GrowIQ GHL Build Draft Plan (Pipeline + Intake + Automations — Draft/Off)

Pipeline Stage Proposal

1. New Lead
2. Contacted
3. Qualified
4. Booked Call
5. No Show/Reschedule
6. Closed — Won
7. Closed — Lost
8. Nurture/Reactivate

Required Custom Fields

• Source (dropdown: Site, Ad, Referral, Other)
• Lead Type (dropdown: Demo Request, Consultation, etc.)
• Company Name
• Website
• Job Title
• Notes
• [Other as specified by Envo]

Intake Form Fields

• Full Name
• Email
• Phone
• Company Name
• Website (optional)
• Interested Service (dropdown)
• Biggest Challenge (short text)
• [Optional fields by Envo]

Workflows (All Inactive/Draft)

1. Lead Intake → Nurture
2. Qualification Routing (auto-tag, move stage, alert rep)
3. Book-a-Call Confirmation/Reminders
4. No-Show Recovery/Follow-up
5. Nurture to Reactivation Sequence

All automations OFF or in dry-run until explicit Envo approval.