sms",
             "smsRef": "sms.w_sms_1f",
-            "conditionalOn": "channels.sms == true && offer.trialFree == true"
+            "conditionalOn": "channels.sms == true && offer.trialFree == true && offer.capacityLimited == true"
+          },
+          {
+            "type": "send_sms",
+            "smsRef": "sms.w_sms_1fb",
+            "conditionalOn": "channels.sms == true && offer.trialFree == true && offer.capacityLimited != true"
           },
           {
             "type": "wait",
@@ -2586,32 +2896,32 @@
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_3a",
+            "smsRef": "sms.w_sms_3a",
             "conditionalOn": "channels.sms == true && offer.anchorPrice is set && offer.depositAmount is set"
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_3b",
+            "smsRef": "sms.w_sms_3b",
             "conditionalOn": "channels.sms == true && offer.anchorPrice is not set && offer.depositAmount is set"
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_3c",
+            "smsRef": "sms.w_sms_3c",
             "conditionalOn": "channels.sms == true && offer.anchorPrice is set && offer.depositAmount is not set && offer.trialFree != true"
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_3d",
+            "smsRef": "sms.w_sms_3d",
             "conditionalOn": "channels.sms == true && offer.anchorPrice is not set && offer.depositAmount is not set && offer.trialFree != true"
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_3e",
+            "smsRef": "sms.w_sms_3e",
             "conditionalOn": "channels.sms == true && offer.anchorPrice is set && offer.trialFree == true"
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_3f",
+            "smsRef": "sms.w_sms_3f",
             "conditionalOn": "channels.sms == true && offer.anchorPrice is not set && offer.trialFree == true"
           },
           {
@@ -2636,12 +2946,12 @@
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_4",
+            "smsRef": "sms.w_sms_4",
             "conditionalOn": "channels.sms == true && offer.capacityLimited == true"
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_4b",
+            "smsRef": "sms.w_sms_4b",
             "conditionalOn": "channels.sms == true && offer.capacityLimited != true"
           },
           {
@@ -2651,7 +2961,7 @@
           },
           {
             "type": "send_sms",
-            "smsRef": "sms.n_sms_7",
+            "smsRef": "sms.w_sms_7",
             "conditionalOn": "channels.sms == true"
           },
           {
@@ -2671,6 +2981,7 @@
       },
       {
         "ref": "workflow.appointment_booked",
+        "allowMultiple": true,
         "name": "Trial Booked - Confirm & Move",
         "conditionalOn": "goal.bookingNeeded == true",
         "trigger": {
@@ -2680,7 +2991,7 @@
         },
         "stopOnResponse": false,
         "_source": "PATTERN: live red-light trial account. Booking workflow: stop the drips, tag, alert staff, confirm by text, move the card to booked with the trial price as its value. The email is proposed.",
-        "_design": "On a confirmed trial booking: pull the lead out of Speed to Lead, Lead Nurture, Win-back and No-Show Rescue (med-spa's shape; the live account does the same in 'Stop DBR Drip'), tag booked (and deposit paid when the clinic takes one), alert a real person, confirm by text and email, then find the card and move it to Trial Booked with the trial price, or create it there.",
+        "_design": "On a confirmed trial booking: pull the lead out of Speed to Lead, Missed Call Text-Back, Lead Nurture, Win-back and No-Show Rescue (med-spa's shape; the live account does the same in 'Stop DBR Drip'), tag booked (never deposit paid: a booking is not proof of payment), alert a real person, confirm by text and email, then find the card and move it to Trial Booked with the trial price, or create it there.",
         "actions": [
           {
             "type": "remove_from_workflow",
@@ -2699,13 +3010,13 @@
             "workflowRef": "workflow.no_show"
           },
           {
-            "type": "add_contact_tag",
-            "tagRef": "tag.lc_trial_booked"
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.missed_call",
+            "conditionalOn": "channels.sms == true"
           },
           {
             "type": "add_contact_tag",
-            "tagRef": "tag.deposit_paid",
-            "conditionalOn": "offer.depositAmount is set"
+            "tagRef": "tag.lc_trial_booked"
           },
           {
             "type": "internal_notification",
@@ -2752,6 +3063,7 @@
       },
       {
         "ref": "workflow.appointment_reminders",
+        "allowMultiple": true,
         "name": "Trial Reminders",
         "conditionalOn": "goal.bookingNeeded == true",
         "trigger": {
@@ -2787,6 +3099,7 @@
       },
       {
         "ref": "workflow.trial_showed",
+        "allowMultiple": true,
         "name": "Trial Completed - Balance",
