Повний план налаштування та бойового тесту на 30 днів. Натисніть на будь-яку задачу для перегляду інструкції.
| Task / Milestone | Deadline | Who |
W1
15.09 - 21.09
CRM & Channels
|
W2
22.09 - 28.09
AI & Automations
|
W3
29.09 - 05.10
Traffic & Reputation
|
W4
06.10 - 12.10
Test & BI Handover
|
|---|---|---|---|---|---|---|
| 🔧 Setup CRM & Channels | ||||||
| 1.1 Create GHL Sub-Account, set timezone (Europe/Kyiv), currency (UAH), business legal address & tax info. ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.10 Pipeline stages: New Inbound -> Contacted -> Booking Requested -> Offer Sent -> Deposit Paid -> Won. ℹ️ how-to | 15.10 | 🤖 |
● In Progress
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| 1.11 Embeddable high-converting qualification form and survey with conditional logic. ℹ️ how-to | 15.10 | 🤖 |
● In Progress
| |||
| 1.12 HighLevel live chat widget with SMS and WhatsApp fallbacks when user leaves the website. CLIENT ACTION ℹ️ how-to | 15.10 | 🤖 |
⏳ Client Action
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| 1.13 Integrate Meta Business Suite: link Instagram Direct and FB Messenger to GHL Conversations. CLIENT ACTION ℹ️ how-to | 15.10 | 📋 |
⏳ Client Action
|
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| 1.14 Connect Meta Cloud API / LC WhatsApp with business phone number verification. ℹ️ how-to | 15.10 | 📋 |
○ Planned
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| 1.15 Fast launch of first live lead campaign in Meta Ads Manager (Direct to Lead Form / Instagram DM). ℹ️ how-to | 15.10 | 📋 |
○ Planned
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| 1.16 Internal Telegram alert bot notifying sales team in real-time about incoming leads and VIP questions. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
| |||
| 1.2 Setup brand kit: primary color (#9a8b5f), secondary palette, logos, and luxury typography. ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.3 Setup global custom values for phone, WhatsApp link, booking engine URL, WiFi, and business policies. ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.4 Connect dedicated email sending domain with SPF, DKIM, DMARC, and MX DNS verification. ℹ️ how-to | 15.10 | 📋 |
✓ Done
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| 1.5 Provision dedicated phone number for two-way SMS, inbound calls, and voice notifications. ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.6 A2P 10DLC brand & campaign compliance setup with automatic opt-out keywords (STOP/UNSUBSCRIBE). ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.7 Automated instant SMS sent to callers when front desk fails to answer an incoming phone call. ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.8 Setup custom fields: check-in, check-out, guests count, room preference, budget, and UTM tracking fields. ℹ️ how-to | 15.10 | 🤖 |
✓ Done
| |||
| 1.9 Hierarchy of contact tags: temperature (Lead, Warm, Hot), source, booking status, and VIP tiers. ℹ️ how-to | 15.10 | 🤖 |
● In Progress
| |||
| 🤖 AI & Automations | ||||||
| 2.1 Live bi-directional webhook stream saving all conversations, messages, and contact updates into PostgreSQL. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.10 Trigger instant automated response via customer channel and send high-priority SMS/Push to sales team. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.11 Nurture sequence across Email, SMS, WhatsApp with value propositions, atmosphere videos, and booking prompts. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.12 Dynamic tracked URLs in emails & SMS to instantly tag contacts showing high interest in specific suites. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.2 Synchronize room inventory, live rates, guest status, and automated deal stage won upon confirmation. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.3 Provision standard and luxury room categories, extra amenities, and packages in GHL Products. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.4 Setup round-robin calendar with availability windows, buffer time, and Google Calendar sync. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.5 Connect payment provider for instant deposit collection, direct checkout links, and invoices. ℹ️ how-to | 15.10 | 📋 |
○ Planned
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| 2.6 Vectorize business FAQs, check-in policies, room descriptions, spa/restaurant menus into AI Knowledge Base. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.7 Activate Conversation AI in Auto-Pilot across WhatsApp, Instagram DM, and SMS with prompt safeguards. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.8 Configure bot conversion goals: booking link handover, phone call request, lead qualification. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 2.9 Instant bot pause upon negative sentiment, explicit human request, or direct manager reply. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 📣 Advertising & Campaigns | ||||||
| 3.1 Install Meta Pixel and server-side Conversions API for 100% accurate tracking of Leads, PageViews, Purchases. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
| |||
| 3.2 Capture utm_source, utm_medium, utm_campaign, utm_content into custom fields on every deal. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 3.3 Hybrid pipeline: generate high-res lifestyle visuals + composite vector typography via Puppeteer. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 3.4 Sync CRM leads and past guests to Meta Custom Audiences for retargeting and Lookalike generation. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 3.5 Link official Google Business location to manage reviews, reply directly, and sync chat. ℹ️ how-to | 15.10 | 📋 |
○ Planned
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| 3.6 Automated post-checkout SMS/WhatsApp requesting review with 5-star smart filtering. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 3.7 Trigger follow-up flow when a user viewed dates or submitted initial inquiry but did not pay deposit. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 3.8 Configure omnichannel social queue to schedule posts across Instagram, Facebook, and Google Business. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 📊 Optimization & ROI Growth | ||||||
| 4.1 Setup user logins, role permissions, and mobile notifications for front desk & reservation agents. ℹ️ how-to | 15.10 | 📋 |
○ Planned
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| 4.2 Segmented VIP guest retention campaigns for anniversary, holidays, and early-bird season booking. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 4.3 Executive reporting dashboard showing speed-to-lead, conversion rates, cost per acquisition, and revenue. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 4.4 Automated 08:30 morning briefing and 21:00 evening executive summary sent to management Telegram. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 4.5 Systematic A/B testing of AI conversation prompts, landing page headlines, and offer messaging. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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| 4.6 Predictive lead scoring using AI intent analysis to focus sales staff on highest-value opportunities. ℹ️ how-to | 15.10 | 🤖 |
○ Planned
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