Open Items
Everything in motion for the rollout, in one place.
6 of 6 items
Confirm new lead notification setup
Workflows
High
In Progress
Consultant needed
Next step: Test a sample lead and confirm the team gets notified
Want both email and SMS alerts for new leads.
JordanDue 2026-07-01
Review pipeline stage definitions
Pipeline
High
Waiting on Approval
Next step: Get manager sign-off on the 6 proposed stages
Draft stages: New, Contacted, Booked, Showed, Won, Lost.
CaseyDue 2026-06-30
Set up missed call text-back
Conversations
High
Waiting on Consultant
Consultant needed
Next step: Confirm with consultant whether this is already enabled
Quick win that improves response time.
JordanDue 2026-06-28
Draft appointment confirmation workflow
Calendar
Medium
New
Next step: Outline the reminder timing (24h and 1h before)
TaylorDue 2026-07-10
Confirm lead source tracking
Lead Source Tracking
Medium
Stuck
Consultant needed
Next step: Clarify how sources map from ads into GHL
Need consultant input before moving forward.
CaseyDue 2026-07-05
Create basic team GHL cheat sheet
Training
Low
New
Next step: List the 10 most common everyday tasks
Keep it to one page so it's easy to use.
TaylorDue 2026-07-15