The Lemonade Life – GHL Workflow Automation Audit

📋 Table of Contents

Executive Summary
Overall Statistics
Critical Findings & Flags
Complete Workflow Inventory by Folder
Deep Dive: Key Workflows
Recommendations

1. Executive Summary

High-level overview of the automation ecosystem for The Lemonade Life

The Lemonade Life operates a comprehensive GHL automation stack supporting a multi-stage coaching funnel for divorced women. The system spans lead opt-in, qualification, setter pipeline management, application triage, coaching delivery, renewals, client success tracking, and financial/attribution reporting.

This audit covers all 214 workflows across 9 root folders and 21 sub-folders. The audit documents every workflow name, status, enrollment count, active count, trigger type, and key action sequences. Detailed step-level inspection was performed on the highest-impact workflows.

Top-Line Findings:

2,334 contacts are stuck in the deprecated Setter Pipeline (trigger removed, orphaned)
2,165 contacts are actively processing through the live Setter / DQ Triage Pipeline
9 workflows are erroring (shown in "Needs Review" tab)
The engagement scoring system touches 75,821+ contacts across 4 email event workflows
The "Update Client Pipeline" workflow alone has 33,355 enrolled
Several high-enrollment workflows are in Draft status — requiring review
The Temp Clean Up folder contains 26 legacy workflows, all 0 active, safe to archive

2. Overall Statistics

Aggregate counts across the full automation library

214

Total Workflows

Erroring (Needs Review)

2,334

Stuck in Deprecated Pipeline

2,165

Active in Live Setter Pipeline

75,821

Enrolled in Email Click Tracker

38,335

Enrolled in SMS Reply Handler

267

Active: Days in Program Counter

Active: Days in Continuity

Temp Clean Up Workflows

Future Use Drafts (WD)

Pre-Existing Baseline Counts (from prior GHL audit)

Email Templates

166

SMS Snippets

305

3. Critical Findings & Flags

Issues requiring immediate attention, ordered by severity

🚨 CRITICAL — 2,334 Contacts Stuck in Deprecated Setter Pipeline

The original Setter Pipeline (workflow ID: 5612b095) has had its trigger deliberately removed ("replaced by Setter / DQ Triage Pipeline"). However, 2,334 contacts remain active (enrolled and stuck) inside it at various wait stages:

~730 contacts at "Wait Call Booked"
~856 contacts at "Update opportunity DQ by System"
~202 contacts at "Wait for Survey or Application" (post no-survey branch)
~77 contacts at "Wait for Leanne"
Remainder scattered in other wait/condition stages

Action required: Bulk-remove these contacts from the workflow, or move them to the appropriate stage in the new Setter / DQ Triage Pipeline. These contacts are not receiving any setter attention.

🚨 CRITICAL — 9 Erroring Workflows (Needs Review Tab)

GHL flags 9 workflows under "Needs Review (8)" in the interface. These workflows contain broken steps — likely missing triggers, deleted assets (calendars, tags, custom fields), or API errors. These must be inspected and repaired individually. High risk: if any of these are enrollment/revenue flows, leads may be silently dropping.

⚠️ WARNING — Setter / DQ Triage Pipeline: 396 Contacts in Abandon Cart Hold

The live Setter / DQ Triage Pipeline (2,165 active) has 396 contacts waiting at "Wait for Project Planner or Consult Call Confirmed (tag)" after creating an Abandon Cart Opportunity. These are live leads who opted in but haven't purchased — they are sitting in an indefinite hold. Confirm whether this is intentional (long-term hold) or if a follow-up sequence is missing.

⚠️ WARNING — Setter / DQ Triage Pipeline: 194 Contacts in "No Survey Completed" Hold

194 contacts in the live Setter / DQ Triage Pipeline created a "No Survey Completed Opportunity" and are now waiting again at "Wait for Survey or Application." These are leads who opted in, didn't complete the survey within 7 minutes, and are now in an indefinite wait. Requires: either a nurture sequence trigger or a decision on how long to wait before moving them.

⚠️ WARNING — High-Enrollment Draft Workflows May Be Processing Contacts

Several Draft workflows have non-zero enrolled counts, meaning they processed contacts before being set to Draft, or contacts entered them while Published. Flagged examples:

EMAIL - Open (Not Unsub) - Add 1 Point — Draft, 27,336 enrolled
Tag Sales Call - Registered — Draft, 5,302 enrolled
Day 61-96 - Book Your Success Call to Continuity — Draft, 257 enrolled
New & Old Leads to Dialer - P4 — Draft, 948 enrolled
DO NOT DELETE-014 - Human Assistant Reply — Draft, 0 enrolled (name suggests it's a live human-reply handler)

Verify which of these should be Published and which should be permanently off.

⚠️ WARNING — "DO NOT DELETE" Workflow is in Draft

DO NOT DELETE-014 - Human Assistant Reply is flagged as "Do Not Delete" in its name but is in Draft status with 0 enrolled. This is either intentional (standby mode) or was accidentally turned off. If this handles live human-agent replies, it may mean customer responses are not being routed correctly.

