ghl-onboard

name	ghl-onboard
description	Onboard a new client into GoHighLevel — creates contact, tags, notes, pipeline opportunity, follow-up task, finds calendar slot, and sends a welcome email. Use when user says 'onboard', 'new client', 'ghl onboard', 'add client to GHL', or invokes /ghl-onboard.

Chain GHL CLI and Google Workspace operations to fully onboard a new client in one sequential workflow: contact creation, tagging, notes, pipeline opportunity, task, calendar slot discovery, and welcome email.

<input_parsing> Extract from the user's message:

• firstName (required)
• lastName (required)
• email (required)
• package (optional, default: "Standard") — values in config/packages.json

If any required field is missing, ask the user before proceeding. </input_parsing>

Check if pipeline ID is cached in `/tmp/ghl-onboard-config.json`.

If not, discover it:

1. Run ghl opp pipeline --json
2. If one pipeline: use it. If multiple: ask user to pick
3. Extract pipelineId and stageId (first stage)
4. Cache to /tmp/ghl-onboard-config.json

Execute all 7 steps sequentially using the Bash tool. Use `--json` on every `ghl` command. Track timing from Step 1.

Read each step's details from its reference file:

Step	Reference	Action
1	workflow/01-upsert-contact.md	Create or update the contact
2	workflow/02-tag-contact.md	Apply package tags
3	workflow/03-add-note.md	Add onboarding note
4	workflow/04-create-opportunity.md	Create pipeline opportunity
5	workflow/05-create-task.md	Create follow-up task (due +2 days)
6	workflow/06-find-calendar-slot.md	Find next available kickoff slot
7	workflow/07-send-welcome-email.md	Send welcome email using templates/welcome-email.html

<error_handling>

• Step 1 failure → STOP (all steps depend on contact ID)
• Steps 4, 6, 7 failure → continue, report in summary
• All errors reported in final output </error_handling>

- ALWAYS use `--json` flag on all `ghl` commands - ALWAYS parse JSON output to extract IDs — NEVER rely on text parsing - The `ghl` and `gws` CLIs are already installed and authenticated - ALL output MUST be in English regardless of user's language See `output-format.md` for the summary template.

<success_criteria>

• Contact exists in GHL with correct tags and onboarding note
• Pipeline opportunity created with correct package value
• Follow-up task created with due date = today + 2 days
• Welcome email sent to client with booking link
• Summary displayed with timing and status for each step </success_criteria>