User Workflows + Feature Guide

User Workflows

Every feature, every flow, step by step. From first launch to campaign generation to client reporting.

3
Entry Skills
4
Workflow Modes
26+
Campaign Types
10+
Industries
01 — System Overview

System Overview

How all workflows connect

Entry Flow
User Launches App
Skill Selection Grid
picks one of:
R6 Start Here
Experience Detection
Routes to Fast Start OR Client Workflow
R6 Fast Start
Mode Selection (4 modes)
R6 Client Workflow
Mode Selection (4 modes)
Available Modes
[1] Strategy Call Prep
[2] Client Onboarding
[3] Campaign Content
[4] Check-In Report
02 — Entry Skill

Skill: R6 Start Here

The entry point — detects your setup and routes you

1

Setup Scan

Checks for reference materials, existing clients, available skills (automatic, silent)

2

Experience Detection

Brand New (0 clients) / Getting Started (1–2) / Experienced (3+)

3

Welcome Screen

Personalized menu based on experience level

4

Routing

User picks action, gets seamlessly routed to the right skill + mode

5

Demo Walkthrough

Optional: “show me how this works” with Bright Smiles Dental example

User Choice Skill Invoked Mode
Prep for strategy call Fast Start or Client Workflow Strategy Call Prep
Onboard new client Fast Start or Client Workflow Client Onboarding
Generate campaign Fast Start or Client Workflow Campaign Content
Run check-in report Fast Start or Client Workflow Check-In Report
Show me how it works Start Here Demo Walkthrough
03 — Mode 1

Mode 1: Strategy Call Prep

Available in Fast Start + Client Workflow
Transform prospect audit data into a scored, analyzed pre-call briefing.
1

Collect Inputs

Prospect name, business, industry. Audit data (raw answers, pre-scores, or verbal walkthrough)

2

Score the Audit

Each R scored against maximum. Reliability flag if LOW. Total out of 97. Stage: Foundation / Growth / Optimization

3

Identify Pattern

Match to 1 of 5 R-patterns. Show closest match with deviation notes

4

Generate Briefing

Audit score table, pattern analysis, two biggest opportunities (cost language), recommended package, pre-call checklist

5

Save + Profile

Creates strategy-call-{date}.md + profile.md

R-Patterns

Empty Dashboard

New business, no systems

Busy Business

Great reputation, losing leads in conversion

Advertiser

Heavy ad spend, no foundation

Untapped Database

Large customer list, not marketing to them

Ready to Scale

Strong foundation, ready to grow

Sample Output Strategy Call Briefing — Bright Smiles Dental
Audit Scores
Reliability
7 / 10 — HIGH
Reputation
12 / 28 — LOW
Readiness
5 / 14 — LOW
Resell
8 / 20 — LOW
Remarketing
3 / 14 — LOW
Reach
6 / 21 — LOW
TOTAL
41 / 97 — Foundation Stage
Pattern Match
Pattern: Busy Business. Bright Smiles has a solid reputation with patients who walk in the door, but they are hemorrhaging potential revenue at the conversion and retention stages. High Reliability score suggests a well-run practice; the gap is in marketing systems, not service quality.
Two Biggest Opportunities
1. Readiness (5/14): “You had 23 missed calls last month. Every one of those is a potential patient walking to the competitor down the street. At an average lifetime value of $3,200 per patient, even recovering 5 of those calls is worth $16,000.”
2. Resell (8/20): “You have 2,400 patients in your system. None of them got a birthday message, a reactivation offer, or a check-up reminder last quarter. That's $2,400 patients who already trust you — sitting untouched.”
Recommended Package
Fast Start at $297/mo. Addresses both critical gaps: missed-call text-back recovers lost leads immediately, while birthday and reactivation campaigns begin working the existing patient database within the first week.
Pre-Call Checklist
  • Review Bright Smiles Google reviews (current rating, volume, recency)
  • Check competitor presence within 3-mile radius
  • Prepare missed-call recovery ROI calculation ($3,200 LTV x projected recoveries)
  • Have Fast Start onboarding timeline ready to share on call
04 — Mode 2

