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One entry per lead call. Join key to GHL is the contact ID (or email).
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Paste from GHL (name, email, phone, or contact ID, any order)
Name
Phone
Email
GHL contact ID
(the join key)
Where did he come from?
Select a source
Instagram
TikTok
Facebook
YouTube
Book
Referral
Paid ad
Other
Which video / who referred
(optional)
Who found us?
He found it
She sent him
Both
Stage of the marriage
(your read on the call)
Select a stage
Quiet mode
Aggressive / cycling
Permafrost
Leaving / served
Not sure
Showed up for the call?
Yes
No show
Outcome
Sold
Offer made,
didn't buy
No offer /
bad fit
Why didn't he buy?
Select a reason
Money
Shopping around
Timing
Spouse
Other (see notes)
Why no offer?
Select a reason
Already past the point
Wife calling, not him
Can't afford any tier
Needs therapy / referred out
Not serious
Other (see notes)
Plan sold
Select a plan
The Tourniquet ($97)
Weeks 2-4 Unlock ($100)
Self-Guided ($197)
Weeks 5-12 Unlock ($597)
Unlock + Group ($3,000)
Group from Week 1 ($4,500)
1:1 Coaching ($7,500)
Payment
Select
Paid in full
Payment plan
Deposit only
Follow-up?
Yes
No
Follow-up date
Call notes
Clear
Save call
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