TSF Master CRM & Business Map

Master CRM & Business Map

TSF Infrastructure Dashboard

Complete system map — links, CRM fields, tags, pipelines, workflows, AI, integrations. All redirects route through go.truestandardfitness.com.

Links

CRM

Pipelines

Workflows

Triggers

AI & Integrations

Operations

Build & QA

Reference

DOMAIN ARCHITECTURE

truestandardfitness.com

Brand + Funnels

go.

ALL Redirects ★

tsf.

Paid Ad Pages ★

tyler.

Tyler Bio Page

leslie.

Leslie Bio Page

client.

Client Portal

ai.

AI Tools

tools.

Standalone Tools

co.

GHL Backend

truestandardfit.com

Brand → main

truestandardfitco.com

Brand → main

truestandardfitnessco.com

Brand → main

Link Builder

Pick page + source → get redirect link + tracked destination. No source = organic. Source only needed for paid ads, specific placements, or when you want to know exactly where they came from.

1 — Destination Page

2 — Source / Channel

Param:

REDIRECT — share this

↓ 301 redirect ↓

DESTINATION — where it lands (tracked)

Quick Copy

🌐 Main Site Pages

💳 PT Hub Checkouts

⚡ Webhooks

📅 Calendar & Embeds

🔒 Client Portal

🎯 Ad Pages (tsf.)

🤖 AI & Bio Pages

📱 Social & Contact

🏷️ form_type / lead_magnet

Pages

185

Sources

Triggers

Checkouts

40+

Workflows

System Rules: Global constants = Custom Values · Lead data = Contact Fields · Deal data = Opportunity Fields · Reusable copy = Snippets · Click tracking = Trigger Links · Routing state = Tags · Opt-out = DND + Email Preferences · AI summaries = Contact fields + notes/tasks

Custom Values — BUSINESS

▾

Settings → Custom Values → BUSINESS folder. Global constants, not per-lead.

Key	Value
name	True Standard Fitness Co.
legal_name	T&L Companies LLC, a Florida limited liability company, DBA True Standard Fitness Co.
owner_primary	Tyler Imhoff
owner_secondary	Leslie Imhoff
city_state	Port Saint Lucie, FL
phone	(772) 212-0341
email	[email protected]
website	https://truestandardfitness.com

Custom Values — BRAND

▾

Key	Value
method_name	T.E.F. Method
one_liner	Online fitness coaching for busy professionals using training, eating, foundation, and real accountability.
voice	Direct, confident, warm, no-BS, short paragraphs, one CTA per message.
signoff_tyler	Tyler
signoff_tyler_leslie	Tyler & Leslie
banned_words	journey \| unlock \| empower \| game-changer
preferred_phrases	built for you \| no BS \| the real reason \| here's the truth

Custom Values — LINKS

▾

Use in emails/SMS instead of hardcoding URLs.

Key	Value
home	https://truestandardfitness.com/home
start_here	https://truestandardfitness.com/start-here
workout_quiz	https://truestandardfitness.com/wo-builder
nutrition_quiz	https://truestandardfitness.com/nutrition
next_steps	https://truestandardfitness.com/next
app_trial_page	https://truestandardfitness.com/app-trial
playbook_optin	https://truestandardfitness.com/get-playbook
playbook_access	https://truestandardfitness.com/playbook
recipes_optin	https://truestandardfitness.com/get-recipes
recipes_access	https://truestandardfitness.com/recipes
supp_optin	https://truestandardfitness.com/get-supp-guide
supp_access	https://truestandardfitness.com/supp-guide
booking_page	https://truestandardfitness.com/calendar
results	https://truestandardfitness.com/results
call_booked	https://truestandardfitness.com/call-scheduled
terms	https://truestandardfitness.com/terms-and-conditions
privacy	https://truestandardfitness.com/privacy-policy
community	https://truestandard.mypthub.net/p/226031
app_subscription	https://truestandard.mypthub.net/p/225041
tef_activation	https://truestandard.mypthub.net/p/227391
group_monthly	https://truestandard.mypthub.net/p/224407
group_12w	https://truestandard.mypthub.net/p/225986
ig_tsf	https://instagram.com/truestandardfitness
ig_leslie	https://instagram.com/empoweredbyles
initial_call_booking_page_url	https://truestandardfitness.com/calendar

Custom Values — CALENDAR

▾

Key	Value
strategy_widget	https://co.truestandardfitness.com/widget/booking/HsM5AU9uprWjtjLXppXW
strategy_redirect	https://truestandardfitness.com/call-scheduled
onboarding	https://co.truestandardfitness.com/widget/booking/1oTASMbuDyR3LWIhyrfo
checkin	https://co.truestandardfitness.com/widget/booking/3VFzwNPftr2snJMVxg8g

Custom Values — OFFERS

▾

Key	Value
app_trial_price	$0
app_subscription_price	~$1/day
tef_activation_price	Varies
group_monthly_price	$197/mo
group_12w_price	$497 one-time
metabolic_label	Metabolic Coaching (1-on-1)
vip_label	VIP Coaching (1-on-1)

Custom Values — CTA

▾

Key	Value
reply_yes	Reply YES
book_call	Book your strategy call
start_trial	Start your free 30-day trial
take_workout_quiz	Take the workout quiz
take_nutrition_quiz	Take the nutrition quiz
view_results	View your results
join_community	Join the free community

Custom Values — LEGAL_COMPLIANCE

▾

Key	Value
sms_footer	Reply STOP to opt out.
sender_id	True Standard Fitness
not_medical_advice	This is educational coaching guidance and not medical advice.
privacy_blurb	Your info is used to deliver coaching resources and updates according to your preferences.