Mode 2: Client Onboarding

Available in Fast Start + Client Workflow
Generate all content needed to set up a new client's HighLevel account. Adapts to tier.
  1. Welcome Email + Setup Call Prep
  2. Missed Call Text-Back (SMS <160 chars)
  3. Review Request Workflow (SMS + Email)
  4. Web Chat + AI Bot Knowledge Base
  5. Birthday Campaign (SMS + Email)
  6. Reactivation Campaign — Both Variants
  7. FID Setup Checklist (pre-populated)
7 outputs — everything needed for a quick-win FID client setup
  1. Welcome Email + Setup Call Prep
  2. Missed Call Text-Back (SMS <160 chars)
  3. Review Request Workflow (SMS + Email)
  4. Web Chat + AI Bot Knowledge Base
  5. Birthday Campaign (SMS + Email)
  6. Reactivation Campaign — Both Variants
  7. FID Setup Checklist (pre-populated)
  8. Conversations Inbox Setup Brief
  9. SMS List Building (opt-in + CTAs)
  10. First Monthly Offer Campaign
  11. New Lead Follow-Up (5F — 5 touches, 14 days)
  12. Fast Start Setup Checklist
12 outputs — all 7 FID outputs plus 5 additional Fast Start deliverables
  1. AI Chat Bot Knowledge Base (sophisticated)
  2. Missed Call Text-Back
  3. New Lead Follow-Up Sequence
  4. Welcome Email + Setup Call Prep
  5. Birthday Campaign
  6. Reactivation Campaign (both variants)
  7. First Monthly Offer Campaign + Additional Campaigns
  8. Onboarding Setup Checklist (4-week activation)
8+ outputs — full Core R6 onboarding with sophisticated AI bot and 4-week activation plan
File Output Structure — All Tiers
FID Tier Output 7 files
r6-clients/{client-slug}/ profile.md onboarding/ welcome-email.md missed-call-text-back.md review-request.md ai-bot-kb.md birthday-campaign.md reactivation-campaign.md setup-checklist.md
Fast Start Tier Output 12 files
r6-clients/{client-slug}/ profile.md onboarding/ welcome-email.md missed-call-text-back.md review-request.md ai-bot-kb.md birthday-campaign.md reactivation-campaign.md setup-checklist-fid.md conversations-inbox-brief.md sms-list-building.md monthly-offer-campaign.md lead-follow-up-5f.md setup-checklist-fast-start.md
Core R6 Tier Output 8+ files
r6-clients/{client-slug}/ profile.md onboarding/ ai-bot-kb-advanced.md missed-call-text-back.md lead-follow-up-sequence.md welcome-email.md birthday-campaign.md reactivation-campaign.md monthly-offer-campaign.md additional-campaigns.md setup-checklist-core-r6.md campaigns/ (generated per request)
Sample Output Onboarding Welcome Email — Bright Smiles Dental
Subject: Welcome to GrowthOS — Let's get Bright Smiles Dental growing! Preview: Your marketing system is being set up this week. Hi Dr. Martinez, Welcome aboard! I'm excited to get your marketing system up and running. Over the next few days, we'll be activating the tools that will help Bright Smiles capture more patients, recover missed calls, and turn your existing patient base into a consistent growth engine. Here's what to expect this week: Your Setup Timeline: - Day 1-2: Missed call text-back + review requests live - Day 3-4: AI chatbot trained on your services - Day 5: Birthday campaign + reactivation sequences activated You don't need to do anything right now. I'll send you a quick walkthrough once everything is live so you can see it in action. Looking forward to getting you results fast. — Sarah, Your Account Manager Bright Smiles Dental Growth Team
05 — Mode 3

Mode 3: Campaign Content

Available in Fast Start + Client Workflow
Generate HL-ready campaign copy for any campaign type, calibrated to industry.
Campaign Inventory by Tier
FID Campaigns 9 types
Review Capture Bad Review Recovery Birthday Reactivation (Discount) Reactivation (Book a Call) Missed Call Text-Back Appointment Confirmation Birthday Club Confirmation Custom
Fast Start Adds +8 types
Warm Prospecting Lead Follow Up Lead Magnet Follow Up 5F Sequence Monthly Offer Seasonal Promotion Referral Sequence Feedback Survey
Core R6 Adds +9 types
Cold Prospecting Upsell After Purchase Webinar (reg+reminder+follow-up) Anniversary Onboarding Survey Activation Habit Former Service Rescue QBR
Campaign Sequence Examples
SMS Email
5F Follow-Up Sequence
Day 0
SMS
Day 0
Email
Day 2
SMS
Day 5
Email
Day 10
SMS
Day 14
Email
Reactivation (Discount Variant)
Day 0
SMS
Day 1
Email
Day 5
SMS
Birthday Campaign
Day 0
SMS
Day 0
Email
Day 7
Reminder
Copy Rules

SMS Rules

  • Under 160 characters
  • First-name personalized
  • One clear CTA
  • Business name at end
  • Opt-out for broadcasts

