@elitedcs/ghl-mcp 3.97.0 → 3.97.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +62 -0
- package/README.md +1 -1
- package/dist/brain-function.js +167 -16
- package/dist/index.js +6612 -3849
- package/guide/guide.html +29 -4
- package/package.json +1 -1
- package/skills/blueprint/examples/sample-build-plan.json +1 -1
- package/skills/blueprint/presets/clinic.preset.json +29 -29
- package/skills/blueprint/presets/coach.preset.json +28 -28
- package/skills/blueprint/presets/ecommerce.preset.json +21 -21
- package/skills/blueprint/presets/generic-client.preset.json +32 -31
- package/skills/blueprint/presets/local-service.md +1 -1
- package/skills/blueprint/presets/local-service.preset.json +45 -45
- package/skills/blueprint/presets/med-spa.md +1 -1
- package/skills/blueprint/presets/med-spa.preset.json +27 -27
- package/skills/blueprint/presets/wellness-clinic.md +2 -2
- package/skills/blueprint/presets/wellness-clinic.preset.json +36 -36
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{
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"ref": "email_template.stl_email_1",
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"name": "Speed to Lead - Instant Email",
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"subject": "Got your
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"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 asking {{custom_values.business_name}} about {{offer.summary || the work you asked about}}. I'm {{custom_values.owner_first_name}}
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"subject": "Got your request, {{contact.first_name}}",
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"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 asking {{custom_values.business_name}} about {{offer.summary || the work you asked about}}. I'm {{custom_values.owner_first_name}}.</p><p style=\"margin:0 0 14px;\">Here's what happens next: reply to this email and tell us what's going on. If this is urgent, say so. A photo of the problem helps.</p><p style=\"margin:0 0 14px;\">If you'd rather book the estimate visit straight away:</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 my estimate</a></p><p style=\"margin:0 0 14px;\">Not ready to book? Reply with a question.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.stl_email_2",
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"name": "Speed to Lead - 3 Hour Email",
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"subject": "What
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"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
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"subject": "What to compare before you hire anyone",
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"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 talking to a few companies, here's what to compare. Before you hire anyone, ask each of them for:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">What the price covers: labor, materials, disposal, permits if any.</li><li style=\"margin:0 0 6px;\">A start date and how long the job takes.</li><li style=\"margin:0 0 6px;\">What's covered by warranty and for how long.</li><li style=\"margin:0 0 6px;\">What's NOT included, in plain words.</li></ul><p style=\"margin:0 0 14px;\">If an answer is vague, ask again. That's usually where the surprise ends up.</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 my estimate</a></p><p style=\"margin:0 0 14px;\">Or reply with a photo and a sentence about what's going on. I'll tell you honestly what it looks like from here.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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{
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"ref": "email_template.n_email_1",
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"name": "Nurture 1 - The Cheapest Quote",
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"subject": "Why the cheapest quote costs the most",
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"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;\">Here's
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"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;\">Here's a common pattern: three quotes, one is far lower, the homeowner picks it, and the final bill ends up above the highest quote.</p><p style=\"margin:0 0 14px;\">Low quotes are low because something's missing: disposal, permits, the part that only shows up once the old one is off, or the warranty. Nobody's lying; it's just not on the page. You find out on the final bill.</p><p style=\"margin:0 0 14px;\">So when you compare, don't compare the total. Compare what's included. Then ask each of us the same question: \"What could add to this once you start?\" The honest answer is worth more than the low number.</p><p style=\"margin:0 0 14px;\">When you're ready, an estimate visit is here: <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>"
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{
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"ref": "email_template.n_email_2",
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"name": "Nurture 2 - How the Estimate Works",
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"subject": "How the estimate visit actually works",
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"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 put off the estimate because they picture a hard sell at the kitchen table. That's not how {{custom_values.business_name}} works:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">
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"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 put off the estimate because they picture a hard sell at the kitchen table. That's not how {{custom_values.business_name}} works:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">You show us the problem, and you can ask us anything about it.</li><li style=\"margin:0 0 6px;\">You take your time. Nobody pushes for a signature in your driveway.</li></ul><p style=\"margin:0 0 14px;\">The objection we hear most is {{audience.objections[0] || price}}. That's why we talk you through the options where there are options: fix what's broken now, or do the fuller job.</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 my estimate</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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{
