B-Series Funnel Quality Assurance and Publishing

Purpose

This SOP documents the process for activating all B-prefix funnels in a GHL sub-account as part of standard client onboarding. B-series funnels are pre-built marketing pages included in the Extendly snapshot that support calendars, lead capture, reviews, referrals, and payments.

Scope

Covers:

• Quality assurance checks for each funnel
• Publishing funnels to the client subdomain
• Testimonial custom value updates
• URL documentation

Does Not Cover:

• Initial snapshot loading (see KB-001)
• Subdomain DNS setup (see Task M3 in Client Onboarding Procedure)
• Workflow activation (separate SOP)
• Custom funnel development

Prerequisites

• GHL sub-account with Extendly snapshot loaded
• Subdomain go.[domain.com] connected and SSL active
• Custom values populated (onboarding form already completed)
• Client testimonials gathered from Google Business Profile

Domain Convention

Standard subdomain: go.[clientdomain.com]

Examples:

• go.jpfloors.com
• go.upscalelegal.com
• go.symphonycore.com

Exception: If client does not have a WordPress site and GHL is their primary web presence, funnels may be published to the root domain. Confirm with team lead before deviating from standard.

B-Series Funnel Inventory

The Extendly snapshot includes these B-prefix funnel folders:

Folder	Purpose	Priority
B-007: Calendar Funnels	Appointment booking pages	CRITICAL - Do first
B-005: Payment Funnels	Checkout and invoice pages	HIGH
B-006: Callback Funnels	Request callback forms	HIGH
B-009: Review Funnels	Review request landing pages	HIGH
B-011: Lead Form Funnels	Lead capture pages	HIGH
B-016: Referral Funnels	Referral program pages	MEDIUM
B-017: Link Tree Funnels	Link-in-bio pages	MEDIUM
B-004: Reactivation Funnels	Database reactivation offers	MEDIUM

Step-by-Step Procedure

Step 1: Quality Assurance (Per Funnel)

For each B-prefix funnel, complete these checks:

1.1 Visual Preview

1. Navigate to Sites → Funnels
2. Click into funnel folder
3. Click funnel name to open builder
4. Click Preview (eye icon, top right)
5. Check in both Desktop and Mobile views

1.2 QA Checklist

Check	What to Look For	Action if Failed
Custom values	Business name, phone, email display correctly	Edit custom values in Settings → Custom Values
Images	All images load (no broken icons)	Re-upload images to GHL media library
Testimonials	Testimonials display with INITIALS only	Update testimonial custom values (see Step 3)
Colors	Brand colors applied correctly	Check color custom values
Forms	Forms visible and fields present	Check form connection in builder
Calendar	Calendar widget shows (may be empty until calendar connected)	Verify calendar configured
Links	All buttons have URLs (not blank)	Add URLs in builder
Mobile	Layout not broken on mobile view	Adjust mobile-specific settings

1.3 Form Test

1. In preview mode, fill out any form
2. Submit with test data
3. Verify:
   • Form submits without error
   • Confirmation/thank you page loads
   • Test contact appears in GHL Contacts

Step 2: Publishing Process

2.1 Connect Funnel to Domain

1. In funnel builder, click Settings (gear icon)
2. Under Domain, select go.[clientdomain.com]
3. Under Path, enter URL path:

Funnel Type	Recommended Path
Calendar - Main	/schedule or /book
Calendar - Consultation	/consultation
Calendar - Phone Call	/call
Review Request	/review
Referral	/refer
Link Tree	/links
Callback	/callback
Lead Form	/contact or /get-started

4. Click Save

2.2 Publish Funnel

1. Click Publish button (top right, green)
2. Wait for "Successfully published" message
3. Note the full URL displayed

2.3 Test Live URL

1. Copy the published URL
2. Open in new incognito/private browser window
3. Verify:
   • Page loads without errors
   • HTTPS active (green padlock)
   • All content displays correctly
   • Forms submit successfully
   • Calendar shows available times (if applicable)

2.4 Document URL

Record all published URLs in the client's Funnel Reference document:

Client: [Client Name]
Domain: go.[clientdomain.com]
Updated: [Date]

| Page | URL | Status |
|------|-----|--------|
| Main Calendar | go.example.com/schedule | Live |
| Consultation | go.example.com/consultation | Live |
| Review Request | go.example.com/review | Live |
| Referral | go.example.com/refer | Live |
| Link Tree | go.example.com/links | Live |

Step 3: Testimonial Updates

Privacy Requirement: Use initials only, not full customer names.

3.1 Gather Testimonials

1. Go to client's Google Business Profile
2. Find 4-6 positive reviews (4-5 stars)
3. Copy review text (can shorten if very long)
4. Note reviewer name

3.2 Format for Privacy

Convert full names to initials:

• "John Smith" → "J.S."
• "Mary Jane Watson" → "M.J.W."
• "Robert" (first name only) → "R."

3.3 Update Custom Values

1. Navigate to Settings → Custom Values
2. Find testimonial fields:
   • testimonial_1, testimonial_1_author
   • testimonial_2, testimonial_2_author
   • (up to 6 testimonials)
3. Update each field:
   • testimonial_X: Review text (max 255 characters)
   • testimonial_X_author: Initials only (e.g., "J.S.")
4. Save changes

3.4 Verify in Funnels

1. Preview any funnel with testimonials
2. Confirm testimonials display correctly
3. Confirm only initials shown (not full names)

Step 4: Final Verification

4.1 Complete Checklist

• All B-prefix funnels QA'd
• All funnels connected to go.[domain.com]
• All funnels published
• All URLs tested and working
• Testimonials updated with initials only
• Funnel Reference document created

4.2 Handoff

1. Share Funnel Reference document with team
2. Update client task list to mark funnel tasks complete
3. Note any issues for follow-up
4. Proceed to workflow activation (separate task)

Troubleshooting

Issue: Funnel won't publish

Causes:

• Domain not connected or SSL not active
• Path already in use by another funnel

Solutions:

1. Check Settings → Domains - verify domain shows "Connected" with green status
2. Check SSL status - may need to wait 24-48 hours after DNS setup
3. Try different URL path if "path already in use" error

Issue: Custom values showing {{brackets}}

Cause: Custom value not populated or wrong syntax

Solution:

1. Go to Settings → Custom Values
2. Search for the variable name shown in brackets
3. Populate or correct the value
4. Save and refresh funnel preview

Issue: Testimonials showing full names

Cause: Custom values contain full names instead of initials

Solution:

1. Go to Settings → Custom Values
2. Find testimonial_X_author fields
3. Replace full names with initials
4. Save and verify in funnel preview

Issue: Calendar not showing availability

Cause: Calendar not configured yet (Task M7-M8 from onboarding)

Solution:

1. This is expected if calendar setup not complete
2. Complete calendar configuration first
3. Return to verify calendar funnels after

Related Documents

• KB-001: Extendly Quick Start Guide
• KB-002: Automation Ecosystem
• Client Onboarding Procedure
• GHL Naming Standard

Revision History

Date	Version	Change Description	Author
2025-12-19	1.1	Simplified: removed duplicate cleanup steps, direct custom value edits	Symphony Core Systems Team
2025-12-19	1.0	Initial version based on Tanu/Rohit sync meeting	Symphony Core Systems Team