VP × Rob The Credit Guy

Offer Architecture

3-TIER OFFER STACK

Rob sells three things. The funnel's job is to identify which tier each lead belongs to and route them accordingly. The AI script, post-survey routing, and post-call workflows all change based on tier assignment.

Tier 1 · Entry

FREE SKOOL

$0

Community access — 900+ credit repair owners

Basic training content inside Skool

Networking + accountability group

Exposure to Rob's paid offers

Who gets this: All leads. It's the hook. Every opt-in gets a Skool invite regardless of score.

Tier 2 · Mid

PAID SKOOL

$XX/mo

Full training vault — 1,000+ hours

Live weekly group coaching calls

Sales scripts + SOPs + dispute templates

Dispute outsourcing access

Who gets this: Mid-tier leads (score 4–6). AI pitches paid Skool, not coaching call.

Tier 3 · High Ticket

1-ON-1 COACHING

$X,XXX

Private 1-on-1 coaching with Rob

Custom scaling blueprint

Direct access — calls, messaging

Dispute outsourcing included

Who gets this: High-value leads (score 7–9). Rob closes on the strategy call.

⚠️

Fill in real prices before going liveRob needs to confirm paid Skool monthly price and high-ticket coaching price. These go into AI scripts, email templates, and post-call workflows. Placeholder shown as $XX/mo and $X,XXX.

Architecture

5-PAGE FUNNEL MAP

Linear flow from organic social content → booked call. The survey scores each lead and the AI agent routes them to the right offer. Two parallel booking paths close gaps from drop-offs.

Page 01

OPT-IN

Name + Phone + Email. Free Skool community as the hook. Fires WF1 on submit.

→

Page 02

VSL

Rob's 3-min video. Pre-sells the community + call. CTA to survey.

→

Page 03

SURVEY + SCORE

4 questions. Lead scored 1–9. Tier assigned. AI routing fires.

⚡ AI FIRES HERE

→

Page 04

CALENDAR

Tier 3 only see calendar. Others see Skool offer first. GHL calendar embed.

→

Page 05

THANK YOU

Confirm booking. Drop Skool link. Set call expectations. Fire WF3.

💡

Key difference from the previous versionThe calendar page is not shown to all leads equally. Tier 3 leads (high-revenue, ready to invest) see the calendar immediately. Tier 2 leads see the paid Skool offer first with a soft CTA to also book a call. Tier 1 leads see only the free Skool invite. The AI calling agent handles all tiers differently in its script.

Survey Logic

LEAD SCORING MATRIX

4 survey questions, each worth up to 3 points. Max score: 12. Score determines which tier the AI routes to and which pipeline stage they enter. Build scoring logic inside GHL workflow using custom field values.

Q1

How long in credit repair?

Just starting out (0 months)

+1

Less than 6 months

+1

6–12 months

+2

1–3 years

+3

3+ years

+3

Q2

Current monthly revenue?

$0 — not started

+1

$1 – $2,000/mo

+1

$2,000 – $5,000/mo

+2

$5,000 – $10,000/mo

+3

$10,000+/mo

+3

Q3

Biggest challenge right now?

Not sure where to start

+1

Getting leads and clients

+2

Closing more sales

+2

Delivering results for clients

+2

Scaling — I need systems

+3

Q4

Ready to invest in growth?

Not right now

+1

Maybe — depends on the value

+2

Yes — I'm ready to invest now

+3

Score → Tier Routing

9–12

Tier 3 — High Ticket Target. Has revenue, has experience, ready to invest. Send to calendar page. AI pitches strategy call with Rob.

→ CALENDAR PAGE + AI CALL SCRIPT T3

5–8

Tier 2 — Paid Skool Target. Has some traction, needs systems and training. Send to paid Skool offer page. AI pitches paid membership.

→ PAID SKOOL OFFER + AI CALL SCRIPT T2

1–4

Tier 1 — Free Skool Only. Just starting, no revenue, not ready to invest. Drop into free community. No call booked. Long-term nurture only.

→ FREE SKOOL INVITE + WF6 NURTURE

⚙️

How to build scoring in GHLCreate a custom field: lead_score (number). In WF2, use IF/ELSE conditions checking each survey custom field value and add points to lead_score using GHL's math action. Then branch on final score value to set tier tag and route workflow accordingly.

Funnel Page 1 of 5

OPT-IN PAGE

Entry point from all organic social content. Short, fast, one job: capture the phone number. The Skool community is the hook — not the call. Organic audience is already warm so no need for a wall of copy.

1

OPT-IN PAGE

/free-access

Headline

Join 900+ Credit Repair Business Owners
Getting the systems, scripts & coaching that built a $100K-a-month business — starting with free access today.

Sub-headline (below headline)

Enter your details below to get instant access to Rob's community + a free strategy call spot.

Form Fields

#	Field Label	Type	Placeholder	GHL Field	Required
1	First Name	Text	Your first name	`first_name`	YES
2	Phone Number	Phone	Your mobile number	`phone`	YES
3	Email Address	Email	Your best email	`email`	YES

CTA Button

Yes — Get Me Free Access →

Trust Line (below button)

🔒 No spam. We only contact you about your free access and strategy call.

Design Notes

No navigation bar. No footer links. Zero distractions.
Rob's photo right side above the fold — use a confident, professional shot
Below form: 3 icon bullets — what they're getting (Community, Coaching Scripts, Strategy Call)
Social proof line near top: "900+ members · Trusted by credit repair pros across the USA"
Mobile-first — most organic traffic will be from mobile via Instagram/Facebook

On Submit → Automation

Create contact in GHL with all form data
Add tags: optin-complete source-organic funnel-skool
Add to pipeline: Rob Skool Funnel → Stage 1: New Lead
Start WF1 (Lead Capture Workflow)
Redirect → Page 2 (VSL)

Funnel Page 2 of 5

VSL PAGE

The bridge between opt-in and survey. Rob's video does the qualifying work — by the time they reach the survey they already understand the 3 offers and are mentally positioning themselves. This page should be minimal.

2

VSL PAGE

/watch

Above-Video Headline

Watch This Before You Book — Rob Explains Exactly What's Inside

VSL Content Brief (what Rob should cover — 3–4 mins)

0:00–0:30 — Quick credibility: who Rob is, $100K in 90 days, now 900+ members
0:30–1:15 — What the free community is and who it's for (credit repair owners stuck under $10K/mo)
1:15–2:00 — What the paid Skool adds: the full training vault, live calls, dispute outsourcing
2:00–3:00 — Who the 1-on-1 coaching is for: serious operators already making money who want to scale to 7 figures fast
3:00–3:30 — CTA: "Answer 4 quick questions below so I can figure out exactly which level is right for you and we'll get you set up today"

Below-Video CTA Button

Answer 4 Questions — Find My Right Level →

Technical Setup

Host on Vimeo (unlisted) or YouTube (unlisted)
Autoplay ON, muted on load
CTA button always visible — don't delay it
No video controls if possible (Vimeo Pro allows this)

Funnel Page 3 of 5

SURVEY + SCORE PAGE

4 questions. Score calculated in real-time on submit. Tier assigned. AI calling agent fires immediately after submit. This is the most important page in the funnel — it determines every downstream action.

