NTMDS — GHL Contact Journey Maps

🎯

Journey 1: Lead Acquisition → Nurture Entry

How a new lead enters the CRM and gets enrolled in the main nurture sequence

Lead Sources
Organic, Ads, Referral, Webinar

Entry Point

Contact Created
in GHL

CRM Entry

1A Discovery
Workflow Fires
⚠️ No filter

Auto-Enroll

Did They
Complete App?

Branch

Add Tag:
"prequal"
→ 1B Workflow

No: Prequal Flow

SMS Sequence
until "applied"
3-step

Prequal Ping

Parallel track: If contact has tag "subscribed" OR "ebook" → enters Nurture Pre Purchase workflow (10,197 total enrolled, 1,237 currently active). Goal: tag "closed". Stop on Response = OFF ⚠️

🔴Critical: "1A Discovery" has no trigger filters — every contact created (regardless of source) enters the sales qualification workflow. This means contacts from Whop purchases, referrals, or admin imports all get prequal SMS sequences.

🔴Critical: "Nurture Pre Purchase" has Stop on Response = OFF. Contacts who reply to emails keep receiving the automated sequence, ignoring their engagement.

⚠️The acquisition journey has two parallel tracks (prequal SMS + nurture email) running simultaneously for the same contact if they have both the "prequal" and "ebook"/"subscribed" tags. Potential for message overlap.

💰

Journey 2: Sales Pipeline — Discovery → Close

Full sales journey from qualification through payment

PIPELINE 1: DISCOVERY

Under 65k

→

Qualified

→

Booked Discovery

→

Working

→

Long Term Follow

→

Not a Good Fit

PIPELINE 2: CLOSING

Booked Closing Call

→

Working with Closer

→

Manually Send Agreement ⚠️

→

Closed ✅

→

Ghosted

PIPELINE 3: PAYMENTS

3 Pay

|

2 Pay

|

Manual

|

Affirm

|

Affirm 2 Pay

|

Paid Full ✅

PIPELINE 4: DISPOSITION (Lost Reasons)

Trying On Own

|

Thinking About It

|

Waiting On Partner/Spouse

|

Broke

⚠️"Manually Send Agreement" stage (Pipeline 2, stage 3) has no automation trigger. If a contact reaches this stage and the team forgets to send the agreement, the deal stalls indefinitely with no reminder or escalation.

⚠️No pipeline handoff automation visible between Pipeline 1 (Discovery) and Pipeline 2 (Closing). Moving contacts between pipelines appears to be manual.

⚠️Paid Ad Pipelines (LinkedIn-Ads, Meta-Ads) have their own "Closed" stages but no clear handoff to core pipelines — risk of contacts being tracked in 2 places or falling through the cracks.

🎓

Journey 3: Post-Purchase — Client Success

After payment is confirmed → student onboarding and retention

Closed ✅
Pipeline 2

Sale Complete

Tag: "purchased"
+ "closed"

Tags Applied

CSM Pipeline:
New Client

Onboarding

24 Hour
Check In

Day 1

First 7 Days

Early Engagement

Active Client

Enrolled

Placed ✅

Job Found

Risk Path A: Active Client → Not Logged In → Ghosted

Success Path: Active Client → Placed ✅

✅The CSM Pipeline is the most recently updated pipeline (Feb 19, 2026) — actively maintained. The "Not Logged in" stage shows proactive student engagement monitoring.

⚠️The trigger to move a contact from "Closed" in Pipeline 2 into the CSM Pipeline "New Client" stage may be manual — no automation connecting the two pipelines was found in the workflow audit.

📱

Journey 4: Paid Ad Leads (LinkedIn & Meta)

How ad-generated leads are tracked and converted

LINKEDIN-ADS PIPELINE

New LI-General

|

New-LI Nurses

→

Contacted

→

Closer Appointment

→

Ghosted

|

Closed ✅

META-ADS PIPELINE

New Lead

→

Contacted

→

Closer Appointment

→

Closed ✅

⚠️Potential double-tracking: Ad pipeline "Closed" stages mirror Pipeline 2 "Closed". It is unclear if a contact marked "Closed" in LinkedIn-Ads is also properly tracked in the main "2 Closing" pipeline, or if they're counted separately.

