Taičhetán logoTaičhetánGrowth Series

    Your Growth Plan

    Everything you built across the three workbooks, in one place: the plan, the knowledge base and skills your AI will use, and the steps to build it in GoHighLevel.

    Workbook 1

    Landing Page

    0 of 12 sections built

    Start

    Workbook 2

    Growth Engine

    0 of 8 sections built

    Start

    Workbook 3

    CRM & Systems

    0 of 12 sections built

    Start

    Nothing here yet. Your plan fills in as you work through the workbooks in this browser. Start with Workbook 1.

    Your deliverable

    Growth Plan

    Your whole plan, from the page that brings people in to the system that turns them into customers. Copy it into a doc for your team.

    0 of 32 sections built
    Brand voiceNot yet: Workbook 1, Exercise 1.1
    Customer languageNot yet: Workbook 1, Exercise 1.3
    PersonaNot yet: Workbook 1, Exercise 2.1
    Target keyphrase and topicsNot yet: Workbook 1, Exercise 2.2
    Information needsNot yet: Workbook 1, Exercise 2.3
    Questions buyers ask AINot yet: Workbook 1, Exercise 3.1
    HeadlineNot yet: Workbook 1, Exercise 4.1
    Call to action, proof and objectionsNot yet: Workbook 1, Exercise 4.2
    Visual tokensNot yet: Workbook 1, Exercise 5.1
    Page outlineNot yet: Workbook 1, Exercise 6.1
    First draftNot yet: Workbook 1, Exercise 6.2
    Digital footprint action planNot yet: Workbook 1, Exercise 6.3
    Business BrainNot yet: Workbook 2, Exercise 0
    Customer journey and biggest gapsNot yet: Workbook 2, Exercise 1.1
    Top channelsNot yet: Workbook 2, Exercise 2.1
    90-day channel playbookNot yet: Workbook 2, Exercise 2.2
    Lead magnetNot yet: Workbook 2, Exercise 3.1
    Capture pointsNot yet: Workbook 2, Exercise 3.2
    Growth infrastructure mapNot yet: Workbook 2, Exercise 4.1
    90-day diagnosisNot yet: Workbook 2, Exercise 4.2
    Business SnapshotNot yet: Workbook 3, Module 1
    Lead Capture AuditNot yet: Workbook 3, Module 2
    Follow-Up AuditNot yet: Workbook 3, Module 2
    Sales Process AuditNot yet: Workbook 3, Module 2
    Client Experience AuditNot yet: Workbook 3, Module 2
    Define Your Pipeline StagesNot yet: Workbook 3, Module 3
    The Nurture Trigger MapNot yet: Workbook 3, Module 3
    The AI Agent BriefNot yet: Workbook 3, Module 3
    The Delivery HandoffNot yet: Workbook 3, Module 3
    The Reviews SystemNot yet: Workbook 3, Module 3
    CRM Feature WishlistNot yet: Workbook 3, Module 4
    90-Day Implementation PlanNot yet: Workbook 3, Module 4

    Build it in GoHighLevel

    Do it yourself: where each piece goes

    Each card shows where one piece of your plan lives in GoHighLevel and the few steps to set it up, using what you wrote in this workbook.

    Your knowledge base

    From Exercise 1.2 (Business Brain)

    Lives in: AI Agents → Knowledge Base

    1. Click Create New, or open an existing knowledge base.
    2. Click Add Source → Rich-Text, and paste your Business Brain.
    3. Save. Any AI agent you attach this knowledge base to can now look up your facts.

    Finish Exercise 1.2 (Business Brain) to copy it from here.

    Your landing page

    From Exercises 6.1 and 6.2 (outline and draft)

    Lives in: Sites → Websites (or Funnels)

    1. Create a new website or funnel page.
    2. Build the sections in the order of your outline, and paste in your draft copy.
    3. Open the Settings tab and check that Auto-generate schema is on, under SEO & AEO.
    4. Publish, then test the live page with Google's Rich Results Test.

    Finish Exercises 6.1 and 6.2 (outline and draft) to copy it from here.

    Your knowledge base

    From the Business Snapshot

    Lives in: AI Agents → Knowledge Base

    1. Click Create New, or open an existing knowledge base.
    2. Click Add Source → Rich-Text, and paste your Business Snapshot.
    3. Save. Any AI agent you attach this knowledge base to can now look up your facts.

