🚀 Partners1.1GHL

Website | New Leads | A.I. Powered

AI-powered capture-and-nurture that routes website form, chat-widget and audit leads, then runs a 5-touch multi-channel follow-up.

3 triggers 48 steps 4 branches Advanced

What it does

When a prospective partner lands on the website and submits their details, this AI-powered automation takes over immediately. It runs a sophisticated multi-branch sequence that qualifies the enquiry, routes them based on their responses, and delivers a layered follow-up across email and SMS — all driven by AI logic rather than static rules. The depth of the workflow indicates multiple conditional paths handling different partner profiles, intent levels, and engagement behaviours.

The value

Partner leads are high-value — these are businesses looking to purchase entire automation packs, not just a single subscription. Missing or slow follow-up at this stage is costly. This automation ensures every partner enquiry is captured, qualified, and nurtured instantly and intelligently, without any manual intervention. The AI layer means responses adapt to behaviour rather than firing blindly on a timer.

Where it fits

This is the entry point of the Partner acquisition funnel — the first automated touchpoint that turns website interest into a qualified partner conversation. For a reseller or affiliate model to scale, this automation is foundational. It's the difference between chasing partners manually and having them move through a system that does the work for you.

Overall purpose

A unified lead capture and nurture workflow that accepts leads from three different entry points (Website OS Form, Website OS Chat Widget, and Leaky Bucket Audit), assigns ownership, creates opportunities, increases engagement scores, notifies the team, tracks Facebook conversions, and launches automated multi-channel follow-up sequences.

The build — trigger → steps → branches

Triggersentry point

Website OS Form Submission

Form Submitted

Specific Website OS form submittedMessage Olivia form — form.id is-any-of [zTL9W0i3Zt5KGpQr51ry]

Standard website opt-in.

Website OS Chat Widget

Chat Widget Reply / Tag Added

Contact receives the 'website chat widget optin' tagmessage.type == 5 (reply channel is the chat widget)

Chat widget lead.

Leaky Bucket Audit

Quiz Completed

Specific audit quiz completed

Lead completes the Leaky Bucket Audit.

Assign User
Action
Assign to team member
Automatically assigns the new lead to a team member.

If / Elsesplits into 4

Which trigger fired?

Website Form (Message Olivia)11 steps

Initial lead processing, then merge into the Chat Widget nurture sequence.

Add Tag
Action
add_contact_tag · website lead
Tags the contact as a website lead (parent workflow also references the 'website os' tag).
Update Contact Field
Action
source = The OS Site 🚀 | Message Olivia
Sets the source field, used later as the opportunity source.
Create / Update Opportunity
Action
Pipeline: Partners | Leads (rOJWYRRYSRGd3dVFHtFh) · Stage 84d37f68-633c-4524-bb86-8b4d1693e0df
Name {{contact.name}}; source {{contact.source}}; status open.
Modify Engagement Score
Action
contact_engagement_score · Add · +3 Points
Increment engagement score when they become a website lead.
FB Conversion API
Action
funnel_event · Lead · Pixel 430455133120235 · USD
Sends a Facebook Lead conversion event.
Internal SMS Notification
Notify
SMS to team
Notifies the team of the new lead.
Slack Notification
Notify
Slack alert
AI Voice Phone Call
Action
Website AI Voice model
Calls the lead automatically.
Instant SMS Reply (SMS #0)
SMS
Send SMS · template TcJRsrdblq5lPbWXFej8
Automated confirmation / opt-in SMS for website leads.
Wait — 30 Minutes
Wait
Time-Based Wait · 30 Minutes
Go To
Action
Jump to Wait | 5 Minutes in the Chat Widget path
Merges website leads into the shared Chat Widget nurture sequence.

Website Chat Widget (Primary Nurture Sequence)27 steps

Initial setup and scoring, then a multi-day, multi-channel nurture. Website Form leads also merge in here.

