The guarantee scoreboard — the one number both sides watch weekly.
Reading the scoreboard…
# general
Pick a channel…
Team access
Each row is one login passcode. Role controls what they see (admin = everything incl. Dashboard & this tab; coach/sales/staff = Conversations, Pipeline, Calendars, Clients). Link a GHL user so their Clients tab and bookings work. Changes go live within ~1 minute — no redeploy.
One click — creates the doc from the template, links it to this contact, TradeOps signs first:
Fill the blanks below, then send. First time: the labels are numbered — rename them to what each blank actually is (e.g. "Program fee") and it's saved for the whole team.
Signing order: client signs first — you countersign after. Docs sent from here auto-link to this contact.
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Actions
Payment link — open it yourself, copy it, or text it straight to the client:
Turn off one channel at a time instead of going dark on them. Every switch takes effect on the next scan, no waiting.
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Workflows
GHL will not tell us which workflows somebody is currently sitting in, so this is a pick-and-remove, not a list of where they are. Removing someone who was never in it does nothing.