3

SURVEY + SCORING PAGE

/tell-us-about-you

Page Headline

Almost There — Just 4 Quick Questions So Rob Can Find the Right Level For You

Survey Questions + GHL Custom Field Mapping

#	Question	Options	Custom Field
Q1	How long in credit repair?	Just starting / <6mo / 6–12mo / 1–3yr / 3yr+	cr_experience
Q2	Current monthly revenue from credit repair?	$0 / $1–2K / $2–5K / $5–10K / $10K+	monthly_revenue
Q3	Biggest challenge right now?	Where to start / Getting leads / Closing sales / Delivering results / Need systems to scale	biggest_challenge
Q4	Are you ready to invest in growing your business?	Not right now / Maybe — depends / Yes — ready now	investment_readiness

CTA Button

Show Me My Recommended Level →

On Submit → Immediate Actions

Save all 4 answers to custom fields
Add tag: survey-complete
Pipeline → Stage 2: Survey Done
Fire WF2 (AI Calling Workflow)
Redirect → Page 4 (Tier-specific)

Post-Survey Redirect Logic (based on tier score)

Score 9–12 (Tier 3): Redirect straight to Calendar page — no detour
Score 5–8 (Tier 2): Redirect to a version of Calendar page showing Paid Skool offer prominently with calendar as secondary CTA
Score 1–4 (Tier 1): Redirect to Thank You page with only free Skool invite — no calendar shown

Funnel Page 4 of 5

CALENDAR PAGE

Seen by Tier 2 and Tier 3 leads. Tier 3 — calendar front and center. Tier 2 — paid Skool offer first, calendar as secondary CTA. Tier 1 skips this page entirely.

4

CALENDAR PAGE

/book-your-call

Headline — Tier 3 Version

Rob's Ready For You — Pick a Time Below

Subtext: "20-min strategy call. Private. Rob reviews your business personally and shows you exactly what to focus on to scale."

Headline — Tier 2 Version

Here's Your Recommended Level — Paid Community + Optional Call

Show paid Skool CTA first. Below that: "Want to talk to Rob directly first? Grab a call below."

GHL Calendar Setup

Setting	Value
Calendar Type	Single user (Rob's calendar)
Duration	20 minutes per slot
Buffer Time	10 minutes between appointments
Available Days	Monday–Friday (configure to Rob's real hours)
Time Zone	Auto-detect from lead's browser
Max Days Out	7 days (keeps urgency high)
Confirmation Action	Trigger WF3 + redirect to Page 5

On Booking → Automation

Add tag: call-booked — Remove tag: ai-calling
Stop WF2 (AI Caller) — lead no longer needs AI to chase them
Pipeline → Stage 3: Call Booked
Fire WF3 (Booking Confirmation Workflow)
Redirect → Page 5 (Thank You)

Funnel Page 5 of 5

THANK YOU PAGE

Three versions: one for booked leads (Tiers 2+3), one for paid Skool only (Tier 2 who didn't book call), one for free Skool only (Tier 1). Skool community link drops on all three versions.

5

THANK YOU PAGE

/youre-in

Version A — Call Booked (Tier 2+3)

You're Booked! 🎉
Check your phone — confirmation is on its way. While you wait, jump inside the community.

Show appointment time using {{appointment.time}}
Add-to-calendar buttons (Google / iCal)
Big CTA: "Join the Community Now →" (Skool link)
3 bullets on what to bring to the call

Version B — Free Skool Only (Tier 1)

You're In! Welcome to the Community 🙌
Click below to get inside and introduce yourself to 900+ credit repair business owners.

Single CTA: "Access the Free Community →" (Skool link)
No calendar mention — don't confuse them
WF6 (Long Nurture) fires in background

What Fires in the Background (all versions)

Add tag: thank-you-seen
WF3 confirmation sequence (if booked)
WF6 nurture (if Tier 1 or no booking)

Automation — Workflow 1

WF1 — LEAD CAPTURE

Fires on opt-in submit. Immediate acknowledgment SMS, internal alert to Rob, and a 30-min survey nudge for leads who stall on the VSL page.

WF-01LEAD CAPTURE WORKFLOWTRIGGER: Opt-In Form Submitted

📋

Trigger: Opt-In Form Submitted

Contact created with name, phone, email. Fires for all new form submissions from Page 1.

🏷️

Add Tags + Set Pipeline Stage

Tags: optin-complete source-organic funnel-skool · Pipeline: Stage 1 — New Lead

💬

Send Immediate SMS to Lead

Hey {{contact.first_name}} 👋 You're one step away from getting inside Rob's community. Watch the short video on the next page — it'll show you exactly what's waiting. Talk soon! — Rob's Team

📱

Send WhatsApp Message to Lead WhatsApp

Fires simultaneously with SMS. WhatsApp has higher open rates — use it as primary, SMS as fallback.

Hey {{contact.first_name}} 👋 You're just one step away from getting inside Rob's community. Watch the short video on the next page — it'll show you exactly what's waiting for you. Talk soon! — Rob's Team 🎯

📧

Internal Notification to Rob

Email to Rob's inbox: "New Lead: {{contact.first_name}} | {{contact.phone}} | {{contact.email}} | {{now}}"

⏱

Wait 30 Minutes

Give lead time to watch VSL and complete survey without interruption.

🔀

IF / ELSE: Has tag "survey-complete"?

✓ YES — Survey done

WF2 is already running. End this workflow.

✗ NO — Stalled after VSL

Send SMS nudge: "Hey {{contact.first_name}}, did you catch the video? Rob's waiting — take 2 mins to answer the questions and we'll get you set up: [survey link]"

Send WhatsApp nudge simultaneously: "Hey {{contact.first_name}} 👀 Did you get a chance to watch Rob's video? Just 4 quick questions and you're in. Here's the link: [survey link]"

⏱

Wait 23.5 Hours

Final check at 24-hr mark.

🔀

IF / ELSE: Survey done now?

✓ YES

End workflow. WF2 has taken over.

✗ NO — 24 hrs, no survey

Tag: cold-optin-only · Add to WF6 (Long Nurture). End workflow.

Automation — Workflow 2

WF2 — AI CALLING AGENT

The engine of the system. Fires immediately after survey submit. Calculates lead score, assigns tier, and routes the AI call script accordingly. Three call attempts before SMS fallback. Different pitch per tier.

🤖

Tool: GHL Native AI Calling Agent (or Bland AI via webhook)GHL's built-in AI Calling can handle this natively. If not on Rob's plan, use Bland AI — trigger via GHL webhook on survey submit, pass custom field values as variables. Same script logic either way.

WF-02AI CALLING WORKFLOWTRIGGER: Tag Added = survey-complete

📋

Trigger: Tag "survey-complete" Added

Condition check: does NOT have tag call-booked. Prevents calling leads who already self-booked.

🧮

Calculate Lead Score

Use GHL Math actions to sum score from all 4 custom field values. Store result in lead_score custom field.

IF cr_experience = "1-3 years" OR "3+ years" → lead_score + 3 IF cr_experience = "6-12 months" → lead_score + 2 ELSE → lead_score + 1 IF monthly_revenue = "$5-10K" OR "$10K+" → lead_score + 3 IF monthly_revenue = "$2-5K" → lead_score + 2 ELSE → lead_score + 1 IF biggest_challenge = "Need systems to scale" → lead_score + 3 IF biggest_challenge = "Leads" OR "Closing" OR "Delivering" → lead_score + 2 ELSE → lead_score + 1 IF investment_readiness = "Yes — ready now" → lead_score + 3 IF investment_readiness = "Maybe" → lead_score + 2 ELSE → lead_score + 1

🔀

Branch by Lead Score → Assign Tier Tag

Score 9–12 → Tier 3

Add tag: tier-3-highticket · AI uses T3 script. Goal: book strategy call with Rob.

Score 5–8 → Tier 2

Add tag: tier-2-paidskool · AI uses T2 script. Goal: pitch paid Skool + optional call.

Score 1–4 → Tier 1

Add tag: tier-1-free · No AI call needed. Send free Skool SMS + WhatsApp WA-08 directly. Route to WF6 nurture. End this workflow.

🏷️

Add Tag: ai-calling

Marks this lead as currently in AI calling sequence. WF3 checks for this tag to stop calling if they self-book.

