Workflow Endings + Pipeline Actions — All Tiers — Biz2Gov GHL
Biz2Gov — GHL Automation

Workflow Endings + Pipeline Actions — All 4 Tiers

Pipeline recommendations · Opportunity creation · Tag logic · Internal notifications
Covers: Playbook · Done-For-You · Expert Agent Solution · Opportunity Monitoring

Pipeline Recommendations — Do You Need New Pipelines?

Review before building your workflow endings. Two pipelines exist — here's what to keep, update, and add.

🔧
DFY Sales Pipeline Keep — Update Price
Your existing DFY pipeline is correct for the Done-For-You service. One update needed: rename "Closed – Won ($2,997)" to "Closed – Won ($2,497)" to reflect the current post-coupon price. Emerging tier leads flow here automatically.
New Lead – DFY
Contacted
Call Scheduled
Showed
No Show
Follow-Up Required
Closed – Won ($2,497) ← rename this
Closed – Lost
Also feeds Playbook buyers who are being upsold to DFY — create them at New Lead – DFY with a "Playbook Upsell" label when they purchase the Playbook.
⭐
EAS Sales Pipeline Keep — Update Price
Your existing EAS pipeline is correct for the Expert Agent Solution. Update "Closed – Won" to reflect $8,943 (post-AGENT20 price). Federal Ready and Contract Ready tier leads flow here. Contract Ready leads should be created at entry — not on action.
New Lead – EAS (add on Day 0 for Contract Ready)
Contacted
Call Scheduled
Showed
No Show
Follow-Up Required
Closed – Won ($8,943) ← rename this
Closed – Lost
Opp Monitoring clients who need an EAS upsell can also live here — create them at New Lead – EAS with an "Opp Client Upsell" label.
📘
Playbook Pipeline Optional — Lightweight
At $49.99 the Playbook doesn't need a full sales pipeline — it's a direct-purchase product. You don't need a new pipeline for pre-purchase leads. However, once someone buys, you should track their upsell journey to DFY. Recommendation: add a "Playbook Buyers" stage to your existing DFY pipeline and move buyers there automatically via ThriveCart webhook.
Add to DFY Pipeline → "New Lead – DFY" (label: Playbook Buyer)
Nurture through Playbook post-purchase sequence
Move to "Contacted" when upsell outreach begins at Day 30
Skip building a separate Playbook pipeline. Use the DFY pipeline with a "Source: Playbook" label. Keeps everything in one view and avoids pipeline sprawl.
🔍
Opp Monitoring Pipeline Build This
If Opportunity Monitoring is a standalone recurring product (separate from EAS), yes — build a dedicated pipeline. It has a different sales motion than DFY or EAS: lower price point, recurring revenue, and a different upsell path. Here are the recommended stages:
New Lead – Opp Monitoring
Contacted
Call Scheduled
Showed
No Show
Follow-Up Required
Closed – Won (Active Client)
Upsell – EAS Candidate
Closed – Lost / Churned
Add an "Upsell – EAS Candidate" stage unique to this pipeline. Opp Monitoring clients who are active and engaged are your warmest EAS prospects — flag them here and create a parallel opportunity in the EAS pipeline when upsell outreach begins.
Not Ready — Score 0–4
Playbook $49.99 No pipeline at entry
Step 1
Add Tags
After Email 6 — Day 14
Quiz Sequence - Completed Long-Term Nurture Tier - Not Ready
Step 2
Remove Tags
Same step
Quiz - Not Ready Active Sequence
Step 3
If / Else Branch
Engagement + purchase check
Branch Logic
✓
Has tag "Purchased - Playbook"
Add tag: Customer - Playbook
Remove from nurture sequence
Enroll in Playbook post-purchase onboarding sequence
Create Opportunity in DFY Pipeline at stage "New Lead – DFY" · Value: $2,497 · Label: Playbook Buyer · Assigned to: Bruce
Schedule upsell outreach at Day 30 post-purchase
↗
Clicked links in sequence — no purchase
Add tag: Warm Lead - Playbook Interest
Fire internal warm lead notification (see below)
Re-enroll in soft 2-email re-engagement at Day 45
No pipeline opportunity created — wait for purchase or call before adding to DFY pipeline
✕
No clicks, no purchase
Add tag: Cold Lead - Not Ready
Move to quarterly newsletter only — no active outreach
No pipeline opportunity created
💡
ThriveCart webhook setup: In ThriveCart, go to your Playbook product → Integrations → Webhook → add your GHL inbound webhook URL. Send the purchase event and map it to apply the tag "Purchased - Playbook" on the matching contact in GHL. This makes the purchase branch fully automatic.
Step 4
Internal Notification
Warm leads only
Internal Email — Warm Lead Alert (Playbook Interest)
To
[email protected]
Subject
Warm Lead — Not Ready Sequence Complete — No Purchase ·
Body
completed the Not Ready sequence, clicked links, but did not purchase the Registration Playbook ($49.99).