Custom Values — AI

▾

Key	Value
allowed_offers	App Trial \| App Subscription \| T.E.F. Activation \| Group Coaching Monthly \| Group Coaching 12-Week \| Metabolic Coaching \| VIP Coaching
allowed_ctas	Reply YES \| Take workout quiz \| Take nutrition quiz \| Start free trial \| Book strategy call \| View results \| Join community
handoff_rules	injury \| pain \| pregnancy \| medication \| eating disorder \| medical diagnosis \| refund dispute \| angry sentiment \| repeated confusion
voice_rules	direct, warm, no hype, no medical claims, one CTA only

Contact Fields — Existing (Webhook-Driven)

30+

▾

DO NOT rename these. The current webhook mapping depends on exact field names. These come from quiz forms and other submissions.

goal · quiz_type · quiz_age · quiz_sex · quiz_height · quiz_weight · quiz_level · quiz_occupation · quiz_training_days · quiz_session_duration · quiz_equipment · quiz_enjoy · quiz_avoid · quiz_cardio_types · quiz_cardio_goal · quiz_limitations · quiz_activity · quiz_exercise_days · quiz_tracking_exp · quiz_meal_count · quiz_snacking · quiz_cooking · quiz_water · quiz_sleep · quiz_diet_pref · quiz_allergies · quiz_struggle · quiz_aggression · completed_workout_quiz · completed_nutrition_quiz · source · lead_magnet · results_url · submitted_at · consent · action · share_subject

Contact Fields — New Operational (tsf_ prefix)

40+

▾

Create these as new custom contact fields. All prefixed tsf_ to avoid conflicts.

First Touch / Attribution

tsf_first_source · tsf_first_lead_magnet · tsf_first_goal · tsf_last_submission_at · tsf_utm_source · tsf_utm_medium · tsf_utm_campaign · tsf_utm_content · tsf_utm_term

Intent & Engagement

tsf_last_trigger_link · tsf_last_high_intent_page · tsf_nurture_path · tsf_intent_score · tsf_intent_bucket · tsf_primary_offer_interest · tsf_primary_objection · tsf_pageview_last_url · tsf_pageview_last_at

Consent & Compliance

tsf_sms_optin_source · tsf_sms_optin_at · tsf_email_optin_at · tsf_last_dnd_change_at · tsf_last_dnd_reason

tsf_ai_summary · tsf_ai_next_best_action · tsf_ai_last_message_at · tsf_ai_last_outcome · tsf_ai_handoff_reason

Client / Program

tsf_trial_start_date · tsf_trial_end_date · tsf_program_type · tsf_program_start_date · tsf_program_end_date · tsf_onboarding_status · tsf_checkin_day · tsf_last_checkin_date · tsf_next_checkin_date · tsf_renewal_date · tsf_churn_reason

Sales / Notes

tsf_last_sales_summary · tsf_last_manual_owner_note

ASCENSION - RETENTION Pipeline

5 stages

▾

1Testimonial Requested

→

2Testimonial Received

→

3Case Study Candidate

→

4Reactivation Campaign

→

5Archive

Tag Architecture — Full Taxonomy

~80

▾

13 prefixes. All UPPER_SNAKE_CASE. Tags control workflow routing — they are the state machine.

SRC_ (Source)

SRC_WORKOUT_QUIZ · SRC_NUTRITION_QUIZ · SRC_APP_TRIAL · SRC_PLAYBOOK · SRC_RECIPES · SRC_SUPPLEMENTS · SRC_NEXT_STEPS_SHARE

LM_ (Lead Magnet)

LM_WORKOUT · LM_NUTRITION · LM_APP_TRIAL · LM_PLAYBOOK · LM_RECIPES · LM_SUPPLEMENTS · LM_NEXT_STEPS

GOAL_

GOAL_FATLOSS · GOAL_MUSCLE · GOAL_STRENGTH · GOAL_RECOMP · GOAL_ATHLETIC · GOAL_GENERAL · GOAL_MAINTAIN

ENG_ (Engagement)

ENG_REPLIED · ENG_VIEWED_RESULTS · ENG_ACCESSED_CONTENT · ENG_VIEWED_CALENDAR · ENG_HIGH_INTENT_PAGE · ENG_MULTI_ASSET · ENG_INACTIVE_30 · ENG_INACTIVE_60 · ENG_INACTIVE_90

INT_ (Intent)

INT_COLD · INT_WARM · INT_HOT

OFFER_

OFFER_APP_TRIAL · OFFER_APP_SUB · OFFER_TEF · OFFER_GROUP_M · OFFER_GROUP_12W · OFFER_METABOLIC · OFFER_VIP

APPT_ (Appointment)

APPT_BOOKED · APPT_CONFIRMED · APPT_RESCHEDULED · APPT_CANCELED · APPT_NO_SHOW · APPT_COMPLETED

SALES_

SALES_MQL · SALES_SQL · SALES_QUALIFIED · SALES_PROPOSAL_SENT · SALES_CONTRACT_SENT · SALES_PAYMENT_PENDING · SALES_WON · SALES_LOST

CLIENT_ / RET_

CLIENT_ONBOARDING_SENT · CLIENT_ONBOARDED · CLIENT_TRIAL_ACTIVE · CLIENT_TRIAL_EXPIRED · CLIENT_APP_ONLY · CLIENT_GROUP · CLIENT_HIGH_TOUCH · CLIENT_PAST · RET_RENEWAL_30 · RET_UPSELL_READY · RET_RENEWED · RET_UPGRADED

AI_ / STOP_ / SYS_

AI_ACTIVE · AI_NEEDS_REVIEW · AI_HANDOFF_HUMAN · STOP_PROSPECT_NURTURE · STOP_AI · STOP_REACTIVATION · SYS_LM_WORKOUT_SENT · SYS_LM_NUTRITION_SENT · SYS_LM_APP_SENT · SYS_LM_PLAYBOOK_SENT · SYS_LM_RECIPES_SENT · SYS_LM_SUPP_SENT · SYS_LM_NEXT_SENT · SYS_FIRST_TOUCH_LOCKED

Meal Planner (webhook auto-tags)

meal-planner-lead · goal-fatloss · goal-muscle · goal-maintain · goal-recomp · diet-vegetarian · diet-vegan · diet-keto · diet-paleo · diet-mediterranean · diet-halal · diet-kosher · meal-plan-generated · meal-plan-emailed · meal-plan-downloaded · meal-plan-viewed · meal-plan-to-app-trial · meal-plan-to-workout · meal-plan-to-call

AI Coach (webhook auto-tags)

ai-coach-lead · ai-coach-plan-delivered · goal-fatloss · goal-muscle · goal-recomp · goal-strength · goal-maintain · goal-general · obstacle-time · obstacle-consistency · obstacle-nutrition · obstacle-motivation · obstacle-injury · obstacle-knowledge · experience-beginner · experience-intermediate · experience-advanced

4 pipelines. LEADS = first touch → qualification. SALES = booked call → close. FULFILLMENT = payment → program delivery. ASCENSION = renewal / upsell. Never keep multiple open prospect opps for the same person unless there's a real reason.