    Finish the Business Snapshot to copy it from here.

    Your pipeline

    From Define Your Pipeline Stages

    Lives in: Opportunities → Pipelines

    1. Click Create new pipeline, and give it a name.
    2. Add each stage from your pipeline stages, in order.
    3. Save.

    Finish Define Your Pipeline Stages to copy it from here.

    Your follow-up workflows

    From The Nurture Trigger Map

    Lives in: Automation → Workflows → Build using AI

    1. Paste the Step 3 paragraph from your trigger map as the prompt.
    2. GoHighLevel builds a draft. Work through the to-do list it shows before publishing.
    3. Check that Stop on Response is on, so the workflow stops when a lead replies.
    4. Test it with your own contact details before you publish.

    Finish The Nurture Trigger Map to copy it from here.

    Missed-call text-back

    From the Lead Capture Audit

    Lives in: Settings → Phone System → Voice → Voicemail & Missed Call Text Back

    1. Open Missed Call Text Back and tick Enable Missed Call Text Back.
    2. Click Customize and paste the missed-call text from your AI Agent Brief.
    3. Send yourself a test, then Save.
    4. It texts on every missed call. If someone calls twice, HighLevel suggests a workflow with a wait step to avoid double texts.

    Your AI agent

    From The AI Agent Brief

    Lives in: AI Agents → Conversation AI → + Create Bot

    1. Create the bot and paste your agent brief as its instructions.
    2. In Bot Training, attach the knowledge base you built from your Business Snapshot.
    3. Choose the channels it answers (for example, website chat and SMS).
    4. Test it from your own phone before you switch it on for customers.

    Finish The AI Agent Brief to copy it from here.

    Your review requests

    From The Reviews System

    Lives in: Reputation → Settings

    1. Under Review Link, choose where requests send people (for most local businesses, your Google profile).
    2. Turn on SMS or email requests, and paste your ask. Use {{reputation.review_link}} for the link.
    3. Set when the first request goes out and how often it repeats.
    4. Ask every customer, not only the happy ones, and never offer a reward for a review.

    Finish The Reviews System to copy it from here.

    Your weekly scorecard

    From the 90-Day Implementation Plan

    Lives in: Dashboard → Add Dashboard

    1. Name it "Weekly Scorecard" and choose who can see it.
    2. Add one widget for each scorecard metric in your 90-day plan (or your Growth Engine diagnostic).
    3. Review it in the same 30-minute meeting every week.
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    Your AI skill pack

    Turn today's work into skills your AI keeps using

    A prompt only lasts as long as the chat. A skill is saved instructions your AI assistant loads whenever the task comes up: in Claude, in a ChatGPT project, or as a Custom Skill on a GoHighLevel AI agent. Its description is what decides when it fires, so each one below says exactly when to use it.

    Each skill is built from your own answers in this workbook. Nothing is retyped, and nothing is invented.

    Where each piece goes in a GoHighLevel AI agent

    Knowledge base

    Facts

    Your Business Brain: offers, pricing, policies, proof.

    Agent instructions

    Behavior

    Your AI agent brief (Part Two, Exercise 4.3): its role, voice, handoff and limits.

    Custom skills

    Processes

    The skills below: how to do one repeatable task, step by step.

    HighLevel's own example: your pricing policy lives in the knowledge base, while the steps to qualify a prospect live in a skill. Keep facts out of skills, and each piece stays easy to update.

    Brand Voice & Copy

    Writes anything customers read (email, SMS, social, web, ads) in your voice, to your audience.

    Stronger once you finish: Exercise 1.1 (brand voice), Exercise 2.1 (persona).

    Customer Answers

    Answers any prospect question about your business, in your voice, from your real facts.

    Stronger once you finish: Exercise 1.2 (Business Brain), Exercise 3.1 (buyer questions).

    Follow-Up

    Decides what to send a lead at each pipeline stage, and when to stop.

    Stronger once you finish: Define Your Pipeline Stages, The Nurture Trigger Map.

    Review Replies

    Replies to reviews and writes review requests, following your reviews system and Google's rules.

    Stronger once you finish: The Reviews System.