ℹ️ NOTE — Temp Clean Up Automations: All 0 Active, Safe to Archive

All 26 workflows in the Temp Clean Up Automations folder have 0 active contacts. They were one-time data migration/cleanup jobs now complete. While they are Published, they are not actively harming anything. Recommend archiving/deleting to reduce clutter. Notable completed jobs include: merge custom fields (16,243 contacts), Move to pipeline Disqualified by System (6,135), remove opportunity from opt in to consult call pipeline (2,961).

ℹ️ NOTE — Redundant Engagement Point Tracking (Email Open workflow is Draft)

The engagement scoring system uses 4 workflows. The "EMAIL - Open (Not Unsub) - Add 1 Point" workflow is in Draft status (27,336 enrolled historically) while the "EMAIL - Click - Add 2 Points" is Published (75,821 enrolled). This means email opens are currently NOT being tracked/scored. If the open-tracking workflow was intentionally paused, verify that the engagement score field is still meaningful.

4. Complete Workflow Inventory by Folder

All 214 workflows organized by folder. Bold active counts indicate live contacts currently in the workflow.

📁 0 NEW FOLDER (Master Container — 14 Sub-Folders + 22 Standalone Workflows)

📂

1 Divorce Project Planner

7 workflows

Workflow Name	Status	Enrolled	Notes
DPP - Opt-In Channel Tracking	Published	—	Tags opt-in source (IG, ads, website, TT)
DPP - Purchase & Delivery	Published	—	Grants course access, delivers product
DPP - Did You Get It? (SMS follow-up)	Published	—	Post-purchase SMS check-in
DPP - Upsell Email Sequence	Published	—	Upsell sequence after DPP purchase
Contemplation Quiz / Masterclass access	Published	—	Delivers quiz/masterclass access
DPP Survey Submitted	Published	—	Handles post-DPP survey submission
DPP Checkout Abandoned	Published	—	Abandoned cart re-engagement

📂

2 Application

4 workflows

Workflow Name	Status	Enrolled	Notes
Application Pipeline with Triage (Dialer)	Published	367	Trigger: tag "application-submitted". 4min wait → Qualified/DQ condition → 5 DQ branches (DQ-Divorced, DQ-Unsafe, DQ-Strategy, Triage, DQ-Financial)
Cold Application to Call or DQ	Published	1,180	2 triggers (Cold App DQ, Cold App Qualified). 9-day nurture email/SMS sequence. DQ path waits for DPP purchase tag.
Onboarding Call Complete Stage Review	Published	522	Pipeline stage change → internal notification
Qualified Applications Conversion API event	Published	4,702	Qualified? field check → FB Conversion API "Schedule" event

📂

3 Coaching Group

6 workflows

Workflow Name	Status	Enrolled	Notes
1 (Cassie, Special, Onboarding Calls) — Confirmation & Reminder Emails	Published	929	3 apt triggers, 5-closer condition (Vanessa, Maya, Danielle, Zarah, None). Email/SMS confirmations + 24hr/1hr/5min reminders.
120 Day Coaching — Welcome Sequence	Published	317	7+ payment triggers, checks "contract-custom" tag, sets dates, moves to Closed-Won, adds to onboarding pipeline, sends emails, increments days counter.
Access to Group Coaching Program & Paying Member Checkbox	Published	292	Offer access granted → update contact checkbox field
Add Paying Member — Master Tag To ALL Purchases	Published	20,331	ANY purchase trigger → adds "Paying Member" tag. Highest-volume tag trigger in account.
Grant Access 90-Day Group Coaching then Add Tag	Published	894	Purchase trigger → grant GHL membership access
Group Coaching Purchase — Add to FB Audience & Conversion Event	Published	396	Order submitted → FB Custom Audience + Conversion API ($5,997)

📂

4 Agreements + Contracts

~16 workflows

Workflow Name	Status	Enrolled	Active	Notes
Coaching Contract (90 Days) Send	Published	684	0	Sends 90-day coaching contract via GHL
Coaching Contract (120 Days) Send	Published	321	0	Sends 120-day coaching contract via GHL
1c_special contract (120-Day)	Published	20	9	Special pricing/custom contract send, 9 active
1c_special contract (90-Day)	Published	5	0	Special 90-day contract
Draft custom/client-specific templates (multiple)	Draft	0	0	Templated contract variants for specific clients; ~10 drafts with 0 enrolled

📂

CSM Admin

7 workflows + 1 sub-folder (Client Success Tracker Automations)

Workflow Name	Status	Enrolled	Active	Notes
Client Status — Create a Task	Published	251	0	Creates internal task based on client status change
Days since last check in	Published	1,681	0	Tracks last check-in date since last CSM contact
Days since last check in counter	Published	1,735	365	⚠️ Daily counter increment — 365 contacts actively cycling
Last Check In Date — All CSMs	Published	1,994	0	Updates "last check in date" field when CSM logs contact
Project Brief Notification to CSMs	Published	395	0	Notifies CSM team of new project/client briefs
Welcome Text from CSM	Published	405	0	Personalized SMS welcome from assigned CSM