LEADS Pipeline

10 stages

▾

First touch through qualification. Once they book a call or become a real sales conversation, move to SALES.

1New Lead

→

2Engaged

→

3Qualified

→

4aOffer Sent

4bSales Call Booked

→

5Sales Call Completed

→

6Long-Term Nurture

7Dormant Lead

8aClosed Won

8bClosed Lost

SALES Pipeline

10 stages

▾

1aCall Scheduled

1bNo Show

→

2aCall Completed - Pending Decision

2bFollow-Up Active

2cObjection Handling

→

3Verbal Yes

→

4aPayment Link Sent

4bContract Sent

→

5Contract Signed

→

6aClosed Won

6bClosed Lost

FULFILLMENT Pipeline

10 stages

▾

1Onboarding Sent

→

2Onboarding Completed

→

3aActive - Self Serve

3bActive - Group Coaching

3cActive - High Touch

→

4aUpgrade Window

4bRenewal Window

→

5aCompleted

5bChurned

ASCENSION / RETENTION Pipeline

5 stages

▾

Create only when renewal or upsell is active.

1Upsell Opportunity

→

2Upsell Pitched

→

3Renewed

4Upgraded

5Lost

Global suppression rules for all nurture workflows: Stop/remove from prospect nurture when APPT_BOOKED, SALES_WON, CLIENT_ONBOARDED, STOP_PROSPECT_NURTURE, STOP_AI, or channel DND is active.

Core Entry / Routing

▾

WF_ENTRY_MAIN

Trigger: Inbound Webhook

Share check → upsert contact → map fields → stamp first-touch → source/LM/goal tagging → owner assignment → create/update LEADS opp → route LM nurture → invoke AI

WF_ENTRY_SHARE_RESULTS

Trigger: Branch from main

If source contains share or action starts with share_ → send results email → end

WF_ROUTER_FIRST_TOUCH_LOCK

Trigger: From main

If SYS_FIRST_TOUCH_LOCKED absent → write tsf_first_source, tsf_first_lead_magnet, tsf_first_goal → add SYS_FIRST_TOUCH_LOCKED

WF_ROUTER_SOURCE_GOAL

Trigger: Contact changed / from main

Add current GOAL_ tag, source tags, update tsf_last_submission_at

WF_ROUTER_ASSIGN_OWNER

Trigger: New lead / qualifying event

Assign lead owner; mirror owner to opportunity

WF_ROUTER_INTENT_BUCKET

Trigger: tsf_intent_score changed

Maintain one INT_ tag only (COLD/WARM/HOT)

WF_ROUTER_STOPS

Trigger: Tag added / DND change

Remove from nurture, AI, or reactivation as needed

Lead Magnet Nurture

▾

WF_LM_WORKOUT

Trigger: LM_WORKOUT first-time

Deliver workout results URL; cross-sell nutrition quiz → app trial → coaching

WF_LM_NUTRITION

Trigger: LM_NUTRITION first-time

Deliver nutrition results URL; cross-sell workout quiz → app trial → coaching

WF_LM_APP_TRIAL

Trigger: LM_APP_TRIAL first-time

Deliver trial instructions; cross-sell quizzes → playbook → coaching

WF_LM_PLAYBOOK

Trigger: LM_PLAYBOOK first-time

Deliver playbook access; cross-sell quizzes → app trial → coaching

WF_LM_RECIPES

Trigger: LM_RECIPES first-time

Deliver recipe access; cross-sell nutrition quiz → supplements → coaching

WF_LM_SUPPLEMENTS

Trigger: LM_SUPPLEMENTS first-time

Deliver supplement access; cross-sell nutrition quiz → recipes → coaching

WF_LM_NEXT_STEPS

Trigger: LM_NEXT_STEPS first-time

Deliver combined results email; cross-sell app trial → playbook → coaching

Engagement / Intent

▾

WF_ENG_TRIGGERLINK_ROUTER

Trigger: Trigger Link Clicked

Write last link, update score, set offer tags/field, create follow-up tasks for hot interest

WF_ENG_PAGEVIEW_ROUTER

Trigger: Funnel/Website Page View

Score /calendar, /results, /app-trial, /next, paid-offer pages

WF_ENG_REPLY_ROUTER

Trigger: Inbound reply / chat

Add ENG_REPLIED, stop drip if needed, invoke AI classifier

WF_ENG_MULTI_ASSET

Trigger: Second LM / both quizzes

Add ENG_MULTI_ASSET, set INT_WARM, push app trial or call

WF_ENG_INACTIVE_30

Trigger: Inactivity

Add ENG_INACTIVE_30, reactivation touch

WF_ENG_INACTIVE_60

Trigger: Inactivity

Stronger reactivation

WF_ENG_INACTIVE_90

Trigger: Inactivity

Final reactivation, then suppression

Appointment

▾

WF_APPT_BOOKED

Trigger: Customer Booked

Add APPT_BOOKED, move/create SALES opp in Call Scheduled, notify owner, start reminder sequence

WF_APPT_STATUS_ROUTER

Trigger: Appointment Status

Branch booked / rescheduled / canceled / no-show / completed

WF_APPT_NO_SHOW_RECOVERY

Trigger: APPT_NO_SHOW

Immediate rebook SMS/email, then 24h and 72h follow-up

WF_APPT_POST_CALL

Trigger: APPT_COMPLETED

Write call summary, set recommended offer, move to Call Completed, send next step

