Elite Implementation Spec

Data model

Contact custom fields

All contact-level. Never store working data in opportunity custom fields (R7 in the risk register).

Tags

Prefix everything [AI Elite], colon for sub-state. Create the full set once; workflows match by exact string, so never free-type a variant. Journey tags are never removed. Machine tags are added and removed by workflows.

New Sale form

Keep the existing form URL. Required: name, email, phone, elite_plan_type, elite_price_paid, elite_contract_value, elite_closer, launchpad_grad, grad_credit_applied, kickoff-booked confirmation checkbox, elite_sale_notes. Optional: financing_provider, whop_order_id. Every field maps 1:1 to the custom fields above. The closer submits it live on the sales call (SOP-1); it is the master trigger for everything post-sale.

Payment rails (Whop)

• All money flows through Whop checkout links: one PIF at $3,997, one each for in-house 2-pay and 3-pay (amounts TBD; plug them into the Whop links and contract merge whenever they land, nothing else waits on them). Whop runs the installment schedule and the retries.
• External financing (Klarna, Clearpay, Zip, similar) is chosen inside the Whop checkout; the provider pays in full after fees. These buyers are operationally PIF: [AI Elite] Plan: Financed, never dunned.
• In-house 2-pay/3-pay are the only dunning-eligible buyers.
• Whop → GHL is a webhook, not native: point Whop's payment.succeeded and payment.failed webhooks at GHL Inbound Webhook trigger URLs (Phase 2, powers HT00w / HT05 / HT05r). Match contacts by email. Until wired, the form is the sole trigger and SOP-5 is the net.
• Grad credit: Whop promo code or a dedicated discounted link.

Pipeline & stages

Two pipelines. The Sales Pipeline is the money board and ships in P1. The Setter Pipeline is a working queue for applicants who have not booked yet, and ships in P2 when setting starts. Stage names below are canonical: this spec refers to stages by name, never by number, so inserting a stage later never invalidates an instruction.

Sales pipeline P1

Named AI Architect Elite Pipeline. Replaces the current six stages (Closed PIF / Closed Payment Plan collapse into Paid, Signed and Active, plus plan tags). Call Booked splits by lead grade so the board itself shows who needs deeper triage, which is what GHL's lack of saved views otherwise costs you.

Setter pipeline P2

Named AI Elite Setter Pipeline. Holds every applicant who has not booked, and only those. It is a dialer queue, not a funnel: the setter works it top to bottom, and an opportunity leaves the moment a call is booked.

When the Setter Pipeline goes live, new unbooked applications are created there instead of in Sales New Application. New Application then stops receiving new opportunities and stays only for history. Do not delete it.

Status & value rules

• Opportunity status: Open through Paid · Contract Out (unsigned money stays visible as risk), Won on entry to Signed · Onboarding (HT02), Lost only at Lost / DQ.
• Monetary value = elite_contract_value, set by HT00. Actual cash lives in elite_price_paid + Whop.
• Enable "allow move to any previous stage" on both pipelines (a rebooked no-show moves back to its Call Booked stage).
• One opportunity per person, always. It moves; it is never duplicated across the two pipelines.
• Slack: one channel, #elite-pipeline, wins and alarms together. Native Slack premium action or a webhook, builder's choice.

Workflows

Type chips: Automation runs unattended · Hybrid automation that creates human tasks (build the task, not a bot) · phase chips match the Build Overview. R# = risk register entry in §04. Tasks always carry an assignee and a due time. GHL workflow name = ID: Name exactly as each card header reads (e.g. HT02: Welcome & Access), all inside one AI Elite workflow folder.

S-series (pre-sale)

HT-series (post-sale)

Risk register

Every platform footgun lives here once. Workflows cite these by number; nothing is restated elsewhere. All are verified GHL/Skool/Whop behaviors as of Aug 2026, not caution boilerplate.

Manual SOPs

Human checklists. The automation creates tasks pointing at these; it never replaces them.

SOP-1 · Closer post-yes ritual SOP P1

Owner: Jasmine. Run while the buyer is still on Zoom. Steps 1 and 2 are non-negotiable and only take a couple of minutes; steps 3 and 4 have automation backstops, so the call never runs long for them.

• Charge the card live. Whop checkout link in Zoom chat; stay on while they complete it (they pick PIF, in-house plan, or external financing in the checkout). Note which option they chose.
• Submit the New Sale form live. Thirty seconds. This releases the contract with correct merged terms.
• Point at the contract, do not wait for it. "The agreement just hit your email and phone, takes about two minutes. Knock it out today, a laptop works best." Jasmine does not hold the call for the signature; HT01's 72-hour chase and Rone's pre-kickoff check (SOP-2) own it from here.
• Book the kickoff live if the call allows, on the Elite Onboarding calendar inside 48-72 hours. Live booking is the ideal, not the requirement: when there is no time, skip it and HT02/HT03 automatically send the self-book link and chase it to booked.
• Inoculate the remorse. "Sometime in the next day or two a voice may ask if this was crazy. Totally normal. When it shows up, text us instead of sitting with it, deal?"

SOP-2 · Pre-kickoff contract check SOP P1

• Before every kickoff call, check the contract status on the contact.
• Unsigned → first agenda item: "Before we build anything, let's knock out the agreement. I'll wait, it takes two minutes." Re-share the SAME document link in Zoom chat. Never create or send a new document (R2).
• Watch the status flip to Completed, then run the call. HT02 fires behind it automatically.
• Never run the build portion or mark [AI Elite] Onboarding: Complete for an unsigned member.

