Top Rep 101 is a new product. Ashlee has already been selling it and we've been onboarding clients using the 1-on-1 Coaching process in the meantime. This scope doc is our first attempt to formalize the GHL build — details may still change.
We'll be discussing this on the VA coaching call tomorrow. Please come with questions.
Your ask: Review Section 2 of the scope doc (GHL / Scaling Engine build requirements) and flag anything that doesn't align with how we currently process other products in GHL before you start building. Do not build anything yet — review and feedback first.
Specifically, Paul needs to: Review and validate the proposed pipeline structure (post-sale ops only, no selling stages) Confirm whether the suggested custom fields can be created at the contact or opportunity level — and which is correct for our setup Review the post-purchase automation and flag any conflicts with existing GHL workflows Load the 8 pre-work email templates from the spreadsheet into GHL as email templates attached to pipeline stage triggers Confirm the exact LearnWorlds provisioning steps for adding reps to Flight School Elite — flag if any part can be automated Build the ClickUp Top Rep 101 task template based on the existing 1-on-1 Coaching template (task ID: 86dy6u5yx) with additions/adaptations listed in Section 2 of the doc Flag any open questions in the doc comments or on this task before building
📄 Scope doc: https://app.clickup.com/9008140728/docs/8ceumdr-59477
📊 Curriculum & session detail spreadsheet (pre-work email copy is in Tab 3): https://docs.google.com/spreadsheets/d/1IkXKXocSF0sk3xzkOfFihjA9AoXX2hVfwBhmvbee0Ss/edit?gid=19024880#gid=19024880
Due 2026-07-31