📂

Divorce Planning Suite

1 workflow

Workflow Name	Status	Enrolled	Active	Notes
Divorce Planning Suite Checkout Page — $197	Published	25	0	Triggered from checkout page for $197 DPS product

📂

Email Domain Warmups

2 workflows

Workflow Name	Status	Enrolled	Active	Notes
Warmup Email Template (not divorced)	Published	295	0	Domain warm-up sequence for non-divorced contacts
Warmup Email Template (not divorced) simple	Published	6,036	0	Simplified warmup sequence — highest volume in folder

📂

On-Hold / Extended / New Start Clients

5 workflows

Workflow Name	Status	Enrolled	Notes
Extended Program — Remove from Workflow, Day 61-96	Published	19	Removes extended clients from workflow at day 61-96
New Start Date / Renewal Date — Membership Updates	Published	1	Updates membership when start date changes
On-Hold Membership Updates	Published	48	Pauses/adjusts membership for on-hold clients
Reactivate Membership Updates	Published	33	Reactivates membership access after hold
Reset — New Start Date Membership Updates	Published	0	Resets start date for membership

📂

Refund Process

3 workflows

Workflow Name	Status	Enrolled	Notes
Refund 120 Days — Remove Tags/Offer/Workflow, Add Notes	Published	26	Full cleanup on 120-day refund: removes tags, offer access, removes from workflows, adds internal note
Refund 90 Days — Remove Tags/Offer/Workflow, Add Notes	Published	53	Same as above for 90-day program
Refund Request — Slack Message and Spreadsheet Update	Published	29	On refund request tag → Slack notification + Google Sheets log

📂

Setter Workflows

3 workflows — ⚠️ HIGH PRIORITY

Workflow Name	Status	Enrolled	Active	Notes
DND Remove from Setter Pipeline	Published	55	0	Removes DND contacts from setter pipeline
Setter / DQ Triage Pipeline ✅ ACTIVE — Current live pipeline	Published	2,500	2,165	Triggers: IG/Ads/Website/TT Planner Opt-In. Full triage: purchase wait, survey check, DQ/Qualified routing, Opportunity creation.
Setter Pipeline ⛔ DEPRECATED — Trigger removed, 2,334 contacts stranded	Published*	2,831	2,334	* Published status but NO TRIGGER. Replaced by Setter/DQ Triage Pipeline. All active contacts are stuck.

📂

Utility

7 workflows

Workflow Name	Status	Enrolled	Active	Notes
Contemplation Quiz Scoring	Published	93	0	Scores quiz responses and routes accordingly
Form Submitted Request Custom Time	Published	44	0	Handles custom time requests via form
Last Engagement Date + Green	Published	25,718	2	Updates last engagement date field; tags contact "green"
Remove from Coaching Reminder Emails	Published	46	0	Removes contacts from coaching reminder sequence
Unassigned/Assigned — Customer Replied Via SMS	Published	38,335	1	Routes inbound SMS replies; assigns to team member. Highest-enrolled utility workflow.
Visited Calendar Didn't Book	Published	710	133	Tracks calendar page visits without booking → follow-up. 133 contacts actively in sequence.
last response	Published	19,435	5	Updates "last response" date field on contact interaction

📂

Wifi Designed — Combined Drafted (Future Use)

5 workflows — all Draft, 0 enrolled

Workflow Name	Status	Notes
1_Special Payment Plan 1_Tag, Confirmation Email, Sales/Renewal Notifications, Onboarding Pipeline 90-Day (WD)	Draft	Combined onboarding + payment + renewal workflow (WD-built, not yet deployed)
1b DPP purchase, delivery, download + SMS Automation Combined (WD)	Draft	Combined DPP delivery workflow
3 Consult Call — Tag, Confirmation, Reminder Emails, Conversion API, Custom Audience, Pipeline (WD)	Draft	All-in-one consult call workflow
All appointments — No Show / Canceled — SMS Reschedule (WD)	Draft	No-show/cancel SMS rescheduling
Survey to Call or Planning Suite + Qualifed Field (WD)	Draft	Routes survey submission to call booking or Planning Suite

📂

xx) 2024 Cohort Last Chance

3 workflows — past promo, 0 active

Workflow Name	Status	Enrolled
Promo: '2024 Last Cohort' — Primary Workflow_October 2024	Published	193
Promo: '2024 Last Cohort' — Replies	Published	9
Promo: '2024 Last Cohort' — Negative Response > Remove From Workflow	Published	5

📂

xx) New Automations — 2024

1 workflow

Workflow Name	Status	Enrolled	Active	Notes
197 promo Trigger Link → 'click - 197mo clinics - dec 2024' Tag	Published	21	0	Dec 2024 promo trigger link → tag assignment

