# CRM Field and Pipeline Map

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)

1. **Low:** `team_beyond_founder = no` OR (`weekly_ops_hours = under2` AND `six_month_intent = no`)
2. **High:** team yes AND hours `10-19`/`20plus` AND intent `yes` AND revenue `500kplus`
3. **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 |