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"ref": "email_template.n_email_3",
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"name": "Nurture 3 - The Three Questions",
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"subject": "Three questions to ask any contractor",
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"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;\">Whoever you end up hiring, ask them these three before you sign:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Can I see proof of license and insurance? (A yes with paperwork. A \"we're covered\" with nothing to show is a no.)</li><li style=\"margin:0 0 6px;\">Who actually does the work, your crew or a sub? (Either can be fine. You should know before the truck arrives.)</li><li style=\"margin:0 0 6px;\">What happens if it takes longer than quoted? (The answer should be \"the price doesn't change unless you change the job.\")</li></ul><p style=\"margin:0 0 14px;\">
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"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;\">Whoever you end up hiring, ask them these three before you sign:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Can I see proof of license and insurance? (A yes with paperwork. A \"we're covered\" with nothing to show is a no.)</li><li style=\"margin:0 0 6px;\">Who actually does the work, your crew or a sub? (Either can be fine. You should know before the truck arrives.)</li><li style=\"margin:0 0 6px;\">What happens if it takes longer than quoted? (The answer should be \"the price doesn't change unless you change the job.\")</li></ul><p style=\"margin:0 0 14px;\">Ask us the same three. You should get a straight answer from anyone you let in the door.</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 my estimate</a></p><p style=\"margin:0 0 14px;\">Have a question about your specific situation? Reply with a photo.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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{
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"ref": "email_template.n_email_4",
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"name": "Nurture 4 - About the Price",
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"subject": "About the price",
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"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 is this going to cost?</p><p style=\"margin:0 0 14px;\">The honest answer is \"it depends on what we find\", which is why we don't guess over the phone. What we can
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"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 is this going to cost?</p><p style=\"margin:0 0 14px;\">The honest answer is \"it depends on what we find\", which is why we don't guess over the phone. What we can do: look at it properly, then talk you through the options, including a repair-only option next to the fuller job where both exist.</p><p style=\"margin:0 0 14px;\">If you have a budget in mind, tell us at the estimate. It's easier to design the job to the budget than to argue about it after.</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 my estimate</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.n_email_5",
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"name": "Nurture 5 - What a Small Problem Becomes",
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"subject": "What a small problem turns into",
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"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;\">Most of the big jobs we do started as small ones somebody meant to get to.</p><p style=\"margin:0 0 14px;\">That's not a scare tactic; it's just how houses work. A small leak, a unit that's working a bit harder than it should, a patch that's been \"fine for now\": each one has a cheap window and an expensive window. The estimate tells you which window you're in.</p><p style=\"margin:0 0 14px;\">You don't have to do anything today. An
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"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;\">Most of the big jobs we do started as small ones somebody meant to get to.</p><p style=\"margin:0 0 14px;\">That's not a scare tactic; it's just how houses work. A small leak, a unit that's working a bit harder than it should, a patch that's been \"fine for now\": each one has a cheap window and an expensive window. The estimate tells you which window you're in.</p><p style=\"margin:0 0 14px;\">You don't have to do anything today. An estimate visit tells you where things stand, and you can take your time deciding.</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 my estimate</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.n_email_6",
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"name": "Nurture 6 - Everything in One Place",
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"subject": "Everything you need to decide, in one place",
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"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:
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"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: an estimate visit from {{custom_values.business_name}} to look at the problem and talk you through your options.</li><li style=\"margin:0 0 6px;\">Where: {{business.location || our service area}}.</li><li style=\"margin:0 0 6px;\">Book, cancel or move your estimate 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 my estimate</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.w_email_1",
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"name": "Win-back 1 - One Question",
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"subject": "One question, {{contact.first_name}}",
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"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
