@elitedcs/ghl-mcp 3.97.0 → 3.97.2

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

@@ -3,7 +3,7 @@
   "presetVersion": "2.1.0",
   "schemaVersion": "0.1",
   "title": "Generic Client",
-  "description": "The neutral lead-to-customer fallback build at v2 depth (agency, \"other\", and any unmatched type; clinic / coach / ecommerce / local service now have their own presets). Sales pipeline, core fields, tag system, booking calendar, intake form + landing page, 15 email + 17 SMS send-ready templates, and 10 workflows: Speed to Lead (15 actions, 5 touches in 24 h, then a hand-off), Missed Call Text-Back, Lead Nurture (31 days, 11 touches), Replied - Stop & Route, Win-back (31 days, 5 touches), Appointment Booked - Confirm & Move, Appointment Reminders, No-Show Rescue. Industry-neutral copy that still reads like a person wrote it; the build stage rewrites every template from the brief, plus Quote Follow-up and Review Request (v2.1.0).",
+  "description": "The neutral lead-to-customer fallback build at v2 depth (agency, \"other\", and any unmatched type; clinic / coach / ecommerce / local service now have their own presets). Sales pipeline, core fields, tag system, booking calendar, intake form, 15 email + 17 SMS send-ready templates, and 10 workflows: Speed to Lead (15 actions, 5 touches in 24 h, then a hand-off), Missed Call Text-Back, Lead Nurture (31 days, 11 touches), Replied - Stop & Route, Win-back (31 days, 5 touches), Appointment Booked - Confirm & Move, Appointment Reminders, No-Show Rescue. Industry-neutral copy that still reads like a person wrote it; the build stage rewrites every template from the brief, plus Quote Follow-up and Review Request (v2.1.0).",
   "default": false,
   "selectors": {
     "businessTypes": [
@@ -65,6 +65,7 @@
             },
             {
               "ref": "stage.proposal_sent",
+              "feature": "quote_followup",
               "aliases": ["proposal sent", "quote sent", "estimate sent", "proposal", "quote"],
               "name": "Proposal / Quote Sent"
             },
@@ -365,37 +366,37 @@
           "ref": "email_template.stl_email_1",
           "name": "Speed to Lead - Instant Email",
           "subject": "Got it, {{contact.first_name}}. Here's what happens next",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thanks for reaching out to {{custom_values.business_name}}. I'm {{custom_values.owner_first_name}}, and I see every inquiry that comes in.</p><p style=\"margin:0 0 14px;\">Here's what happens next: in the next few minutes you'll get a text from this number. Reply with one line about what you're trying to sort out, and I'll tell you straight whether we're the right fit, and what it would take.</p><p style=\"margin:0 0 14px;\">If you'd rather just talk, grab {{offer.leadMagnet || a quick call}}:</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Pick a time that suits me</a></p><p style=\"margin:0 0 14px;\">No pitch, no pressure. You'll leave the call knowing exactly what your options are.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thanks for reaching out to {{custom_values.business_name}}. I'm {{custom_values.owner_first_name}}.</p><p style=\"margin:0 0 14px;\">Here's what happens next: reply with one line about what you're trying to sort out, and I'll tell you straight whether we're the right fit, and what it would take.</p><p style=\"margin:0 0 14px;\">If you'd rather just talk, grab {{offer.leadMagnet || a quick call}}:</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Pick a time that suits me</a></p><p style=\"margin:0 0 14px;\">No pitch, no pressure. You'll leave the call knowing exactly what your options are.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.stl_email_2",
           "name": "Speed to Lead - 3 Hour Email",
           "subject": "The three questions we ask first",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Before anyone at {{custom_values.business_name}} recommends anything, we ask three questions:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">What does \"fixed\" look like to you, in one sentence?</li><li style=\"margin:0 0 6px;\">What have you already tried, and what happened?</li><li style=\"margin:0 0 6px;\">What's the cost of leaving it as it is for another six months?</li></ul><p style=\"margin:0 0 14px;\">Your answers decide what we'd suggest and what we'd tell you not to bother with. That's the whole point of the first conversation.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book the conversation</a></p><p style=\"margin:0 0 14px;\">Or reply to this email with your answer to the first question. I read every reply.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Before anyone at {{custom_values.business_name}} recommends anything, we ask three questions:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">What does \"fixed\" look like to you, in one sentence?</li><li style=\"margin:0 0 6px;\">What have you already tried, and what happened?</li><li style=\"margin:0 0 6px;\">What's the cost of leaving it as it is for another six months?</li></ul><p style=\"margin:0 0 14px;\">Your answers decide what we'd suggest and what we'd tell you not to bother with. That's the whole point of the first conversation.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book the conversation</a></p><p style=\"margin:0 0 14px;\">Or reply to this email with your answer to the first question.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.n_email_1",
           "name": "Nurture 1 - The Mistake Most People Make",
