Elevated Connections — Easy-to-Understand System Review

Each area is scored from 1 to 10. A score of at least 7 out of 10 is recommended before allowing AI to speak or make decisions without your approval. Place your mouse over a bar to see why it received that score.

What this score means: this is not a criticism of you or the people who helped build the account. The system was created for the larger business you are building, but there have not been enough leads yet to make every problem obvious. The repair list is clear and manageable. We simply need to fix the foundation before adding more AI.

Fix next

• Six Kangen funnels with no canonical entry point (Bonus Version B, Product Education, Kangen Water, Simple LEAD Gen, SLO funnel, Business Opportunity)
• Three overlapping intro calendars (Discovery Call / No-Cost Initial Consultation / Free Q&A Call) and five near-duplicate HOT calendars; only 2 of 5+ are in the HandsOnTherapy group
• No phone number — Phone System is blocked at an incomplete 2FA step. No SMS anywhere; the SMS-reply notification workflow can never fire; the chatbot is deployed to a channel that doesn't exist
• No cancellation or reschedule handling on appointment reminders
• 16 orphaned custom fields from deleted assets (Survey 0 13, HOT Liability Waiver 2, Optin 1)
• Duplicate contacts — four records for the same person (Christine Mendoza / Chrstnxm9 / Christine Marco / Christine M), who is also an admin user
• Test data in production: Test 1, Asd, and a contact literally named testing (the most recent router enrolment)
• ~10 contacts with no email and no phone — social DM captures that cannot be nurtured and skew every denominator
• No UTM strategy; 12 src-* tags as a manual substitute; "NA" values in the attribution report
• Zero custom reports, zero dashboards; the main Dashboard is still the default FG onboarding screen
• GeminiBackEndAiProtocol private-integration API key — active since 21 Apr, Last Used: never
• 5 published workflows have never enrolled anyone; 1 draft workflow (Kangen Water – Video Follow-Up) has 2 stranded contacts
• No Preference Management — subscribers can only opt out of everything
• GA4 / GTM / Meta Pixel not confirmed; external tracking script installation unverified
• 4 of 5 users hold ACCOUNT-ADMIN; elevatedconnections.ca is connected with no products attached

Clean up later

• Six untouched "CLONE THIS FUNNEL BEFORE" templates, one template website, three template forms
• "Form 11" — unnamed form, purpose unknown; "7-DAY EMAIL NURTURE SEQUENCE" — a funnel with 0 steps
• Tag convention breaks: kangen-quiz-completed, qa-zoom-registered
• Naming inconsistencies: -PARTNERSHIP spacing; "Day-of Appointment Reminder" also sends a day-before email; "HOT New Client Confirmation" vs "Returning Client Confirmation Email"
• Two unused snapshot pipelines (Application, Services); garbled "Updated by" values on several forms
• Business Profile lists Europe as a region of operation for a Canadian business
• Account timezone America/Los_Angeles vs the business in Penticton BC (America/Vancouver) — functionally identical, cosmetically wrong
• Hydra chatbot exists, switched off, purpose undocumented; Auto Save ON globally with four admin editors
• No naming convention or data dictionary documented anywhere

These parts should be kept while the account is cleaned up. You already have a stronger starting point than many businesses.

• The tag taxonomy is well designed. 37 tags with a consistent, machine-readable prefix convention — int-, act-, src-, stat-, type-. Better than 90% of GHL accounts and a strong foundation for AI classification, once the AI is made to actually use it.
• The intent to route rather than blast is present. WF-EntryIntake-Router — the busiest workflow at 69 enrolments — is a genuine router: one intake form, one branch per pillar, tag + opportunity + follow-up per branch. The pattern is correct.
• Email deliverability hygiene is set up properly. Dedicated sending domain verified, SSL issued, proper warm-up. All three FG hygiene workflows are published and each correctly removes the contact from all workflows, tags them, and sets DND.
• The 7-Day Journey is properly bookended. Adds int-nsr on entry, then at the end adds int-nsr-completed and removes int-nsr. Deliberate lifecycle state management — rare, and the right instinct.
• Opportunity source is populating. Real values ("FORM-Entry Intake", "5 Minute Hydration Quiz", "Partners Optin"). The attribution plumbing exists even though the pipeline isn't worked.
• Social distribution is broadly connected. Facebook, Instagram, LinkedIn, TikTok Messaging, TikTok Lead Gen, Google, Google Business Profile, Google Contacts and Google Forms. Reach is not the bottleneck.
• A partner qualification form already exists and receives submissions. The gate the business needs has already been designed — it just isn't wired.
• Audit Logs are enabled and populated. You have a change history, which materially de-risks the cleanup ahead.