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"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 got in touch with {{custom_values.business_name}}, and then things went quiet. That happens; sometimes the problem gets fixed, sometimes it just stops being loud.</p><p style=\"margin:0 0 14px;\">One question, and an honest answer is all I need: what stopped you? Went with someone else, price, timing, or fixed it yourself?</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 done, congratulations, and I'll leave you alone.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.w_email_2",
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"name": "Win-back 2 - Before the Season Turns",
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"subject": "Before the season turns",
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"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Quick
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"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Quick note from {{custom_values.business_name}}: if {{offer.summary || the work you asked about}} is still on your list, you can pick a time to get it looked at.</p><p style=\"margin:0 0 14px;\">Nothing's changed about how we work: we look first, talk you through the options, and there's no pressure in the driveway.</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 while the calendar is open</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.w_email_3",
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"name": "Win-back 3 - The Door Stays Open",
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"subject": "The door stays open",
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"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;\">
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"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;\">There's no deadline. When you're ready, the link below works, and so does replying to this email, photo attached.</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 whoever you hire: ask what the price covers before they start.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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},
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{
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"ref": "email_template.appt_confirm_email",
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"name": "Estimate Confirmed",
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"subject": "Confirmed, {{contact.first_name}}: your estimate visit",
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"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 estimate visit with {{custom_values.business_name}} is confirmed for {{appointment.start_time}} at the address you gave us.</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Please make sure we can get to the area (gate, dog, attic hatch, that sort of thing).</li><li style=\"margin:0 0 6px;\">If you have photos from when it started, or a previous quote, have them handy.</li><li style=\"margin:0 0 6px;\">If you have a budget in mind, tell us
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"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 estimate visit with {{custom_values.business_name}} is confirmed for {{appointment.start_time}} at the address you gave us.</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Please make sure we can get to the area (gate, dog, attic hatch, that sort of thing).</li><li style=\"margin:0 0 6px;\">If you have photos from when it started, or a previous quote, have them handy.</li><li style=\"margin:0 0 6px;\">If you have a budget in mind, tell us.</li></ul><p style=\"margin:0 0 14px;\">Need to move the visit? <a href=\"{{custom_values.booking_link}}\" style=\"color:#1a56db;text-decoration:underline;\">Reschedule here</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>"
|
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484
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},
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{
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|
"ref": "email_template.appt_prep_email",
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"name": "Estimate Prep (day before)",
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"subject": "Tomorrow: 3 things that make the estimate quicker",
|
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489
|
-
"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;\">See you tomorrow at {{appointment.start_time}}. Three small things that make the visit quicker and
|
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489
|
+
"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;\">See you tomorrow at {{appointment.start_time}}. Three small things that make the visit quicker and more useful:</p><ul style=\"margin:0 0 14px 20px;padding:0;\"><li style=\"margin:0 0 6px;\">Clear a path to the problem area so we can measure and photograph it properly.</li><li style=\"margin:0 0 6px;\">Note when it started and anything that makes it better or worse.</li><li style=\"margin:0 0 6px;\">Decide the one question you most want answered. We'll start there.</li></ul><p style=\"margin:0 0 14px;\">Running late or need to move it? Reply to this email or call {{custom_values.business_phone}}.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
|
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490
490
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},
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491
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{
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492
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|
"ref": "email_template.ns_email_1",
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493
493
|
"name": "No-Show 1 - We Missed You",
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494
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"subject": "We missed you, {{contact.first_name}} (no guilt)",
|
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495
|
-
"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;\">We came by for the estimate today and couldn't connect. It happens; nobody here is bothered.</p><p style=\"margin:0 0 14px;\">The
|
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495