           "subject": "The mistake most people make with {{audience.painPoints[0] || the problem you reached out about}}",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">When people first contact us about {{audience.painPoints[0] || the problem you reached out about}}, most have already made the same mistake: they've waited until it was urgent, then picked whoever answered the phone first.</p><p style=\"margin:0 0 14px;\">Urgent decisions are expensive decisions. The better first move is boring: get the problem described properly, get two or three options with real prices, and pick the one that solves the actual problem instead of the loudest symptom.</p><p style=\"margin:0 0 14px;\">That's what our first conversation is for. It's short, it's free, and you can take what you learn anywhere you like.</p><p style=\"margin:0 0 14px;\">When you're ready: <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">pick a time</a>.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">A common mistake with {{audience.painPoints[0] || the problem you reached out about}}: they've waited until it was urgent, then picked whoever answered the phone first.</p><p style=\"margin:0 0 14px;\">Urgent decisions are expensive decisions. The better first move is boring: get the problem described properly, get two or three options with real prices, and pick the one that solves the actual problem instead of the loudest symptom.</p><p style=\"margin:0 0 14px;\">That's what our first conversation is for. It's short, and you can take what you learn anywhere you like.</p><p style=\"margin:0 0 14px;\">When you're ready: <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">pick a time</a>.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.n_email_2",
           "name": "Nurture 2 - How Working With Us Goes",
           "subject": "How working with us actually goes",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">People hesitate because they don't know what happens after they say yes. So here it is:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Step 1: a short conversation. You describe the problem; we ask the three questions; you get honest options.</li><li style=\"margin:0 0 6px;\">Step 2: a written proposal with what we'd do, what it costs, and what you should expect by when. You take it away; nobody chases you the same day.</li><li style=\"margin:0 0 6px;\">Step 3: we do the work, you get updates you didn't have to ask for, and we don't call it done until you do.</li></ul><p style=\"margin:0 0 14px;\">The objection we hear most is {{audience.objections[0] || cost}}. That's why step 2 is in writing with options, so you choose the scope, not us.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Start with step 1</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">People hesitate because they don't know what happens after they say yes. So here it is:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Step 1: a short conversation. You describe the problem; we ask the three questions; you get honest options.</li><li style=\"margin:0 0 6px;\">Step 2: clear options. Ask what each one includes, what it costs, and what to expect by when. You take your time.</li><li style=\"margin:0 0 6px;\">Step 3: we do the work you chose.</li></ul><p style=\"margin:0 0 14px;\">The objection we hear most is {{audience.objections[0] || cost}}. That's why step 2 is about options, so you choose, not us.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Start with step 1</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.n_email_3",
           "name": "Nurture 3 - Why We Do It This Way",
           "subject": "Why we do it this way",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">The best thing a client can say about {{custom_values.business_name}} is \"there were no surprises.\" Not the most exciting compliment. It's the one that gets us referred.</p><p style=\"margin:0 0 14px;\">It comes from a rule: everything in writing before it happens, and you hear about a problem from us before you notice it yourself. Slower to set up than a handshake. Far cheaper by the end.</p><p style=\"margin:0 0 14px;\">If you want to see what that looks like for your situation, that's what the first conversation is for.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">See my options</a></p><p style=\"margin:0 0 14px;\">Have a question first? Reply to this email. I'll answer it myself.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">The best thing a client can say about {{custom_values.business_name}} is \"there were no surprises.\" Not the most exciting compliment, but a good one to aim for.</p><p style=\"margin:0 0 14px;\">If that matters to you, ask us how we keep you in the loop.</p><p style=\"margin:0 0 14px;\">If you want to see what that looks like for your situation, that's what the first conversation is for.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">See my options</a></p><p style=\"margin:0 0 14px;\">Have a question first? Reply to this email. I'll answer it.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.n_email_4",
           "name": "Nurture 4 - About the Cost",
           "subject": "About the cost",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Let's talk about the thing most people are too polite to ask: what does it cost?</p><p style=\"margin:0 0 14px;\">{{offer.summary || What we do}} is priced by scope, and the scope is yours to choose. The written proposal shows options side by side, with the price of each, before anything starts. There is never a number on the invoice you didn't see first.</p><p style=\"margin:0 0 14px;\">One honest warning: the cheapest quote is rarely the cheapest job. If a price looks too good, ask what's been left out. We'll tell you what's in ours line by line.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Get my written options</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Let's talk about the thing most people are too polite to ask: what does it cost?</p><p style=\"margin:0 0 14px;\">The price of {{offer.summary || what we do}} depends on what you need, and you choose what that is. Before anything starts, ask us what each option costs.</p><p style=\"margin:0 0 14px;\">One honest warning: the cheapest price is rarely the best value. If a price looks too good, ask what has been left out. Ask us what is in ours and we will tell you.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Talk through the options</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.n_email_5",
