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Evolve Home Services — GHL Sub-Account Audit

Audit Date: 2026-04-01

Audited By: NEXUS ⚡ (BEQPROD Agency Dev Agent)

Location ID: kkzRBm88cs119djrJa6s

API Token: pit-9021cc0f-e603-4823-aa34-f596578dad1a

📋 Account Overview

| Field | Value |

|---|---|

| Business Name | Evolve Home Services |

| Owner | Bryce Quilico |

| Email | bryce@evolve-homeservices.ai |

| Phone on File | +1 (805) 341-6319 ⚠️ (see phone section) |

| Address | 973 Via Candella, Thousand Oaks, CA 91320 |

| Website | www.evolve-homeservices.ai |

| Timezone | America/Los_Angeles ✅ |

| Created | 2024-08-08 |

| Currency | ⚠️ NOT SET |

| Domain | ⚠️ NOT SET |

| SaaS Mode | Not Activated |

1. 🔀 PIPELINES

What Exists

The account has 12 pipelines — none of which are the two required Evolve-specific ones. Current pipelines are mostly template/agency snapshots:

| Pipeline Name | Stages | Notes |

|---|---|---|

| AI Employee | New Lead → Free Offer → Booked Demo → Completed Demo → Sold | Template pipeline |

| Affiliate Pipeline | Affiliate Form Submitted → Sign Up Not Confirmed → Follow Up → Sign Up Confirmed → Snapshot Sent | Template |

| Appointment Pipeline (Test) | Accept → Didn't Accept | Test/placeholder |

| Breqprod Pipeline | Call Booked → No Show → Proposal/Invoice Sent → Closed Lost → Invoice Paid → Client Assets → Mockups → Building v1 → Revisions → Done | Agency ops pipeline |

| Demo Client | New Lead → Booked Appt → Cold → Converted → Lost | Generic demo |

| Demo Optin | New Lead → Appointment Scheduled → Follow Up | Generic |

| GHL Prospecting Pipeline | Prospect Added → First Email Sent → FU1 → FU2 → FU3 → Replied → Book Call → Show → No Show → Win → Lost | Agency prospecting |

| Lead Pipeline - Agency Vault | New Leads → Newsletter Subscribers → Joined Skool Evolve → Warm → Hot → Appt Booked → Appt Cancelled → Abandoned Checkout → Dead → Reviews | Agency template |

| QuickStart Client | New Leads → Contacted → Call Requested → Call Attempted → Call Completed → Sold | Template |

| Request a Callback | Requested → Attempted → Completed | Template |

| SaaSpreneur Quick Start | New Contact → Audit Requested → Audit Created → Appt Booked → Appt Completed → Abandoned Cart → Sold | Template |

| USO Review Management | New Lead → Booked Demo → Demo Completed → Sold | Template |

| Webinar | Registered → Attended → Visited Replay → Opt-in 2-Step → Needs Call → Closing Call Completed → Purchased | Template |

❌ MISSING — Must Create

Pipeline 1: "Home Services Outreach"

Stages needed:

  1. New Lead
  2. Contacted
  3. Engaged
  4. Demo Scheduled
  5. Proposal Sent
  6. Closed Won
  7. Closed Lost

Pipeline 2: "Client Onboarding"

Stages needed:

  1. Signed
  2. Discovery Call
  3. Site Built
  4. Live
  5. Ongoing

⚠️ Pipeline Creation Status

Pipeline creation via API returned 401 - The token is not authorized for this scope.

The Private Integration Token lacks write/mutation scope for pipelines. This must be done manually in the GHL UI or the token needs to be regenerated with full CRM write permissions.

Action Required: Go to GHL → Settings → Integrations → Private Integrations → regenerate token with all scopes, OR manually create both pipelines in the Opportunities/Pipelines section.

2. 📧 EMAIL SETUP

Location Config

What's Missing

Workflows with Email

The following PUBLISHED workflows actively send emails and would be affected by email misconfiguration:

🔴 Priority Fix

Go to Settings → Email Services and:

  1. Connect/verify Mailgun or confirm LC Email is active
  2. Verify bryce@evolve-homeservices.ai as an approved sending domain/address
  3. Set a default sending service

3. ⚡ WORKFLOWS

Published Workflows (Active / Potentially Firing)

Total: ~75 published, ~45+ draft

Home Services Specific (Core Active):

| Workflow | Status | Notes |

|---|---|---|

| 1. HOME SERVICES B01-1.0 : Cold Email Outreach + Building Good Deliverability | ✅ Published | Core outreach sequence |

| 2. HOME SERVICES B01-1.0 Customer Replied to FREE OFFER Email | ✅ Published | Reply handler |

| 3. HOME SERVICES B01-1.0 Customer Replied to Email | ✅ Published | Reply handler |

| 4. HOME SERVICES B01-1.0 : Appointment Confirmation + Reminder | ✅ Published | Appt confirmations |

| 1st–6th Email Outreach - Evolve: AI for Small Business | ✅ Published | Email sequences |

SMS/Phone Compliance Workflows (Active):

| Workflow | Status | Notes |

|---|---|---|

| 0 Text Message HELP | ✅ Published | TCPA compliance |

| 1 Text Message STOP, OUT | ✅ Published | TCPA opt-out |

| 2 Text Message Opt-In | ✅ Published | TCPA opt-in |

| 3 Twilio Errors - Bad Number | ✅ Published | Error handling |

| 4 Text Message Start | ✅ Published | SMS start |

Other Published Workflows Actively Firing:

⚠️ Flagged Draft Workflows (Potentially Broken/Incomplete):

| Workflow | Issue |

|---|---|

| 1) Website Live Chat - CapriAI | Draft — not deployed; CapriAI integration unclear |

| 1) Website Live Chat - Conversational AI | Draft — duplicate |

| Appointment Confirmation + Reminder | Draft — there's a PUBLISHED version "- BRYCE"; this draft may conflict |

| Booking appointment + Reminder | Draft — potential duplicate of active version |

| Customer Replied (Organic - SMS) → CapriAI | Draft — CapriAI integration likely stale |

| Customer Replied Email → CapriAI | Draft — same concern |

| Hot Leads Nurture | Draft — no active trigger |

| New Leads Nurture | Draft — same |

| Warm Leads Nurture | Draft — same |

| New Workflow: 1736305101848, etc. | Draft — unnamed/placeholder, should be deleted |

| Demo New Lead, David Demo, Demo Email, Demo SMS | Draft — demo artifacts, clean up |

4. 🗂️ CUSTOM FIELDS

Total Custom Fields: ~100+

Fields That EXIST (relevant to home services outreach):

| Field Name | Key | Type | Notes |

|---|---|---|---|

| Business Niche | contact.business_niche | TEXT | ✅ Usable for trade type |

| Business Name | contact.business_name | TEXT | ✅ |

| Business Type | contact.business_type | TEXT | ✅ |

| Business Description | contact.business_description | TEXT | ✅ |

| Yelp Profile URL | contact.yelpprofileurl | TEXT | ✅ |

| Linkedin Business Profile URL | contact.linkedinbusinessprofile_url | TEXT | ✅ |

| Facebook Pixel | contact.facebook_pixel | TEXT | ✅ |

| AI Summary | contact.ai_summary | TEXT | ✅ |

| Last Communication Type | contact.lastcommunicationtype | RADIO | ✅ |

| Service Type | contact.service_type | TEXT | ✅ Close to "Trade Type" |

| Various social URL fields | Multiple | TEXT | ✅ |

| CMS | contact.cms | TEXT | ✅ |

❌ MISSING — Required for Evolve's Outreach System:

| Required Field | Status | Recommendation |

|---|---|---|

| Trade Type | ❌ Missing | Create as SINGLE_OPTIONS: Plumber, Roofer, HVAC, Electrician, Landscaper, Other |

| Website URL | ❌ Missing (no dedicated field) | contact.businesslink exists but generic; create contact.websiteurl as TEXT |

| Website Quality Score | ❌ Missing | Create as NUMERICAL (1-10) or SINGLE_OPTIONS |

| Campaign Stage | ❌ Missing | Create as SINGLE_OPTIONS: Not Started, Email Sequence Active, Replied, Demo Booked, Closed |

Note: contact.servicetype exists as a TEXT field but has no dropdown options. It could be repurposed as Trade Type by converting to SINGLEOPTIONS, or a new contact.trade_type field can be created.

5. 📞 PHONE NUMBERS

Phone Number on File

Phone Number API

A2P 10DLC Status

🔴 Required Manual Checks:

  1. GHL → Settings → Phone Numbers — verify which numbers are provisioned
  2. Confirm +1 (805) 372-0416 is either:

a. A provisioned GHL Twilio number for SMS outreach, OR

b. A forwarding number pointing to a GHL tracking number

  1. GHL → Settings → Phone Numbers → Brand/Campaign Registration — check A2P 10DLC status
  2. If A2P is not registered, STOP SMS campaigns until registered — carriers will block messages

6. 📊 SUMMARY: WHAT'S SET UP vs BROKEN vs MISSING

✅ What's Working

⚠️ What's Broken / Needs Verification

❌ What's Missing

  1. "Home Services Outreach" pipeline — MUST CREATE MANUALLY
  2. "Client Onboarding" pipeline — MUST CREATE MANUALLY
  3. Trade Type custom field — create as SINGLE_OPTIONS dropdown
  4. Website Quality Score custom field — create as NUMERICAL
  5. Campaign Stage custom field — create as SINGLE_OPTIONS
  6. Default email service — configure in Settings → Email Services
  7. Currency setting — account has no currency set (needed for deal values/invoicing)
  8. Domain setting — no custom domain linked

7. 🎯 PRIORITY FIXES (Ordered)

🔴 P0 — Do These NOW Before Any Campaign Activity

  1. Verify A2P 10DLC Registration
  1. Fix Email Sending Service
  1. Verify Phone Number Setup

🟠 P1 — High Priority (This Week)

  1. Create "Home Services Outreach" Pipeline
  1. Create "Client Onboarding" Pipeline
  1. Create Missing Custom Fields

🟡 P2 — Important (This Month)

  1. Clean up Draft Workflows
  1. Set Currency & Domain
  1. Regenerate API Token with Full Scopes

8. 🔧 TECHNICAL NOTES

API Token Limitation

The token pit-9021cc0f-e603-4823-aa34-f596578dad1a is a read-only Private Integration Token. Pipeline creation returned:


401 - The token is not authorized for this scope.

All READ operations worked perfectly. To enable full API automation, the token needs write permissions for:

Location Phone Discrepancy

Workflow Volume

This account has 160+ total workflows — extremely high for a single sub-account. Many appear to be from agency snapshots that were imported wholesale. Most draft workflows are safe to leave or archive, but the volume creates noise. Consider a workflow audit/cleanup sprint.

Report generated by NEXUS ⚡ on 2026-04-01

Data sourced directly from GHL API — Location: kkzRBm88cs119djrJa6s