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+
"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;\">We came by for the estimate today and couldn't connect. It happens; nobody here is bothered.</p><p style=\"margin:0 0 14px;\">The offer still stands. Pick a new time whenever it suits, and if something changed, reply and tell me. I'd rather know than guess.</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;\">Rebook my estimate</a></p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
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496
496
|
},
|
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|
{
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|
"ref": "email_template.ns_email_2",
|
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499
499
|
"name": "No-Show 2 - Still Want This?",
|
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500
|
-
"subject": "Still want
|
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501
|
-
"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Quick and honest: if the timing is wrong, say so and I'll check back next season. If you still want a
|
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500
|
+
"subject": "Still want us to take a look?",
|
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501
|
+
"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Quick and honest: if the timing is wrong, say so and I'll check back next season. If you still want us to take a look, the calendar is open.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Pick a new time</a></p><p style=\"margin:0 0 14px;\">Either way, thanks for considering {{custom_values.business_name}}.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
|
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502
502
|
},
|
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503
503
|
{
|
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504
504
|
"ref": "email_template.quote_email_1",
|
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505
505
|
"name": "Quote Follow-up - Day 3 Email",
|
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506
506
|
"subject": "Any questions on your quote, {{contact.first_name}}?",
|
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507
|
-
"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">You have had the quote from {{custom_values.business_name}} for a few days, so this is a short check-in rather than a push.</p><p style=\"margin:0 0 14px;\">Three things people usually ask at this point: what is included, what can wait, and how payment works. Reply with any of those and I will answer plainly.</p><p style=\"margin:0 0 14px;\">If you would rather talk it through, pick a time here:</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book a quick call</a></p><p style=\"margin:0 0 14px;\">No pressure either way
|
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507
|
+
"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">You have had the quote from {{custom_values.business_name}} for a few days, so this is a short check-in rather than a push.</p><p style=\"margin:0 0 14px;\">Three things people usually ask at this point: what is included, what can wait, and how payment works. Reply with any of those and I will answer plainly.</p><p style=\"margin:0 0 14px;\">If you would rather talk it through, pick a time here:</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.booking_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Book a quick call</a></p><p style=\"margin:0 0 14px;\">No pressure either way.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
|
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508
508
|
},
|
|
509
509
|
{
|
|
510
510
|
"ref": "email_template.review_email_1",
|
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511
511
|
"name": "Review Request - Email",
|
|
512
512
|
"subject": "One minute for a review, {{contact.first_name}}?",
|
|
513
|
-
"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thank you again for your appointment with {{custom_values.business_name}} this week.</p><p style=\"margin:0 0 14px;\">If it went well, a short review is the most useful thing you could do for us. It takes about a minute and it is how the next person decides to trust us.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.review_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Leave a review</a></p><p style=\"margin:0 0 14px;\">If anything was not right, reply to this email instead and
|
|
513
|
+
"html": "<div style=\"font-family:Arial,Helvetica,sans-serif;font-size:16px;line-height:1.5;color:#1f2937;max-width:600px;\"><p style=\"margin:0 0 14px;\">Hi {{contact.first_name}},</p><p style=\"margin:0 0 14px;\">Thank you again for your appointment with {{custom_values.business_name}} this week.</p><p style=\"margin:0 0 14px;\">If it went well, a short review is the most useful thing you could do for us. It takes about a minute and it is how the next person decides to trust us.</p><p style=\"margin:0 0 14px;\"><a href=\"{{custom_values.review_link}}\" style=\"display:inline-block;background:#1a56db;color:#ffffff;padding:12px 20px;border-radius:6px;text-decoration:none;font-weight:600;\">Leave a review</a></p><p style=\"margin:0 0 14px;\">If anything was not right, reply to this email instead and tell us.</p><p style=\"margin:0;\">{{custom_values.owner_first_name}}<br>{{custom_values.business_name}} · {{custom_values.business_phone}}</p></div>"
|
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514
514
|
}
|
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515
515
|
],
|
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516
516
|
"sms": [
|
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517
517
|
{
|
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518
518
|
"ref": "sms_template.stl_sms_1",
|
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519
519
|
"name": "Speed to Lead - Instant Text",
|
|
520
|
-
"body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Got your
|
|
520
|
+
"body": "Hi {{contact.first_name}}, it's {{custom_values.owner_first_name}} at {{custom_values.business_name}}. Got your request. Quick one: is this urgent today, or can it wait for a scheduled visit? Reply STOP to opt out."
