Evolve Recovery — GHL Sub-Account Audit

Audited by: PIXEL 🎯 (BEQPROD)

Date: 2026-04-01

Location ID: tU5RspLbwv7W9cxoWDwv

API Token: pit-892c127e-210b-48af-b71c-2e682baa6ce4

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📍 Account Overview

| Field | Value |

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

| Account Name | Evolve Recovery |

| Owner | Bryce Quilico |

| Email | bryce@evolve-recovery.ai |

| Phone | (805) 341-6319 |

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

| Website | https://www.evolve-recovery.ai |

| Timezone | America/Los_Angeles |

| Created | January 20, 2026 |

| Company ID | na1BUE3hRWrlzwKIr3mK |

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🔁 Pipelines

Status: EMPTY — No pipelines exist.

⚠️ Action Required (Manual Setup in GHL)

The API token does not have write scope for pipelines. These must be created manually in the GHL dashboard or via an Agency-level token.

Pipeline 1: Recovery Outreach

For tracking inbound lead → closed client flow

| Stage | Position | Purpose |

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

| New Lead | 0 | Fresh inbound — form fill, ad click, referral |

| Contacted | 1 | First outreach attempt made (call/SMS/email) |

| Engaged | 2 | Two-way conversation initiated |

| Proposal Sent | 3 | Deck/contract sent to facility or prospect |

| Closed Won | 4 | Deal signed / patient admitted |

| Closed Lost | 5 | Not a fit, no response, timing off |

Pipeline 2: Client Onboarding

For tracking new agency clients after Closed Won

| Stage | Position | Purpose |

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

| Contract Signed | 0 | Deal closed, onboarding begins |

| Access Granted | 1 | GHL, Meta, Google access collected |

| Setup In Progress | 2 | Campaigns, CRM, funnels being built |

| Go Live | 3 | Ads running, automations active |

| Active Client | 4 | Ongoing management |

How to create: GHL Dashboard → CRM → Pipelines → Add Pipeline

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🤖 Workflows

Status: EMPTY — No workflows exist.

Recommended Workflows to Build

1. New Lead — Instant Follow-Up

• Trigger: New contact created (via form/ad)
• Action 1: Wait 0 min → Send SMS: "Hey [First Name], thanks for reaching out to Evolve Recovery! We'll be in touch within the hour. — Bryce"
• Action 2: Wait 0 min → Send email confirmation
• Action 3: Wait 5 min → Create opportunity in "Recovery Outreach" → Stage: New Lead
• Action 4: Notify assigned user (internal notification)
• Action 5: Wait 4 hours → If no reply, send follow-up SMS

2. Lead Nurture — No Response (Days 1-7)

• Trigger: Opportunity in "Contacted" stage for 24h with no reply
• Day 1: SMS follow-up
• Day 2: Email follow-up with value content (e.g., "How we fill IOP beds with Meta Ads")
• Day 3: SMS + voicemail drop
• Day 5: Email with case study or testimonial
• Day 7: Final "breakup" email

3. Closed Won → Onboarding Kickoff

• Trigger: Opportunity moved to "Closed Won"
• Action: Move to Client Onboarding pipeline → "Contract Signed"
• Action: Send welcome email with onboarding Loom + intake form link
• Action: Create task: "Schedule kickoff call within 48h"
• Action: Tag contact with active-client

4. Re-engagement (Cold Leads 30+ Days)

• Trigger: Last activity > 30 days, tag = cold-lead
• Action: Send personalized re-engagement SMS
• Action: If no reply in 72h → move to "Closed Lost" with reason tag

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📋 Custom Fields

Status: 4 custom fields exist under parent group xTzALnr05JjH4Rt2d7BK

| Field Name | Field Key | Data Type | Notes |

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

| Sobriety Date | contact.sobriety_date | DATE | Track patient sobriety start |

| Recovery Pathway | contact.recovery_pathway | TEXT | IOP, PHP, Residential, Sober Living, etc. |

| Days Sober | contact.days_sober | NUMERICAL | Calculated or manually entered |

| JSS User | contact.jssuser | SINGLEOPTIONS (Yes/No) | Tracks JSS (Job Skills Support?) users |