Email Rules

  • 3 subject variants (one starred)
  • Preview text included
  • Pattern-interrupt opener
  • Scannable body
  • Specific CTA button
  • Personal signature
Industry Calibration
Industry Tone Top Offers Best Channels Compliance
Dental Warm, reassuring Free cleaning, whitening discount SMS + Email HIPAA (no PHI in SMS)
Restaurant Casual, energetic BOGO, free appetizer, birthday dessert SMS primary Standard
Home Services Trustworthy, direct Seasonal tune-up, first-visit discount Email + SMS Standard
Auto Straightforward Oil change special, seasonal check SMS + Email Standard
Fitness Motivating, social Free week, bring-a-friend, challenge SMS + Social Standard
Beauty / Spa Luxurious, personal Birthday treatment, referral bonus SMS + Email Standard
Retail Friendly, urgent Flash sale, loyalty points, seasonal SMS + Email Standard
Professional Formal, expert Free consultation, audit, assessment Email primary Industry-specific
Real Estate Personal, market-aware Home valuation, buyer guide Email + SMS Fair Housing
Childcare Warm, safe Open house, referral credit Email primary COPPA
Sample Output Birthday Campaign — Bright Smiles Dental
SMS (142 characters)
Hi {first_name}, happy birthday from Bright Smiles! Enjoy a FREE whitening session this month. Book now: {link} — Bright Smiles Dental
Email Subject Lines
Subject 1: Happy Birthday, {first_name}! Your gift is inside Subject 2: A birthday surprise from Bright Smiles Subject 3: {first_name}, we have something special for your birthday (Recommended)
Email Body Preview
Hi {first_name}, Happy birthday from everyone at Bright Smiles Dental! We wanted to do something special for your big day, so here's a gift from us to you: a complimentary teeth whitening session — on the house. No catch, no strings. Just our way of saying thanks for being part of the Bright Smiles family. Your offer is valid for the entire month, so book whenever it's convenient for you. [BOOK MY FREE WHITENING] Have a wonderful birthday! Warm regards, Dr. Martinez & the Bright Smiles Team
HL Load Notes
Trigger
Birthday date field
Audience
Active patients with birthday this month
Tokens
{first_name}, {link}
Compliance
HIPAA — no PHI in SMS body
06 — Mode 4

Mode 4: Check-In Report

Available in Fast Start + Client Workflow
Transform dashboard numbers into a structured, client-ready performance review.
30-Day

30-Day Check-In

Foundation check, early wins, “at 60 days we'll expand.” Focuses on proving value quickly and setting expectations for the road ahead.

60-Day

60-Day Check-In

Ad System readiness (5-criteria checklist), acceleration conversation. Evaluates whether the foundation supports scaling up activity.

90-Day

90-Day Review (Core R6)

Cumulative results, ROI snapshot, referral ask. Full performance review with data-backed talking points and upgrade signal detection.

Dashboard Data Collected

The user provides the following data points during a check-in. The AI transforms these raw numbers into a narrative report.

★
New Reviews
Count + avg rating
☎
Calls
Answered / missed
✉
Campaigns Sent
SMS count + email count
✚
New Leads
Captured this period
📅
Appointments
Booked this period
🔄
Reactivated
Returning customers
💰
Revenue
Attributed (if available)
📈
Response Time
Avg lead response (sec)

Report Structure

  • The Headline Win Story-framed lead result that anchors the conversation
  • R-by-R Performance Each active R scored with movement indicators
  • What's Working Bullet list of wins with specific numbers
  • What to Tune Actionable adjustments with clear next steps
  • Next 30-Day Priorities Numbered list of specific goals for the coming period
  • Looking Ahead Upgrade signal detection and expansion conversation
Sample Output 30-Day Check-In Report — Bright Smiles Dental
The Headline Win
“In your first 30 days, you recovered 12 missed calls that would have been lost forever. That's an estimated $3,600 in potential revenue that your old system was leaving on the table.”
R-by-R Performance
Reputation
7 new reviews (was averaging 1/month) ↑
Readiness
12 missed calls recovered, 3.2s avg response time ↑
Resell
48 birthday messages sent, 6 bookings ↑
Remarketing
Reactivation campaign live, 3 re-bookings so far →
Reach
Not yet activated (scheduled for 60-day expansion)
What's Working
• Missed call text-back: 12 of 31 missed calls responded within 2 minutes, 4 converted to appointments
• Review requests: 7 new Google reviews at 4.8 average (up from 4.6)
• Birthday campaign: 6 of 48 recipients booked a whitening session
Next 30-Day Priorities
1. Activate reactivation campaign for patients inactive 90+ days
2. Begin monthly offer cadence (May: “Spring Smile Refresh”)
3. Review ad-readiness criteria at 60-day check-in
Upgrade Signals

FID → Fast Start

First visible win + 30+ days + client engaged. The client has seen results and is ready for more systematic marketing.