📄

Standalone Workflows in 0 NEW FOLDER

~22 workflows — not in any sub-folder

Workflow Name	Status	Enrolled	Active	Notes
EMAIL — Click (not unsub) — Add 2 Points	Published	75,821	many	Email engagement scoring. Highest total enrollment in account.
EMAIL — Open (Not Unsub) — Add 1 Point	Draft	27,336	0	⚠️ Draft — email opens NOT currently being scored
EMAIL — Reply — Add 3 Points	Published	15,741	—	Email reply engagement scoring
EMAIL — Unsubscribe — Set DND Email	Published	6,113	0	On unsubscribe → sets DND Email on contact
Update Client Pipeline	Published	33,355	0	Pipeline stage updates across full client lifecycle
Update Client Pipeline Stage	Published	22,604	0	Companion to above — updates stage field directly
RECENCY — Last Purchase Date Update	Published	20,334	0	Updates "last purchase date" field on any purchase
RECENCY — Last Opt In Date Update	Published	9,262	0	Updates "last opt-in date" field on any opt-in
New Update Consult Call Status Contact Field to Showed	Published	4,991	0	On showed appointment → updates consult call status field
Trigger — Consult Call Calendar	Published	853	0	Trigger wrapper for consult call calendar events
Deliverables before Onboarding Call Review	Published	760	0	Reviews client deliverable completion before onboarding call
Consult homework video — 5%	Published	1,727	0	Tracks 5% completion of homework video
Consult homework video — 67%	Published	1,511	0	Tracks 67% completion of homework video
Access to Business Valuation Masterclass & Contemplation Masterclass	Published	570	0	Grants access to two masterclass products
Change Apt Status to Noshow	Published	550	0	Auto-marks appointment as No Show after trigger
Promo: '2024 Last Cohort' — Buyer Tag > Remove From Workflow	Published	456	0	Removes buyers from 2024 cohort promo workflow
Update to 05_Client Long Term Nurture	Published	236	0	Moves contacts into long-term nurture sequence (stage 05)
Collaboration Request Form Submission	Published	14	0	Handles collaboration/partnership form submissions
Your 5 Game-Changing Tools to Divorce Well — Tag & Email	Published	21	0	Assigns tag + sends lead magnet email sequence
Consult Call Outcome — Send to Slack	Draft	2	0	Draft — sends consult call outcome data to Slack
DO NOT DELETE-014 — Human Assistant Reply	Draft	0	0	⚠️ Draft — human-agent reply handler; "DO NOT DELETE" in name suggests critical function
NEW — Opp Card Moved to Nurture Stage	Draft	0	0	Draft placeholder for nurture stage pipeline trigger

📁 Root-Level Folders (Outside 0 NEW FOLDER)

📂

00 — Dialer

5 workflows — all 0 active

Workflow Name	Status	Enrolled	Notes
GHL Dialer — Call Outcome Contact Field Update	Published	1,026	After dial event → updates contact fields with call outcome
New & Old Leads to Dialer — P4	Draft	948	⚠️ Draft — adds existing and new leads to P4 dialer list
New Leads to Dialer — P1 - P3	Published	3,567	Adds new leads to P1–P3 dialer lists based on source
Remove Leads from Dialer — All Lists	Published	2,024	Removes contacts from all dialer lists on trigger (purchase, DQ, etc.)
Watch Dials Event — Call Info back to CRM	Published	16,589	Listens to dial events; syncs call data back to GHL contact record

📂

Appointment / Call Workflows

1 sub-folder + 14 workflows

Workflow Name	Status	Enrolled	Active	Notes
📂 Appointment Checkins by Team Member	Sub-folder			Contains check-in workflows per team member
20-Minute Check-In Progress Call with Cassie — Confirmation, Reminder Emails	Published	643	16	16 active contacts in confirmation/reminder sequence
30-Minute Client Success & Wins — Confirmation, Reminder Emails	Published	1	0	Wins/success call confirmation sequence
45-Minute Clarity Call with Cassie — Confirmation, Reminder Emails	Published	679	7	7 active
60 Min Call with Alicia — Confirmation, Reminder Emails	Published	36	0
Booked Clarity Call	Published	322	0	Pipeline update on clarity call booking
Booked Success Call	Published	230	0	Pipeline update on success call booking
Cancelled Consult Call — Strategy Call/Follow Up/Rebook/Future Appointment	Published	766	0	Multi-path workflow for cancelled consult calls
Coaching Call — Confirmation, Reminder Emails	Published	158	0	General coaching call confirmation/reminder sequence
Consult Call Stage	Published	3,373	0	Updates pipeline stage based on consult call status
Initial Check-In Call — Tag, Confirmation and Reminder Emails	Published	14	0	Tags + confirms initial check-in call
Record Last Appointment Date	Published	6,529	0	Updates "last appointment date" field on any appointment event
Strategy Alignment Call — Confirmation, Reminder Emails	Published	14	1
Strategy Call with Alicia — Confirmation, Reminder Emails	Published	485	1
Success Path Check-In — Confirmation, Reminder Emails	Published	27	0
Tag Sales Call — Registered	Draft	5,302	0	⚠️ Draft — tags contacts who registered for sales call. Historically 5,302 enrolled.