Email: {{contact.email}} · Phone: {{contact.phone}} · Score: /21

Recommended action: One personal reply-style email or SMS within 48 hours. Keep it short — ask if they have a question about getting started. No pitch needed at this price point. A human response often converts these.
Emerging — Score 5–10
DFY $2,497 DFY Pipeline — enter at Day 0
Day 0 Action
Create Opportunity
Fires when workflow starts — before Email 1

Create a pipeline opportunity immediately when an Emerging lead enters the workflow — before any emails go out. This puts them in your pipeline view from Day 0 so no lead is invisible.

🔵 GHL Action: Create or Update Opportunity
Pipeline
DFY Sales Pipeline
Stage
New Lead – DFY
Opp Name
— Quiz Lead (Emerging)
Value
$2,497
Assigned To
Bruce Ayres
Source
Quiz — Emerging Tier
Step 1
Add Tags
After Email 6 — Day 14
Quiz Sequence - Completed Long-Term Nurture Tier - Emerging
Step 2
Remove Tags
Same step
Quiz - Emerging Active Sequence
Step 3
If / Else Branch
Engagement + purchase check
Branch Logic
✓
Has tag "Purchased - DFY"
Add tag: Customer - DFY
Remove from nurture → Enroll in DFY onboarding sequence
Update Opportunity in DFY Pipeline → Move to "Closed – Won ($2,497)"
Fire new customer notification to Bruce
At DFY completion (Day 30), create opportunity in Opp Monitoring Pipeline at "New Lead – Opp Monitoring" for upsell
📅
Has tag "Call - Booked"
Add tag: Sales Pipeline - Emerging
Update Opportunity → Move to "Call Scheduled"
Remove from automated email sequence — hand off to manual follow-up
On call completion → move to "Showed" · On no-show → move to "No Show"
↗
Clicked links — no purchase, no call
Add tag: Warm Lead - DFY Interest
Update Opportunity → Move to "Follow-Up Required"
Fire internal warm lead notification (see below)
Re-enroll in 3-email re-engagement sequence at Day 45
✕
No clicks, no purchase, no call
Add tag: Cold Lead - Emerging
Update Opportunity → Move to "Closed – Lost"
Move to quarterly newsletter only
Step 4
Internal Notification
Warm leads — within 48 hrs
Internal Email — Warm Lead Alert (DFY Interest)
To
[email protected]
Subject
Warm Lead — Emerging Sequence Complete — Personal Outreach Recommended ·
Body
completed the 14-day Emerging sequence. They clicked at least one link but have not purchased the Done-For-You service or booked a call. They are now in the DFY Pipeline at "Follow-Up Required."

Email: {{contact.email}} · Phone: {{contact.phone}} · Score: /21

Recommended: Personal email or SMS within 48 hours. Example — "Hey — just wanted to check in directly. Any questions about the Done-For-You service before you decide? Happy to talk through it." Keep it conversational, no pitch deck.
Federal Ready — Score 11–16
EAS $8,943 EAS Pipeline — enter on first link click
Mid-Sequence
Create Opportunity
When first link is clicked

Unlike Emerging, Federal Ready leads don't enter the EAS pipeline on Day 0 — wait for the first link click as a signal of real intent before creating an opportunity. Set this up as a Contact Activity trigger inside the workflow: when any email link is clicked, fire a Create Opportunity action.

🔵 GHL Action: Create or Update Opportunity (on first link click)
Pipeline
EAS Sales Pipeline
Stage
Contacted
Opp Name
— Quiz Lead (Federal Ready)
Value
$8,943
Assigned To
Bruce Ayres
Source
Quiz — Federal Ready Tier
Step 1
Add Tags
After Email 6 — Day 14
Quiz Sequence - Completed Long-Term Nurture Tier - Federal Ready
Step 2
Remove Tags
Same step
Quiz - Federal Ready Active Sequence
Step 3
If / Else Branch
End-of-sequence segmentation
Branch Logic
✓
Has tag "Purchased - EAS"
Add tag: Customer - EAS
Remove from nurture → Enroll in EAS onboarding sequence
Update Opportunity → Move to "Closed – Won ($8,943)"
Fire new customer notification to Bruce
📅
Has tag "Call - Booked" or "Call - Completed"
Add tag: Sales Pipeline - Federal Ready
Update Opportunity → Move to "Call Scheduled" or "Showed"
Remove from automated sequence → assign to Bruce for manual follow-up
On no-show → move to "No Show" + re-trigger re-schedule SMS
↗
Clicked links — no purchase, no call
Add tag: Warm Lead - EAS Interest
Update Opportunity → Move to "Follow-Up Required"
Fire hot lead internal notification (see below)
Re-enroll in 3-email ROI-focused re-engagement at Day 30
90-day cold check-in email if still no action
✕
No clicks, no purchase, no call
Add tag: Cold Lead - Federal Ready
Update Opportunity → Move to "Closed – Lost"
Move to quarterly newsletter + single re-engagement at 90 days
Step 4
Internal Notification
Warm leads — 24 hrs
🔥 Hot Lead Alert — Federal Ready (EAS Interest)
To
[email protected]
Subject
🔥 HOT LEAD — Federal Ready — EAS Interest — Personal Outreach Within 24 Hours ·
Body
completed the Federal Ready sequence, engaged with links, but has not purchased the EAS or booked a call. They are now in the EAS Pipeline at "Follow-Up Required."