⏱

Wait 45 Seconds

Tiny delay to ensure contact is fully saved and redirected to calendar page. Don't call mid-redirect.

🤖

AI Call — Attempt 1

Outbound call to {{contact.phone}}. Pass tier tag as variable to agent so it uses the correct script path. Max 4 min duration.

🔀

IF / ELSE: Call Answered?

✓ Answered + Booked

AI booked the call. Tag: call-booked. Remove: ai-calling. WF3 fires. End this workflow.

✗ No Answer / Voicemail

Drop voicemail (AI-VOICEMAIL script). Send SMS-03 + WhatsApp WA-03 simultaneously. Wait 30 minutes → check if booked → Attempt 2.

⏱

Wait 30 Minutes → Check if Booked

IF tag call-booked exists → End. ELSE → Attempt 2.

🤖

AI Call — Attempt 2

Same script. Different time of day logic — if Attempt 1 was morning, try afternoon and vice versa.

🔀

IF / ELSE: Call Answered?

✓ YES

Booked or Tier 2 pitched. Tag accordingly. End workflow.

✗ NO

Send SMS-04 + WhatsApp WA-04 with direct calendar/Skool link. Wait 4 hours → Attempt 3.

⏱

Wait 4 Hours → Check if Booked

🤖

AI Call — Attempt 3 (Final)

Last attempt. If still no answer: tag unreachable · Pipeline → Stage 7: Cold. Start WF6 Nurture. End.

Automation — Workflow 3

WF3 — BOOKING CONFIRMATION

Fires when any appointment is booked (by AI or self-booked). Sends confirmation, pre-warms the lead with Rob's story, and fires reminder sequence at 24hr and 1hr marks.

WF-03BOOKING CONFIRMATION + REMINDERSTRIGGER: Appointment Booked

📊

Pipeline → Stage 3: Call Booked

💬

Immediate SMS Confirmation

✅ You're booked, {{contact.first_name}}! Your call with Rob: {{appointment.time}} Add to calendar: {{appointment.add_to_calendar_link}} Come ready to share where your biz is at. Rob will show you exactly what to fix. See you then! 🔥

📱

Immediate WhatsApp Confirmation WhatsApp

Send at same time as SMS. WhatsApp confirmation gets higher read rate and feels more personal.

✅ *You're booked, {{contact.first_name}}!* 📅 Your strategy call with Rob: *{{appointment.time}}* 🔗 Add to calendar: {{appointment.add_to_calendar_link}} 👉 While you wait — jump into the community: [FREE SKOOL LINK] Rob's looking forward to connecting with you. See you then! 🔥

📧

Immediate Email Confirmation

Template: EMAIL-01 (full confirmation with Zoom link, agenda, what to prepare)

⏱

Wait Until 24 Hours Before Appointment

💬

24-Hour Reminder SMS

Hey {{contact.first_name}} — your call with Rob is TOMORROW at {{appointment.time}} 🔥 Come ready with: → Where your biz is at right now → Your #1 challenge → What you want to build in 90 days Rob will give you a real plan. Don't be late!

📱

24-Hour WhatsApp Reminder WhatsApp

Hey {{contact.first_name}} 🔥 Just a reminder — your call with Rob is *TOMORROW* at *{{appointment.time}}*. Come ready to talk about: → Where your biz is right now → Your biggest challenge → What you want to build in the next 90 days Rob will give you a real, specific plan. See you tomorrow! 💪

⏱

Wait Until 1 Hour Before Appointment

💬

1-Hour Reminder SMS

🚀 Rob's calling you in 1 HOUR, {{contact.first_name}}! Find somewhere quiet. Your Zoom link: {{appointment.meeting_link}} See you in 60 minutes!

📱

1-Hour WhatsApp Reminder WhatsApp

Final touchpoint before the call. WhatsApp gets seen faster than SMS on mobile.

🚀 *Rob's calling in 1 HOUR, {{contact.first_name}}!* Find somewhere quiet and get ready. Your Zoom link: {{appointment.meeting_link}} See you in 60 minutes! 🙌

Automation — Workflow 4

WF4 — NO-SHOW RESCUE

Fires when appointment status is marked No-Show. AI calls within 30 minutes to rebook. Two-day recovery window before dropping to long nurture.

WF-04NO-SHOW RESCUETRIGGER: Appointment Status = No-Show

🏷️

Tag + Pipeline Update

Tag: no-show · Pipeline → Stage 5: No-Show

⏱

Wait 5 Minutes

Brief pause before calling — don't call mid-call if they're running late.

🤖

AI Call — No-Show Recovery (Script: AI-NOSHOW)

Friendly rebook attempt. No guilt. Just offer two new time slots immediately.

🔀

IF / ELSE: Rebooked?

✓ YES — Rebooked

Remove no-show tag. WF3 fires again for new appointment. End.

✗ NO

Send SMS-07 + WhatsApp WA-07 with rebook link: "Hey {{contact.first_name}}, here's a direct link to rebook at any time: [calendar link]. Rob still wants to connect — grab a spot when you're ready."

⏱

Wait 48 Hours

🔀

IF / ELSE: Still not rebooked?

✓ Rebooked

WF3 active. End.

✗ Not rebooked in 48hrs

Tag: nurture-sequence · Pipeline → Stage 7: Cold. Start WF6. End.

Automation — Workflow 5

WF5 — POST-CALL ROUTER

Rob manually sets call outcome after each strategy call. This workflow routes based on result. 3 possible outcomes: closed (won), not closed (follow-up), or wrong fit (nurture/drop). Each route is different.

📝

Rob's only manual step in this entire systemAfter every call, Rob opens GHL mobile app and moves the contact to the correct pipeline stage. Takes 10 seconds. This single action triggers the entire post-call sequence automatically.

WF-05POST-CALL ROUTERTRIGGER: Pipeline Stage Changed by Rob

🔀

Branch: Which stage did Rob move them to?

✓ Stage 4: Closed — Joined

Tag: paid-member · Send onboarding SMS + Email-04 · Drop Skool paid link · End.

Stage 6: Not Closed — Follow Up

Tag: not-closed · Start 7-day follow-up SMS sequence (Day 1, Day 3, Day 7) · Final SMS: rebook link on Day 7.

✗ Stage 7: Not a fit

Tag: not-qualified · No further follow-up. Drop to WF6 if they had free Skool interest. End.

💬

Not-Closed: Day 1 Follow-Up SMS

Hey {{contact.first_name}}, Rob here. Loved our chat today. Do you have any questions I can help answer? Just reply — I'm here. 🙏

💬

Not-Closed: Day 3 Follow-Up SMS

{{contact.first_name}}, one of our members just crossed $8K this month using the exact system we talked about on our call 🚀 Still thinking it over? What's the main thing holding you back — I'm happy to answer anything.

💬

Not-Closed: Day 7 Final SMS

Hey {{contact.first_name}}, last one from me. If you're ever ready to build this thing properly, I'll be here. The door doesn't close. Whenever you're ready: [calendar link] Rooting for you. — Rob

Automation — Workflow 6

WF6 — LONG-TERM NURTURE

Catches all cold leads: opt-in only, unreachable, Tier 1 free members, no-shows who never rebooked. 30-day slow drip. Goal is to keep Rob top-of-mind until they're ready to re-engage.

WF-06LONG-TERM NURTURETRIGGER: Tag Added = nurture-sequence

💬

Day 3 — Value Drop SMS

{{contact.first_name}}, quick tip from Rob: The #1 mistake credit repair owners make is charging per deletion instead of a monthly retainer. One pricing change can 3x your revenue overnight. Want the full breakdown? Reply "YES" 👇

📧

Day 7 — Member Win Email

Template: EMAIL-03. Real member result story. Soft CTA to book a call or join paid Skool.

