Infinite Financial Group · Operations Dashboard
Welcome, Nyisha 👋
Your complete GHL automation system — build guide, workflow audit, and email hub all in one place. Pick up where you left off or jump to any section from the top nav.
Module 1
GHL Build Guide
Step-by-step instructions for every workflow. Exact click paths, copy-paste prompts, and checkboxes to track your progress.
10
Sections
0
Steps Done
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Module 2
Workflow Audit
Manus AI audit of all 22 workflows. Scored across 5 dimensions with exact fix instructions for every gap found.
22
Workflows
3
Critical
11
Needs Work
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Module 3
Email Hub
134 AI prompt cards — 30-day nurture sequences, tax time urgency, monthly touchpoints, quarterly check-ins, and seasonal tips.
134
Prompts
0
Built
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Top Priorities Right Now
Fix Inga Bot — she's refusing to book appointments
15 min · Highest impact · Every website visitor asking to book is being turned away
Go fix it →
Build WF1 — Lead Captured (not yet built)
30 min · Critical · Every new lead gets zero follow-up right now
Go build it →
Build WF12 — Completed (entirely missing)
20 min · Critical · Every completed client gets no thank-you, no review ask, no referral
See fix →
Zero workflows use AI steps — all 22 send static templates
~30 min · High impact · AI steps make every message feel personally written by Nyisha
See full plan →
134 email prompts ready to wire into GHL
30-day sequences + tax time urgency + monthly + quarterly + seasonal tips
Open Email Hub →
Dashboard · Priority View
Full Priority Action List
Everything that needs to be done, in order of impact. Total estimated time: ~2.5 hours to fully optimize the entire system.
🔴1
Fix WF1a (New Lead) — update trigger, replace template copy, add AI step, add pipeline stage move
20 min
🔴2
Fix WF6 (Docs Requested) — segmented document checklist, AI follow-up step, 3-touch non-upload sequence
15 min
🔴3
Fix WF10 (Signature & Invoice) — AI step, full follow-up sequence, 5-day internal escalation
15 min
🔴4
Build WF12 (Completed) — this workflow is entirely missing. Thank-you + review + referral + next-year tag
20 min
🟡5
Fix Inga bot — update all three prompt fields, enable Appointment Booking toggle
10 min
🟡6
Add AI steps to WF2, WF3, WF4, WF7, WF9, WF11
30 min
🟡7
Activate Tax Nurture draft — toggle from Draft to Published, takes 30 seconds
1 min
🟡8
Add soft CTA to all 9 holiday workflows — append tax season P.S. to each
20 min
🟢9
Archive 7 unrelated draft workflows — WLS LMF, Soap Opera Sequence, Survey to PDF, Touching Base
5 min
🟢10
Add IFG branding to Missed Call Text-Back and Appt Confirmation
10 min
📧11
Wire 134 email prompts into GHL — use Email Hub for all prompts and step-by-step wiring
~3 hrs
Build Progress
0 steps completed