Top Rep Training
Every assigned task Dispa has triaged, with its build plan and results. 47 documents. Search a topic, or pick a tier.
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Set up DISC Profile App for two tracks: an internal pilot with the Top Rep team (15 people, free month) to build working-style profiles, and a client-facing rollout across SSS, VSM, Flight School Elit…
Task title says 'Email Reports' but has no description, making it impossible to determine what needs to be built or sent. Needs clarification on report type, recipients, frequency, and source system b…
Set up or audit UTM-based lead attribution tracking, likely in GHL. No description provided — exact scope, systems involved, and desired output are unknown.
A Week 6 content item for Sales Leader Mike about ride-along observation. No description provided — unclear whether this is a video upload, email send, workflow trigger, or something else.
A Week 6 content item for Sales Rep Mike about first-impression sales technique. No description provided — cannot determine the required action without more context.
Research and evaluate whether Missive can be integrated with Scaling Engine (via Zapier or other middleware) to centralize customer communications. Output is a documented recommendation with next step…
Parent coordination task for launching all FSE 2.0 live coaching events (Office Hours, Advanced Topics, Bourbon & Business, Regional Pop-Ups). Multiple open decisions needed from humans — coach rotati…
Sherrie needs a full operational and logistics plan for four new Flight School Elite 2.0 live events (virtual office hours, biweekly training, quarterly in-person pop-ups, and invite-only sessions wit…
Transfer a GHL subaccount from one agency to another. No details provided — source account, destination agency, and reason are all unknown, requiring Paul's input before any action.
Post-M1 meeting action items covering Clerk OAuth setup, QA planning with the Top Rep group, weekly M2 cadence, and Vercel/Supabase infrastructure ownership transfer. Needs decomposition into discrete…
Replace TicketSpice with a custom Lovable + Authorize.net event site handling ticket sales, checkout, and on-site check-in. Requires coordination with Noah Wessel on payment backend and spans multiple…
Payments from Lovable/React funnels (Vercel + Authorize.net) bypass GHL entirely, so QuickBooks and ClickUp never receive them. Needs architectural design: map the existing webhook path, identify gaps…
Duplicate a page to create a sold-out announcement. No description provided — needs clarification on which page to duplicate, where to publish it, and what the announcement should say.
Update the ticket price to $1199 for the January 26 event. No description or target location provided — needs clarification on which funnel or page before execution.
Update a ticket price to $999 somewhere in Top Rep's systems. No description or target location provided — needs clarification on which funnel, page, or platform before execution.
Update content on the Top Rep website. No description or details provided — needs clarification on which pages, what copy, and what the changes are before work can begin.
A task titled 'Bootcamp Campaign' with no description — it's unknown whether this means build, edit, launch, or audit a campaign. Needs Paul to clarify what action is required before anything can proc…
Topreptraining.com was compromised with an injected malware script that delivers a fake CAPTCHA downloader to visitors; site has been reinfected multiple times since June 16 despite Mindbees cleanup r…
Stand up SegMetrics as the revenue attribution layer to replace Hyros, across all company revenue streams — but the original plan assumed a native Authorize.net connector that does not exist, so the r…
Full launch of Top Rep 101 — an 8-session standardized training program — including GHL ops build, LearnWorlds access setup, ClickUp project structure, and delivery logistics. Curriculum is locked but…
Review the Top Rep 101 scope doc Section 2 and flag GHL conflicts before any build starts — covers pipeline structure, custom field placement, post-purchase automation, 8 pre-work email templates, Lea…
Reconfigure connect-call attribution so the source field captures the last-touch source or specific link clicked rather than only first-touch. Requires a decision on attribution model and where/how th…
Scope and design role-based nurture sequences that route reps toward Boot Camp and Solo Flight School while routing owners and leaders toward discovery calls, including opt-in path design, video deliv…
Audit how Hyros is installed and configured across Top Rep's funnels and revenue sources, then document attribution model, manual transaction process, campaign tagging ownership, and reporting respons…
A completed audit of Top Rep's 413 GHL workflows across 82 folders, with a proposed clean folder structure and 4-phase migration plan. Awaiting Paul's sign-off before any reorganization begins.
