Dry-run guarded
GHL Setup
Required Custom Fields
AR Creator Categoryar_creator_category
AR Creator Subcategoryar_creator_subcategory
AR Instagram Handlear_instagram_handle
AR Instagram URLar_instagram_url
AR Followersar_followers
AR Priority Scorear_priority_score
AR Priority Tierar_priority_tier
AR Activation Fitar_activation_fit
AR Outreach Stagear_outreach_stage
AR Creator Statusar_creator_status
AR Source Filear_source_file
AR Source Rowar_source_row
AR Duplicate Statusar_duplicate_status
AR Last Contact Datear_last_contact_date
AR Next Actionar_next_action
AR Notesar_notes
AR VA Ownerar_va_owner
AR Content Commitmentar_content_commitment
AR Repost Permissionar_repost_permission
AR Application Statusar_application_status
AR Activation Datear_activation_date
AR Activation Typear_activation_type
AR Post Activation Scorear_post_activation_score
Tags
AR-CreatorOS
AR-Source-Spreadsheet
AR-Tier-A
AR-Tier-B
AR-Tier-C
AR-Tier-D
AR-Category-VisualArtist
AR-Category-ChefFood
AR-Category-DJMusic
AR-Category-RetailVendor
AR-Category-PhotoVideo
AR-Category-InfluencerCreator
AR-Category-Workshop
AR-Category-BrandSponsor
AR-Needs-Verification
AR-Has-Instagram
AR-Has-Email
AR-Has-Phone
AR-Duplicate-Review
AR-Local-OC-LA
AR-Invite-FoundingCreator
Pipeline Stages
1. New Lead
2. Verified
3. Warmed
4. DM Sent
5. Replied
6. Invited
7. Applied
8. Approved
9. Scheduled
10. Activated
11. Content Collected
12. Retained
13. Nurture
14. Not Fit
Workflow Recommendations
New Creator Lead Workflow
Tag AR-CreatorOS added
- Assign VA task: Verify IG profile
- Wait 1 day
- If stage is New Lead, remind VA
Warmed Lead Workflow
ar_outreach_stage changed to Warmed
- Create task: Send personalized DM
- Due same day
No Reply Follow-up Workflow
ar_outreach_stage = DM Sent
- Wait 3 days
- If not Replied, create task: Follow up with value-based invite
Replied Workflow
ar_outreach_stage = Replied
- Send Creator Application Form
- Add tag AR-Invite-FoundingCreator
- Create task: Review reply
Applied Workflow
Creator application form submitted
- Update ar_application_status = Applied
- Move opportunity to Applied
- Create manager review task
Approved Workflow
ar_application_status = Approved
- Send Activation Intake Form
- Move opportunity to Approved
Scheduled Workflow
Activation date set
- Collect bio/logo/headshot
- Confirm content commitment
- Confirm setup needs
- Confirm arrival time
Post Activation Workflow
ar_outreach_stage = Activated or activation date passed
- Send post-activation survey
- Create task to collect tagged post links
- Move to Content Collected when links are added
- If score high, move to Retained