@@ -407,31 +408,31 @@
           "ref": "email_template.n_email_6",
           "name": "Nurture 6 - Everything in One Place",
           "subject": "Everything you need to decide, in one place",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">If you're still weighing it up, here is everything in one place:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">What: {{offer.leadMagnet || a quick call}} with {{custom_values.business_name}}, and written options you keep.</li><li style=\"margin:0 0 6px;\">Where: {{business.location || we come to you or meet online}}.</li><li style=\"margin:0 0 6px;\">Cost of the first step: nothing. Cost of the work: shown per option, in writing, before anything starts.</li><li style=\"margin:0 0 6px;\">Our rule: no surprises. You hear about problems from us first.</li><li style=\"margin:0 0 6px;\">Book, cancel or move your time any time: <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">your booking link</a>.</li></ul><p style=\"margin:0 0 14px;\">If the answer is \"not now\", that's fine. Reply with the word later and I'll stop the emails and check in next quarter.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book the conversation</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">If you're still weighing it up, here is everything in one place:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">What: {{offer.leadMagnet || a quick call}} with {{custom_values.business_name}}, and clear options to think over.</li><li style=\"margin:0 0 6px;\">Where: {{business.location || to be agreed when we talk}}.</li><li style=\"margin:0 0 6px;\">Cost: ask us what each option costs before anything starts.</li><li style=\"margin:0 0 6px;\">Book, cancel or move your time any time: <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">your booking link</a>.</li></ul><p style=\"margin:0 0 14px;\">If the answer is \"not now\", that's fine. Reply with the word later and I'll stop the emails.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book the conversation</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.w_email_1",
           "name": "Win-back 1 - One Question",
           "subject": "One question, {{contact.first_name}}",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">A while back you reached out to {{custom_values.business_name}} about {{audience.painPoints[0] || the problem you reached out about}}, and then things went quiet. That's normal; it's what happens when something isn't urgent yet.</p><p style=\"margin:0 0 14px;\">One question, and an honest answer is all I need: what stopped you? Timing, price, trust, or something we said?</p><p style=\"margin:0 0 14px;\">Reply with a word or two. If it's something we can fix, I'll fix it. If it's not the right time, I'll leave you alone until it is.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">A while back you reached out to {{custom_values.business_name}} about {{audience.painPoints[0] || the problem you reached out about}}, and then things went quiet. That's normal; it's what happens when something isn't urgent yet.</p><p style=\"margin:0 0 14px;\">One question, and an honest answer is all I need: what stopped you? Timing, price, trust, or something we said?</p><p style=\"margin:0 0 14px;\">Reply with a word or two. If it's something we can fix, tell me. If it's not the right time, say so and I'll stop here.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.w_email_2",
           "name": "Win-back 2 - What Changed",
-          "subject": "What's changed since you last looked",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Since you first reached out, a couple of things have changed at {{custom_values.business_name}}: more availability on the calendar, and written options that now include a smaller first step for people who want to start carefully.</p><p style=\"margin:0 0 14px;\">What hasn't changed: the first conversation is still free, still short, and still ends with options you take away rather than a decision on the spot.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">See the calendar</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "subject": "When the timing is right",
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">It has been a while since you first reached out to {{custom_values.business_name}}. If the timing was wrong then, the calendar is open now, and you can start with one short conversation.</p><p style=\"margin:0 0 14px;\">That conversation ends with options you take away, not a decision on the spot.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">See the calendar</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.w_email_3",
           "name": "Win-back 3 - The Door Stays Open",