Sales / Docs / Payment

▾

WF_SALES_PROPOSAL_SENT

Trigger: Stage change or manual

Send proposal / recap

WF_SALES_DOCS_SEND

Trigger: Stage = Contract Sent

Send appropriate document / contract

WF_SALES_DOCS_ROUTER

Trigger: Documents & Contracts

Branch on sent / viewed / signed / completed

WF_SALES_PAYMENT_RECEIVED

Trigger: Payment Received

Set SALES_WON, close sales opp, create fulfillment opp

WF_SALES_SUBSCRIPTION_ROUTER

Trigger: Subscription trigger

Handle created / trial-to-active / canceled

WF_SALES_PAYMENT_FAILURE

Trigger: Payment failure

Notify client + owner, send invoice/payment recovery path

WF_SALES_REFUND_ROUTER

Trigger: Refund event

Notify owner, mark client risk/churn, branch full vs partial

Fulfillment / Client

▾

WF_CLIENT_ONBOARD_ENTRY

Trigger: Sales won / payment received

Create FULFILLMENT opp, send onboarding, app/community access, tag client type

WF_CLIENT_ONBOARD_COMPLETE

Trigger: Onboarding form completed

Move to Onboarding Complete, then active stage

WF_CLIENT_TRIAL_ACTIVE

Trigger: Trial start sync

Set CLIENT_TRIAL_ACTIVE, write dates

WF_CLIENT_TRIAL_EXPIRY

Trigger: Trial nearing end

Conversion CTA to paid app/coaching

WF_CLIENT_CHECKIN_DUE

Trigger: Recurring date logic

Move to Check-In Due, send check-in prompt, create task

WF_CLIENT_RENEWAL_30

Trigger: tsf_renewal_date window

Create retention opp, send renewal messaging

WF_CLIENT_UPSELL_READY

Trigger: Results + engagement + timing

Create ascension opp

WF_CLIENT_CHURN

Trigger: Cancellation / lost payment

Move to Churned, start reactivation timer

WF_CLIENT_REACTIVATION

Trigger: Timed

Comeback offer / check-in

Compliance / Suppression

▾

WF_COMPLIANCE_DND_CHANGED

Trigger: Contact DND

Set timestamp/reason fields, remove from conflicting sends

WF_COMPLIANCE_EMAIL_UNSUB

Trigger: Unsubscribe link or preference

Mark email DND/preference, remove from marketing nurture

WF_COMPLIANCE_SMS_OPT_OUT

Trigger: STOP / SMS DND change

Mark SMS DND, notify owner if needed

WF_COMPLIANCE_RESUBSCRIBE

Trigger: Manual verified opt-in

Re-enable channel only with legal basis noted

Data Hygiene / Ops

▾

WF_DATA_DEDUPE_AUDIT

Trigger: Scheduled weekly

Review duplicates, merge or flag

WF_DATA_MISSING_CORE_FIELDS

Trigger: Contact created/updated

Task if email/phone/source/goal missing

WF_DATA_OWNERLESS_OPPS

Trigger: Scheduled daily

Assign owner if blank

WF_DATA_STALE_HOT_LEADS

Trigger: Scheduled daily

Task on hot leads with no human follow-up

Create in GHL → Marketing → Trigger Links. Only work inside GHL emails/SMS — for external links use go. redirects.

Flow: Click → GHL intercepts → adds tag(s) → WF_ENG_TRIGGERLINK_ROUTER updates intent score + writes tsf_last_trigger_link + sets offer tags → additional workflow fires if defined.

Syntax: · Tags: UPPER_SNAKE_CASE — ENG_ engagement · OFFER_ offers · APPT_ appointments · INT_ intent · STOP_ compliance
Intent: 0–19 INT_COLD · 20–39 INT_WARM · 40+ INT_HOT

AI Architecture — Layer 1 (Native HighLevel)

▾

• Website chat
• Inbox replies
• Instant FAQ handling
• Routing by lead tag / chat / form submit
• Booking prompts
• Simple handoff detection

AI Architecture — Layer 2 (External OpenAI)

Scoring + Drafting

▾

GHL outbound webhook → serverless endpoint → OpenAI → write results back to contact fields.

intent_bucket · intent_score · primary_offer_interest · primary_objection · lead_summary · next_best_action · sms_draft · email_subject · email_draft · handoff_required · handoff_reason

AI Triggers

▾

• New lead arrives
• Inbound reply arrives
• High-intent page visited
• High-intent trigger link clicked
• Strategy call completed
• Contract viewed but not signed
• Trial nearing expiration
• Client renewal window opens

AI Guardrails

Rules

▾

• Stay inside approved offer list ()
• Use approved CTA list only ()
• Avoid medical claims
• Hand off on: injury, pain, pregnancy, medications, disordered-eating language, angry refund disputes, repeated confusion
• Stop if STOP_AI or channel DND is active
• Handoff → WF_AI_HANDOFF_HUMAN → add AI_HANDOFF_HUMAN → task for owner → notify → stop AI → store tsf_ai_handoff_reason

PT Hub / External Sync Layer

7 events

▾

Sync via native integration, private integration, outbound webhook + middleware, or Make.

Events: trial_started · trial_expired · app_subscription_started · app_subscription_canceled · program_purchased · program_completed · refund_issued

Fields to update: tsf_trial_start_date · tsf_trial_end_date · tsf_program_type · tsf_program_start_date · tsf_program_end_date · opp_payment_status · CLIENT_TRIAL_ACTIVE · CLIENT_TRIAL_EXPIRED · CLIENT_APP_ONLY / CLIENT_GROUP / CLIENT_HIGH_TOUCH · RET_RENEWAL_30

AI Coach — Webhook & Field Mapping

50+ fields

▾

Page: ai.truestandardfitness.com (no /coach)
Webhook: https://services.leadconnectorhq.com/hooks/boKGqdz9l6pCGdE6q2Qj/webhook-trigger/ecec07bb-2032-42d7-873f-99a281f6e498
source: ai-coach · lead_magnet: tsf-ai-coach · form_type: ai-coach
50+ fields auto-extracted from natural conversation — no forms needed.