         "conditionalOn": "goal.bookingNeeded == true && offer.balanceAmount is set",
         "trigger": {
@@ -2816,6 +3129,7 @@
       },
       {
         "ref": "workflow.visit_outcome",
+        "allowMultiple": true,
         "name": "Trial Completed - Outcome",
         "conditionalOn": "goal.bookingNeeded == true",
         "trigger": {
@@ -2835,7 +3149,7 @@
             "type": "task_notification",
             "userRef": "user.owner",
             "title": "Record {{contact.first_name}}'s visit outcome",
-            "body": "Move their card to Program Sold or to No Program Yet - Follow Up. The program confirmation or the 72-hour follow-up texts start from that stage.",
+            "body": "Move their card to {{stage.program_sold}} or to {{stage.no_sale}}. The program confirmation or the 72-hour follow-up texts start from that stage.",
             "dueDate": "1"
           },
           {
@@ -2861,6 +3175,7 @@
       },
       {
         "ref": "workflow.balance_paid",
+        "allowMultiple": true,
         "name": "Trial Balance Paid",
         "conditionalOn": "goal.bookingNeeded == true && offer.balanceAmount is set",
         "trigger": {
@@ -2889,6 +3204,7 @@
       },
       {
         "ref": "workflow.appointment_canceled",
+        "allowMultiple": true,
         "name": "Trial Canceled",
         "conditionalOn": "goal.bookingNeeded == true",
         "trigger": {
@@ -2898,8 +3214,12 @@
         },
         "stopOnResponse": false,
         "_source": "PATTERN: live red-light trial account. Cancellation: staff alert and a warm text. The live spots-left count and Canceled stage are launch-event pieces, not carried.",
-        "_design": "Tag, alert a person, and a warm text that leaves the door open.",
+        "_design": "Tag, alert a person, and a warm text that leaves the door open. First takes the contact out of Trial Reminders, so no reminder goes out for a visit that was cancelled (rehearsal 4 audit E7).",
         "actions": [
+          {
+            "type": "remove_from_workflow",
+            "workflowRef": "workflow.appointment_reminders"
+          },
           {
             "type": "add_contact_tag",
             "tagRef": "tag.patient_canceled"
@@ -2919,6 +3239,7 @@
       },
       {
         "ref": "workflow.no_show",
+        "allowMultiple": true,
         "name": "No-Show Rescue",
         "conditionalOn": "goal.bookingNeeded == true",
         "trigger": {
@@ -3041,6 +3362,7 @@
       },
       {
         "ref": "workflow.quote_follow_up",
+        "allowMultiple": true,
         "name": "Program Follow-up (72 hours)",
         "trigger": {
           "type": "pipeline_stage_updated",
@@ -3139,6 +3461,7 @@
       },
       {
         "ref": "workflow.program_sold",
+        "allowMultiple": true,
         "name": "Program Sold - Confirm",
         "trigger": {
           "type": "pipeline_stage_updated",
@@ -3147,7 +3470,7 @@
         },
         "stopOnResponse": false,
         "_source": "PATTERN: live red-light trial account. Program sale: tag, confirmation text, staff alert. No payment link: programs are paid in person. The two-week wait before the review tag is proposed.",
-        "_design": "Foundation. When staff move the card to Program Sold: stop the 72-hour follow-up, tag, confirm by text, alert a person, then two weeks into the program add service-complete so Review Request can ask (never after a trial alone).",
+        "_design": "Foundation. When staff move the card to Program Sold: stop the 72-hour follow-up, tag, confirm by text, alert a person, then two weeks into the program add service-complete so Review Request can ask (never after a trial alone). The two-week service-complete tag is added only when the intake left review timing at two weeks into a program. With no booking calendar, a visit timing cannot apply, so the two-week tag stays.",
         "actions": [
           {
             "type": "remove_from_workflow",
@@ -3171,24 +3494,41 @@
           {
             "type": "wait",
             "value": 14,
-            "unit": "days"
+            "unit": "days",
+            "conditionalOn": "goal.reviewTiming != 'A few hours after a visit marked showed' && goal.reviewTiming != 'The day after a visit marked showed' && goal.reviewTiming != 'When you mark the work done' || goal.bookingNeeded != true && goal.reviewTiming != 'When you mark the work done'"
           },
           {
             "type": "add_contact_tag",
-            "tagRef": "tag.service_done"
+            "tagRef": "tag.service_done",
+            "conditionalOn": "goal.reviewTiming != 'A few hours after a visit marked showed' && goal.reviewTiming != 'The day after a visit marked showed' && goal.reviewTiming != 'When you mark the work done' || goal.bookingNeeded != true && goal.reviewTiming != 'When you mark the work done'"
           }
         ]
       },
       {
         "ref": "workflow.review_request",
+        "allowMultiple": false,