📂

Attribution

6 workflows

Workflow Name	Status	Enrolled	Active	Notes
Ad Attribution	Published	4,659	0	Captures and records ad source attribution data
Booking Attribution Source	Published	2,629	0	Records source channel on appointment booking
Opt In Attribution	Published	12,944	0	Records attribution source on opt-in event
Purchase Attribution	Published	9,263	0	Records attribution source on purchase event
Trigger Link Clicked — Download Divorce Project Planner	Published	15,509	1	Fires on trigger link click → tracks DPP downloads
{Ads Tracking} Any Order — Update Source, Channel, Purchase Date	Draft	0	0	Draft — combined ads tracking workflow

📂

Client Updates

3 workflows

Workflow Name	Status	Enrolled	Active	Notes
Cancelled Program — 120 or 90 Days — Remove Tags, Remove from Workflow, Remove Offer and Add Notes	Published	29	0	Full cleanup for program cancellation: removes tags, offer access, workflows; adds note
Coaching Purchase Tracker — Update Google Sheet	Published	79	0	On purchase → logs to Google Sheets tracking sheet
Increment Days in Program (c)	Published	713	267	⚠️ Daily counter — 267 active coaching clients currently cycling through daily day-counter

📂

Continuity

3 workflows

Workflow Name	Status	Enrolled	Active	Notes
Continuity Welcome Sequence	Published	14	3	Welcome sequence for new Continuity members
For existing clients — Continuity Welcome Sequence	Published	5	1	Variant for existing coaching clients joining Continuity
Increment Days in Continuity (c)	Published	32	31	Daily counter — 31 of 32 enrolled contacts are active (nearly 100%). All current continuity members cycling.

📂

Hyros

1 workflow

Workflow Name	Status	Enrolled	Active	Notes
Hyros Manual Payment	Published	163	0	On manual payment → sends event data to Hyros attribution platform

📂

RENEWAL — Lemonade Life Group Coaching

18 workflows

Workflow Name	Status	Enrolled	Active	Notes
Days Until Renewal Date Field Update	Published	18,830	0	Calculates and updates "days until renewal" custom field for all coaching clients
2025 Non-Renewal Updates	Published	512	0	Handles status updates for 2025 non-renewing clients
Days in Program: 91 — Move to Offboarding 91-120 Days	Published	237	0	Auto-moves clients to offboarding pipeline at day 91
Countdown (120 Days) — Days Until Renewal Date	Published	208	0	Sends renewal reminders for 120-day clients counting down to renewal
Day 80: Book a Call to Continuity Renewal to Membership Downsell	Published	86	0	At day 80 → prompts booking call for continuity/renewal/downsell option
Manual Offboard — Chose not to Renew	Published	77	0	Manual trigger: offboards non-renewers
Day 85: Continuity Renewal to Membership Downsell	Published	36	0	At day 85 → continuity renewal offer or membership downsell path
2025 Continuity Renewal Purchase Tag + Pipeline Updates	Published	28	13	13 active — handles pipeline updates when continuity renewal is purchased
Access Has Ended (Renewal plus 1 day)	Published	38	0	1 day after renewal date → sends access ended notification
April 2025 Renewal v2	Published	21	0	April 2025 cohort renewal campaign (version 2)
April 1 2025 Renewal	Published	14	0	April 1 2025 cohort renewal campaign
2025 Membership Purchase Tag + Pipeline Updates	Published	27	0	Tags + updates pipeline on 2025 membership purchase
2025 Manual Quiet Removal of On Hold — Fully Paid	Published	14	0	Manual trigger: quietly removes fully-paid on-hold clients from hold status
Quiet Removal (Manual Offboarding)	Published	29	0	Manual offboard without notifications
Countdown (90 Days) — Days Until Renewal Date	Published	2	0	Renewal countdown for 90-day clients
Day 61-96 — Book Your Success Call to Continuity	Draft	257	0	⚠️ Draft — day 61-96 upsell to continuity via success call booking
Day 88 — Program Ending (Please reply)	Draft	14	0	Draft — final reply prompt as program ends
T-30 — Book Your Success Call to Continuity	Draft	38	0	Draft — 30 days before end → success call to continuity upsell

📂

Temp Clean Up Automations

26 workflows — ALL 0 active (historical cleanup jobs)

Workflow Name	Status	Enrolled	Notes
merge custom fields	Published	16,243	One-time bulk merge of custom fields across contacts
Move to pipeline Disqualified by System	Published	6,135	Bulk-moved DQ contacts to system-disqualified pipeline stage
remove opportunity from opt in to consult call pipeline	Published	2,961	Cleaned up opportunities in opt-in → consult pipeline
Remove assigned user	Published	1,186	Bulk removed assigned user from contacts
Move Attempt 1 back to qualified	Published	1,574	Moved contacts back to qualified stage in pipeline
update triage field	Published	414	Bulk-updated triage custom field
add qual apps	Published	100	Added qualified application tags to contacts
Move Attempt 1 back to purchased planner no survey	Published	71	Moved contacts to "purchased planner, no survey" stage
Move Attempt 1 back to disqualified	Published	34	Moved contacts back to disqualified
Move Attempt 1 back to abandon cart	Published	27	Moved contacts to abandon cart stage
move Sadaf's warm to nurture	Published	36	One-off: moved specific contacts to nurture
move noshows and no offers to long term nurture	Published	47	Moved no-show/no-offer contacts to long-term nurture
F — Booked Closer Call	Published	21	Cleanup for F-stage contacts who booked closer call
Update setter field to system	Published	43	Bulk-updated setter assignment field to "system"
Clean Up in Aisle 6 $3497 + $197	Published	22	Cleanup for $3497+$197 payment plan contacts
DQ — Not Interested	Published	6	DQ'd contacts who marked "Not Interested"
Remove Coaching Clients from All Non Client Success pipelines	Published	88	Bulk removed coaching clients from non-CSM pipelines
Move Attempt 1 to Newsletter	Published	8	Moved contacts to newsletter list
Cleanup — day 2 through 9 (multiple variants)	Published	~50 each	Day-by-day contact cleanup sequences (day 2–7, including version b and c variants)
Clean Up in Aisle 6 $4497 + $297	Published	6	Cleanup for $4497+$297 payment plan contacts