Recommended Additional Custom Fields to Create

| Field Name | Type | Purpose |

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

| Insurance Provider | TEXT | Critical for behavioral health intake |

| Insurance Status | SINGLE_OPTIONS (Verified/Pending/None) | Track verification status |

| Lead Source | SINGLE_OPTIONS | Facebook/Google/Referral/Organic |

| Facility Type | MULTI_OPTIONS | IOP/PHP/Residential/Sober Living/Mental Health |

| State/Market | SINGLE_OPTIONS | CA/FL/Other |

| Intake Date | DATE | When patient entered program |

| Discharge Date | DATE | When patient completed/left |

| Referral Source | TEXT | Name of referring org or individual |

| Ad Campaign | TEXT | Which specific ad drove the lead |

| Ad Set | TEXT | For attribution tracking |

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📱 Tags

Existing Tags:

| Tag | ID | Purpose |

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

| jss-user | ljJRaPWYnqRkHExbN2Ku | Identifies JSS program users |

Recommended Tag Structure

• new-lead — Unworked lead
• cold-lead — No response 30+ days
• active-client — Current paying client
• iop-prospect / php-prospect / residential-prospect
• socal-market / florida-market
• meta-ads / google-ads / referral — Lead source tags
• insurance-verified / insurance-pending
• high-intent — Hot leads (opened 3+ emails, clicked CTA)

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📞 Phone & Email Setup

Phone Numbers: Endpoint not accessible via current token (requires Twilio/LC Phone scope).

⚠️ Action Items for Phone Setup

1. Verify a Twilio sub-account or LC Phone is connected
2. Purchase/provision a local Thousand Oaks area number (805 area code recommended)
3. Set up call forwarding → Bryce's direct line
4. Enable call recording for compliance/quality
5. Set up missed-call text-back automation (critical for behavioral health)

Email Setup

• Default Email: bryce@evolve-recovery.ai
• Default Email Service: Not configured (empty field)
• ⚠️ Need to connect SMTP or use LC Email (Mailgun/SMTP recommended)
• Recommended: Set up a dedicated sending domain (mail.evolve-recovery.ai) with DKIM/SPF/DMARC

Social Profiles

Status: ALL EMPTY — No social profiles connected.

| Platform | Status | Recommended Action |

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

| Facebook | ❌ Not set | Connect Meta Business Page |

| Instagram | ❌ Not set | Connect IG Account |

| LinkedIn | ❌ Not set | Add company page URL |

| Google Places | ❌ Not set | Add Google Business Profile ID |

| Twitter/X | ❌ Not set | Add if active |

| YouTube | ❌ Not set | Add channel for educational content |

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📊 Contacts & Data

Total Contacts: 0 (brand new sub-account)

This is a clean slate — which is actually great. We're building the right infrastructure from the start.

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🚦 Account Health Summary

| Area | Status | Priority |

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

| Pipelines | ❌ None created | 🔴 CRITICAL |

| Workflows | ❌ None created | 🔴 CRITICAL |

| Phone Setup | ⚠️ Unknown (token scope) | 🔴 CRITICAL |

| Email Setup | ❌ Not configured | 🔴 CRITICAL |

| Custom Fields | ✅ 4 relevant fields exist | 🟡 Expand |

| Social Connections | ❌ None connected | 🟠 HIGH |

| Tags | ⚠️ 1 tag only | 🟡 Expand |

| Contacts | — 0 contacts (new account) | — |

| Calendars | Not audited (scope required) | 🟡 Check |

| Forms/Funnels | Not audited (scope required) | 🟡 Check |

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✅ Immediate Action Checklist

In GHL Dashboard (Manual — API token lacks write scope for these)

• [ ] Create "Recovery Outreach" pipeline with 6 stages
• [ ] Create "Client Onboarding" pipeline with 5 stages
• [ ] Build "New Lead Instant Follow-Up" workflow
• [ ] Build "Lead Nurture Day 1-7" workflow
• [ ] Connect Meta Business Page to GHL
• [ ] Connect Instagram to GHL
• [ ] Add Google Business Profile ID
• [ ] Provision phone number (805 area code)
• [ ] Enable missed-call text-back
• [ ] Set up SMTP / LC Email sending domain
• [ ] Create lead capture form (intake form)
• [ ] Build intake funnel / landing page

Via API or Dashboard

• [ ] Add 10 recommended custom fields
• [ ] Create full tag taxonomy
• [ ] Set up calendar for intake calls / discovery calls
• [ ] Configure Google Ads / Meta Ads attribution tracking

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Audit complete. Account is a clean slate — high urgency on pipelines, workflows, and comms setup before running any paid traffic.