           "subject": "The door stays open",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">This is the last automatic email you'll get from me. I'd rather you hear from a person when the time is right than from a sequence.</p><p style=\"margin:0 0 14px;\">Your first conversation doesn't expire. When you're ready, the link below works, and so does replying to this email.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book when you're ready</a></p><p style=\"margin:0 0 14px;\">Thanks for considering us. And whatever you do about {{audience.painPoints[0] || the problem you reached out about}}, get it in writing first.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">This is the last automatic email you'll get from me. I'd rather you hear from a person when the time is right than from a sequence.</p><p style=\"margin:0 0 14px;\">Your first conversation doesn't expire. When you're ready, the link below works, and so does replying to this email.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book when you're ready</a></p><p style=\"margin:0 0 14px;\">Thanks for considering us. And whatever you do about {{audience.painPoints[0] || the problem you reached out about}}, ask what is included before you start.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.appt_confirm_email",
           "name": "Appointment Confirmed",
           "subject": "Confirmed, {{contact.first_name}}: your appointment details",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Your appointment with {{custom_values.business_name}} is confirmed for {{appointment.start_time}}.</p><p style=\"margin:0 0 14px;\">What to have ready: a one-line description of the problem and anything you've already tried. That's it.</p><p style=\"margin:0 0 14px;\">What you'll leave with: honest options and, if you want it, a written proposal within a day or two.</p><p style=\"margin:0 0 14px;\">Need to move it? Use your booking link: <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">reschedule</a>, or reply to this email.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Your appointment with {{custom_values.business_name}} is confirmed for {{appointment.start_time}}.</p><p style=\"margin:0 0 14px;\">What to have ready: a one-line description of the problem and anything you've already tried. That's it.</p><p style=\"margin:0 0 14px;\">What you'll leave with: honest options, and you can ask what each one costs.</p><p style=\"margin:0 0 14px;\">Need to move it? Use your booking link: <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">reschedule</a>, or reply to this email.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.appt_prep_email",
@@ -455,7 +456,7 @@
           "ref": "email_template.r_email_1",
           "name": "Review Request - Email",
           "subject": "A minute of your time, {{contact.first_name}}?",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thank you for choosing {{custom_values.business_name}}. I hope everything went the way you wanted; if it did not, reply to this and I will make it right before anything else.</p><p style=\"margin:0 0 14px;\">If it did, would you leave us a short Google review? A line or two about what we did and how it went is all it takes, and it is genuinely how the next person decides to call.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.review_link}}\">Leave a review here</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thank you for choosing {{custom_values.business_name}}. I hope everything went the way you wanted; if it did not, reply to this and tell us.</p><p style=\"margin:0 0 14px;\">If it did, would you leave us a short Google review? A line or two about what we did and how it went is all it takes, and it is genuinely how the next person decides to call.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.review_link}}\">Leave a review here</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         },
         {
           "ref": "email_template.q_email_1",
@@ -467,7 +468,7 @@
           "ref": "email_template.q_email_2",
           "name": "Quote Follow-up - Email 2",
           "subject": "Last note on the quote, {{contact.first_name}}",
-          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">This is the last note from me on the quote for the work you asked about. I would rather ask once more than assume.</p><p style=\"margin:0 0 14px;\">If the timing is off, tell me when would suit and I will hold the price. If it is a no, a one-word reply is welcome and I will stop here.</p><p style=\"margin:0 0 14px;\">Either way, thank you for considering {{custom_values.business_name}}.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
+          "html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">This is the last note from me on the quote for the work you asked about. I would rather ask once more than assume.</p><p style=\"margin:0 0 14px;\">If the timing is off, tell me when would suit and I will check in then. If it is a no, a one-word reply is welcome and I will stop here.</p><p style=\"margin:0 0 14px;\">Either way, thank you for considering {{custom_values.business_name}}.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
         }
       ],
       "sms": [
@@ -479,7 +480,7 @@
         {
           "ref": "sms_template.stl_sms_2",
           "name": "Speed to Lead - 20 Minute Text",
-          "body": "{{contact.first_name}}, I can hold a 30-min slot for you this week. Mornings or afternoons? Or grab one here: {{custom_values.booking_link}}"
+          "body": "{{contact.first_name}}, Want me to hold a time for you? Mornings or afternoons? Or grab one here: {{custom_values.booking_link}}"
         },
         {
           "ref": "sms_template.stl_sms_3",
@@ -509,12 +510,12 @@
         {
           "ref": "sms_template.n_sms_3",
           "name": "Nurture Text 3 - Midpoint",
-          "body": "{{contact.first_name}}, it's {{custom_values.owner_first_name}}. Still thinking about {{audience.painPoints[0] || the problem you reached out about}}? I have a couple of openings this week. Want one, or should I check back next month?"
