Target: GoHighLevel test location (GAP: D2, not confirmed). Nothing has been created in any CRM. Field keys match Build/funnel/capture/field-map.md and Offer/Qualification and Routing Copy.md.
Pipeline: "Handoff Plan Lead Magnet"
| Order | Stage | Entered when | Set by |
|---|---|---|---|
| 1 | Opted In | Any completed form submission | WF1 Opt-in |
| 2 | Qualified | Tier = high | WF1 Opt-in (after Opted In) |
| 3 | Call Booked | Appointment booked on the mock Discovery Call calendar | WF5 Booking |
| 4 | Client | Signed after the Right Hand call (manual, Pareto sales) | Manual (outside this build) |
| — | Unqualified Leads | Tier = potential or low | WF1 Opt-in |
One opportunity per contact in this pipeline. Re-submissions update the contact and opportunity; they don't create a second one.
Tags
| Tag | Applied when | Removed when |
|---|---|---|
lm-handoff-plan |
Every submission | Never |
fit-high |
Tier = high | Tier changes on re-submission |
fit-potential |
Tier = potential | Tier changes on re-submission |
fit-low |
Tier = low | Tier changes on re-submission |
prev-va-failed |
previous_assistant = failed |
Never (messaging signal only) |
call-booked |
Appointment booked (WF5) | Appointment cancelled |
Only one fit-* tag at a time.
Custom fields (contact)
| Field key | Type | Source | Options |
|---|---|---|---|
team_beyond_founder |
Single option | Form Q1 | yes, no |
weekly_ops_hours |
Single option | Form Q2 | under2, 2-9, 10-19, 20plus |
six_month_intent |
Single option | Form Q3 | yes, no, unsure |
revenue_range |
Single option | Form Q4 | under250k, 250-500k, 500kplus (ASSUMPTION ranges) |
previous_assistant |
Single option | Form Q5 | worked, failed, no |
email_consent |
Checkbox | Form | true required to send |
handoff_total_hours_month |
Number | Hidden field (app) | 0–40 |
handoff_top_1 |
Text | Hidden field (app) | task name |
handoff_top_2 |
Text | Hidden field (app) | task name |
handoff_top_3 |
Text | Hidden field (app) | task name |
fit_tier |
Single option | WF1 (computed) | high, potential, low |
plan_pdf_link |
Text (URL) | GAP: PDF generation/hosting not built | — |
utm_source, utm_campaign, utm_content |
Text | Hidden fields (ad → landing → app) | e.g. facebook / handoff-plan / ad1-… |
Standard fields: first name (required), last name (optional), email (required), phone (optional).
plan_data from the local demo is not a CRM field. In the live build the PDF would be generated from the app and its link stored in plan_pdf_link (GAP, see Workflow Specifications).
Routing (set in WF1, same order as approved)
- Low:
team_beyond_founder = noOR (weekly_ops_hours = under2ANDsix_month_intent = no) - High: team yes AND hours
10-19/20plusAND intentyesAND revenue500kplus - Potential: everything else
Calendar
| Item | Value |
|---|---|
| Name | Pareto Talent Right Hand Discovery Call |
| Length | 30 minutes |
| Availability | Mock (test location only) |
| Status | MOCK — TO BUILD (A12). The active Pareto calendar is never used |
Redirects after submit
| Tier | Redirect |
|---|---|
| High | Booking page (mock calendar) |
| Potential, Low | Thank-you page |