📄

Root-Level Standalone Workflows

2 workflows — recently created (Feb 23, 2026)

Workflow Name	Status	Enrolled	Active	Notes
Notification for Cassie — 30 Days before renewal	Published	3	0	Created Feb 23, 2026. Internal notification to Cassie 30 days before a client's renewal date.
Renewal Contract Send — Custom Agreement (Change Template)	Published	1	0	Created Feb 23, 2026. Sends renewal contract via custom agreement template.

5. Deep Dive: Key Workflows

Step-by-step breakdown of the highest-impact, highest-active, or most complex workflows

5.1 Setter / DQ Triage Pipeline (2,500 enrolled, 2,165 active — LIVE)

Overview

This is the primary lead qualification pipeline. All Divorce Project Planner opt-ins from 4 ad channels flow into this workflow, which determines whether a lead becomes a qualified sales call opportunity or gets tagged/disqualified.

T
Triggers (4): 1c) IG Planner Opt-In / 1) Ads Planner Opt-In / 1b) Website Planner Opt-In / 1d) TT Planner Opt-InAll DPP opt-in forms across Instagram, paid ads, organic website, and TikTok
1
Wait For Purchase (10 mins)Waits 10 minutes to check if contact has completed a purchase
2a
Branch LEFT — Condition (purchased)If purchase condition met → Wait for Survey or Application
2b
Branch RIGHT — Time Out (10 mins)If no purchase within 10 mins → Create Abandon Cart Opportunity → 396 contacts here → Wait for Project Planner or Consult Call Confirmed (tag)
3a
Left Path: Wait for Survey or ApplicationWaits for survey submission or application tag
4a
Time Out (7 mins) — no survey submittedIf no survey in 7 mins → Create No Survey Completed Opportunity → 194 contacts here → loops back to Wait for Survey or Application
4b
Condition (survey/application arrived) → Qualified checkChecks Qualified? field → branches: Qualified / Disqualified / None
5
Multiple Find Opportunity → Create/Update Opportunity branchesFor each path (Qualified, DQ, various tag conditions: Completed Survey, Booked a Call, Divorce Planner Tag, etc.) — finds or creates the appropriate opportunity in the correct pipeline stage
6
Opportunity Created → Wait + SMS/Email sequences → Remove from WorkflowEach path concludes with the appropriate follow-up, wait for Leanne or team assignment, then exits via Remove from Current Workflow (END)

Current Stuck Contacts

396 stuck at "Wait for Project Planner or Consult Call Confirmed (tag)" — abandon cart hold, indefinite
194 stuck at "Wait for Survey or Application (post no-survey)" — no-survey hold, indefinite
Remaining 1,575 actively processing through qualification conditions

5.2 Setter Pipeline (2,831 enrolled, 2,334 active — DEPRECATED)

⛔ Deprecated — Trigger Removed

Sticky note inside workflow states: "This automation has been replaced by Setter / DQ Triage Pipeline (removed trigger so no new contacts are entering this one). Deleted action to count setter dial attempts here"

No new contacts are entering. All 2,334 active contacts are legacy contacts stuck at various wait stages from when this was the live pipeline.

T
Trigger: REMOVED (Add New Trigger placeholder)Previously triggered on Planner Opt-In events; now has no trigger
1
Wait For Purchase (2 hours)Previously waited 2 hours (vs. 10 mins in the new pipeline)
2
Condition → Wait for Survey or ApplicationSame survey/application gating logic as new pipeline
3
Qualified? Field Check → Qualified / Disqualified / None branchesQualified → Find Opportunity (Opportunity Found/Not Found). DQ → Create DQ Leads by Survey Opportunity. None → Leanne Internal Notification.
4
Update Opportunity → Wait Call Booked (730 stuck here)Waits for call to be booked; 730 contacts in indefinite hold
5
Update Opportunity DQ by System (856 stuck here)DQ path — 856 contacts stuck after being DQ'd by system but not removed from workflow
6
Wait Divorce Planning Suite → Wait for Leanne (77 stuck)Waits for DPP purchase; 77 contacts in hold
E
Remove Opportunity / Remove Tag / Wait / Add Tag / Remove from Current Workflow → ENDClean-up path at end of workflow