SOP-3 · Skool join verification SOP P1

Task auto-created by HT02 at +24h, assigned to Jasmine.

• Open the Inner Circle member list; confirm the buyer appears (match by the email captured in Skool's membership question).
• Joined → add [AI Elite] Ops: Skool Joined; send the new-member DM within 10 minutes of spotting them: one action only (intro post or start-here video).
• Not joined → SMS them the invite link again; re-check tomorrow.
• If the invite link ever leaks or circulates, rotate it in Skool and update the welcome email template the same day.

SOP-4 · Skool removal (refund or suspension) SOP P2

Owner: Jasmine. Triggered by a refund decision or dunning day 10. No automation can do any of this (R8).

• Remove the member from the Inner Circle in Skool (refunding in Whop or Skool does NOT do this).
• Pause/revoke course access and the Archie seat.
• Refund path: tag [AI Elite] Lost: Refunded, opportunity → Lost / DQ with loss_reason, exit-interview logged.
• Suspension path (dunning): keep [AI Elite] Ops: Dunning Active; restore everything immediately on cure (HT05r task).
• Confirm completion in Slack.

SOP-5 · Weekly reconciliation & sweep SOP P2

Mondays, 15 minutes, alongside the scoreboard review.

• Whop payments list vs pipeline: any payment whose opportunity has not reached Paid · Contract Out = a missed sale form. Fix and debrief the closer.
• Whop past-due list vs [AI Elite] Ops: Dunning Active: any mismatch = missed dunning. Tag it by hand.
• Member sweep (P3): anyone with no call attendance, no replies, no visible activity for 7 days → add [AI Elite] Ops: At Risk + task for Rone: a personal text, not a sequence.
• Scoreboard: show rate, close rate, hours-to-sign, sign-to-kickoff hours, quick-win rate, cash mix, refunds/disputes, dunning cures.

Copy inventory

The full writing brief, one row per asset with its job, send moment and a ClickUp export, lives on the Copy Brief tab. 68 assets total. Totals by set:

P1 launch-blocking set = 26 assets. All email and SMS copy is supplied separately; build each workflow's send steps with placeholder content and drop the final copy in when it arrives.

Test matrix

Run each phase's tests before that phase goes live. Use a dedicated test contact.

Phase 1 · before the first real buyer

• End-to-end test sale: Whop payment → form → contract → signature → welcome → Skool link → kickoff booked, every Slack ping verified.
• Merge-field render check on the contract (name, price, plan terms) for each plan type.
• Sign on desktop AND attempt on mobile; confirm Completed status behavior both ways (R4).
• Duplicate-template test: confirm nothing can send a second document from the template to one contact (R2).
• Unsigned chase: let the test contact sit unsigned; confirm the +3h/+24h/+48h/+72h ladder, the "going into kickoff unsigned" flag, and the day-7 decision task.
• Staff-booked appointment fires S02 and HT03b (R5).
• Lead grading: submit a test application with financing = Yes, confirm [AI Elite] Lead: NQL and the opportunity landing in Call Booked: NQL on booking. Repeat with readiness 9 + no financing for the SQL path.
• Unmapped-answer default: submit an application leaving the readiness question blank, confirm the contact grades NQL rather than erroring.
• Morning-of SMS: book a test appointment for tomorrow afternoon on a number you control; confirm the SMS lands at 9am and the existing 30-minute reminder still fires. Reply YES and confirm [AI Elite] Ops: Confirmed Attending plus the closer alert.
• No-show marking fires S03 within 15 minutes.
• No-book pathway: run a signed test sale WITHOUT booking the kickoff on the call; confirm HT02 branches to Onboarding: Booking Needed, HT03 sends the self-book link, and the +48h book-by-phone task fires.
• Signed PDF on the client record: after completion, confirm the executed agreement is attached to the contact in GHL and the buyer received their copy by email.
• Paid · Contract Out (48h unsigned) and Signed · Onboarding (3 days not onboarded) alarms fire on an aged test opportunity.

Phase 2 · before guards go live

• Whop webhook delivery: test payment.succeeded and payment.failed reach the Inbound Webhook triggers and tag the right contact by email.
• Form-missing alarm: pay without the form, confirm HT00w fires at 30 minutes.
• Rebill exclusion: simulate an installment event on an intake-done contact; confirm intake and welcome do NOT re-fire (R6).
• Failed-payment simulation: HT05 fires; HT05r clears and creates the restore task on cure.
• Full stall alarm set fires on aged test opportunities in New Application, No Show, Call Held · Deciding.
• Setter pipeline: an unbooked test application lands in New App: SQL/NQL, walks the 3/7/30 rungs on accelerated waits, and queues a Manual Call at each rung.
• Cross-pipeline move: booking from the Setter Pipeline moves the opportunity into the matching Sales Call Booked stage with every contact field intact (R7).
• SOP-4 refund walk-through run once as a drill.

Phase 3 · before the ramp goes live

• HT04 entry guard: an unsigned test contact tagged Onboarding: Complete exits with a Slack alert.
• Ramp arc dry-run on a compressed schedule (minutes instead of days) to verify ordering, If/Else branches, and task creation at D7/D14/D30.
• D25 testimonial branch fires only with [AI Elite] Milestone: First Win present.
• S01/S04 goal events end the workflows on booking and on form-submit respectively.

Companion document: Elite Build Overview (goals, entities, workflow index, phase plan). Research citations and full rationale: Elite Pipeline Blueprint (Appendix tab).