# GHL SETUP: George / Bunker FNQ Demo (2026-02-20)

> **MISSION**: Configure GHL sub-account for George's demo TOMORROW.
> **YOU ARE THE BROWSER WORKER.** All tasks below require browser interaction.
> **API tasks already completed by Claude** — see "ALREADY DONE" section.

---

## CREDENTIALS

| Item | Value |
|------|-------|
| **GHL Login** | https://app.gohighlevel.com |
| **Email** | kinan@agileadpt.com |
| **Password** | SystemBird505* |
| **Location ID** | SWdaQpAVAtRigYcMfder |
| **Sub-account** | "Tradie Chatbots" |

---

## GEORGE'S BUSINESS

| Item | Value |
|------|-------|
| **Business** | Bunker FNQ |
| **Trade** | Concreting (underground bunkers, cyclone shelters, wine cellars, driveways, slabs, retaining walls) |
| **Phone** | 0424 459 772 |
| **Email** | bunker.fnq@mailbox.org |
| **Location** | Kuranda QLD 4881 |
| **Website** | bunkerfnq.com.au |
| **Owner** | George |
| **Service Areas** | Cairns, Port Douglas, Redlynch, Cooktown, Tablelands |

---

## ALREADY DONE (via API + prior sessions — DO NOT REDO)

- George exists as GHL contact (ID: 8vB6PSAqfPq9jnD7tJzv)
- Extendly Small Business Snapshot installed (87 workflows, 22 funnels, 177 templates)
- Review workflows ACTIVE: Request Review, Positive Response, Negative Response
- MCTB workflow ACTIVE: B-010-WF-2.1
- 3 pipelines: Main Leads, Database Reactivation, Refund/Cancel
- 49 workflows already PUBLISHED (active)
- Custom values updated via API: business_short_name="Bunker FNQ", email, phone, hours
- Demo site LIVE at: https://api.sunaivadigital.com/demo/bunker/
- Chat Widget configured (widget ID = SWdaQpAVAtRigYcMfder)

---

## YOUR TASKS (Browser — Execute in Order)

### TASK 1: Add Team Member (CRITICAL — blocks calendar)
1. Log into GHL → go to "Tradie Chatbots" sub-account
2. Go to Settings → Team Management (or My Staff)
3. Add Kinan (kinan@agileadpt.com) as a team member / user
4. This is REQUIRED before calendars can be created or activated
5. After adding, note the user ID for calendar assignment

### TASK 2: Activate Priority Draft Workflows
1. Navigate to Automation → Workflows
2. There are 38 DRAFT workflows. Activate these 3 FIRST (highest priority for demo):
   - **B-008-WF-1.1. Webchat** → change from DRAFT to PUBLISHED
   - **B-008-WF-0.1. Segment Inbound MSG** → change from DRAFT to PUBLISHED
   - **B-008-WF-4.1. Contact Us Form** → change from DRAFT to PUBLISHED
3. Then activate these if time permits:
   - B-008-WF-2.1. GMB Messages
   - B-008-WF-3.1. FB Messenger
   - B-008-WF-5.1. Instagram DM
   - B-008-WF-6.1. WhatsApp
   - B-008-WF-7.1. Live Chat
4. Note: Workflow activation = toggle from "Draft" to "Published" in the workflow editor

### TASK 3: Configure Conversation AI
1. Go to Settings → Conversation AI (or AI Employee)
2. Enable AI Employee / Conversation AI
3. Set persona prompt:
```
You are the AI assistant for Bunker FNQ, a concreting business in Kuranda QLD.

Services we offer:
- Underground bunkers and cyclone shelters
- Wine cellars and storage rooms
- General concreting, driveways, and slabs
- Retaining walls and headwalls
- Commercial concrete work

Owner: George
Phone: 0424 459 772
Location: Kuranda QLD 4881
Service areas: Cairns, Port Douglas, Redlynch, Cooktown, Tablelands

Your goal: Qualify leads by asking what service they need, when they need it, and where the job is located. Then either book an appointment or capture their details for George to follow up.

Tone: Professional but friendly. Australian. Down-to-earth.
```
4. Set response style: Professional but friendly, Australian tone
5. Set goal: Qualify leads → book appointment or capture details
6. Enable on: Webchat, SMS channels

### TASK 4: Update Location Details
1. Go to Settings → Business Info (or Company)
2. Update:
   - Business Name: **Bunker FNQ**
   - Address: **Kuranda QLD 4881**
   - Phone: **0424 459 772**
   - Email: **bunker.fnq@mailbox.org**
   - Website: **bunkerfnq.com.au**
   - Timezone: **Australia/Brisbane (AEST)**