Email: {{contact.email}} · Phone: {{contact.phone}} · Score: /21

Personal outreach from Bruce within 24 hours is strongly recommended. Suggested SMS: "Hey — Bruce Ayres here. Saw you checked out the Expert Agent Solution — which tells me you're thinking seriously about this. Happy to jump on a quick call and talk through your specific situation. Would any time this week work?"
Contract Ready — Score 17–21
EAS $8,943 EAS Pipeline — enter Day 0
Day 0 Action
Create Opportunity + Notify
Before Email 1 — immediately

Contract Ready leads are your highest-value prospects. Create a pipeline opportunity and fire a personal notification to Bruce the moment they enter the workflow — before any emails go out. Do not wait for engagement signals at this tier.

🔵 GHL Action: Create or Update Opportunity (Day 0)
Pipeline
EAS Sales Pipeline
Stage
New Lead – EAS
Opp Name
— Quiz Lead (Contract Ready)
Value
$8,943
Assigned To
Bruce Ayres
Priority
High — Top Tier Quiz Lead
🔥 Priority Lead Alert — Fires Day 0 (Before Email 1)
To
[email protected]
Subject
🔥 PRIORITY LEAD — Contract Ready — Score /21 — Reach Out Personally ·
Body
A Contract Ready lead just entered the EAS pipeline. Top quiz tier — registered, positioned, and actively pursuing federal contracts.

Name:
Email: {{contact.email}} · Phone: {{contact.phone}} · Score: /21

Automated sequence has started. Recommend a personal phone call or SMS from Bruce within 24–48 hours — in addition to the automated flow.

Suggested SMS from Bruce personally: "Hey — Bruce Ayres from Biz2Gov. Saw your Contract Ready score come through — puts you in the top tier. I'd love to connect for 20 minutes and talk through where you are in the federal market. No pitch — just a real conversation. Any time this week work for you?"
Step 1
Add Tags
After Email 6 — Day 14
Quiz Sequence - Completed Long-Term Nurture Tier - Contract Ready High Value Prospect
Step 2
Remove Tags
Same step
Quiz - Contract Ready Active Sequence
Step 3
If / Else Branch
End-of-sequence segmentation
Branch Logic
✓
Has tag "Purchased - EAS"
Add tag: Customer - EAS
Remove from nurture → Enroll in EAS onboarding sequence
Update Opportunity → Move to "Closed – Won ($8,943)"
Fire new customer notification to Bruce
📅
Has tag "Call - Booked" or "Call - Completed"
Add tag: Sales Pipeline - Contract Ready
Update Opportunity → Move to "Call Scheduled" or "Showed"
Remove from automated sequence → Bruce follows up personally post-call within 48 hours
↗
Clicked links — no purchase, no call
Add tag: Warm Lead - EAS Interest - CR
Update Opportunity → Move to "Follow-Up Required"
Fire end-of-sequence hot lead notification (see below)
Re-enroll in 2-email sequence at Day 30: one ROI email, one personal ask from Bruce
✕
No clicks, no purchase, no call
Add tag: Cold Lead - Contract Ready
Update Opportunity → Move to "Follow-Up Required" — not Closed Lost. Contract Ready cold leads are too valuable to write off.
Keep on monthly newsletter — not quarterly
Schedule single personal check-in email from Bruce at Day 60
💡
Contract Ready cold leads: Unlike other tiers, even unengaged Contract Ready contacts stay in "Follow-Up Required" rather than "Closed – Lost." These leads have proven capability — their situation may change (new contract won, budget opens, business grows). A Day 60 personal check-in from Bruce often re-activates them.
Step 4
End-of-Sequence Notification
Warm leads only
🔥 End-of-Sequence Alert — Contract Ready Still Unconverted
To
[email protected]
Subject
⚠️ Sequence Ended — Contract Ready Warm Lead Unconverted ·
Body
completed the full 14-day Contract Ready sequence, engaged with links, but has not purchased the EAS or booked a strategy call. Opportunity is now at "Follow-Up Required" in the EAS pipeline.

Email: {{contact.email}} · Phone: {{contact.phone}} · Score: /21

The automated sequence is complete. A personal phone call or direct SMS from Bruce is the highest-leverage next step before this lead goes dormant. They will be re-enrolled in a 2-email soft sequence in 30 days, but personal outreach now is the best remaining conversion window.