⚠️LinkedIn audience segmentation inconsistency: LinkedIn-Ads has two entry stages (New LI-General, New-LI Nurses) reflecting audience segments, but Meta-Ads has a single generic "New Lead" — no audience segmentation for Meta.

📊

Mermaid Diagram Source — Main Nurture Workflow

Paste into mermaid.live to render the flow diagram

// Paste at: https://mermaid.live

flowchart TD
    A([🎯 Trigger: Tag Added\n'subscribed' OR 'ebook']) --> B[Wait 8 Hours]
    B --> C[📧 Email: 'Accelerate Your Career\nin Medical Device Sales']
    C --> D[Wait 3 Days]
    D --> E[📧 Email: 'My students spill the tea...']
    E --> F[Wait ...]
    F --> G[Continue drip sequence...]
    G --> H{Goal Check:\nTag = 'closed'?}
    H -- Yes --> I([✅ EXIT: Contact closed/won])
    H -- No --> J[Continue sequence]

    style A fill:#90cdf4,color:#1a365d
    style C fill:#feb2b2,color:#742a2a
    style E fill:#feb2b2,color:#742a2a
    style I fill:#48bb78,color:white
    style H fill:#d6bcfa,color:#553c9a

// Sales Pipeline Full Flow

flowchart LR
    L([New Lead]) --> D1[1 Discovery:\nUnder 65k]
    D1 --> D2[Qualified]
    D2 --> D3[Booked Discovery]
    D3 --> D4[Working]
    D4 --> D5[Long Term Follow]
    D4 --> D6([Not a Good Fit ❌])
    D2 --> C1[2 Closing:\nBooked Closing Call]
    C1 --> C2[Working with Closer]
    C2 --> C3[Manually Send Agreement ⚠️]
    C3 --> C4([Closed ✅])
    C3 --> C5([Ghosted])
    C4 --> P1[3 Payments:\n3 Pay / 2 Pay / Manual\nAffirm / Full]
    C4 --> CSM[CSM Pipeline:\nNew Client → 7 Days → Active → Placed]

    style L fill:#90cdf4,color:#1a365d
    style C4 fill:#48bb78,color:white
    style D6 fill:#fc8181,color:white
    style C5 fill:#fc8181,color:white
    style C3 fill:#faf089,color:#744210

🚨

Critical Issues Summary

Items requiring immediate attention before any other work

🔴 P0 — Stop on Response is OFF on main nurture (1,237 active contacts). Any contact who replies to a nurture email will continue to receive automated follow-ups. This erodes trust, triggers spam filters, and wastes setter time on already-engaged leads.

🔴 P0 — "1A Discovery" fires on ALL new contacts with no filter. Contacts from every source (purchases, referrals, events, admin imports) all enter the qualification SMS sequence. This likely generates noise and false pipeline entries daily.

🔴 P0 — Draft workflow has 2 active contacts. "Booked Call in Discovery + Closing Calendar..." is published as a DRAFT with 2 people in it. These contacts may be in a broken state.

🔴 P1 — Hardcoded staff names in 3+ SMS snippets. "Boris", "Jacob McLaughlin", and "Justin" appear as hardcoded text in conversation snippets used by setters. Staff turnover will cause wrong-name messages at scale.

⚠️ 15+ orphaned assets identified (workflows, forms, funnels, surveys) that should be deleted to reduce confusion and maintenance overhead.

⚠️ No email/SMS template organization. 40+ email templates and 30 SMS snippets are all at root level with no folder structure. Finding the right template requires manual scrolling through all assets.

✅ Strong pipeline architecture. 7 pipelines covering discovery, closing, payments, disposition, CSM, and paid ad channels is comprehensive and well-thought-out for the business model.

✅ Custom values used for brand links. Centralizing social media URLs as custom values is best practice — just needs expansion to include pricing, phone numbers, and offer details.