💬

Day 14 — Community SMS

Hey {{contact.first_name}}! Rob here. We just hit 900+ members inside the community and it is 🔥 in there right now. There's a free spot with your name on it — come see what everyone's talking about: [Skool link]

📱

Day 14 — WhatsApp Community Message WhatsApp

Hey {{contact.first_name}}! 🔥 Rob here. We just hit *900+ members* inside the community and people are seeing real results. There's a free spot with your name on it 👇 [FREE SKOOL LINK] Come see what everyone's talking about.

💬

Day 30 — Re-Engage SMS

{{contact.first_name}}, haven't heard from you in a while. Still working on the credit repair business? If you're ready to talk strategy, I've got time this week. Book directly here: 👉 [calendar link] — Rob

AI Calling Agent

AGENT CONFIGURATION

Core Settings

Setting	Value
Agent Name	Alex
Voice	Female, warm, American English (Bland: "maya" or similar)
Speaking Pace	Slightly slower than default — credit repair audience may be phone-averse
Max Call Duration	4 minutes
Call Hours	9 AM – 7 PM lead's local time zone
Voicemail Detection	ON — drop AI-VOICEMAIL script, then hang up
Record Calls	YES — save recording to contact in GHL
Post-Call Summary	ON — auto-save call summary note to contact

Booking Integration

Setting	Value
Calendar Connected	Rob's GHL Calendar (20-min slots)
On Book Success	Add tag: call-booked
On Book Success	Remove tag: ai-calling
On Book Success	Trigger WF3
If Can't Book	Send SMS-03 with direct calendar link
Tier Variable	Pass `{{contact.tier_tag}}` to agent to route script

System Prompt (paste into AI Agent)

You are Alex, a friendly scheduling assistant for Rob The Credit Guy — a credit repair business coaching and mentoring program. You are calling because the lead just filled out a survey expressing interest in Rob's community or coaching. Your job changes based on the lead's tier (passed to you as a variable): — TIER 3 (score 9–12): Book a 20-minute strategy call with Rob. This is your ONLY goal. — TIER 2 (score 5–8): Mention the paid community as the recommended next step. Offer a call with Rob as an additional option. — TIER 1 (score 1–4): This tier should NOT be called. If called in error, just welcome them to the free community and end politely. RULES: • Be warm, friendly, and brief. Max 3 sentences per response. • Never pressure or repeat a pitch twice. • Always offer exactly 2 specific time slots when suggesting booking — never open-ended. • If asked "Are you a real person?": say "I'm an AI assistant for Rob's team. Your actual call will be with Rob personally." • If not interested: "No problem at all! I'll send you a link in case you change your mind. Have a great day!" — then end the call. • Never explain program details in depth — that's Rob's job on the call. • Never make up availability — check the calendar integration for real slots.

AI Calling Agent

MAIN CALL SCRIPT

Full conversational flow. The script branches at the close depending on tier assignment. Read every line — the specificity is intentional.

AI — OPENING

"Hey, is this {{contact.first_name}}?"

[Pause and wait for confirmation before saying anything else]

LEAD— Confirms or asks who's calling

Expected: "Yeah" / "Yes" / "Who is this?" / "Yep"

AI — INTRO

"Hey {{contact.first_name}}! This is Alex calling from Rob the Credit Guy's team. You just filled out the form to get access to Rob's community — I'm just calling to get you set up and make sure you get into the right level. Is now an okay time for literally 2 minutes?"

HANDLER: IF BUSY

"No problem at all! When's a better time to reach you — later today or tomorrow morning?" → If they give a time, schedule callback and end. If vague, send SMS with calendar link and end.

AI — WARM CONFIRM

"Perfect. So I looked at your answers from the form — and it looks like you've been in credit repair for a while and you're already doing some volume. Is that right?"

[This is intentional mirroring of their survey answers. It makes the call feel personal, not generic. Adjust based on actual custom field values passed to the agent.]

LEAD— Confirms, corrects, or elaborates

Let them talk for 20–30 seconds. This builds comfort and gives Rob context before the call.

AI — ONE MORE QUESTION

"Got it. And just so Rob knows what to focus on — what's the one thing you'd most want to walk away from a call with him knowing how to do?"

[Listen fully. Don't interrupt. Save response as a note on the contact.]

SCRIPT BRANCHES HERE → BY TIER

🔵 TIER 3 — High Ticket (Score 9–12) — Goal: Book Strategy Call

"Based on everything you shared, Rob actually has a private strategy call program for operators at your level — it's not for everyone, but it sounds like exactly what you're describing. It's a 20-minute call, just you and Rob — he looks at your specific business and shows you exactly what to build to scale it. I have two spots open — would tomorrow afternoon or Thursday morning work better for you?"

🟡 TIER 2 — Paid Skool (Score 5–8) — Goal: Pitch paid community + optional call

"Based on what you shared, the best next step for you looks like Rob's paid training community — it's got over 1,000 hours of content, live weekly coaching calls, and the exact scripts and SOPs Rob used to scale his own business. It's a monthly membership — honestly the fastest way to get the systems in place. Would you want me to send you the link right now so you can check it out? And if you want, we can also get a quick call on the calendar with Rob directly."

🟢 TIER 1 — Free Skool (Score 1–4) — No call needed. Send to free community.

This tier should NOT receive an AI call. If this executes in error: "Hey {{contact.first_name}}, it looks like the best starting point for you is Rob's free community — 900+ credit repair owners, tons of free resources. I'll send you the link right now. Welcome to the family!" → End call. Send SMS with Skool free link.

LEAD— Agrees to book / asks questions / hesitates

Common objections handled below.

OBJECTION: "What is this exactly?"

"It's a free 20-minute strategy call — Rob personally looks at your business and tells you what to focus on. No pitch, no pressure, he just wants to help you figure out your next move. Takes 20 minutes and you walk away with a real plan."

OBJECTION: "How much does it cost?"

"The call itself is completely free — it's Rob's way of connecting with people in the community. If there's something he can help you with afterward he'll tell you about it, but the call is just a conversation. No obligation."

OBJECTION: "I'm not ready yet" / "I need to think"

"Totally fair. The call is actually designed for people who aren't sure yet — Rob will help you figure out if there's even a fit. You're not committing to anything by showing up. I'll send you the calendar link and you can grab a time whenever you feel ready." → Send SMS-03 and end call gracefully.

AI — BOOKING CLOSE

"Great — I've got you in for [confirmed time]. You'll get a text and email in the next couple of minutes with the Zoom link and everything you need. Is {{contact.phone}} still the best number for you?"

[Confirm. Then close.]

AI — CLOSE

"Perfect, {{contact.first_name}} — you're all set. Rob's going to love talking with you. Come ready to share where things are at and what you want to build. You're going to get a lot out of this. Have a great rest of your day!"

AI Calling Agent

VOICEMAIL SCRIPT

AI — VOICEMAIL (leave when no answer)

"Hey {{contact.first_name}}, this is Alex calling from Rob the Credit Guy's team. You just filled out the form to get access to Rob's community — I was calling to get you set up quickly and find the right level for you.

No worries, I'll send you a text right now with a link to grab a time on Rob's calendar. Talk soon!"

AI Calling Agent

NO-SHOW RECOVERY SCRIPT

AI — NO-SHOW CALL (fires within 5–30 mins)

"Hey {{contact.first_name}}! This is Alex from Rob the Credit Guy's team — looks like we just missed each other on the call. Completely no worries, these things happen!

I wanted to reach you right away to get you rebooked. Rob has a couple of spots still open today and tomorrow — does this afternoon or tomorrow morning work better for you?"

IF NO ANSWER

Leave voicemail: "Hey {{contact.first_name}}, Alex from Rob's team — we just missed the call! No worries at all. Here's a link to rebook whenever you're ready — Rob still wants to connect with you." → Then trigger SMS-06.