Contact Basics

firstName · lastName · name · email · phone

Consent & Legal

consent · disclaimer_acknowledged · terms_conditions_and_privacy_policy · sms_optin_date

Source & Tracking

source (ai-coach) · lead_magnet (tsf-ai-coach) · form_type (ai-coach) · tags (ai-coach-lead) · lead_source · webhook_source · webhook_lead_magnet · webhook_tags · lead_stage · lead_temp

Body & Training (auto-extracted)

quiz_sex · quiz_age · quiz_height_ft · quiz_height_in · quiz_weight · quiz_activity_level · quiz_exercise_days · quiz_training_type · quiz_goal

Nutrition (auto-extracted)

quiz_allergies · quiz_diet_type · quiz_meals_per_day · quiz_cooking_level · calculated_calories · calculated_protein · calculated_carbs · calculated_fat

Coaching Data (auto-extracted)

goal · main_obstacle · experience_level · training_days · days_able_to_train · biggest_struggle · activity_level · sleep · water_intake · limitations · how_soon · open_to_coaching

Conversation & Plan

message (transcript, 2000 chars) · additional_information (metadata) · combined_plan (delivered plan, 3000 chars) · submitted_at · audience_type · action

AI Coach — GHL Workflow (10 Steps)

▾

Workflow Name: AI Coach Lead Capture

Trigger: Inbound Webhook
1. Create/Update Contact — map ALL fields from webhook body
2. Add tag: ai-coach-lead
3. Add tag: ai-coach-plan-delivered
4. Branch on quiz_goal → add matching goal-* tag (fatloss/muscle/recomp/strength/maintain/general)
5. Branch on main_obstacle → add matching obstacle-* tag (time/consistency/nutrition/motivation/injury/knowledge)
6. Branch on experience_level → add matching experience-* tag (beginner/intermediate/advanced)
7. Add to Pipeline: LEADS → New Lead
8. Internal notification: "New AI Coach lead: {{ name }} — Goal: {{ goal }}"
9. Wait 5 min → SMS: "Hey {{ firstName }}! Your custom plan from TSF AI Coach is saved. Ready for the next level? Book a free strategy call: ?ref=ai-coach"
10. Wait 2 days → Email: "How\'s the plan going, {{ firstName }}?" (begin nurture sequence)

AI Coach — Tags (17 total)

▾

Primary (always)

ai-coach-lead
ai-coach-plan-delivered

Goal (auto-branch)

goal-fatloss
goal-muscle
goal-recomp
goal-strength
goal-maintain
goal-general

Obstacle (auto-branch)

obstacle-time
obstacle-consistency
obstacle-nutrition
obstacle-motivation
obstacle-injury
obstacle-knowledge

Experience (auto-branch)

experience-beginner
experience-intermediate
experience-advanced

Meal Planner — Webhook, Tags & Trigger Links

19 tags + 5 triggers

▾

Webhook: https://services.leadconnectorhq.com/hooks/boKGqdz9l6pCGdE6q2Qj/webhook-trigger/8db208c5-0d91-478e-8ee4-b290717d1b9f
source: meal-planner-quiz · lead_magnet: meal-planner · form_type: meal-planner-quiz

Auto Tags (webhook)

meal-planner-lead
goal-fatloss
goal-muscle
goal-maintain
goal-recomp

Diet Tags (webhook)

diet-vegetarian
diet-vegan
diet-keto
diet-paleo
diet-mediterranean
diet-halal
diet-kosher

Workflow Tags

meal-plan-generated
meal-plan-emailed
meal-plan-downloaded
meal-plan-viewed
meal-plan-to-app-trial
meal-plan-to-workout
meal-plan-to-call

Trigger links (5): TL_MP_QUIZ_START (+10) · TL_MP_VIEW_RESULTS (+15) · TL_MP_TO_APP (+25) · TL_MP_TO_WORKOUT (+20) · TL_MP_TO_CALL (+40)

Intent scoring example: Quiz only = +10 (Cold) · Quiz + results = +25 (Warm) · Quiz + results + app trial = +50 (Hot) · Quiz + results + strategy call = +65 (Hot)

Snippet Architecture

~30 snippets

▾

Assembly rule: [HOOK] → [VALUE] → [CTA]. No raw pasted links. Use Custom Values for static links and Trigger Links for tracked CTAs.

SNIP_HOOK_

BUSY_PRO · FELL_OFF · NO_TIME · RESULTS_DRIVEN

SNIP_VALUE_

TEF_METHOD · NO_BS_FAT_LOSS · METABOLIC_NUTRITION · EFFICIENT_TRAINING

SNIP_PROOF_

FATLOSS · RECOMP · STRENGTH · BUSY_PARENT

SNIP_CTA_

BOOK_CALL · START_TRIAL · WORKOUT_QUIZ · NUTRITION_QUIZ · VIEW_PLAYBOOK · JOIN_COMMUNITY

SNIP_OFFER_

APP_TRIAL · APP_SUB · TEF · GROUP_M · GROUP_12W · METABOLIC · VIP

SNIP_OBJ_

NO_TIME · TOO_EXPENSIVE · NOT_READY · NEED_TO_THINK

SNIP_APPT_ / SNIP_CLIENT_

CONFIRM · REMINDER_24H · REMINDER_2H · NO_SHOW · WELCOME · ONBOARDING · CHECKIN · RENEWAL

Owner Assignment Rules

4 rules

▾

Condition	Owner
Default new lead	Round-robin Tyler / Leslie
OFFER_METABOLIC or OFFER_VIP or INT_HOT	Tyler
Recipe / supplement / nutrition-first community lead	Leslie or round-robin support
Existing client	Keep current owner

Communication Matrix

11 events

▾

Event	Primary	Secondary
Share results request	Email	None
Lead magnet delivery	Email	SMS (if permission)
High-intent click, no booking	SMS	Email
Strategy call booked	Calendar email/SMS	Internal notification
No-show	SMS	Email
Proposal/contract	Email	Task/internal
Payment failed	Email	SMS + task
Onboarding	Email	SMS reminder
Check-in due	SMS or Email	Task
Renewal	Email	SMS + call task
AI handoff	Internal task	Internal notification

Email Preference Categories

▾

Category	Applies To
PREF_MARKETING_NURTURE	Lead magnet nurture sequences
PREF_CLIENT_UPDATES	Onboarding, check-ins, client comms
PREF_APPOINTMENTS_TRANSACTIONAL	Appointment confirmations, reminders
PREF_BILLING	Invoices, payment failure

Tasks + SLA Rules

7 rules

▾

Trigger	Task
Hot lead no booking in 24h	Owner follow-up task
No-show	Same-day rebook task
Contract viewed not signed in 24h	Follow-up task
Payment failure	Task within 1 business day
Onboarding incomplete after 48h	Onboarding task
AI handoff	Immediate task
Renewal window	Renewal task

Complete build checklist — 10 phases. Every item maps to data in this dashboard. Expand each phase for detailed steps with exact values to create.

