When ANY interested contact is identified (reply to cold email, form submission, chat interaction), ALWAYS push ALL known data to GHL immediately. No exceptions.
Why: Mike wants GHL to be the single source of truth for every lead. The AI chat bot reads custom fields to personalize conversations. Missing data = generic bot = lost deals. Mike explicitly requested this on Mar 24, 2026.
How to apply:
- On lead creation: push business info, agent type, DOI data, website status, GMB data
- On audit completion: push AEO scores, competitor data, rank map, speed scores, report URL
- On website generation: push generated demo URL
- On reply detection: update campaign stage, mark as interested
- NEVER create a GHL contact without populating every field we have data for
- Custom fields must exist first (created via API)