CRM Setup

PIPELINE STAGES

Pipeline name: Rob Skool Funnel. 7 stages. Build in GHL → Pipelines → New Pipeline.

ENTRY

Stage 1

NEW LEAD

Opt-in submitted

No survey yet

WF1 active

QUALIFYING

Stage 2

SURVEY DONE

Survey complete

Score calculated

AI calling active

HOT

Stage 3

CALL BOOKED

Appointment set

WF3 reminders on

Rob to show up

CLOSED

Stage 4

CLOSED / WON

Joined paid program

Revenue recorded

Onboarding sent

RECOVERY

Stage 5

NO-SHOW

Missed call

WF4 active

Rebook attempt

FOLLOW-UP

Stage 6

NOT CLOSED

Call done, no buy

7-day sequence

WF5 active

COLD

Stage 7

NURTURE / COLD

Unreachable / Tier 1

30-day drip

WF6 active

CRM Setup

CUSTOM FIELDS

Create in GHL → Settings → Custom Fields → Contact. Field group name: Skool Funnel

Field Key	Label	Type	Values / Notes	Used By
cr_experience	Credit Repair Experience	Dropdown	Just starting / <6mo / 6–12mo / 1–3yr / 3yr+	Survey Q1
monthly_revenue	Monthly Revenue	Dropdown	$0 / $1–2K / $2–5K / $5–10K / $10K+	Survey Q2
biggest_challenge	Biggest Challenge	Dropdown	Where to start / Leads / Closing / Delivery / Systems	Survey Q3
investment_readiness	Investment Readiness	Dropdown	Not now / Maybe / Yes — ready	Survey Q4
lead_score	Lead Score	Number	1–12. Auto-calculated by WF2.	WF2
tier_assigned	Tier Assigned	Dropdown	Tier 1 / Tier 2 / Tier 3	WF2
ai_call_attempts	AI Call Attempts	Number	Auto-incremented. 0–3.	WF2
ai_call_outcome	AI Call Outcome	Dropdown	Booked / No Answer / Not Interested / Callback	WF2
call_outcome	Call Outcome (Rob's)	Dropdown	Closed / Follow Up / Not Fit / No Show	WF5
skool_tier_joined	Skool Tier Joined	Dropdown	Free / Paid / None	WF5
ai_call_notes	AI Call Notes	Text Area	Auto-saved summary from AI call. Rob reads before strategy call.	WF2
source_platform	Source Platform	Dropdown	Facebook / Instagram / YouTube / Other	Analytics

CRM Setup

TAGS SYSTEM

Create all tags before building workflows. GHL → Contacts → Tags → New Tag.

Message Templates

SMS TEMPLATES

Create in GHL → Marketing → Templates → SMS. Use exact names below for easy reference in workflows.

SMS-01 — Opt-In ConfirmFires: Immediately on opt-in submit (WF1)

Hey {{contact.first_name}} 👋 You're one step away from getting inside Rob's community. Watch the short video on the next page — it'll show you exactly what's waiting for you inside. Talk soon! — Rob's Team

SMS-02 — VSL NudgeFires: 30 mins after opt-in if no survey (WF1)

Hey {{contact.first_name}}, did you catch the video? Rob's waiting on the other side 👀 Take 2 minutes to answer the questions — we'll find the right level for you and get you set up: 👉 [SURVEY LINK]

SMS-03 — AI Voicemail Follow-UpFires: After AI voicemail drop (WF2)

Hey {{contact.first_name}}, Alex from Rob's team here — just tried to call you! Grab a spot on Rob's calendar whenever you're ready: 👉 [CALENDAR LINK] Rob's schedule fills up fast — takes 60 seconds to book. 🔥

SMS-04 — 2nd Attempt Follow-UpFires: After 2nd missed AI call (WF2)

{{contact.first_name}}, we've tried reaching you a couple of times about your free strategy call with Rob 👋 Still interested? No pressure — here's the direct link: 👉 [CALENDAR LINK] Grab a time that works for you. Rob wants to connect.

SMS-05 — 24hr ReminderFires: 24 hours before appointment (WF3)

Hey {{contact.first_name}} — your call with Rob is TOMORROW at {{appointment.time}} 🔥 Come ready with: → Where your biz is at right now → Your #1 challenge → What you want to build in 90 days Rob will give you a real plan. Don't be late!

SMS-06 — 1hr ReminderFires: 1 hour before appointment (WF3)

🚀 Rob's calling you in 1 HOUR, {{contact.first_name}}! Somewhere quiet. Phone charged. Your Zoom link: {{appointment.meeting_link}} See you in 60 minutes!

SMS-07 — No-Show RecoveryFires: After missed appointment (WF4)

Hey {{contact.first_name}}, looks like we missed each other — no worries at all! Here's a direct link to rebook whenever you're ready: 👉 [CALENDAR LINK] Rob still wants to connect with you. 🙏

SMS-08 — Free Skool Drop (Tier 1)Fires: After Tier 1 score assignment (WF2)

Hey {{contact.first_name}} 🎉 You're in! Here's your free access to Rob's credit repair community — 900+ business owners inside: 👉 [FREE SKOOL LINK] Introduce yourself and start exploring. Welcome to the family!

SMS-09 — Not-Closed Day 3Fires: 3 days after strategy call if not closed (WF5)

{{contact.first_name}}, one of our members just crossed $8K this month using the exact system we talked about on our call 🚀 Still thinking it over? What's the main thing holding you back — I'm happy to answer anything. Just reply.

SMS-10 — Not-Closed Day 7 (Final)Fires: 7 days after strategy call if not closed (WF5)

Hey {{contact.first_name}}, last one from me. If you're ever ready to build this thing properly, the door doesn't close. Whenever you're ready: [calendar link] Rooting for you either way. — Rob

Message Templates

EMAIL TEMPLATES

EMAIL-01 — Booking ConfirmationFires: Immediately on booking (WF3)

Subject: ✅ You're booked — here's everything you need, {{contact.first_name}}

Hey {{contact.first_name}}, You're confirmed. Here's what you need: 📅 Date & Time: {{appointment.time}} 🔗 Zoom: {{appointment.meeting_link}} ⏱ Duration: 20 minutes [ADD TO GOOGLE CALENDAR] [ADD TO iCAL] ─────────────────────────── WHAT TO EXPECT: Rob's going to look at where your credit repair business actually is right now and tell you what to fix first. No fluff, no script — just a real conversation with someone who's been in your exact position and built past it. Come ready to talk about: → What you're currently doing to get clients → Where your revenue is stuck → What you want this business to look like in 90 days This is a 20-minute call, not a 20-minute pitch. Rob only works with people he genuinely thinks he can help — so he'll be straight with you. ─────────────────────────── WHILE YOU WAIT — JOIN THE COMMUNITY: 900+ credit repair business owners are already inside Rob's free community. Jump in and start exploring before your call — you'll come prepared. 👉 [FREE SKOOL LINK] See you on the call. — Rob The Credit Guy robthecreditguy.com

EMAIL-02 — 24hr Pre-Call PrepFires: 24 hours before appointment (WF3)

Subject: Your call with Rob is tomorrow — here's how to get the most out of it

Hey {{contact.first_name}}, Your strategy call with Rob is TOMORROW at {{appointment.time}}. Zoom link: {{appointment.meeting_link}} ─────────────────────────── BEFORE THE CALL — THINK THROUGH THESE 3 THINGS: 1. Where are you right now? (Active clients? Monthly revenue? Current lead source?) 2. What does your business need to look like in 90 days? (Revenue target? Client count? Team?) 3. What's the ONE thing you'd change immediately if you knew how? Rob's going to help you build the bridge between #1 and #2. The more specific you are, the more he can give you on the call. ─────────────────────────── Haven't jumped into the community yet? Go in before the call — you'll already know what you're getting access to and the call will be more focused. 👉 [FREE SKOOL LINK] See you tomorrow. — Rob

