Intake form exists in the account
The intake form is in place: GHL Command Blueprint — Client Intake is live in the account, alongside the existing Practice Naturals Inquiry form.
Handoff document · Client Build
Prepared August 25, 2026. Every item below was read back from your live account unless it says otherwise. Three states only: confirmed, done but not yet confirmed (with the reason), or waiting on someone else (with who and roughly when).
Last updated August 25, 2026 at 10:58 PM UTC · this page is refreshed every time the account is re-checked
Each of these was read back live, not assumed.
The intake form is in place: GHL Command Blueprint — Client Intake is live in the account, alongside the existing Practice Naturals Inquiry form.
Your intake answers were turned into a build brief for Practice Naturals and checked with no gaps: an online-store setup aimed at capturing and nurturing leads, with text messaging registration (A2P) approved. The one note is that the calendar is not connected to Google or Outlook yet, which is a reminder rather than a problem.
The Practice Naturals Pipeline is in place with all seven stages in order: New Lead, Contacted, Qualified, Consult Booked, Won, Reorder / Retention, and Lost.
All seven planned contact fields are in place, including Lead Source, Program Interest, and Clinic / Practice Name, along with 29 intake fields that hold the answers from your intake form, for 36 fields in total.
All 20 planned tags are in place, including interest-nutrition-program, lifecycle-new-lead, and source-website, plus 2 intake tags, for 22 tags in total.
All nine workflows were checked for links to things that do not exist, such as a missing tag, field, or pipeline stage, and nothing was wrong.
A review of the account found nothing that would block going live. The account is still quiet: one contact so far, no deals in the pipeline, no conversations, and no phone number set up yet.
The work was done; the read-back could not confirm it yet, and here is why.
Why it is not confirmed: All eight planned workflows have been built, including Speed to Lead, Lead Nurture, and Won - Welcome and Retention, but every one of them is still saved as a draft and is not running yet. Only the Blueprint Intake — Submitted workflow is switched on, so the other eight need to be turned on before they will do anything.
Why it is not confirmed: No team members have been added to this account yet, so there is nothing to compare against the plan. Until at least one person is added, the workflows have no one to send internal alerts to.
Why it is not confirmed: The original build plan was not available during this check, so the workflows could not be compared to it step by step. All eight workflows were read in full and hold 56 steps between them, with each pipeline stage move placed after a check that the deal exists, but none of them is switched on yet.
Why it is not confirmed: This is checked on the handoff call itself: you complete one everyday task in the account on your own, without help. It cannot be verified automatically, so it is recorded by hand once it happens.
Outside our control. Who resolves it, and roughly when.
Who resolves it: Phone → Trust Center in the GHL UI shows Approved. Roughly when: 1 to 7 business days after submission.
Who resolves it: Settings → Integrations shows the connected account. Roughly when: same day; it is the client's own login.