|
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521
521
|
},
|
|
522
522
|
{
|
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523
523
|
"ref": "sms_template.stl_sms_2",
|
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524
524
|
"name": "Speed to Lead - 20 Minute Text",
|
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525
|
-
"body": "{{contact.first_name}}, if you can text me a photo of the problem
|
|
525
|
+
"body": "{{contact.first_name}}, if you can text me a photo of the problem, it helps us get ready. Or book the estimate here: {{custom_values.booking_link}}"
|
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526
526
|
},
|
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527
|
{
|
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528
528
|
"ref": "sms_template.stl_sms_3",
|
|
@@ -532,7 +532,7 @@
|
|
|
532
532
|
{
|
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533
533
|
"ref": "sms_template.mc_sms_1",
|
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534
534
|
"name": "Missed Call - Instant Text-Back",
|
|
535
|
-
"body": "Hi, it's {{custom_values.business_name}}. Sorry we missed your call. If it's an emergency,
|
|
535
|
+
"body": "Hi, it's {{custom_values.business_name}}. Sorry we missed your call. If it's an emergency, say so in your reply. Otherwise, what's going on? Reply STOP to opt out."
|
|
536
536
|
},
|
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537
537
|
{
|
|
538
538
|
"ref": "sms_template.mc_sms_2",
|
|
@@ -547,22 +547,22 @@
|
|
|
547
547
|
{
|
|
548
548
|
"ref": "sms_template.n_sms_2",
|
|
549
549
|
"name": "Nurture Text 2 - Free Tip",
|
|
550
|
-
"body": "Tip from {{custom_values.business_name}}: ask every contractor the same question: \"What could add to this quote once you start?\" The honest ones have an answer.
|
|
550
|
+
"body": "Tip from {{custom_values.business_name}}: ask every contractor the same question: \"What could add to this quote once you start?\" The honest ones have an answer. Questions about yours? Reply here."
|
|
551
551
|
},
|
|
552
552
|
{
|
|
553
553
|
"ref": "sms_template.n_sms_3",
|
|
554
554
|
"name": "Nurture Text 3 - Midpoint",
|
|
555
|
-
"body": "{{contact.first_name}}, it's {{custom_values.owner_first_name}}. Still thinking about {{offer.summary || the work you asked about}}?
|
|
555
|
+
"body": "{{contact.first_name}}, it's {{custom_values.owner_first_name}}. Still thinking about {{offer.summary || the work you asked about}}? Want me to find you a time this week, or should I check back next month?"
|
|
556
556
|
},
|
|
557
557
|
{
|
|
558
558
|
"ref": "sms_template.n_sms_4",
|
|
559
559
|
"name": "Nurture Text 4 - Any Question",
|
|
560
|
-
"body": "Hi {{contact.first_name}}, {{custom_values.owner_first_name}} here. No pitch, just checking: did you get your question answered? If not, send it here (a photo helps) and I'll reply
|
|
560
|
+
"body": "Hi {{contact.first_name}}, {{custom_values.owner_first_name}} here. No pitch, just checking: did you get your question answered? If not, send it here (a photo helps) and I'll reply."
|
|
561
561
|
},
|
|
562
562
|
{
|
|
563
563
|
"ref": "sms_template.n_sms_5",
|
|
564
564
|
"name": "Nurture Text 5 - Last Direct Ask",
|
|
565
|
-
"body": "{{contact.first_name}}, last one from me at {{custom_values.business_name}}. If you want
|
|
565
|
+
"body": "{{contact.first_name}}, last one from me at {{custom_values.business_name}}. If you want an estimate visit this month, reply YES and I'll send two times. If not, no hard feelings. Reply STOP to opt out."