EMAIL-03 — Nurture Win StoryFires: Day 7 of long nurture (WF6)

Subject: $0 to $8,200 in 6 weeks (here's exactly what changed)

Hey {{contact.first_name}}, I want to share something that happened inside the community this week. One of our members — who came in with zero credit repair revenue and no sales background — just reported $8,200 in their 6th week. Not because of luck. Not because they had a huge following. Because they followed a specific sequence: the right pricing model, the right lead script, and the right follow-up system. All three are inside the program. The credit repair market is still massively underserved. People need this help. The bottleneck is almost never the market — it's the operator not having the system. ─────────────────────────── If you're ready to talk about what that system looks like for your specific situation, Rob still has time this week. 👉 [CALENDAR LINK] — grab a free 20-minute strategy call Or if you just want to get inside the training and start learning at your own pace: 👉 [PAID SKOOL LINK] Either way — it's your move. — Rob's Team

EMAIL-04 — New Member OnboardingFires: After closed/won (WF5)

Subject: Welcome inside, {{contact.first_name}} — here's where to start

Hey {{contact.first_name}}, Welcome to the family. You made a great decision. Here's how to get the most out of your first week: DAY 1: Join the Skool community and introduce yourself → [SKOOL LINK] DAY 2–3: Watch the foundation modules first — they set everything else up → [MODULE LINK] DAY 4–7: Implement the pricing model and the lead qualification script from Module 3 before anything else. These two changes alone have moved members from $0 to $3K+ in their first week. ─────────────────────────── LIVE WEEKLY CALL: Rob's next group coaching call is [INSERT DAY/TIME]. Add it to your calendar and show up with a specific question — he answers everything live. ─────────────────────────── If you get stuck on anything or have questions before the first call, reply to this email and someone from the team will get back to you within 24 hours. Let's build. — Rob The Credit Guy

Message Templates

WHATSAPP TEMPLATES

Create in GHL → Settings → WhatsApp → Message Templates. All templates must be approved by Meta before use in outbound messaging. Use template names below exactly. WhatsApp supports bold (*text*) and line breaks natively — use them.

📋

WhatsApp Template ApprovalOutbound WhatsApp messages to new contacts require pre-approved templates (HSM templates). Submit each template to Meta via GHL's WhatsApp setup. Approval typically takes 24–48 hours. For inbound replies, you can send free-form messages within the 24-hour conversation window — the WA Conversation AI Agent uses this window.

WA-01 — Opt-In WelcomeFires: Immediately on opt-in (WF1) — runs alongside SMS-01

Hey {{contact.first_name}} 👋 You're just one step away from getting inside Rob's community. Watch the short video on the next page — it'll show you exactly what's waiting for you inside. Talk soon! — Rob's Team 🎯

WA-02 — VSL NudgeFires: 30 mins after opt-in if no survey (WF1) — runs alongside SMS-02

Hey {{contact.first_name}} 👀 Did you get a chance to watch Rob's video? Just *4 quick questions* and you're in. Takes 2 minutes: 👉 [SURVEY LINK] Rob's waiting on the other side 🙌

WA-03 — AI Voicemail Follow-UpFires: After AI voicemail drop (WF2) — runs alongside SMS-03

Hey {{contact.first_name}}! 👋 Alex from Rob's team here — we just tried to call you. Grab a spot on Rob's calendar whenever you're ready: 👉 [CALENDAR LINK] *Rob's schedule fills up fast* — takes 60 seconds to book 🔥

WA-04 — 2nd Attempt Follow-UpFires: After 2nd missed AI call (WF2) — runs alongside SMS-04

{{contact.first_name}}, we've tried reaching you a couple of times 👋 Still interested in connecting with Rob? No pressure at all. Here's your direct link whenever you're ready: 👉 [CALENDAR LINK] Rob genuinely wants to help you build this. 🙏

WA-05 — Booking ConfirmationFires: Immediately on booking (WF3) — runs alongside SMS confirmation

✅ *You're booked, {{contact.first_name}}!* 📅 Your strategy call with Rob: *{{appointment.time}}* 🔗 Add to your calendar: {{appointment.add_to_calendar_link}} 👉 While you wait, jump inside the community: [FREE SKOOL LINK] Rob is looking forward to connecting with you. See you then! 🔥

WA-06 — 24hr ReminderFires: 24 hours before appointment (WF3)

Hey {{contact.first_name}} 🔥 Your call with Rob is *TOMORROW* at *{{appointment.time}}*. Come ready with: → Where your biz is right now → Your #1 challenge → What you want to build in 90 days Rob will give you a *real, specific plan*. See you tomorrow! 💪

WA-07 — No-Show RebookFires: After missed appointment (WF4)

Hey {{contact.first_name}}, looks like we missed each other — no worries at all! 🙏 Here's a direct link to rebook whenever you're ready: 👉 [CALENDAR LINK] Rob still wants to connect with you. Just grab a time that works.

WA-08 — Free Skool Drop (Tier 1)Fires: After Tier 1 score assignment (WF2)

Hey {{contact.first_name}} 🎉 *You're in!* Here's your free access to Rob's credit repair community — *900+ business owners* all building together: 👉 [FREE SKOOL LINK] Introduce yourself and start exploring. Welcome to the family! 🙌

WA-09 — Nurture Day 3 Value DropFires: Day 3 of long nurture (WF6)

{{contact.first_name}}, quick tip from Rob 💡 The #1 mistake credit repair owners make is charging *per deletion* instead of a *monthly retainer*. One pricing change can 3x your revenue overnight. Want the full breakdown? Reply *YES* 👇

WA-10 — Nurture Day 30 Re-engageFires: Day 30 of long nurture (WF6)

{{contact.first_name}}, haven't heard from you in a while 👋 Still working on the credit repair business? If you're ready to talk strategy, Rob has time this week. Book directly here: 👉 [CALENDAR LINK] — Rob

WhatsApp AI Agent

WHATSAPP CONVERSATION AI AGENT

A text-based AI agent that lives inside the GHL WhatsApp channel. Handles inbound WhatsApp replies 24/7, qualifies leads through conversation, and books calls directly — without Rob touching the phone. This runs parallel to the AI voice caller and catches leads who prefer text over calls.

💬

Why WhatsApp AI is critical for this businessRob's audience is credit repair business owners — many are entrepreneurs who are always on their phones but screen unknown calls. WhatsApp has 98% open rates vs 45% for calls answered. Leads who don't pick up the AI call will often reply to a WhatsApp message. The WA AI catches everyone the voice agent misses — and can fully qualify and book without any human involvement.