Fast Start → Core R6

50+ contacts + inbox active + 60+ days + client asking for more. The foundation is solid and ready for full R6 system deployment.

07 — Client Intelligence

Client Profile System

Persistent client intelligence across all sessions

Profile Lifecycle
First Session
Collect Info
Save Profile
Next Sessions
Load Profile
Use Silently
Update After Workflow

Profile Schema — Quick View

Business basics Offers Voice notes Campaign history Industry template applied Audit pattern Package tier
Profile Fields — Detailed
  • Business Name Company name, used in all campaign copy and signatures
  • Owner Primary contact name, used for personalization
  • Industry Vertical classification, drives template and calibration selection
  • Services Core offerings, referenced in campaign copy and bot KB
  • Location City/region, used for local SEO and geo-targeted messaging
  • Team Size Affects tier recommendation and setup complexity
  • Package Tier FID / Fast Start / Core R6 — determines available campaigns
  • Onboard Date Used for check-in scheduling (30/60/90 day)
  • Monthly Offer Current promotional offer for monthly campaigns
  • Birthday Offer Gift or discount used in birthday campaigns
  • Reactivation Offer Incentive for re-engaging lapsed customers
  • Referral Offer Reward structure for referral program campaigns
  • Voice Notes Tone and personality preferences applied to all copy
  • Industry Template Which saved template was applied, if any
  • Audit Pattern Diagnostic pattern identified during strategy call prep
  • Campaign History Running log of all campaigns generated, with dates

Never re-asks information already in the profile

Industry inferences flagged but not blocked

Campaign history appended automatically after each generation

08 — Industry Templates

Industry Templates

Saved approaches that accelerate future clients

Template Lifecycle
First Client in Vertical
Generate
Offer to Save Template
Future Clients Start from Template

What Templates Contain

  • Industry profile
  • Tone / voice defaults
  • Offer patterns by campaign type
  • AI Bot starting FAQs
  • Campaign notes
  • Compliance notes
Supported Industries
Dental Restaurant Home Services Auto Fitness Beauty / Spa Retail Professional Real Estate Childcare
09 — Workflow Chaining

Workflow Chaining

After completing any mode, the system suggests the logical next step

Strategy Call Prep
“Ready to onboard?”
Client Onboarding
“Generate first campaign?”
Campaign Content
“Another campaign or check-in?”
Check-In Report
No upgrade signal → “Draft follow-up email?”
Follow-Up / Upgrade Guidance
Upgrade detected → “Upgrade conversation script?” → Upgrade guidance
10 — Artifact Interface

Artifact Interface

How generated assets appear in the chat

1

Inline Card

Title, preview, type badge, timestamp. Pulse animation on appearance.

2

Actions Bar

View Full | Copy | Download

3

Right Panel Detail

Full rendering, type-specific layout

Asset Types + Render Behavior
Strategy Briefing Structured document with score table + checklist
Onboarding Package Multi-section output with per-asset tabs
SMS Campaign Character count badge + phone preview
Email Campaign Subject variants + body + CTA button preview
Check-In Report Performance dashboard with R-by-R cards
Client Profile Field-value pairs with edit indicators
AI Bot KB Q&A pairs in collapsible sections
Setup Checklist Interactive checkbox list with status
11 — For Business Owners

Direct Access Workflows

Business owners can use GrowthOS directly — no agency required.

1

Self-Assessment

Take the 54-question diagnostic audit. Get your scores across all 6 Rs, see your pattern, and receive a personalized recommendation for which tier fits your needs.

2

Guided Setup

Choose a tier and let the AI walk you through setup step by step. It generates all the content you need — from welcome emails to campaigns — adapted to your industry.

3

Ongoing Management

Generate new campaigns, run monthly check-ins, track your performance over time. The AI remembers your business and gets smarter with every interaction.

12 — Administration

Admin Interface

Manage AI skills at /admin

+

Create Skills

Name, emoji, description, system prompt

✎

Edit Skills

Update any field inline

●

Toggle Active

Enable/disable per skill

✕

Delete Skills

With confirmation dialog