Multi-surface effort to standardize the brand name to 'Top Rep Sales Training' and implement SEO fixes across the marketing site, social profiles, LearnWorlds, and GHL. Several open items remain from …
Full GHL automations audit (426 workflows, 81 folders) vs 35 ClickUp entries is complete, but five scoping decisions are pending from Jet — including rename mismatches, taxonomy migration, and whether…
267 tags are flagged for deletion or merging across five risk categories, including a critical trigger-leak tag on 2,692 contacts. Cannot proceed until Jet approves the cleanup batch.
Parent task covering the full tag inventory system (555 tags across GHL, workflows, and LearnWorlds) and the 267-tag cleanup queue. Blocked on Jet's approval before the deletion and merge batch can ru…
Systematically replace all Columbus event references (emails, workflows, SMS, tags, pipelines, Zapier) with Myrtle Beach 2027 details (Jan 25-26, Embassy Suites). Also requires creating new coupon cod…
Point an existing Flight School Elite calendar landing page to go.topreptraining.com/fsecalender, with an embedded Google Calendar and LeadConnector chat widget. Requires creating the redirect/path ma…
Deploy the Myrtle Beach waitlist landing page to start capturing demand now, while the full ticketing system is still being scoped. Wire form submissions to the correct GHL workflow tags and confirm r…
GHL workflows that fire when a Boot Camp form tag is applied create ClickUp tasks without due dates. Update the task-creation step in the relevant workflow(s) to include an appropriate due date so tas…
Review and update two existing GHL testimonial workflows for the Columbus bootcamp: fix the city reference, verify survey branching logic for responses 1–5, confirm the testimonial link, and create a …
Monitor GHL contacts tagged at Boot Camp and process outstanding payments by pulling form data (photographed/uploaded by Ashlee) and charging the correct amount via the product payment link. Covers th…
Build four tag-triggered GHL workflows (one per Boot Camp product) that fire a Slack notification and create a ClickUp task when Ashlee applies a product tag to a contact. Also create GHL payment link…
Finalize the split QR/SMS intake flows for leaders and reps so both paths connect correctly to Engage for ongoing weekly video follow-up. Requires confirming each path is complete and providing the En…
Paul needs to screenshot each Zap configuration referenced in the course chain docs, per a consolidated per-course checklist. Multi-step manual work across multiple courses, but well-scoped.
The GHL vs ClickUp gap report is live with 411 untracked workflows catalogued, but has 3 name mismatches to resolve and 1 missing Database entry (PROVEN [3.3.7]) with a suggested fix. Needs a targeted…
Build Zapier automations that trigger weekly and monthly GHL snapshot creation jobs, applying specific date-offset logic to correctly name each snapshot after the prior period it covers. Logic and nam…
Verify the automated welcome email (WF3) fired in the client's GHL conversation history. If missing or DND-blocked, resend manually via Missive using the welcome email template.
Verify that a Client record exists in the ClickUp Clients list for this company, confirming it has correct name, contact info, and Drive folder link. If missing, check Zapier run history and escalate …
Update the pricing to $1199 in two specific SE funnels whose URLs are included in the task. Single bounded edit across two known pages.
The Master Automations Tracker page is live at top-rep-docs.pages.dev/automations and reflects 35 ClickUp-tracked automations with status and links. Deliverable is complete — ready to close.
A full audit of 10,960 GHL contacts was run and aggregated into a JSON snapshot showing 324 active vs 519 listed tags. Deliverable is done — task can be closed.
The Tag Bible v3 is a completed searchable database of 555 GHL tags, live at top-rep-docs.pages.dev/tag-bible. Task is a record of a finished deliverable — ready to close.
Revenue tracking webapp for Ashlee is live at top-rep-revenue.vercel.app with 699 transactions and $1.09M YTD imported, matching her sheets within $0.50. Deliverable is complete — ready to close.
Compiled by Dispa. Private, Tailscale-gated ops hub for Top Rep Training.