What the WA AI Agent Does

Responds instantly to any inbound WhatsApp message — day or night
Identifies which stage of the funnel the lead is at (using tags/custom fields)
Qualifies the lead through natural conversation if survey not yet complete
Pitches the correct tier offer based on their score or answers
Books calls directly into Rob's GHL calendar via chat
Handles objections and FAQs without escalating to Rob
Escalates to Rob only if specifically asked for a human or if lead is highly agitated
Sends Skool links, calendar links, and confirmation messages automatically

What the WA AI Agent Does NOT Do

Does not pretend to be Rob — it's "Rob's assistant"
Does not share pricing details beyond what's in the script
Does not argue or send more than 2 follow-up messages without a reply
Does not handle post-sale or existing member queries — those route to Rob
Does not override a lead who explicitly says "not interested" — marks and exits gracefully
Does not send outbound messages without a lead initiating first (within 24hr window) OR via approved templates (outside window)

WhatsApp AI Agent

WA AGENT CONFIGURATION

GHL Setup

Setting	Value
Tool	GHL Conversation AI (set channel to WhatsApp)
Agent Name	Alex (same persona as voice agent)
Mode	Auto-pilot (replies automatically without Rob approving)
Working Hours	24/7 — WhatsApp is expected to respond instantly
Response Delay	15–30 seconds (feels human, not instant-bot)
Max Messages Before Escalate	10 messages per conversation
Escalation Trigger	Keywords: "speak to Rob", "real person", "human", "call me"
Calendar Integration	GHL Calendar — 20-min Rob strategy call slots

Trigger Rules — When WA AI Activates

Trigger	Action
Lead replies to WA-01 (opt-in welcome)	Start qualify flow if no survey yet
Lead replies to WA-03/04 (voicemail follow-up)	Jump straight to booking flow
Lead replies "YES" to WA-09 nurture	Send pricing breakdown + soft booking CTA
Any inbound WhatsApp from known contact	Check funnel stage → respond with context
Lead says "not interested" at any point	Tag: wa-opted-out · End AI responses
Lead books via chat	Tag: call-booked · Fire WF3 · Stop AI calling WF2

System Prompt (paste into GHL Conversation AI — WhatsApp channel)

You are Alex, the AI assistant for Rob The Credit Guy — a credit repair business coaching and mentoring program. You respond to leads via WhatsApp on Rob's behalf. CONTEXT YOU HAVE ACCESS TO: - Contact's name: {{contact.first_name}} - Survey answers: {{contact.cr_experience}}, {{contact.monthly_revenue}}, {{contact.biggest_challenge}}, {{contact.investment_readiness}} - Lead score: {{contact.lead_score}} - Tier assigned: {{contact.tier_assigned}} - Current pipeline stage: {{contact.pipeline_stage}} - Whether call is booked: check for tag "call-booked" YOUR BEHAVIOR RULES: 1. Always address the lead by first name. Be warm, real, and brief. Max 4 sentences per message. 2. Never send walls of text. Use line breaks and WhatsApp formatting (*bold*, line breaks) to keep messages scannable. 3. If the lead has NOT completed the survey — ask the 4 qualifier questions one at a time, naturally in conversation. Do not dump all 4 at once. 4. If the lead HAS a score already — skip qualification and go straight to the appropriate pitch based on their tier. 5. Tier 3 (score 9–12): Book a strategy call. That is your only goal. 6. Tier 2 (score 5–8): Offer paid Skool first, then offer a call as secondary option. 7. Tier 1 (score 1–4): Send the free Skool link. Don't push for a call. 8. When offering a booking slot, always give exactly 2 specific options (e.g., "tomorrow at 2pm or Thursday at 10am"). Never ask open-ended "when works for you". 9. If asked "are you a bot / AI / real person" — say: "I'm an AI assistant for Rob's team. If you'd like to speak with someone directly, just say the word and I'll flag it for Rob personally." 10. If lead says "not interested" or "stop" — reply: "No problem at all! Wishing you the best. If you ever want to connect with Rob in the future, the door's always open. 🙌" — then stop messaging. 11. Never discuss pricing details beyond what's in the script. If pressed on price, say "Rob will go over all the details on the call — it depends on which level is the right fit for you." 12. Keep the conversation moving toward ONE action: book the call (Tier 3), join paid Skool (Tier 2), or join free Skool (Tier 1).

WhatsApp AI Agent

CONVERSATION FLOWS

Full conversation examples for each scenario the WA AI handles. These are the reference scripts for testing and calibrating the agent.

Flow 1 — Opt-In Reply (Survey Not Complete)

📱 Lead replied to WA-01 welcome message · No survey yet

Lead

Hey what is this about exactly?

Alex — AI

Hey {{contact.first_name}}! 👋 Great question. Rob runs a coaching and mentoring program for credit repair business owners — helping them scale to 6 and 7 figures using the exact system he used himself.

Quick question so I can point you to the right level — how long have you been in the credit repair business?

Lead

About a year and a half

Alex — AI

Nice — that's a solid foundation to build on. 💪

And roughly what are you doing per month from credit repair right now?

Lead

Around 3-4k a month

Alex — AI

Good — you've got proof of concept. Most people at your stage are leaving 2–3x that on the table.

What's the main thing holding you back right now — is it more leads, closing sales, or something else?

Lead

Honestly closing. I get leads but they don't convert

Alex — AI

That's the most common one — and the most fixable. Rob has a full one-call close system that members use to close 8 out of 10 leads.

Last question — are you in a position where you could invest in getting this fixed right now if the solution was in front of you?

Lead

Yeah if it's the right thing

Alex — AI

Perfect. Based on everything you shared, Rob's *strategy call* is the right move — it's a free 20-minute call where he looks at your specific closing situation and shows you exactly what to change.

I have *tomorrow at 2pm* or *Thursday at 10am* — which works better for you?

Lead

Thursday works

Alex — AI

✅ *Locked in, {{contact.first_name}}!*

You're booked for *Thursday at 10am* with Rob. You'll get a confirmation with the Zoom link in a few minutes.

Come ready to share your current closing process — Rob will show you exactly what to fix. 🔥

Flow 2 — Post-Voicemail Reply (Tier 3 — Straight to Booking)

📱 Lead replied to WA-03 (after AI missed call) · Survey complete · Tier 3 · Score 10

Lead

Hey sorry missed the call. What's this about?

Alex — AI

No worries at all, {{contact.first_name}}! 👋

I was calling to get you set up for a *free strategy call with Rob* — you filled out the form to get access to his community and coaching program.

Based on your answers, Rob specifically wanted to connect with you. Do you have 20 minutes this week for a quick call?

Lead

Yeah I can do that. What days?

Alex — AI

I've got *tomorrow at 3pm* or *Friday at 11am* — which one works?

Lead

Tomorrow at 3 works

Alex — AI

✅ *Perfect — you're booked for tomorrow at 3pm!*

Check your WhatsApp and email in a few minutes — confirmation with the Zoom link is on its way.

Rob's going to love this conversation. Come ready to share where you're at and what you want to build. 💪

Flow 3 — Tier 2 (Paid Skool Pitch)

📱 Lead replied to WA-03 · Survey complete · Tier 2 · Score 6

Lead

Hey what exactly would be on this call?

Alex — AI

Hey {{contact.first_name}}! 👋

Based on where you're at, the best fit actually looks like Rob's *paid training community* — it's got 1,000+ hours of content, live weekly coaching calls, and the exact scripts and SOPs Rob used to scale his own business.

It's a monthly membership and honestly the fastest way to get the systems in place at your stage. Want me to send you the link to check it out?

Lead

How much is it?

Alex — AI

Rob keeps the price reasonable so it's accessible — it's *$[PRICE]/month*.

For context, most members make that back in their first week from the sales scripts alone.

Want the link to check it out, or would you prefer to jump on a quick call with Rob first to see if it's the right fit?

Lead

I'll take the link first

Alex — AI

Here you go 👇
[PAID SKOOL LINK]

Take a look inside and if you have any questions, just reply here — I'll get back to you. And if you want to talk to Rob directly, I can get you on his calendar anytime. 🙌

Flow 4 — Objection: "Is this a scam / too good to be true?"

📱 Skeptical lead mid-conversation

Lead

I've seen too many of these coaching programs that promise big results and deliver nothing. How is this different?

Alex — AI

That's a completely fair question and I respect that you're thinking critically about it. 💯

Rob doesn't ask you to take his word for it — the free strategy call exists specifically so you can have a real conversation with him, see how he thinks, and decide for yourself if it's worth anything. Zero commitment, zero pitch pressure.