+          "body": "{{contact.first_name}}, it's {{custom_values.owner_first_name}}. Still thinking about {{audience.painPoints[0] || the problem you reached out about}}? Want me to find you a time this week, or should I check back next month?"
         },
         {
           "ref": "sms_template.n_sms_4",
           "name": "Nurture Text 4 - Any Question",
-          "body": "Hi {{contact.first_name}}, {{custom_values.owner_first_name}} here. No pitch, just checking: did you ever get your question answered? If not, ask it here and I'll reply personally."
+          "body": "Hi {{contact.first_name}}, {{custom_values.owner_first_name}} here. No pitch, just checking: did you ever get your question answered? If not, ask it here and I'll reply."
         },
         {
           "ref": "sms_template.n_sms_5",
@@ -529,7 +530,7 @@
         {
           "ref": "sms_template.w_sms_2",
           "name": "Win-back Text 2",
-          "body": "{{contact.first_name}}, two openings came up this week at {{custom_values.business_name}}. Want one for a quick conversation? Reply YES and I'll hold it."
+          "body": "{{contact.first_name}}, want a time for a quick conversation with {{custom_values.business_name}}? Reply YES and I'll find you one."
         },
         {
           "ref": "sms_template.appt_confirm_sms",
@@ -554,7 +555,7 @@
         {
           "ref": "sms_template.ns_sms_2",
           "name": "No-Show Text 2",
-          "body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here. I kept a couple of times open for you this week. Want one? Reply with a day that works."
+          "body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here. We'd be glad to find you another time. Want one? Reply with a day that works."
         },
         {
           "ref": "sms_template.r_sms_1",
@@ -585,7 +586,7 @@
         "name": "Speed to Lead - Instant Email",
         "subject": "Got it, {{contact.first_name}}. Here's what happens next",
         "templateRef": "email_template.stl_email_1",
-        "copyDirection": "Instant. Who I am, what they asked for, the next few minutes (a text is coming), the one-question ask, the booking CTA, the no-pressure promise. Tone: brief.voice.threeWords. If brief.voice.signatureLine exists, insert it verbatim as its own paragraph right after the greeting.",
+        "copyDirection": "Instant. Who I am, what they asked for, what happens next (a reply invitation; never promise a text, since texting may be off), the one-question ask, the booking CTA, the no-pressure promise. Tone: brief.voice.threeWords. If brief.voice.signatureLine exists, insert it verbatim as its own paragraph right after the greeting.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name",
@@ -641,7 +642,7 @@
         "name": "Nurture 3 - Why We Do It This Way",
         "subject": "Why we do it this way",
         "templateRef": "email_template.n_email_3",
-        "copyDirection": "Day 10. The method as proof: written scope, no surprises, updates unasked. Client results ONLY if the brief supplies them; otherwise the method is the proof. CTA + reply invite.",
+        "copyDirection": "Day 10. The method as proof: clear expectations, no surprises, updates unasked. Client results ONLY if the brief supplies them; otherwise the method is the proof. CTA + reply invite.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name",
@@ -655,7 +656,7 @@
         "name": "Nurture 4 - About the Cost",
         "subject": "About the cost",
         "templateRef": "email_template.n_email_4",
-        "copyDirection": "Day 14. Handle cost head-on: how pricing works (from offer.pricePoints if present), written before anything happens, options at different scopes, the cheapest quote is rarely the cheapest job. No numbers unless the brief has them.",
+        "copyDirection": "Day 14. Handle cost head-on: how pricing works (from offer.pricePoints if present), an invitation to ask what each option costs (never a promise about the business's pricing practice), the cheapest price is rarely the best value. No numbers unless the brief has them. Never promise a written proposal or an invoice: the build makes neither.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.booking_link",
@@ -697,7 +698,7 @@
         "name": "Win-back 1 - One Question",
         "subject": "One question, {{contact.first_name}}",
         "templateRef": "email_template.w_email_1",
-        "copyDirection": "Win-back day 0. Acknowledge the gap without guilt; ask what stopped them; promise to fix it or leave them alone. A reply is the CTA.",
