EQT Academy — Pipeline & Workflow Build Plan (Draft/Off)

Pipeline Stages (per SOP)

1. New IG Lead
2. Engaged (replied)
3. Applied (application submitted)
4. Qualified (meets criteria)
5. Booked Call
6. Showed
7. Closed Won — Mentorship
8. Closed Won — VIP
9. No Show / Reschedule
10. Unqualified / Redirected
11. Cold / Reactivation

Custom Fields & Tags

• Lead Source (IG/Link/etc)
• Budget Level (<$1k, >$1k)
• Program Routing (Mentorship/VIP/Other)
• Application Score
• Show/No-Show (flag)

Required Forms/Assets

• Application Form (see detailed fields in SOP)
• Pre-sell (VSL) video content
• Appointment reminders (email/SMS copy)
• VIP Whop checkout link (embedded/funnel)

Draft Workflows (All OFF)

1. IG Lead Intake (create contact/tag/opportunity + nurture)
2. Application Branch (budget routing → VIP/Qualified, tag/trigger path)
3. Booked Call Reminders + "Reply YES" confirm
4. No-Show Recovery
5. Cold Lead Reactivation

Calendar Settings

• Lock: Use dedicated EQT Academy calendar (no overlaps; confirm details with owner)
• Reminder scheduling per SOP (multi-step, non-intrusive)
• All automations OFF/draft until confirmed by Envo

See SOP: [../artifacts/EQT-GHL-WORKFLOW-SOP-V1.md]