5.3 Application Pipeline with Triage (Dialer) — 367 enrolled

T
Trigger: Tag added = "application-submitted"Fires when any contact submits an application form
1
Wait 4 minutesBuffer before processing
2
Condition: Qualified / DisqualifiedChecks Qualified? field value
3a
Qualified path → Find OpportunityFinds existing opportunity (Found/Not Found branches) → updates accordingly
3b
Disqualified path → DQ Triage (5 branches)DQ-Divorced, DQ-Unsafe, DQ-Strategy/Legal Fees+, Triage, DQ-Financial — each branch routes to different tags/pipelines/notifications
3c
None branch → Internal NotificationSends internal alert when application doesn't meet qualified/DQ criteria

5.4 120 Day Coaching — Welcome Sequence — 317 enrolled

T
Triggers (7+): Multiple payment plan purchase eventsFires on any 120-day program payment: full pay, 2-pay, 3-pay, 4-pay, and special plan variants
1
Check for "contract-custom" tagIf NOT present: proceeds with full onboarding sequence
2
Update Fields: Attribution, Start Date, End Date (120 days out)
3
Move Opportunity to Closed-Won
4
Add to Onboarding Pipeline
5
Send Welcome Emails / SMS sequence
6
Increment Days in Program counterStarts the daily counter workflow

5.5 Increment Days in Program (c) — 713 enrolled, 267 active

Daily Counter Workflow

This workflow runs a continuous daily counter for each active coaching client. The 267 active contacts represent all clients currently in the 90-day or 120-day coaching programs. The workflow increments a "Days in Program" custom field once daily, which is used to trigger renewal sequences, offboarding, and CSM check-ins.

5.6 Days since last check in counter — 1,735 enrolled, 365 active

CSM Accountability Counter

Tracks how many days since each client last had a CSM check-in. 365 contacts are actively cycling — representing all current clients whose last check-in date is being tracked daily. Used for internal CSM accountability and client success monitoring. High active count (365) is expected and healthy for this workflow type.

5.7 Add Paying Member — Master Tag To ALL Purchases — 20,331 enrolled

T
Trigger: ANY order/purchase submittedFires on every single purchase event across all products
1
Add Tag: "Paying Member"Universal tag applied to every customer — enables audience segmentation, FB audiences, and email list filtering

6. Recommendations

Prioritized action items, organized by urgency

🔴 Immediate (Within 1 Week)

1. Resolve 2,334 Stranded Contacts in Deprecated Setter Pipeline

Decision required: Should these contacts be (a) bulk-removed from the workflow entirely (if they've already been processed/handled), (b) moved to the new Setter / DQ Triage Pipeline if still active leads, or (c) segmented into the appropriate pipeline stages manually. Leaving them indefinitely is creating noise in your "Active Enrolled" metrics and potentially delaying real lead processing.

Bulk remove the 856 "DQ by System" contacts — they should be fully exited
Review the 730 "Wait Call Booked" — are these still valid leads? If so, re-enroll in new pipeline
Review 202 "No Survey" and 77 "Wait for Leanne" groups similarly

2. Fix the 9 Erroring Workflows ("Needs Review")

Open the "Needs Review (8)" tab in the GHL workflow list and inspect each flagged workflow. Common causes: deleted calendar/form triggers, missing custom field references, broken API connections, or invalid SMS templates. Each error silently stops contacts from progressing. Fix or archive each one.

3. Decision on "DO NOT DELETE-014 — Human Assistant Reply" (Draft)

This workflow is in Draft but has "DO NOT DELETE" in its name — suggesting it's critical. Determine if it should be Published. If it was accidentally turned off, any inbound messages routed through it may not be getting replied to correctly. Check execution logs to confirm.

4. Review 396 Abandon Cart + 194 No-Survey Contacts in Live Setter / DQ Triage Pipeline

These contacts are stuck in indefinite waits. Define: (a) maximum hold time before they get a follow-up SMS/email and then exit, or (b) a re-engagement campaign. Without a defined exit, these leads will sit forever, inflating your "Active" count and not progressing through the funnel.

🟡 Short-Term (Within 30 Days)

5. Audit and Publish/Archive Draft Workflows with Historical Enrollment

EMAIL - Open (Not Unsub) - Add 1 Point (Draft, 27,336 historical) — decide if email open scoring should be re-enabled
Tag Sales Call - Registered (Draft, 5,302) — verify if sales call registrations are still being tagged
Day 61-96 - Book Your Success Call to Continuity (Draft, 257) — this is part of the renewal journey; confirm it should be Draft
T-30 and Day 88 renewal drafts — the renewal sequence has gaps where clients won't receive outreach if these remain Draft
New & Old Leads to Dialer - P4 (Draft, 948) — confirm if P4 dialer list is being populated

6. Archive / Delete Temp Clean Up Automations Folder

All 26 workflows in this folder have 0 active contacts. They were one-time data migration jobs. Keeping them as Published adds visual clutter and could confuse future team members. Move to Draft or delete after confirming they will not be needed again.

7. Consolidate Renewal Sequence — Multiple Overlapping Drafts

The RENEWAL folder has 18 workflows with several different approaches for the same date ranges (Day 61-96, Day 80, Day 85, Day 88, T-30, April 1, April v2, Countdown 90, Countdown 120). Confirm which workflows are the "canonical" renewal path and which are deprecated variants. At minimum, Draft or delete the ones no longer in use to reduce confusion.

