VisionPlay
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Migrate the Chelation clinic website from WordPress to GHL by rebuilding all pages, migrating forms to feed the CRM, repointing the domain, and verifying links and tracking post-switch; needs WordPres…
Set up advanced booking analytics for OnlyTheBes covering show rate, source attribution, and conversion-by-stage; requires decisions on tracking setup and spans multiple GHL reporting configurations.
Decide with BMF whether to port the legacy 302 number or forward it, then coordinate the carrier port through GHL support and re-establish A2P on the receiving sub-account as part of the final migrati…
Once support@visionplay.co has admin access to the old BMF GHL account, audit all transferable assets and call recordings and produce a full migration and cutover plan.
Build the automated BMF program recommender that maps a lead's questionnaire answers to the right program and feeds workflow 5.1; blocked on BMF confirming or adjusting the draft question set and rout…
Build the QR code that points to a landing page form which creates a GHL contact tagged with an intake-source tag as a paid add-on.
Build one branded landing page for OnlyTheBes hosted on a subdomain as a paid add-on deliverable.
Add booking confirmation, 24-hour reminder, and 1-hour reminder (email now, SMS once number is live) to the OnlyTheBes booking flow to protect show rate.
Consolidate the three OnlyTheBes pipelines (Bishop Pipeline 12, Conversation AI 5, Bishop Official 6) into one clean sales pipeline and retire the duplicates.
Verify and finish the lead intake confirmation and nurture sequence for OnlyTheBes triggered on form fill, building on the existing 001 routing workflow.
Audit the AI Studio backend for OnlyTheBes and properly connect it to the live page so the AI features are wired to production.
Build the team routing rules that automatically assign leads to the right team member based on their stage and source within the OnlyTheBes pipeline.
Build the behavior-triggered tagging rules for OnlyTheBes that fire automatically based on lead actions; depends on the tag schema being built first.
Replicate the DM automation flows on the Facebook Messenger channel for OnlyTheBes; requires the Facebook account to be connected in GHL first.
Build Instagram DM auto-reply, keyword triggers, and lead capture for OnlyTheBes; requires the Instagram account to be connected in GHL first.
Build the AI qualification logic that screens leads before offering the booking link, feeding into the calendar step as a pre-qualification gate.
Build the outbound AI voice agent that calls new leads with branching scripts, then test end-to-end on the OnlyTheBes sub-account.
Build the full back-and-forth conversational SMS agent for OnlyTheBes; delivery is blocked until the phone number and A2P registration are live.
Verify and finish the AI text agent trained on Bishop's voice, confirming the prompt, active channels, and conversational mode are correctly configured.
Design and build the full OnlyTheBes tag schema covering source, stage, behavior, and intent categories that downstream smart-tagging and routing deliverables depend on.
Complete the A2P 10DLC registration for OnlyTheBes once the phone number is live, then verify the campaign shows VERIFIED with no errors.
Finalize the copy in the four 8.x cold-outreach workflows (Cold Email, Weekly Cold, In-Person Follow-up, Internal Notification) and activate them once the client approves.
Complete the patient-side funnel by finishing the landing page copy, lead-capture forms, and nurture sequences, then run an end-to-end test on the Chelation sub-account.
Build the WhatsApp follow-up automations for the Chelation clinic so messages fire automatically alongside SMS and email from the funnel.
Send the new BMF site to Samiyrah for compliance and brand review, then resolve all flagged items before launch.
Get BMF to record and deliver a 30-60 second welcome video for the intake page, then embed it to fill the placeholder before launch.
Update the BMF escalation, intake, and booking notification steps from email to SMS to Samira's cell number so hot leads are seen immediately; blocked on the client providing her cell.
Rebuild BMF University natively in GHL as a community and course, wired so a $97/month purchase automatically grants the buyer access to both; depends on client providing content files and Skool login…
Configure and authenticate the Mailgun sending domain for BMF by adding SPF and DKIM DNS records, then verify delivery is working in GHL Email Services; this is the top launch blocker.
Pick and confirm a temporary subdomain for BMF, add it in GHL, and point the DNS so the site and funnels are accessible over HTTPS while the main domain conflict is unresolved.
Verify that the OnlyTheBes sub-account is fully in SaaS mode with the correct feature set enabled, confirmed against the Bishop Deliverables doc.
Purchase a Miami/305 local phone number in the OnlyTheBes GHL sub-account; prerequisite for A2P and all SMS and voice AI features.
Get Samira's cell number from BMF, add it to her GHL user profile, and confirm a test SMS alert is received.
Ask BMF to add support@visionplay.co as admin on their old GHL account so VisionPlay can audit assets and release the domain conflict.
Ask BMF to document the recommender questionnaire and goal-to-program mapping rules so the automation can be built.
Ask BMF to share all University content files (PDFs, lessons, videos) via Google Drive so course loading can begin.
Ask BMF to share their deactivated Skool community login with VisionPlay so the community structure can be studied and replicated natively in GHL.
Compiled by Dispa. Private, Tailscale-gated ops hub for VisionPlay.