Business Funding System — Setup Guide

The live, shareable assessment is hosted at the /assessment route of this app. In production, point your custom domain (coachcreditbae.com) at this app and share:

https://coachcreditbae.com/assessment

To mirror this form natively inside GoHighLevel forms, recreate the 5 steps below as a multi-step GHL Form with the same field keys so submissions map to custom fields.

1. Step 1 — Contact Info: Full name, mobile phone, email, business name, state, referral source (optional), preferred contact method.
2. Step 2 — Business Structure: Registration type (LLC / Corporation / Sole Prop / Not registered), EIN status, time in business, industry, business bank account, website & professional email.
3. Step 3 — Financial Profile: Monthly revenue (dropdown), annual revenue (dropdown), profitability, existing loans, outstanding debt (dropdown), filed taxes, ability to provide documents. No bank logins, account numbers, or SSNs.
4. Step 4 — Credit Profile: Estimated personal credit (Below 580 / 580–639 / 640–679 / 680–719 / 720+ / Unsure), derogatory items, business tradelines, prior denial + reason.
5. Step 5 — Funding Goals: Funding amount, product interest (multi-select), purpose, timeline, biggest challenge, consent checkbox.

Create (or reuse) these custom fields on the Contact object:

Use consistent names and avoid duplicates. Map every survey response to the matching field in the form builder.

Pipeline name: Coach Credit Bae | Business Funding

Stages (in order):

New Funding Lead
Assessment Sent
Assessment Completed
Needs Review
Funding Strategy Call Scheduled
Consultation Completed
Proposal Sent
Client Enrolled
Funding Preparation
Referred to Funding Partner
Funded
Long-Term Nurture
Closed / Not Interested

Every new prospect enters New Funding Lead automatically. Prevent duplicate opportunities: match on email/phone before creating a new opportunity; preserve prior submission history.

The scoring engine (live in this app at src/lib/readiness-scoring.ts) scores 0–100 across 9 factors:

• Workflow A — New Funding Lead: Trigger = funding inquiry or manual tag. Create/update contact → tag Funding-Lead → create opportunity → send assessment link → notify assigned team member → move to Assessment Sent.
• Workflow B — Assessment Completed: Trigger = survey submission. Save responses → update custom fields → calculate readiness score → assign category → apply category tags → move to Assessment Completed → internal notification → review task → prospect confirmation.
• Workflow C — Funding Consultation: Trigger = reviewed & invited. Send booking link → track booking → confirmation → reminders → notify consultant → move to Funding Strategy Call Scheduled.
• Workflow D — Follow-Up: If not completed: follow up @ 24h, @ 72h, final @ 5 days. Stop immediately on completion or opt-out.
• Workflow E — Long-Term Nurture: Educational sequence for not-ready prospects: building business credit, funding requirements, financial readiness, document prep, personal credit, SBA education. Compliant language, no approval guarantees.

Keep new outbound workflows in draft/inactive status until approved.

On assessment submission, notify the assigned team member with:

📋 NEW FUNDING ASSESSMENT SUBMITTED

Prospect: {{fullName}}
Business: {{businessName}}
Phone: {{phone}} | Email: {{email}}
Requested Funding: {{fundingAmount}}
Estimated Credit: {{personalCredit}}
Monthly Revenue: {{monthlyRevenue}}
Time in Business: {{timeInBusiness}}
Funding Timeline: {{fundingTimeline}}

Internal Readiness Category: {{readinessCategory}}
Recommended Next Action: {{recommendedNextStep}}

👉 CRM Contact: {{crmContactLink}}

Do not expose sensitive information in external notifications. Include a direct CRM contact link.

Create/update a contact (do not invent last name, email, or business details — match existing if found):

• First Name: Rob
• Referral Source: Janie
• Interest: Business Credit / Business Loan / SBA Loan
• Status: Assessment Needed
• Tags: Funding-Lead, Referral-Janie, Assessment-Pending

Personalized SMS (replace [ASSESSMENT_LINK] with the published URL):

Hey Rob! This is Coach Credit Bae. I put together a quick Business Funding Assessment so I can learn more about your business and determine the best next steps for building business credit and exploring funding options. Complete it here: https://coachcreditbae.com/assessment. Once submitted, my team will review your information and follow up with your next steps.

Prepare for review before sending. This template is reusable for future referrals — swap the name and link.

Live at /thank-you. Headline: Your Business Funding Journey Starts Here! CTA button: Schedule Your Business Funding Strategy Call — connect to your GHL calendar. In this app, update CALENDAR_URL in src/routes/thank-you.tsx with your live booking link. No financing/approval promises.

• Review existing fields, tags, pipelines, calendars, workflows — reuse compatible assets.
• Confirm every survey field maps to a CRM custom field.
• Test contact creation & updates.
• Test duplicate prevention (same email/phone).
• Test lead scoring & category assignment.
• Test opportunity stage movement.
• Test SMS & email workflows with test contacts.
• Confirm consent & unsubscribe (STOP) handling.
• Verify mobile responsiveness.
• Confirm the public assessment link works.
• Confirm dashboard reporting.
• Keep outbound workflows draft/inactive until approved.