|
|
566
566
|
},
|
|
567
567
|
{
|
|
568
568
|
"ref": "sms_template.w_sms_1",
|
|
@@ -572,7 +572,7 @@
|
|
|
572
572
|
{
|
|
573
573
|
"ref": "sms_template.w_sms_2",
|
|
574
574
|
"name": "Win-back Text 2",
|
|
575
|
-
"body": "{{contact.first_name}},
|
|
575
|
+
"body": "{{contact.first_name}}, still want it looked at? Reply YES and I'll find you an estimate time. {{custom_values.business_name}}"
|
|
576
576
|
},
|
|
577
577
|
{
|
|
578
578
|
"ref": "sms_template.appt_confirm_sms",
|
|
@@ -597,7 +597,7 @@
|
|
|
597
597
|
{
|
|
598
598
|
"ref": "sms_template.ns_sms_2",
|
|
599
599
|
"name": "No-Show Text 2",
|
|
600
|
-
"body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here.
|
|
600
|
+
"body": "{{contact.first_name}}, {{custom_values.owner_first_name}} here. We'd be glad to find you another estimate time. Want one? Reply with a day that works."
|
|
601
601
|
},
|
|
602
602
|
{
|
|
603
603
|
"ref": "sms_template.quote_sms_1",
|
|
@@ -621,9 +621,9 @@
|
|
|
621
621
|
{
|
|
622
622
|
"ref": "email.stl_email_1",
|
|
623
623
|
"name": "Speed to Lead - Instant Email",
|
|
624
|
-
"subject": "Got your
|
|
624
|
+
"subject": "Got your request, {{contact.first_name}}",
|
|
625
625
|
"templateRef": "email_template.stl_email_1",
|
|
626
|
-
"copyDirection": "Instant. Who I am, what they asked for, what happens next (a
|
|
626
|
+
"copyDirection": "Instant. Who I am, what they asked for, what happens next (a reply invitation; if urgent, say so in the reply; promise no text and no call-back time), the photo ask, the estimate booking CTA, a reply invitation. Promise no quote, quote term or validity period. Tone: brief.voice.threeWords. If brief.voice.signatureLine exists, insert it verbatim as its own paragraph right after the greeting.",
|
|
627
627
|
"mergeTags": [
|
|
628
628
|
"contact.first_name",
|
|
629
629
|
"custom_values.business_name",
|
|
@@ -635,9 +635,9 @@
|
|
|
635
635
|
{
|
|
636
636
|
"ref": "email.stl_email_2",
|
|
637
637
|
"name": "Speed to Lead - 3 Hour Email",
|
|
638
|
-
"subject": "What
|
|
638
|
+
"subject": "What to compare before you hire anyone",
|
|
639
639
|
"templateRef": "email_template.stl_email_2",
|
|
640
|
-
"copyDirection": "Second touch, 3 hours in. What
|
|
640
|
+
"copyDirection": "Second touch, 3 hours in. What to ask any company for before hiring (what the price covers, timeline, warranty, what is excluded), as advice to the reader, never a promise about our own quote. CTA, reply invitation.",
|
|
641
641
|
"mergeTags": [
|
|
642
642
|
"contact.first_name",
|
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643
643
|
"custom_values.business_name",
|
|
@@ -665,7 +665,7 @@
|
|
|
665
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|
"name": "Nurture 2 - How the Estimate Works",
|
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666
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|
"subject": "How the estimate visit actually works",
|
|
667
667
|
"templateRef": "email_template.n_email_2",
|
|
668
|
-
"copyDirection": "Day 5. Remove the unknown: the estimate visit step by step (arrive, look, explain
|
|
668
|
+
"copyDirection": "Day 5. Remove the unknown: the estimate visit step by step (arrive, look, explain the options), no pressure to sign on the spot. Name and answer the top objection. One CTA.",
|
|
669
669
|
"mergeTags": [
|
|
670
670
|
"contact.first_name",
|
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671
671
|
"custom_values.business_name",
|
|
@@ -693,7 +693,7 @@
|
|
|
693
693
|
"name": "Nurture 4 - About the Price",
|
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694
|
"subject": "About the price",
|
|
695
695
|
"templateRef": "email_template.n_email_4",
|
|
696
|
-
"copyDirection": "Day 14. Handle cost head-on:
|
|
696
|
+
"copyDirection": "Day 14. Handle cost head-on: it depends on what we find, so we talk through the options at the visit; financing or payment terms only if the brief says they exist. No numbers unless the brief has them. Never promise a written or itemized quote or how long one is good for.",
|
|
697
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|
"mergeTags": [
|
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698
|
"contact.first_name",
|
|
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699
|
"custom_values.booking_link",
|
|
@@ -721,7 +721,7 @@
|
|
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721
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|
"name": "Nurture 6 - Everything in One Place",
|
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722
722
|
"subject": "Everything you need to decide, in one place",
|
|
723
723
|
"templateRef": "email_template.n_email_6",
|
|
724
|
-
"copyDirection": "Day 27. The decision sheet: what the estimate is, service area,
