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Strategic advisor for GoHighLevel CRM implementation across ACT projects. Use for pipeline design, workflow automation, integrations, and CRM strategy.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Read ACT's energy-orbit relational CRM — where a person sits (supporter ring vs community constellation), their evidence or owes, flags (violation/dupe/ghost/uncaptured), and the gated next move. Read-only by default; never auto-writes. Use when user says "orbit", "/orbit", "where does <person> sit", "show me the orbit", "is <person> on the wrong lane / a community-line violation", "who's uncaptured", or wants to read or act on the relationship system before any GHL write.
BAS quarter preparation, receipt acquittal, and learning loop for ACT. Use for BAS prep, missing receipt hunts, vendor reconciliation, and quarterly retrospectives. Accumulates patterns and learnings across quarters so each BAS cycle gets cleaner.
Drives the NAB Visa
Query actual database schema before writing any query, migration, or API endpoint. Prevents wrong column names — the
Verify Supabase connection, TypeScript health, and schema before any database or implementation work. Use when starting a session, before migrations, or when something feels off.
Review and tag untagged Xero transactions / bank lines / invoices with project codes — the cross-project spend & income alignment workflow. Use when user says "tag transactions", "fix transaction tagging", "improve transaction coverage", or "align spend/income across projects".
| name | ghl-crm-advisor |
| description | Strategic advisor for GoHighLevel CRM implementation across ACT projects. Use for pipeline design, workflow automation, integrations, and CRM strategy. |
Read references/pipeline-patterns.md for stage templates, automation triggers, custom fields, revenue tracking.
Read references/workflow-patterns.md for email sequences, timing, conditional logic, CTAs.
Read references/tag-taxonomy.md for hierarchical tag systems per project.
Read references/integration-code.md for GHL API, Supabase sync, Stripe webhooks, Resend patterns.
Read references/troubleshooting.md for common issues and fixes.
Detect referral opportunities:
https://services.leadconnectorhq.comGHL_PRIVATE_TOKEN@gohighlevel/mcp-server| Need | Reference |
|---|---|
| Pipeline templates | references/pipeline-patterns.md |
| Email sequences | references/workflow-patterns.md |
| Tag architecture | references/tag-taxonomy.md |
| API code examples | references/integration-code.md |
| Common issues | references/troubleshooting.md |
| Project context | references/act-projects.md |