+        "copyDirection": "Win-back day 0. Acknowledge the gap without guilt; ask what stopped them; invite them to say what would help. A reply is the CTA.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name",
@@ -708,9 +709,9 @@
       {
         "ref": "email.w_email_2",
         "name": "Win-back 2 - What Changed",
-        "subject": "What's changed since you last looked",
+        "subject": "When the timing is right",
         "templateRef": "email_template.w_email_2",
-        "copyDirection": "Win-back day 14. One real reason to look again from the brief (new availability, a new option, a seasonal fit), then what has not changed. One CTA.",
+        "copyDirection": "Win-back day 14. An invitation back. Say something changed only when the brief says what (new availability, a new option, a seasonal fit); never invent one, and never call a first step free unless the brief does. One CTA.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name",
@@ -795,7 +796,7 @@
         "name": "Review Request - Email",
         "subject": "A minute of your time, {{contact.first_name}}?",
         "templateRef": "email_template.r_email_1",
-        "copyDirection": "Three days after the tag. Thank them, invite the complaint first (reply and I will fix it), then the ask with the link. Tone: brief.voice.threeWords.",
+        "copyDirection": "Three days after the tag. Thank them, invite the complaint first (reply and tell us; promise no fix), then the ask with the link. Tone: brief.voice.threeWords.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name",
@@ -822,7 +823,7 @@
         "name": "Quote Follow-up - Email 2",
         "subject": "Last note on the quote, {{contact.first_name}}",
         "templateRef": "email_template.q_email_2",
-        "copyDirection": "Day ten, the last one. Say it is the last, offer to hold the price for a better time, make a no easy.",
+        "copyDirection": "Day ten, the last one. Say it is the last, offer to check in at a better time (never offer to hold a price), make a no easy.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name",
@@ -959,7 +960,7 @@
         "ref": "sms.w_sms_2",
         "name": "Win-back Text 2",
         "templateRef": "sms_template.w_sms_2",
-        "copyDirection": "Win-back day 22. A concrete reason (openings this week) and a YES ask.",
+        "copyDirection": "Win-back day 22. A YES ask to find a time. No availability claim unless the brief gives one.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.business_name"
@@ -1016,7 +1017,7 @@
         "ref": "sms.ns_sms_2",
         "name": "No-Show Text 2",
         "templateRef": "sms_template.ns_sms_2",
-        "copyDirection": "Next day. Owner kept times open; ask for a day.",
+        "copyDirection": "Next day. Offer to find another time; ask for a day. Never claim times were kept open.",
         "mergeTags": [
           "contact.first_name",
           "custom_values.owner_first_name"
@@ -2034,7 +2035,7 @@
         "owner": "OPERATOR-EXT",
         "title": "Connect Stripe (to take payment)",
         "trigger": "channels.payment != 'Stripe connected'",
-        "instruction": "Connect Stripe in Payments > Integrations and create your products / prices. The landing page is built; the money connection is yours to authorize.",
+        "instruction": "Connect Stripe in Payments > Integrations and create your products / prices. Authorize the payment connection in GoHighLevel.",
         "produces": null,
         "successCheck": "Stripe shows connected and products exist",
         "blocks": []

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

@@ -64,7 +64,7 @@ Every hand-off is `add_contact_tag` + a `contact_tag` trigger. Both halves are l
 
 
 ## Copy notes
-Built for a lead who is comparing three quotes on their phone. The instant text asks the only question that matters first (is it urgent?), the second asks for a photo, and every email answers a comparison question: what a written quote from us includes, why the cheapest quote costs more, the three questions to ask any contractor, what a small problem turns into. Win-back is seasonal (maintenance before the season turns). No before/after claims unless the brief supplies real ones.
+Built for a lead who is comparing three quotes on their phone. The instant text asks the only question that matters first (is it urgent?), the second asks for a photo, and every email answers a comparison question: what to ask any company before hiring, why the cheapest quote costs more, the three questions to ask any contractor, what a small problem turns into. Win-back is seasonal (maintenance before the season turns). No before/after claims unless the brief supplies real ones.
 
 ## v2.1.0 (2026-09-15)