Tools10 sheets

Worksheetsbefore anyone opens Workflows.

Scoreboards and spec pages an intern can fill. They live in the browser until you copy them into the CRM description, a pinned note, or Monday's agenda. They are not calculators for fun.

00

How to use them

Write, then wire
  1. 01

    Sale map and tag spec first. Those two pages are the product of week one.

  2. 02

    Write-in test before a second form. If the test fails, stop building.

  3. 03

    Monday review is fifteen minutes with three numbers, not a dashboard ritual.

  4. 04

    Speed-to-lead and show rate are clocks. If they are folklore, ads are a vanity spend.

  5. 05

    Klaviyo flow score: if campaigns are doing flow jobs, do not write another brand story.

Sheets

Fill the one that matches the leak

Then prove it in the CRM
fields

Sale map: stages as jobs with exit rules

If a new hire needs a story to explain a card, the column is a mood.

Open ↗
fields

Tag spec: source, offer, and status stay separate

If you cannot explain a tag in five words, it is a note.

Open ↗
checklist

Monday CRM review: fifteen minutes, one action or hold

A dashboard with no action is theatre. This is the script.

Open ↗
checklist

Write-in test: one person, three actions, one contact

If you merge contacts after the test, the identity key is wrong — do not add a dedupe workflow.

Open ↗
score

Speed-to-lead score: ingest lag and first-touch lag

If GHL sees the lead at 9:12 and they submitted at 9:03, you already lost a share.

Open ↗
fields

Recare clock: due date, journey, coverage %

If the next visit is not on the contact, you are hoping they remember you.

Open ↗
score

Show-rate score: held ÷ booked, by event type

A blended vanity across all event types hides the leaky calendar.

Open ↗
score

Klaviyo flow score: events, jobs, collisions, RPR

If campaigns are doing a flow’s job, you do not have lifecycle. You have a calendar.

Open ↗
fields

Lost reasons: required, finite, reviewed

Optional lost is how you keep buying the same traffic and calling it a funnel problem.

Open ↗
fields

UTM spec: allowed values, first vs last, production path

If source is always direct, you are arguing with ads in the dark.

Open ↗

Working notes

GHL Engine Checklist

The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.

Request the notes ↗