### TASK 5: Create/Activate Calendar
1. Go to Calendars
2. There are 5 existing calendars (all inactive). Either:
   - **Option A**: Edit "Schedule A Call With Us" → rename to "Bunker FNQ Quote Request", set hours 7am-4pm Mon-Fri, 30-min slots, 15-min buffer, assign to the team member from Task 1, activate
   - **Option B**: Create new calendar with those settings
3. Duration: 30 minutes
4. Buffer: 15 minutes
5. Availability: Monday-Friday 7:00 AM - 4:00 PM (tradie hours)
6. Auto-confirm: Yes
7. Assign to the team member added in Task 1

### TASK 6: Verify MCTB SMS Content
1. Go to Automation → Workflows → "B-010-WF-2.1. Missed Call Text-Back"
2. Click into the workflow
3. Find the SMS action step
4. Verify the SMS text mentions "Bunker FNQ" specifically
5. If generic, update to: "Hey! Sorry we missed your call at Bunker FNQ. How can we help with your concreting project? Reply here or call us back at 0424 459 772"
6. NOTE: MCTB needs a phone number in GHL to work. Check if LC Phone number is assigned.

### TASK 7: Check/Install CRM Phone Pro (if no LC Phone number)
1. Go to App Marketplace → search "CRM Phone Pro"
2. If not installed, install it (connects Telnyx to GHL natively)
3. This saves 50-72% on telephony vs LC Phone
4. Configure with Telnyx API credentials if available
5. This enables MCTB to work through Telnyx numbers

### TASK 8 (OPTIONAL): Build GHL Website
> NOTE: We already have a demo site LIVE at https://api.sunaivadigital.com/demo/bunker/
> Only build a GHL website if Kinan specifically wants one inside GHL.

1. Go to Sites → Websites → Create New Website
2. Choose a construction/trades template
3. Customize with George's branding (business name, phone, services, location)
4. Add contact form connected to "Main Leads" pipeline
5. Add Chat Widget (widget ID: SWdaQpAVAtRigYcMfder)
6. DO NOT connect custom domain — use GHL preview URL for demo

---

## DEMO FLOW (What George Will See)

1. **The Problem**: Show audit page (52/100 score, Grade D, $35-75K missed/yr)
   - URL: https://api.sunaivadigital.com/demo/bunker/audit.html
2. **Google Maps**: "George, you're not on Google Maps. Your competitors are."
3. **Reviews**: "You have zero reviews. Let me show you how we fix that automatically."
4. **MCTB Demo**: Call the demo number → let it go to voicemail → show instant SMS response
5. **Website**: Show the demo site → "Same content as your current site, but connected to everything"
   - URL: https://api.sunaivadigital.com/demo/bunker/index.html
6. **Chat Widget**: Click chat on the website → show AI conversation flow
7. **3 Options**: $97/mo (MCTB), $294/mo (MCTB+Reviews), $400/mo (Full Stack = same as LocalSearch)
8. **The Close**: "You're paying LocalSearch $400/mo for just a website. For the same price, you get all of this."

---

## DEMO SITE URLS (LIVE)

| Page | URL |
|------|-----|
| Main Website | https://api.sunaivadigital.com/demo/bunker/index.html |
| Business Audit | https://api.sunaivadigital.com/demo/bunker/audit.html |
| AI Chatbot | https://api.sunaivadigital.com/demo/bunker/chatbot.html |

---

## WHAT KINAN NEEDS TO DO MANUALLY (cannot be automated)

1. **Google Business Profile**: Create GBP listing for Bunker FNQ (requires Google verification)
2. **Phone number**: Provision LC Phone number OR connect Telnyx via CRM Phone Pro
3. **Test the full flow**: Call → missed call → SMS → reply → booking
4. **A2P registration**: May be needed for SMS (GHL guides through this)

---

## FILES REFERENCE

- Demo site: `deploy/bunker-demo/` (3 HTML files, deployed to VPS)
- Demo checklist: `RECEPTIONISTAI/GEORGE_DEMO_CHECKLIST.md`
- George research: `Research reports/GEORGE_BUNKER_CURRENT_STATE.md`
- GHL audit: `Research reports/GHL_MARKETPLACE_AUDIT_PHASE1.md`
- GHL API commands: `BUNKER_FNQ_GHL_API_COMMANDS.sh`
- Custom values audit: `BUNKER_FNQ_GHL_AUDIT_2026-02-18.md`