|
|
724
|
+
"copyDirection": "Day 27. The decision sheet: what the estimate visit is, service area, how to book or move. Offer the \"later\" out. One CTA.",
|
|
725
725
|
"mergeTags": [
|
|
726
726
|
"contact.first_name",
|
|
727
727
|
"custom_values.business_name",
|
|
@@ -735,7 +735,7 @@
|
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735
735
|
"name": "Win-back 1 - One Question",
|
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736
736
|
"subject": "One question, {{contact.first_name}}",
|
|
737
737
|
"templateRef": "email_template.w_email_1",
|
|
738
|
-
"copyDirection": "Win-back day 0. Acknowledge the gap without guilt; ask what stopped them (went with someone else, price, timing, fixed it yourself);
|
|
738
|
+
"copyDirection": "Win-back day 0. Acknowledge the gap without guilt; ask what stopped them (went with someone else, price, timing, fixed it yourself); invite them to say what would help.",
|
|
739
739
|
"mergeTags": [
|
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|
"contact.first_name",
|
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741
741
|
"custom_values.business_name",
|
|
@@ -776,7 +776,7 @@
|
|
|
776
776
|
"name": "Estimate Confirmed",
|
|
777
777
|
"subject": "Confirmed, {{contact.first_name}}: your estimate visit",
|
|
778
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|
"templateRef": "email_template.appt_confirm_email",
|
|
779
|
-
"copyDirection": "On booking. Date/time via {{appointment.start_time}}, the address on file, what to have ready (access, photos, budget),
|
|
779
|
+
"copyDirection": "On booking. Date/time via {{appointment.start_time}}, the address on file, what to have ready (access, photos, budget), how to move it.",
|
|
780
780
|
"mergeTags": [
|
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781
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|
"contact.first_name",
|
|
782
782
|
"custom_values.business_name",
|
|
@@ -805,7 +805,7 @@
|
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805
805
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"name": "No-Show 1 - We Missed You",
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806
806
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"subject": "We missed you, {{contact.first_name}} (no guilt)",
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807
807
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"templateRef": "email_template.ns_email_1",
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808
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-
"copyDirection": "Same day. Zero guilt (nobody home / no access), the
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808
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+
"copyDirection": "Same day. Zero guilt (nobody home / no access), the offer to rebook still stands, rebook CTA, invite the honest reason.",
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809
809
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"mergeTags": [
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810
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"contact.first_name",
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811
811
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"custom_values.booking_link",
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@@ -817,7 +817,7 @@
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817
817
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{
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818
818
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"ref": "email.ns_email_2",
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819
819
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"name": "No-Show 2 - Still Want This?",
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820
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-
"subject": "Still want
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820
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+
"subject": "Still want us to take a look?",
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821
821
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"templateRef": "email_template.ns_email_2",
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822
822
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"copyDirection": "Day 4 after the no-show. Honest binary: wrong timing or still want it. One CTA, gracious close.",
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823
823
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"mergeTags": [
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@@ -874,7 +874,7 @@
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874