Phase 1 — Foundation (Settings & Fields)

6 steps

▾

1.1 Business Profile & Dedupe

Settings → Business Profile → set name, phone, email, address. Enable contact deduplication by email + phone.

1.2 Contact Fields — Existing Webhook (30+)

Settings → Custom Fields → Contact — verify these exist, DO NOT rename

1.3 Contact Fields — New Operational (tsf_ prefix, 40+)

Settings → Custom Fields → Contact → Create new

tsf_first_source · tsf_first_lead_magnet · tsf_first_goal · tsf_last_submission_at · tsf_utm_source · tsf_utm_medium · tsf_utm_campaign · tsf_utm_content · tsf_utm_term · tsf_last_trigger_link · tsf_last_high_intent_page · tsf_nurture_path · tsf_intent_score · tsf_intent_bucket · tsf_primary_offer_interest · tsf_primary_objection · tsf_pageview_last_url · tsf_pageview_last_at · tsf_sms_optin_source · tsf_sms_optin_at · tsf_email_optin_at · tsf_last_dnd_change_at · tsf_last_dnd_reason · tsf_ai_summary · tsf_ai_next_best_action · tsf_ai_last_message_at · tsf_ai_last_outcome · tsf_ai_handoff_reason · tsf_trial_start_date · tsf_trial_end_date · tsf_program_type · tsf_program_start_date · tsf_program_end_date · tsf_onboarding_status · tsf_checkin_day · tsf_last_checkin_date · tsf_next_checkin_date · tsf_renewal_date · tsf_churn_reason · tsf_last_sales_summary · tsf_last_manual_owner_note

1.4 Contact Fields — Meal Planner Specific

calculated_calories · calculated_protein · calculated_carbs · calculated_fat · calculated_protein_pct · calculated_carbs_pct · calculated_fat_pct · per_meal_calories · per_meal_protein · per_meal_carbs · per_meal_fat · quiz_macro_input_mode · quiz_used_calculator · quiz_plan_weeks · quiz_include_fast_food · quiz_diet_type · quiz_meals_per_day · quiz_cooking_level · quiz_meal_prep · quiz_grocery_stores · quiz_budget · quiz_household_size · quiz_favorite_foods · quiz_hated_foods · quiz_restaurants · current_meal_plan · quiz_meal_plan_results

1.5 Contact Fields — AI Coach Specific

main_obstacle · experience_level · training_days · days_able_to_train · biggest_struggle · activity_level · sleep · water_intake · limitations · how_soon · open_to_coaching · message · additional_information · combined_plan · audience_type · lead_temp · webhook_source · webhook_lead_magnet · webhook_tags · lead_stage

1.6 Opportunity Fields (18)

Settings → Custom Fields → Opportunity

opp_offer_name · opp_offer_price · opp_offer_term · opp_close_probability · opp_call_outcome · opp_objection_primary · opp_contract_status · opp_payment_status · opp_trial_status · opp_reason_lost · opp_reason_won · opp_last_followup_date · opp_next_followup_date · opp_last_call_summary · opp_start_date · opp_end_date · opp_no_show_count · opp_recommended_offer · opp_source_offer

Phase 2 — Custom Values (8 folders)

62+ values

▾

Settings → Custom Values. Create each folder, then key/value pairs. Full values with copy buttons on the CRM tab.

Folders to create:

BUSINESS (8) · BRAND (7) · LINKS (25) · CALENDAR (4) · OFFERS (7) · CTA (7) · LEGAL_COMPLIANCE (4) · AI (4)

Phase 3 — Tags (~120+)

13 prefixes + MP + AI

▾

Settings → Tags. Full list on CRM tab → Tag Architecture.

3.1 SRC_ + LM_ (14)

SRC_WORKOUT_QUIZ · SRC_NUTRITION_QUIZ · SRC_APP_TRIAL · SRC_PLAYBOOK · SRC_RECIPES · SRC_SUPPLEMENTS · SRC_NEXT_STEPS_SHARE · LM_WORKOUT · LM_NUTRITION · LM_APP_TRIAL · LM_PLAYBOOK · LM_RECIPES · LM_SUPPLEMENTS · LM_NEXT_STEPS

3.2 GOAL_ (7)

GOAL_FATLOSS · GOAL_MUSCLE · GOAL_STRENGTH · GOAL_RECOMP · GOAL_ATHLETIC · GOAL_GENERAL · GOAL_MAINTAIN

3.3 ENG_ + INT_ (12)

ENG_REPLIED · ENG_VIEWED_RESULTS · ENG_ACCESSED_CONTENT · ENG_VIEWED_CALENDAR · ENG_HIGH_INTENT_PAGE · ENG_MULTI_ASSET · ENG_INACTIVE_30 · ENG_INACTIVE_60 · ENG_INACTIVE_90 · INT_COLD · INT_WARM · INT_HOT

3.4 OFFER_ (7)

OFFER_APP_TRIAL · OFFER_APP_SUB · OFFER_TEF · OFFER_GROUP_M · OFFER_GROUP_12W · OFFER_METABOLIC · OFFER_VIP

3.5 APPT_ + SALES_ (14)

APPT_BOOKED · APPT_CONFIRMED · APPT_RESCHEDULED · APPT_CANCELED · APPT_NO_SHOW · APPT_COMPLETED · SALES_MQL · SALES_SQL · SALES_QUALIFIED · SALES_PROPOSAL_SENT · SALES_CONTRACT_SENT · SALES_PAYMENT_PENDING · SALES_WON · SALES_LOST

3.6 CLIENT_ + RET_ (12)

3.7 AI_ + STOP_ + SYS_ (14)

3.8 Meal Planner (19)

3.9 AI Coach (17)

Phase 4 — Pipelines (4 pipelines, 35 stages)

▾

Settings → Opportunities → Pipelines. See Pipelines tab for visual stage maps.