Add Tag
Action
add_contact_tag · chat widget | lead
Update Contact Field
Action
source = The OS Site 🚀 | Chat Widget
Create / Update Opportunity
Action
Pipeline rOJWYRRYSRGd3dVFHtFh · Stage 84d37f68-633c-4524-bb86-8b4d1693e0df · status open
Name {{contact.name}}; source {{contact.source}}.
Modify Engagement Score
Action
contact_engagement_score · Add · +3 Points
FB Conversion API
Action
funnel_event · Lead · Pixel 430455133120235 · USD
Internal SMS Notification
Notify
SMS to team
Slack Notification
Notify
Slack alert
Wait | 5 Minutes
Wait
Time-Based Wait · 5 Minutes
Send window Sun–Sat, 09:00–19:30.
Email #1
Email
Subject: You've Seen the Solution. Now, Let's Talk Results. · template 67891e2eac2992b3eca87516
First nurture email; from {{location.email}} / {{location.name}}.
SMS #1
SMS
Send SMS · template MKyJe14fB38YZCT5Jyjz
Instagram DM #1
Action
instagram-dm · template MKyJe14fB38YZCT5Jyjz
Mirrors SMS #1 content.
Wait | 1 Day
Wait
Time-Based Wait · 1 Day
Send window 09:00–19:30.
Email #2
Email
Subject: The Shortcut to Scaling Your Business (Without Burnout) · template 67891e2fa48f865ffd3b22a0
SMS #2
SMS
Send SMS · template BwtxTvqea1gvex7OGBm5
Instagram DM #2
Action
instagram-dm · template BwtxTvqea1gvex7OGBm5
Wait | 1 Day
Wait
Time-Based Wait · 1 Day
Email #3
Email
Subject: Here's What The Top 1% Are Using (And You Can Too). · template 67891e3097f2792cd8595ecf
SMS #3
SMS
Send SMS · template v3siwYgwx0zltpLFxch5
Instagram DM #3
Action
instagram-dm · template v3siwYgwx0zltpLFxch5
Wait | 1 Day
Wait
Time-Based Wait · 1 Day
Email #4
Email
Subject: 10x Faster ROI — But Only If You're Ready to Move. · template 67891e3097f2797d54595ed1
SMS #4
SMS
Send SMS · template JJh7fzqKvBTf82X20r5P
Instagram DM #4
Action
instagram-dm · template JJh7fzqKvBTf82X20r5P
Wait | 1 Day
Wait
Time-Based Wait · 1 Day
Email #5
Email
Subject: Today's the Day — Don't Let This Opportunity Slip. · template 67891e3144bd79a098686984
Final push.
SMS #5
SMS
Send SMS · template 7YURNo4Gao4y9mcdcPr9
Instagram DM #5
Action
instagram-dm · template 7YURNo4Gao4y9mcdcPr9
Final step of the nurture sequence. Parent design also layers WhatsApp messages and AI phone calls into each wave.

Leaky Bucket Audit9 steps

Dedicated shorter nurture for audit completers; confirms completion and notifies the team.

Add Tag
Action
add_contact_tag · leaky bucket audit
Create / Update Opportunity
Action
Partners | Leads pipeline
Modify Engagement Score
Action
contact_engagement_score · Add · +3 Points
FB Conversion API
Action
funnel_event · Lead
Internal SMS Notification
Notify
SMS to team
Slack Notification
Notify
Slack alert
Instant Email
Email
Audit completion confirmation
Confirms audit completion.
Instant SMS
SMS
Send SMS
WhatsApp Message
Action
Send WhatsApp
Confirms audit completion while notifying the internal team.

None (Fallback)0 steps

Fallback branch — no actions currently configured.

No actions

Timeline

10 min: Assign user, tag, create opportunity, +3 engagement, FB Lead event, internal SMS + Slack alerts
2Form path: instant AI voice call + confirmation SMS (SMS #0), wait 30 min, then merge into nurture
35 min: Email #1 + SMS #1 + Instagram DM #1
4Day 1: Email #2 + SMS #2 + Instagram DM #2
5Day 2: Email #3 + SMS #3 + Instagram DM #3
6Day 3: Email #4 + SMS #4 + Instagram DM #4
7Day 4: Email #5 + SMS #5 + Instagram DM #5 (final push)

websitelead-captureainurturemulti-channelpartners