Manager Training Visual — Revised
Every workflow in the coaching program, floor by floor — who runs it, what an agent already does, and what's still a human call.
Two doors in, three pipes feeding them.
HOUSE Equation App direct signup, and the free Trailblazers Community.
Coach campaigns (70–80% of volume) · Company campaigns (centrally generated) · Manager campaigns (self-coach or assign out).
GHL Native Managed Agent executes campaigns; coach or manager approves.
Owns the student relationship — first contact through the Acquisition Checklist.
GHL managed agent executes, coach approves.
Appointment Setter Agent — built and live, running ~3–4 days. No student volume through it yet; still in launch/startup phase.
Function 4 (added Aug 24) — Inbound Social/Community Engagement Response. On Facebook: the agent monitors comments and DMs directly, answers questions, and drives toward booking, under the same guardrails as the Social Content Agent (no guaranteed outcomes/timelines, no legal/tax/lending advice). Inside the GHL Community: the agent does NOT monitor directly, to avoid collision with the Community Engagement Agent, which already owns that space. It only activates on a handoff. Handoff mechanic: when the Community Engagement Agent spots a booking-worthy inquiry, it posts a natural, varied acknowledgment-plus-handoff message (not a fixed script) before the Appointment Setter Agent takes over that thread — avoids a jarring silent context-switch for the prospect.
Fully human. Relationship-building plus the AD diagnostic.
Weekly Check-in Triage Agent drafts response and rating, coach approves.
Agent drafts and triages for escalation, coach approves.
Cash-Flow Audit Copilot drafts notes in a casual tone, coach edits for tact.
Coach decides role fit — a personality read stays human judgment. Agent drafts the explainer after.
Fully human judgment call.
Built and live since August 22, 2026 — operates inside GoHighLevel, drafting daily Facebook/GHL community posts. Not tied to one numbered workflow above; supports Layer 0/1 lead nurture broadly.
Identified alongside the Social Content Agent, not yet scoped as its own build. Job: consistency and comprehension engine across the full ecosystem — not just lead nurture. Seven audience tracks identified (Aug 24 session): cold leads; students/community by Track 1 vs Track 2; students/community by passive role (tenant-buyer partner, landlord, silent partner) vs active role (Real Estate Collaborator, Deal Scout, Disposition Partner, Acquisition Partner) — passive gets core-message reinforcement, active gets structured deal education; coaches; managers; strategic partners split by RE/mortgage professionals vs vendors (mirrors the existing Coach Prospecting Strategy pitch-logic split). Unifying root narrative across every track: everyone is either directly acquiring assets and building passive cash flow, or supporting someone else's journey to do the same — same destination (Tier 1/2/3 financial freedom, active-to-passive cash flow transition via real estate), same standardized mental model (Leap Frog Method). Sequence structure and cadence still to be designed.
Identified alongside the Social Content Agent and Email Campaign Agent as a separate, distinct build (different discipline, different risk profile — a bad SMS blast is more damaging than a mediocre post). Not yet scoped.
Watches new registrations, fixes the prospect→student attribution and coach-assignment gap (a known fragile flow), auto-assigns to the right coach, triggers the conversion workflow, and notifies the coach. Not yet scoped as its own build.
Owns the coach network — onboarding, lead assignment, escalation, certification sign-off.
Identical to Layer 1 — run directly with the manager's own students.
Anchored on the coach's Business Plan pace vs. goal.
Activity Tracker is now built (Base44). Pace Flagging Agent is unblocked — ready to scope whenever prioritized, not yet built.
Self-coach or assign to network; runs through the GHL managed agent — no manager-specific gap.
Two distinct paths, not one inbox — see diagram below.
Shared calendar and group chat. No agent needed.
Renamed from "Community Moderation." Primary job is engagement — welcoming new members, orienting them, guiding them to the right channels, nudging participation. Moderation (bad behavior, disputes, spam) is a secondary function folded into the same agent, not a separate build.
Not the manager. Admin/founder only — the manager's role stops at reading the coach's notes upstream of that decision.
Folded into Weekly Coach Check-ins (item 02) for now — becomes a watch-condition on that same agent later, not a new build.
Analyzes a coach's funnel inputs on the existing Business Plan calc engine and suggests conversion-rate or pricing changes to maximize annual income — a "what-if" copilot layered on the current calculator. Not yet scoped.
Owns platform integrity — certification gates, audits, and everything that feeds founder-level oversight.
Oversight only — network health.
Oversight only — platform-wide roster health.
Trend and KPI watch.
Prospect Assignment Recommendation Agent proposes coach, manager, or self-coach via round robin + capacity; admin or manager approves.
No agent — low-frequency configuration.
Cash-Flow Audit Copilot (extended) drafts summary, report, and a recommended decision; admin/founder makes the call. Matched Real Estate Collaborator gets the outcome on all three results — no vote.
Remedy Intelligence Agent (extended): live-session recommendations, plus flags high-quality coach remedies as promotion candidates for admin review.
Trigger: in-session, inline — not a scheduled batch or event webhook, so it doesn't take a schedule/event badge.
Session Outline Optimization Agent (new) mines call transcripts against conversion outcomes, proposes script revisions. Full admin approval on every change.
Execution is the manager's job; admin's view is passive.
Escalation Routing Agent (extended with a type classifier): hierarchy default, expertise path, and a vendor path — now unblocked pending minimum bench size. The HOUSE Equation Partner Program (see Partner Program Overview + Partner Leave-Behind docs) has been initiated to populate the RPM Partnership Directory with tax, title, and insurance vendor listings. Routing logic is already defined: situational/expertise-specific, e.g. a tax question routes to a tax professional, an insurance question to an insurance agent — giving vendors relationship-building and visibility in the community as the incentive to participate.
Passive student-on-coach signal.
No agent — authoring tools.
Baseline spec, designed August 21, 2026 — build deferred until the ecosystem hits the threshold below, not until any data-volume mark. Same data pipeline, two different jobs, deliberately kept separate.
Appointment Setter Agent · Social Content Agent.
Weekly Check-in Triage · Ad Hoc Student Message · Cash-Flow Audit Copilot · Pace Flagging (unblocked) · Escalation Routing · Community Engagement · Coach Intake Assessment · CHEC Auto-Grant · Prospect Assignment Recommendation · Session Outline Optimization · Remedy Intelligence · Email Campaign Agent · SMS Nurture Agent · Prospect Conversion Agent · Business Plan Optimizer. Some are extended, dual-layer versions of the same build.
Agent A
Agent B
The punch list — outstanding across every layer above, not tied to one.