4.1 LEADS (10)

1 New Lead → 2 Engaged → 3 Qualified → 4a Offer Sent → 4b Sales Call Booked → 5 Sales Call Completed → 6 Long-Term Nurture → 7 Dormant Lead → 8a Closed Won → 8b Closed Lost

4.2 SALES (10)

1a Call Scheduled → 1b No Show → 2a Call Completed - Pending Decision → 2b Follow-Up Active → 2c Objection Handling → 3 Verbal Yes → 4a Payment Link Sent → 4b Contract Sent → 5 Contract Signed → 6a Closed Won → 6b Closed Lost

4.3 FULFILLMENT (10)

1 Onboarding Sent → 2 Onboarding Completed → 3a Active - Self Serve → 3b Active - Group Coaching → 3c Active - High Touch → 4a Upgrade Window → 4b Renewal Window → 5a Completed → 5b Churned

4.4 ASCENSION-RETENTION (5)

1 Testimonial Requested → 2 Testimonial Received → 3 Case Study Candidate → 4 Reactivation Campaign → 5 Archive

Phase 5 — Calendars (3) & Webhooks (4)

▾

5.1 Calendars

Strategy Call: HsM5AU9uprWjtjLXppXW → /call-scheduled
Onboarding: 1oTASMbuDyR3LWIhyrfo → client./onboarding-scheduled
Check-In: 3VFzwNPftr2snJMVxg8g → client./check-in-scheduled

5.2 Webhooks

Quiz/Form: 3da8656d-d909-42e7-9f65-6ebdee182d59
PT Hub: a479b900-9486-4beb-867a-37a68bf04d1b
Meal Planner: 8db208c5-0d91-478e-8ee4-b290717d1b9f
AI Coach: ecec07bb-2032-42d7-873f-99a281f6e498

Phase 6 — Trigger Links (29)

▾

Marketing → Trigger Links. Full details with copy buttons on Triggers tab.

6.1 Content Access (7)

TL_WORKOUT_RESULTS · TL_NUTRITION_RESULTS · TL_MEALPLAN_RESULTS · TL_COMBINED_RESULTS · TL_TEF_PLAYBOOK · TL_RECIPE_BOOK · TL_SUPP_GUIDE

6.2 Cross-Sell (4)

TL_WORKOUT_QUIZ · TL_NUTRITION_QUIZ · TL_APP_TRIAL · TL_COMMUNITY

6.3 Checkout (3)

TL_APP_SUBSCRIBE · TL_CHECKOUT · TL_BOOK_STRATEGY

6.4 Re-engagement (1)

TL_REENGAGE

6.5 Appointments (4)

TL_APPT_CANCEL · TL_APPT_RESCHEDULE · TL_CHECKIN_CALL · TL_ONBOARDING_CALL

6.6 Meal Planner (5)

TL_MP_QUIZ_START · TL_MP_VIEW_RESULTS · TL_MP_TO_APP · TL_MP_TO_WORKOUT · TL_MP_TO_CALL

6.7 AI Coach (4)

TL_AI_START_HERE_QUIZ · TL_AI_APP_TRIAL · TL_AI_PLAYBOOK · TL_AI_PAGE_VISIT

6.8 Compliance (1)

TL_UNSUBSCRIBE

Phase 7 — Snippets & Templates

9 folders, ~30

▾

Marketing → Snippets. Assembly: [HOOK] → [VALUE] → [CTA]. See Operations tab.

Folders:

SNIP_HOOK_ · SNIP_VALUE_ · SNIP_PROOF_ · SNIP_CTA_ · SNIP_OFFER_ · SNIP_OBJ_ · SNIP_APPT_ · SNIP_CLIENT_ · SNIP_INTERNAL_

Phase 8 — Workflows (49)

▾

Automation → Workflows. Build in order. Full trigger + logic on Workflows tab.

8.1 Entry & Routing (7)

WF_ENTRY_MAIN · WF_ENTRY_SHARE_RESULTS · WF_ROUTER_FIRST_TOUCH_LOCK · WF_ROUTER_SOURCE_GOAL · WF_ROUTER_ASSIGN_OWNER · WF_ROUTER_INTENT_BUCKET · WF_ROUTER_STOPS

8.2 Lead Magnet Nurture (7)

WF_LM_WORKOUT · WF_LM_NUTRITION · WF_LM_APP_TRIAL · WF_LM_PLAYBOOK · WF_LM_RECIPES · WF_LM_SUPPLEMENTS · WF_LM_NEXT_STEPS

8.3 Engagement (7)

WF_ENG_TRIGGERLINK_ROUTER · WF_ENG_PAGEVIEW_ROUTER · WF_ENG_REPLY_ROUTER · WF_ENG_MULTI_ASSET · WF_ENG_INACTIVE_30 · WF_ENG_INACTIVE_60 · WF_ENG_INACTIVE_90

8.4 Appointment (4)

WF_APPT_BOOKED · WF_APPT_STATUS_ROUTER · WF_APPT_NO_SHOW_RECOVERY · WF_APPT_POST_CALL

8.5 Sales (7)

WF_SALES_PROPOSAL_SENT · WF_SALES_DOCS_SEND · WF_SALES_DOCS_ROUTER · WF_SALES_PAYMENT_RECEIVED · WF_SALES_SUBSCRIPTION_ROUTER · WF_SALES_PAYMENT_FAILURE · WF_SALES_REFUND_ROUTER

8.6 Fulfillment (9)

WF_CLIENT_ONBOARD_ENTRY · WF_CLIENT_ONBOARD_COMPLETE · WF_CLIENT_TRIAL_ACTIVE · WF_CLIENT_TRIAL_EXPIRY · WF_CLIENT_CHECKIN_DUE · WF_CLIENT_RENEWAL_30 · WF_CLIENT_UPSELL_READY · WF_CLIENT_CHURN · WF_CLIENT_REACTIVATION

8.7 Compliance (4)

WF_COMPLIANCE_DND_CHANGED · WF_COMPLIANCE_EMAIL_UNSUB · WF_COMPLIANCE_SMS_OPT_OUT · WF_COMPLIANCE_RESUBSCRIBE

8.8 Data Hygiene (4)

WF_DATA_DEDUPE_AUDIT · WF_DATA_MISSING_CORE_FIELDS · WF_DATA_OWNERLESS_OPPS · WF_DATA_STALE_HOT_LEADS

Phase 9 — AI, Integrations & DNS

▾

9.1 GHL Agent Studio

Website chat · inbox replies · FAQ · routing by tag · booking prompts · handoff detection

9.2 External OpenAI Layer

Outbound webhook → serverless → OpenAI → write back: intent_bucket, intent_score, primary_offer_interest, primary_objection, lead_summary, next_best_action, sms_draft, email_subject, email_draft, handoff_required, handoff_reason

