Sales agent field guide Version 1.2 · standalone training
The client journey / Discovery to handoff
Know the next step. Own your part.
From intake and discovery setup to accepted implementation handoff. Every stage has an owner, a required evidence gate, and a clear next action.
9 defined stages4 handoff requirementsPhone-first trainingNo ChatGPT account needed
Training guide · not a live operational system. Checklists and notes are local practice records only. No client data is sent to Leiomano or GHL. Do not enter confidential client details here. Form IDs, AI actions and automation steps are proposed until configured and certified.
Decision path
Every step has an accountable owner.
Moving forward requires documented evidence. When evidence or approval is missing, return to the responsible earlier stage.
When the path changes
Missing evidence → Agent clarifies → Intelligence reviews again. Proposal changes → Kamalu approves revisions → Agent presents new version. Not now → Agent records reason and follow-up date. Handoff blocked → Agent retains ownership until all four prerequisites are met.
Proposed configuration · Not live
GHL moves the approved work forward.
This operating map describes how GHL could operationalize the nine stages. It does not connect to live GHL data or send messages.
Stage / Owner
Proposed GHL action
Gate
Suggested operational fields
Sales agent · Decision-maker · Evidence link · Missing items · Reviewer · Findings version · Confirmed priority · Success measure · Approved proposal/version · Next action/due date · Agreement status · Payment status · Scope package · Implementation owner · Acceptance date.
Forms & records · Proposed
Use the right record at the right time.
These are form specifications for implementation review, not active submission forms. F02 maps to the existing Leiomano Discovery instrument; it is not a replacement.
Before activation, verify exact live form links, required fields, consent, record ownership, permissions, field mapping and post-submit behavior.
Human-led intelligence
An assistant at every step.
AI collects and organizes information, while people control findings, decisions, pricing and handoff authorization. This is a scripted illustration, not a connected AI agent.
Activation gates: Confirm integrations, source attribution, communication permissions, authorization hierarchy, error recovery and end-to-end tests. No live tools run from this page.