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"ref": "sms.stl_sms_2",
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875
875
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"name": "Speed to Lead - 20 Minute Text",
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876
876
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"templateRef": "sms_template.stl_sms_2",
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877
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-
"copyDirection": "20 minutes in. Ask for a photo (
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877
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+
"copyDirection": "20 minutes in. Ask for a photo (it helps us get ready), offer the estimate link.",
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878
878
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"mergeTags": [
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879
879
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"contact.first_name",
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880
880
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"custom_values.booking_link"
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@@ -896,7 +896,7 @@
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896
896
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"ref": "sms.mc_sms_1",
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897
897
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"name": "Missed Call - Instant Text-Back",
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898
898
|
"templateRef": "sms_template.mc_sms_1",
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899
|
-
"copyDirection": "Seconds after a missed inbound call. Apologize,
|
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899
|
+
"copyDirection": "Seconds after a missed inbound call. Apologize, ask them to say so if it is an emergency (promise no call-back time), ask what is going on, STOP line.",
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900
900
|
"mergeTags": [
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901
901
|
"custom_values.business_name"
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902
902
|
],
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@@ -940,7 +940,7 @@
|
|
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940
940
|
"ref": "sms.n_sms_3",
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941
941
|
"name": "Nurture Text 3 - Midpoint",
|
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942
942
|
"templateRef": "sms_template.n_sms_3",
|
|
943
|
-
"copyDirection": "Day 15. Personal, from the owner; binary: an estimate
|
|
943
|
+
"copyDirection": "Day 15. Personal, from the owner; binary: find an estimate time this week or check back next month. Never claim slots are free.",
|
|
944
944
|
"mergeTags": [
|
|
945
945
|
"contact.first_name",
|
|
946
946
|
"custom_values.owner_first_name"
|
|
@@ -985,7 +985,7 @@
|
|
|
985
985
|
"ref": "sms.w_sms_2",
|
|
986
986
|
"name": "Win-back Text 2",
|
|
987
987
|
"templateRef": "sms_template.w_sms_2",
|
|
988
|
-
"copyDirection": "Win-back day 22.
|
|
988
|
+
"copyDirection": "Win-back day 22. A YES ask to find a time. No availability or season claim unless the brief gives one.",
|
|
989
989
|
"mergeTags": [
|
|
990
990
|
"contact.first_name",
|
|
991
991
|
"custom_values.business_name"
|
|
@@ -1042,7 +1042,7 @@
|
|
|
1042
1042
|
"ref": "sms.ns_sms_2",
|
|
1043
1043
|
"name": "No-Show Text 2",
|
|
1044
1044
|
"templateRef": "sms_template.ns_sms_2",
|
|
1045
|
-
"copyDirection": "Next day.
|
|
1045
|
+
"copyDirection": "Next day. Offer to find another time; ask for a day. Never claim slots were kept open.",
|
|
1046
1046
|
"mergeTags": [
|
|
1047
1047
|
"contact.first_name",
|
|
1048
1048
|
"custom_values.owner_first_name"
|
|
@@ -64,7 +64,7 @@ Every hand-off is `add_contact_tag` + a `contact_tag` trigger. Both halves are l
|
|
|
64
64
|
|
|
65
65
|
|
|
66
66
|
## Copy notes
|
|
67
|
-
Written for the fear that drives every med-spa lead: looking "done". The through-line is "refreshed, not overdone": treat less first, adjust at two weeks, written plan
|
|
67
|
+
Written for the fear that drives every med-spa lead: looking "done". The through-line is "refreshed, not overdone": treat less first, adjust at two weeks, options talked through before anything happens (no written plan or price list is promised). Texts ask one-word questions (lines / volume / texture; mornings / afternoons; YES / later). Price is handled head-on on day 14, cost of waiting on day 20, and the decision sheet on day 27. No client results are claimed; the build stage adds real ones only if the brief supplies them.
|
|
68
68
|
|
|
69
69
|
## v2.1.0 (2026-09-15)
|
|
70
70
|
|