9.3 PT Hub Sync

Events: trial_started · trial_expired · app_subscription_started · app_subscription_canceled · program_purchased · program_completed · refund_issued

9.4 DNS & Redirects

CNAME: go. → Cloudflare Worker
CNAME: tsf. → ad pages
CNAME: tools. → standalone tools
SSL: Full Strict via Cloudflare
Create all go. redirects

Phase 10 — Smart Lists, Reporting & QA

▾

10.1 Smart Lists (20+)

New leads 24h · WO only no NQ · NQ only no WO · Both quizzes no booking · App trial no start · Trial active no paid · Hot no touch 48h · Booked today · No-shows this week · Proposal no contract · Contract signed payment pending · Onboarding incomplete · Check-in due · Renewal 30 days · Churned 90 days · Past clients reactivation · AI handoff · DND email · DND SMS

10.2 KPIs

Lead count by source · by LM · booked-call rate by LM · show-up rate · close rate by offer · trial-start rate · trial-to-paid · avg days to close · no-show rate · renewal rate · upsell rate · churn rate · reactivation rate

10.3 QA Matrix (20 scenarios)

First-time WO quiz · Repeat WO quiz · NQ after WO · Playbook only · Share results · Call booked · Rescheduled · No-show · Proposal not signed · Payment received · Sub failure · Renewal · Unsubscribe · STOP SMS · Duplicate · AI handoff · PT Hub trial start · PT Hub trial expiry · Past client reactivation · Hot lead clicked calendar

Final Checklist — Nothing Missing

▾

✓ Custom values (8 folders, 62+ values)
✓ Contact fields (30+ existing + 40+ new + meal planner + AI coach)
✓ Opportunity fields (18)
✓ Tags (~120+ across 13 prefixes + MP + AI)
✓ Pipelines (4: LEADS, SALES, FULFILLMENT, ASCENSION-RETENTION)
✓ Calendars (3: strategy, onboarding, check-in)
✓ Webhooks (4: quiz, PT Hub, meal planner, AI coach)
✓ Trigger links (29)
✓ Snippets (~30 across 9 folders)
✓ Entry points (9: 7 original + meal planner + AI coach)
✓ Lead magnet nurture (7 workflows)
✓ Engagement scoring + intent routing
✓ Appointment workflows + no-show recovery
✓ Documents / contracts / payment
✓ Subscription + payment failure
✓ Refund routing
✓ Fulfillment + onboarding
✓ Client check-in + renewal
✓ Reactivation
✓ DND / unsubscribe / email preferences
✓ Owner assignment rules
✓ Task SLAs (7)
✓ Dedupe + data hygiene
✓ Pageview / attribution
✓ AI native + external
✓ AI handoff
✓ PT Hub sync (7 events)
✓ Reporting / smart lists / KPIs

All Pages — By Domain

▾

Slug convention: go.truestandardfitness.com/{source-slug}/{page-slug}

Page	Full URL	Slug	Type

PT Hub Checkout Links

▾

Product	URL	Price

GHL Webhooks

▾

Webhook	URL	Used On

Calendar & Embed URLs

▾

Item	URL	Notes

Source Codes — form_type (auto-set)

▾

form_type = which form was submitted. Auto-set by code. Never change manually.

form_type	Form

Lead Magnet Values

▾

lead_magnet	Resource	Tag

Social Media & Contact

▾

Item	Value

OG Images — CDN URLs

▾

Page	CDN URL

Entry Points & Source Map

▾

Master webhook: https://services.leadconnectorhq.com/hooks/boKGqdz9l6pCGdE6q2Qj/webhook-trigger/3da8656d-d909-42e7-9f65-6ebdee182d59

Entry Point	source	lead_magnet	Result
Workout Quiz	workout-quiz	build-your-own-workout-program	Personalized workout plan
Nutrition Quiz	nutrition-quiz	personalized-nutrition-blueprint	Personalized nutrition plan
App Trial Form	app-trial-landing	app-30-day-free-trial	Trial request
Playbook Opt-in	tef-playbook-landing	tef-playbook	Playbook access
Recipe Opt-in	macros-made-tasty-recipe-book	recipe-book	Recipe book access
Supplement Opt-in	supplement-guide-landing	supplement-guide	Supplement guide access
Next Steps Share	next-steps-share	combined-fitness-blueprint	Combined results email
Meal Planner	meal-planner-quiz	meal-planner	Personalized meal plan
AI Coach	ai-coach	tsf-ai-coach	AI-generated coaching plan

Naming Conventions & Slug Rules

Ref

▾

Redirect URL pattern: go.truestandardfitness.com/{who}/{platform}-{placement}/{page}

Who prefixes: t/ Tyler · l/ Leslie · tsf/ Brand
Platform codes: ig · meta · fb · tt · yt · threads · x · li · pin
Examples:
go.truestandardfitness.com/t/ig-story/workout → Tyler IG Story → Workout Quiz
go.truestandardfitness.com/l/meta/ad-fatloss → Leslie Meta Ad → Fat Loss
go.truestandardfitness.com/em/nurture/call → Email Nurture → Strategy Call

Migration Plan — Zero Breaking Changes

Checklist

▾

Phase 1 — DNS Setup (Day 1):
① Add CNAME: go.truestandardfitness.com → Cloudflare Worker or GHL redirect page
② SSL: Full (Strict) via Cloudflare proxy
③ All other subdomain DNS records stay unchanged

Phase 2 — Redirect Rules (Day 1–2):
① Create redirect rules in Cloudflare or GHL for the go. subdomain
② Pattern: go.truestandardfitness.com/{slug}/{page} → 301 to destination with ?ref=
③ Test 10 redirects manually before going live

Phase 3 — Start Using (Day 3+):
① All links use go. domain — share in bios, ads, DMs, emails, everywhere
② Existing funnel URLs are untouched — nothing breaks

Phase 4 — Future-Proofing (Month 2+):
① Add api.truestandardfitness.com when API layer is needed
② Add app.truestandardfitness.com for mobile/PWA
③ Multi-brand: new domain uses same go. architecture pattern
④ All existing funnel URLs, webhooks, trigger links, and tracking params remain untouched forever