900+ credit repair owners are inside the community right now. The results speak louder than I can. Want to see what members are actually saying? 👇
[FREE SKOOL LINK — browse the community]

Lead

Ok that's fair. I'll check it out

Alex — AI

Perfect. Take your time. If you want to talk to Rob directly after looking around, I can get you on his calendar — just say the word. 🙌

Flow 5 — "I want to speak to a real person"

📱 Escalation trigger — lead wants human

Lead

Are you a bot? I want to talk to a real person

Alex — AI

I'm an AI assistant for Rob's team — totally fair to want a real person! 👋

I've flagged this for Rob personally. He'll either reply here or give you a call shortly.

If you'd rather just jump straight on his calendar, here's the link: [CALENDAR LINK]

→ GHL action: Remove from AI auto-pilot · Tag: needs-human · Send internal notification to Rob

WhatsApp AI Agent

GHL INTEGRATION SETUP

Everything needed to connect WhatsApp to GHL and activate the WA AI agent.

Step-by-Step WhatsApp Setup in GHL

GHL Settings → Integrations → WhatsApp → Connect
Create a Meta Business account if Rob doesn't have one
Connect a dedicated WhatsApp Business number (not Rob's personal number)
Verify the number via Meta Business Manager
Set display name: "Rob The Credit Guy Team"
Submit all outbound WA templates (WA-01 through WA-10) for Meta approval
Enable GHL Conversation AI on WhatsApp channel → paste system prompt
Set AI mode to Auto-Pilot for new leads (contacts tagged funnel-skool)
Create escalation workflow: tag needs-human → internal notification to Rob's phone

How Voice AI + WA AI Work Together

After survey submit: Voice AI calls. WA AI is on standby.
If call answered + booked: WA AI sends confirmation (WA-05). Call done.
If call goes to voicemail: WA-03 fires. WA AI activates — if lead replies on WhatsApp, WA AI takes over and closes the booking.
If 2nd call missed: WA-04 fires. WA AI remains active for any reply.
If lead books via WhatsApp chat: Tag call-booked added → WF2 (voice AI calls) stops automatically.
Lead can only be in one system at a time — the call-booked tag is the kill switch for both AI agents.

Tags Added by WhatsApp AI Agent

wa-conversation-started call-booked needs-human wa-opted-out wa-tier2-pitched wa-tier3-pitched wa-skool-link-sent

⚠️

Important: WhatsApp 24-Hour Window RuleOnce a lead messages you on WhatsApp, you have a 24-hour window to send free-form messages back. After 24 hours of no reply, you can ONLY send pre-approved template messages (WA-01 through WA-10). The AI agent must be configured to respect this — GHL handles this automatically if set up correctly via the official WhatsApp Business API integration.

Delivery

BUILD CHECKLIST

Complete in order. Each phase gates the next. Estimated build time per phase noted.

Phase 1 — Sub-Account Foundation (~1 hr)

Create GHL sub-account for Rob. Set timezone, business name, logo.

Connect Rob's domain to GHL funnel builder

Connect Twilio / LC Phone for SMS sending

Connect SMTP for email sending (Mailgun or GHL LC Email)

Connect Zoom to GHL calendar integration

Create pipeline: Rob Skool Funnel — 7 stages as documented

Create all 12 custom fields in group: Skool Funnel

Create all 18 tags in GHL contact tags

Phase 2 — Calendar Setup (~30 min)

Create GHL Calendar: "Rob's Strategy Call" — 20-min slots, 10-min buffer

Set Rob's real availability (confirm with Rob first)

Set max booking window to 7 days out

Enable Zoom auto-generate on booking

Test booking: confirm Zoom link generates, contact created in GHL

Phase 3 — Funnel Pages (~2–3 hrs)

Page 1 (Opt-In): Build form, connect to contact creation, test submission

Page 2 (VSL): Get video from Rob, upload to Vimeo, embed. CTA to survey page.

Page 3 (Survey): Build 4-question form mapped to all 4 custom fields

Set up Tier-based redirect logic from survey page (Tier 3 → Calendar, Tier 2 → Calendar with Skool offer, Tier 1 → Thank You B)

Page 4 (Calendar): Embed GHL calendar. Tier 3 version + Tier 2 version.

Page 5 (Thank You): Version A (booked) + Version B (free Skool only)

Test full funnel flow end-to-end with a real test contact on mobile

Phase 4 — Templates (~1 hr)

Create all 10 SMS templates in GHL Marketing

Create all 4 email templates in GHL Marketing

Add Rob's real Skool links (free + paid) to all templates

Add Rob's real calendar link to all templates

Send test SMS to real phone — confirm formatting and links work

Send test email — confirm formatting, links, merge fields render correctly

Phase 5 — Workflows (~2–3 hrs)

Build WF1 (Lead Capture) — test: submit opt-in form, confirm SMS fires

Build WF3 (Booking Confirm) — test: make test booking, confirm SMS + email fire

Build WF4 (No-Show) — test: mark appointment as no-show, confirm AI call triggers

Build WF5 (Post-Call) — test: move contact to Stage 4, Stage 6, Stage 7 — confirm each path fires correctly

Build WF6 (Long Nurture) — test: add nurture-sequence tag, confirm Day 3 SMS schedules

Phase 6 — AI Calling Agent (~1–2 hrs)

Enable AI Calling in GHL sub-account (or set up Bland AI + webhook if needed)

Paste system prompt into agent settings

Configure voice, call hours, max duration, voicemail detection

Connect AI agent to GHL calendar (real-time slot availability)

Build WF2 (AI Calling) with scoring logic — all branches and 3 attempts

Full system test: submit opt-in → complete survey → confirm AI calls within 60 seconds → book a test appointment → confirm WF3 fires → confirm pipeline updates

Walk Rob through mobile app: how to update pipeline stage after calls (5-min tutorial)

Phase 7 — WhatsApp Setup (~1.5 hrs)

Connect WhatsApp Business API to GHL (via Meta Business Manager)

Set WhatsApp display name: "Rob The Credit Guy Team"

Submit all 10 WA templates (WA-01 to WA-10) for Meta approval — allow 24–48 hrs

Enable GHL Conversation AI on WhatsApp channel

Paste WA agent system prompt — configure response delay to 15–30 seconds

Set AI to Auto-Pilot for contacts tagged funnel-skool

Build escalation workflow: tag needs-human → internal SMS/email notification to Rob

Add WA steps into all 6 workflows (WF1–WF6) — run in parallel with SMS

Full WA test: Send WA-01 to test number → reply → confirm AI responds → confirm booking flow works → confirm call-booked tag stops voice agent

Delivery

KPIS TO TRACK

Build these as a GHL dashboard for Rob. Week-over-week view. These numbers tell you where to optimize the system.

40%+

Opt-In Rate

% of page visitors who submit the opt-in form. Below 30% = fix the hook or the page copy.

65%+

Survey Completion

% of opt-ins who complete the survey. Below 50% = VSL isn't doing its job.

45%+

AI Answer Rate

% of AI calls answered on attempt 1. Below 30% = wrong call timing or wrong audience.

70%+

AI Book Rate

% of answered AI calls that result in a booked appointment. The script is right if this holds above 60%.

75%+

Show Rate

% of booked calls that actually show. Below 65% = reminder sequence needs work.

50%+

Close Rate

% of shown calls that close into a paid tier. Rob claims 80% — hold him to it. Below 40% = offer positioning issue.

25%+

Optin → Booked

Overall funnel conversion from opt-in to booked call. The single number that tells you how the whole system is working.

T3 %

Tier Distribution

Track % of leads landing in each tier. If 80%+ are Tier 1, the organic content is attracting beginners not buyers — Rob needs to adjust his content strategy.

🚀

100% GHL Native — Zero External DependenciesNo Zapier. No ClickFunnels. No Calendly. No external automation tools. Every funnel page, workflow, AI call, calendar booking, SMS, email, pipeline update, and dashboard lives inside a single GHL sub-account. Maintenance is minimal. When something breaks, there's only one place to look.

ROB THE CREDIT GUY