         "name": "Review Request",
-        "trigger": {
-          "type": "contact_tag",
-          "tagRef": "tag.service_done"
-        },
+        "trigger": [
+          {
+            "conditionalOn": "goal.reviewTiming == 'A few hours after a visit marked showed' && goal.bookingNeeded == true",
+            "type": "appointment",
+            "appointmentStatus": "showed",
+            "calendarRef": "calendar.trial"
+          },
+          {
+            "conditionalOn": "goal.reviewTiming == 'The day after a visit marked showed' && goal.bookingNeeded == true",
+            "type": "appointment",
+            "appointmentStatus": "showed",
+            "calendarRef": "calendar.trial"
+          },
+          {
+            "type": "contact_tag",
+            "tagRef": "tag.service_done"
+          }
+        ],
         "stopOnResponse": true,
         "_source": "[NO REAL SOURCE: proposed] No patient review request exists in any account read. Med-spa's shape.",
-        "_design": "Starts from the service-complete tag (added two weeks into a program, or by hand). Never after a trial alone. Text two hours later with the review link, email three days later; any reply stops it. Nothing is offered in return for a review.",
+        "_design": "Starts from the service-complete tag (added two weeks into a program, or by hand). Never after a trial alone. Text two hours later with the review link, email three days later; any reply stops it. Nothing is offered in return for a review. The intake's review timing question (goal.reviewTiming, 2026-09-29) can instead start it when a trial visit is marked showed (a few hours or a day later), or leave the service-complete tag to the team alone.",
         "actions": [
           {
             "type": "remove_contact_tag",
@@ -3198,10 +3538,17 @@
             "type": "add_contact_tag",
             "tagRef": "tag.review_requested"
           },
+          {
+            "type": "wait",
+            "value": 1,
+            "unit": "days",
+            "conditionalOn": "goal.reviewTiming == 'The day after a visit marked showed' && goal.bookingNeeded == true"
+          },
           {
             "type": "wait",
             "value": 2,
-            "unit": "hours"
+            "unit": "hours",
+            "conditionalOn": "goal.reviewTiming != 'The day after a visit marked showed' || goal.bookingNeeded != true"
           },
           {
             "type": "send_sms",
@@ -3339,7 +3686,7 @@
         "owner": "OPERATOR-EXT",
         "title": "Take the deposit on the calendar",
         "trigger": "the trial takes a deposit",
-        "instruction": "Connect Stripe in LIVE mode (Stripe in test mode refuses real cards). Create a product for the deposit and turn on payment for the Trial Session calendar with it. Programs are never sold by text link: take them in person.",
+        "instruction": "Connect Stripe in LIVE mode (Stripe in test mode refuses real cards). Create a product for the deposit and turn on payment for the Trial Session calendar with it. Programs are never sold by text link: take them in person. The booking confirmation text never says a deposit was received, because the automation cannot see the payment; GoHighLevel's own payment receipt does that.",
         "produces": null,
         "successCheck": "A test booking asks for the deposit"
       },
@@ -3362,7 +3709,7 @@
         "owner": "OPERATOR-UI",
         "title": "Limit the Trial Balance Paid workflow to the balance product",
         "trigger": "a payment trigger with no product filter fires on every payment",
-        "instruction": "Open the Trial Balance Paid workflow, click its Payment Received trigger, add the filter for your Trial Balance product and save. Until then it stays DRAFT, because without the filter it would thank people for a balance when they paid the deposit.",
+        "instruction": "Open the Trial Balance Paid workflow, click its Payment Received trigger, add the filter for your Trial Balance product and save. Build keeps it a DRAFT and never switches it on, even after this is ticked, because the trigger it built has no product filter and would thank people for a balance when they paid the deposit. Once the filter is saved, switch the workflow on yourself.",
         "produces": null,
         "successCheck": "The trigger shows the Trial Balance product filter",
         "blocks": [
@@ -3392,16 +3739,16 @@
         "owner": "TEAM",
         "title": "Move each card after the visit",
         "trigger": "after every trial visit",
-        "instruction": "After a trial visit, move the card to Program Sold or to No Program Yet - Follow Up. Program Sold sends the confirmation text and alert; No Program Yet starts the 72-hour follow-up texts. A task reminds whoever takes calls.",
+        "instruction": "After a trial visit, move the card to {{stage.program_sold}} or to {{stage.no_sale}}. The first sends the program confirmation text and alert; the second starts the 72-hour follow-up texts. A task reminds whoever takes calls.",