This section shows what the account is doing today, step by step, even when that is different from what was originally planned.

1 · Nervous System Reset

TRAFFIC
 ├─ IG/FB comment "RESET" ──► Comment Trigger - NSR - RESET
 │                             → Respond on comment
 │                             → Instagram DM         ⚠ SKIPPED
 │                             → FB Interactive Msgr  ✖ ERROR (24hr window)
 │                             ► MANY LEADS DEAD-END HERE
 │
 ├─ NSR Optin form ──► EC : 7-Day Journey - Lead Nurture & Access
 │                      → Tag int-nsr → Opportunity (Routed: EC Reset, CA$0)
 │                      → Course Grant → Email Day 1…Day 7 (no exit conditions)
 │                      → Tag int-nsr-completed → REMOVE int-nsr → END
 │
 └─ FORM-Entry Intake ──► WF-EntryIntake-Router
                           → EC Lead Sorter AI   → tag "int-ecreset"  ✖ doesn't exist
                           → EC Lead Summary AI  → output goes nowhere ✖
                           → Branch A → Tag → Opportunity → Course Grant → Add to Workflow → END

CONVERSION: ► NONE DEFINED. No NSR calendar. No paid offer wired.
            "Buyer: EC Paid" stage = 0 opportunities, all time.

2 · Kangen

TRAFFIC
 ├─ IG/FB comment "HYDRATE" ──► Comment Trigger - KANGEN - HYDRATE (same 24hr design risk)
 │
 ├─ 5 Minute Hydration Quiz ──► Kangen Nurture Sequence
 │                               → Tag kangen-quiz-completed   ⚠ NOT int-kangen
 │                               → Opportunity → ~7 emails with waits → END
 │
 ├─ FORM-Entry Intake ──► Router Branch B
 │                         → Tag int-kangen   ⚠ DIFFERENT TAG from the quiz path
 │                         → Opportunity → Email → Wait → Condition → Email …
 │
 └─ 6 separate Kangen funnels, no canonical entry point  ⚠

CONVERSION: ► NONE DEFINED. No Kangen calendar. No product catalogue.
            "Buyer: Kangen Product" stage = 0 opportunities, all time.

3 · Legacy Partner

TRAFFIC
 ├─ IG/FB comment "ALIGNED" ──► Comment Trigger -PARTNERSHIP - ALIGNED
 ├─ Partners Optin form ──► Partnership | Opt-in Entry → Tag → Opportunity → Email → END
 │                          ✖ NO QUALIFICATION STEP
 ├─ FORM-Entry Intake ──► Router Branch C → Tag → Opportunity → Email → END
 │                          ✖ NO QUALIFICATION STEP
 └─ Tag int-partnership  ─┐
    OR partnership video  ├──► Partner — Non-booker Follow-Up Sequence
    page VIEW ────────────┘     → Wait → Opportunity
                                 → Condition (NOT act-bookedcall) ← checked ONCE
                                 → Email Day 1 → Day 2 → Day 3 → END
                                 ⚠ Re-enters on every page revisit

QUALIFICATION: "Pre-Call Qualification – Version B" EXISTS and receives submissions.
               Data lands in a generic "Additional Info" folder.
               ✖ No workflow reads it. int-partnership-qualified appears unused.

BOOKING: "Elevated Connection Partnership Fit…" round-robin calendar exists — ungated.
CONVERSION: "Converted" stage = 0, all time. All 3 opportunities in "Routed - New Lead".

4 · Hands On Therapy — the un-mapped fourth journey

TRAFFIC ──► handsontherapy.ca (2-page website)
         ──► HOT New Client Calendar (90 / 120 min) · HOT Returning Client Calendar (90 / 120 min)
              → HOT New Client Confirmation (7)
              → HOT New Client - 48hr Preparation (5)
              → HOT New Client Intake - Safe Exhale form (18 fields)
              → HOT Liability Waiver (form deleted; 2 orphan fields remain)
              → HOT New Client - 24hr Aftercare        (0 — never used)
              → HOT Returning Client - 48hr Check-in   (0 — never used)
              → HOT 60-Day No Booking Nurture          (0 — never used)
              → Returning Client Confirmation Email (5)

✖ No tag.  ✖ No pipeline.  ✖ Not in either AI agent's prompt.