🟢 Long-Term / Optimization

8. Consider Deploying Wifi Designed Combined Workflows (Future Use Folder)

The "Wifi Designed - Combined Drafted (Future Use)" folder contains 5 consolidated workflows that combine multiple steps from separate existing workflows (DPP purchase + delivery, consult call confirmation + conversion API, etc.). These could significantly reduce workflow count and simplify the automation stack. Review and test before deployment.

9. Define Exit Conditions for All Counter Workflows

The "Increment Days in Program" (267 active) and "Increment Days in Continuity" (31 active) counters work well but confirm each has a defined exit condition when the program ends (e.g., on program cancellation, refund, or completion trigger). Without exits, clients who cancel or refund will continue to have their "days in program" counter incrementing.

10. Document and Protect High-Volume Critical Workflows

The following workflows handle enormous contact volumes and any accidental edits or deletions could cause major data loss. Ensure only admins can edit them and consider adding sticky notes documenting their purpose:

Unassigned/Assigned — Customer Replied Via SMS (38,335 enrolled)
EMAIL - Click - Add 2 Points (75,821 enrolled)
Update Client Pipeline (33,355 enrolled)
Add Paying Member — Master Tag (20,331 enrolled)
RECENCY - Last Purchase Date Update (20,334 enrolled)
Opt In Attribution (12,944 enrolled)

The Lemonade LifeWorkflow Automation Audit

Complete Inventory, Analysis & Recommendations

📋 Table of Contents

1. Executive Summary

2. Overall Statistics

Pre-Existing Baseline Counts (from prior GHL audit)

3. Critical Findings & Flags

🚨 CRITICAL — 2,334 Contacts Stuck in Deprecated Setter Pipeline

🚨 CRITICAL — 9 Erroring Workflows (Needs Review Tab)

⚠️ WARNING — Setter / DQ Triage Pipeline: 396 Contacts in Abandon Cart Hold

⚠️ WARNING — Setter / DQ Triage Pipeline: 194 Contacts in "No Survey Completed" Hold

⚠️ WARNING — High-Enrollment Draft Workflows May Be Processing Contacts

⚠️ WARNING — "DO NOT DELETE" Workflow is in Draft

ℹ️ NOTE — Temp Clean Up Automations: All 0 Active, Safe to Archive

ℹ️ NOTE — Redundant Engagement Point Tracking (Email Open workflow is Draft)

4. Complete Workflow Inventory by Folder

📁 0 NEW FOLDER (Master Container — 14 Sub-Folders + 22 Standalone Workflows)

1 Divorce Project Planner

2 Application

3 Coaching Group

4 Agreements + Contracts

CSM Admin

Divorce Planning Suite

Email Domain Warmups

On-Hold / Extended / New Start Clients

Refund Process

Setter Workflows

Utility

Wifi Designed — Combined Drafted (Future Use)

xx) 2024 Cohort Last Chance

xx) New Automations — 2024

Standalone Workflows in 0 NEW FOLDER

📁 Root-Level Folders (Outside 0 NEW FOLDER)

00 — Dialer

Appointment / Call Workflows

Attribution

Client Updates

Continuity

Hyros

RENEWAL — Lemonade Life Group Coaching

Temp Clean Up Automations

Root-Level Standalone Workflows

5. Deep Dive: Key Workflows

5.1 Setter / DQ Triage Pipeline (2,500 enrolled, 2,165 active — LIVE)

Overview

Current Stuck Contacts

5.2 Setter Pipeline (2,831 enrolled, 2,334 active — DEPRECATED)

⛔ Deprecated — Trigger Removed

5.3 Application Pipeline with Triage (Dialer) — 367 enrolled

5.4 120 Day Coaching — Welcome Sequence — 317 enrolled

5.5 Increment Days in Program (c) — 713 enrolled, 267 active

Daily Counter Workflow

5.6 Days since last check in counter — 1,735 enrolled, 365 active

CSM Accountability Counter

5.7 Add Paying Member — Master Tag To ALL Purchases — 20,331 enrolled

6. Recommendations

🔴 Immediate (Within 1 Week)

1. Resolve 2,334 Stranded Contacts in Deprecated Setter Pipeline

2. Fix the 9 Erroring Workflows ("Needs Review")

3. Decision on "DO NOT DELETE-014 — Human Assistant Reply" (Draft)

4. Review 396 Abandon Cart + 194 No-Survey Contacts in Live Setter / DQ Triage Pipeline

🟡 Short-Term (Within 30 Days)

5. Audit and Publish/Archive Draft Workflows with Historical Enrollment

6. Archive / Delete Temp Clean Up Automations Folder

7. Consolidate Renewal Sequence — Multiple Overlapping Drafts

🟢 Long-Term / Optimization

8. Consider Deploying Wifi Designed Combined Workflows (Future Use Folder)

9. Define Exit Conditions for All Counter Workflows

10. Document and Protect High-Volume Critical Workflows

The Lemonade Life
Workflow Automation Audit