         "produces": null,
-        "successCheck": "Every showed trial card sits in Program Sold or No Program Yet within a day"
+        "successCheck": "Every showed trial card sits in {{stage.program_sold}} or {{stage.no_sale}} within a day"
       },
       {
         "ref": "handoff.sms_warming",
         "owner": "OPERATOR-EXT",
         "title": "Warm the number before any bulk win-back send",
         "trigger": "before tagging a past-patient list winback-start",
-        "instruction": "Only after A2P approval: warm the sending number, use one number per 500 contacts (at most 4), send to the warmest contacts first (the age of a contact drives the opt-out rate more than wording), in batches of 25 about 5 minutes apart, 08:00 to 19:30, never on Sundays.",
+        "instruction": "Only after A2P approval: warm the sending number, use one number per 500 contacts (at most 4), send to the warmest contacts first (the age of a contact drives the opt-out rate more than wording), in batches of 25 about 5 minutes apart, 08:00 to 19:30, never on Sundays. Leave out anyone tagged not-interested or replied-stop: they asked not to be texted about this.",
         "produces": null,
         "successCheck": "Opt-outs stay under 2% per batch"
       },
@@ -3449,6 +3796,7 @@
           "sms.n_sms_6b",
           "sms.n_sms_7",
           "sms.w_sms_1",
+          "sms.w_sms_1b",
           "sms.w_sms_2",
           "sms.w_sms_2b",
           "sms.stl_sms_1f",
@@ -3456,6 +3804,7 @@
           "sms.n_sms_3f",
           "sms.n_sms_6f",
           "sms.w_sms_1f",
+          "sms.w_sms_1fb",
           "sms.w_sms_2f",
           "sms.book_link_sms",
           "sms.book_link_sms_b",
@@ -3509,7 +3858,7 @@
         "owner": "OPERATOR-UI",
         "title": "Paste the Google review link",
         "trigger": "always (2 minutes)",
-        "instruction": "In Google Business Profile choose Ask for reviews and copy the short link, then set review_link in Settings > Custom Values. Review Request texts it two weeks into a program.",
+        "instruction": "In Google Business Profile choose Ask for reviews and copy the short link, then set review_link in Settings > Custom Values. Review Request texts it to clients.",
         "produces": "cv.review_link",
         "successCheck": "review_link shows a real https link",
         "blocks": [
@@ -3522,6 +3871,34 @@
         "title": "How Review Request starts",
         "trigger": "always (1 minute to read)",
         "instruction": "Review Request starts from the tag service-complete. Program Sold adds it two weeks after the sale; you can also add it by hand. It never starts after a trial alone, and nothing is offered in return for a review.",
+        "successCheck": "A contact tagged service-complete gets the review text two hours later",
+        "conditionalOn": "goal.reviewTiming != 'A few hours after a visit marked showed' && goal.reviewTiming != 'The day after a visit marked showed' && goal.reviewTiming != 'When you mark the work done' || goal.bookingNeeded != true && goal.reviewTiming != 'When you mark the work done'"
+      },
+      {
+        "ref": "handoff.review_tag_visit",
+        "conditionalOn": "goal.reviewTiming == 'A few hours after a visit marked showed' && goal.bookingNeeded == true",
+        "owner": "OPERATOR-UI",
+        "title": "How Review Request starts",
+        "trigger": "always (1 minute to read)",
+        "instruction": "Review Request starts when a trial visit is marked showed on the calendar, and texts the review link a few hours later. Mark a visit showed only once it has happened. Nothing is offered in return for a review.",
+        "successCheck": "A trial visit marked showed gets the review text two hours later"
+      },
+      {
+        "ref": "handoff.review_tag_next_day",
+        "conditionalOn": "goal.reviewTiming == 'The day after a visit marked showed' && goal.bookingNeeded == true",
+        "owner": "OPERATOR-UI",
+        "title": "How Review Request starts",
+        "trigger": "always (1 minute to read)",
+        "instruction": "Review Request starts when a trial visit is marked showed on the calendar, and texts the review link the next day. Mark a visit showed only once it has happened. Nothing is offered in return for a review.",
+        "successCheck": "A trial visit marked showed gets the review text the next day"
+      },
+      {
+        "ref": "handoff.review_tag_marked",
+        "conditionalOn": "goal.reviewTiming == 'When you mark the work done'",
+        "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, and nothing adds it for you. Add it on the contact when their program or visit is finished. Each contact is asked for a review once. Nothing is offered in return for a review.",
         "successCheck": "A contact tagged service-complete gets the review text two hours later"
       }
     ]