Where the journeys overlap

• FORM-Entry Intake is a shared front door for all three stated pillars — and multi-select interest means a lead can only ever be routed to one
• Every pillar has two entry paths that tag and create opportunities independently
• All three stated pillars share one 13-stage pipeline, so a lead who is an NSR customer and a Kangen buyer cannot be represented
• Kangen and Partner overlap by design, and nothing distinguishes "Kangen customer" from "Kangen partner prospect"
• Your Hands On Therapy clients may also be interested in NSR or Kangen, but your account does not currently connect those services together
• The Auto-Pilot chatbot sits across all journeys at once and does not pause for workflow messages

Right now, six of these eight questions cannot be answered clearly. This is the main reason I do not recommend giving AI more control yet. If AI only has part of the information, it may give you an incomplete or incorrect answer with too much confidence.

Explicitly out of scope for 30 days: autonomous conversation handling, lead scoring, a reporting/BI agent, Voice AI, and content generation at scale — each is listed under "AI LATER" with its unblocking condition.

Jen, the questions marked ★ affect how I should organize your account, so please answer those first.

Business model & strategy

• ★ Hands On Therapy is a whole business inside this account — own domain, website, 6 workflows, 5 calendars — but no tag, no pipeline, and no place in the three-pillar model. Is HOT a fourth pillar, a legacy business, or the actual primary revenue source?
• ★ Is there a paid offer for Nervous System Reset? The 7-day journey ends with no booking or purchase step.
• ★ What exactly does someone buy in the Kangen pillar, and where is that transaction recorded? It is not in GHL — CA$0.00 all time.
• What is the difference between a "Kangen customer" and a "Legacy Partner"? How should the CRM tell them apart?
• What does a qualified Legacy Partner actually look like? I need your criteria to wire the gate.
• Printify is connected — is there a merchandise line not in the pillar model?

Journey & offers

• ★ What is the intended next step after the 7-Day Journey completes? Right now it just ends.
• What is the difference between "Discovery Call", "No-Cost Initial Consultation" and "Free Q&A Call"? Which is current?
• What is the difference between the 90- and 120-minute HOT sessions?
• qa-zoom-registered and a draft "Q&A Campaign" exist — is there a live Q&A motion?
• What was WF-DMAbandon-AllPillars meant to do? Created and deleted the same day (12 Aug).
• Six Kangen funnels exist — which is the canonical entry point?

Data & definitions

• ★ What does stat-hot / warm / cold mean operationally — who sets it, and when?
• What should happen to a lead who selects more than one pillar? The system currently picks the first match only.
• Should pillar interest be permanent history or current state? The 7-Day Journey deletes int-nsr on completion.
• Are the ~10 contacts with no email and no phone worth keeping?
• Is there revenue happening outside GHL — Enagic, in-person HOT payments, Stripe elsewhere?

Team & operations

• ★ You appear twice as an administrator. Which account do you normally use, and may we combine them if the system allows it?
• Who are Grace Obunyushe and Christine Joy? Both are actively building; Christine Joy is also an admin and four duplicate contact records.
• Four of five users are ACCOUNT-ADMIN. Intentional?
• Who is expected to work the pipeline day to day? Nothing has ever moved past a routing stage.
• What is the intended response time on Instagram/Facebook DMs?

Rules for using AI

• ★ Do you know that EC Assistant is currently replying to people autonomously on Instagram, Facebook and web chat, with no knowledge base attached? I need to confirm this was intentional before changing it.
• ★ What are you comfortable with AI saying — and never saying — about health outcomes and income potential?
• What is GeminiBackEndAiProtocol? There is an active API key for it that has never been used.
• What is the Hydra chatbot?
• Would you rather AI draft and you approve, or AI act and you review afterwards? My recommendation is draft-and-approve for 90 days.

Compliance & regional

• Business Profile lists Europe as a region of operation for a Canadian business — do you market into the EU?
• Are there Enagic-imposed compliance rules on product or income claims? Those become hard constraints in every AI prompt.
• elevatedconnections.ca is connected with no products attached — redirect, host, or release?