# CRM Import Assets

Use this as the build spec for MySam CRM fields, tags, pipeline setup, and automations.

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## Custom Fields

| Field Name | Type | Required | Notes |
|---|---|---:|---|
| Vertical Stack | Dropdown | Yes | Med Spa, Dental, Home Services, Legal, Fitness/Wellness/Salon, Auto, Real Estate |
| Primary Leak | Multi-select | Yes | Missed calls, slow follow-up, no-shows, quote abandonment, CRM chaos |
| Monthly Lead Opportunities | Number | Yes | Used for price math |
| Missed/Delayed Rate | Percent | Yes | Default 28% |
| Close Rate | Percent | Yes | Vertical default, replaced after discovery |
| Conservative Won-Lead Value | Currency | Yes | Vertical default, replaced after discovery |
| Estimated Weekly Leakage | Formula | Yes | estimated monthly leakage / 4.33 |
| Estimated Monthly Leakage | Formula | Yes | lead opportunities x missed rate x close rate x value |
| 1-Agent Starter Price | Formula | Yes | estimated monthly leakage x 30% |
| Compliance Sensitivity | Dropdown | Yes | None, clinical, legal, financial, child/minor, payment data |
| Handoff Required Topics | Long text | Yes | Vertical-specific |
| Proposal Sent Date | Date | No | Auto-set when sent |
| Proposal Follow-Up Date | Date | No | Auto-created task |
| Selected Package | Dropdown | No | Launch, Growth, Full Business OS |
| Proposal Objections | Multi-select | No | Price, timing, trust, compliance, staff adoption, integrations |
| Next Step | Dropdown | Yes | Discovery, proposal, review, contract, onboarding, nurture |

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## Dropdown Values

### Vertical Stack

- Med Spa & Aesthetics
- Dental & Orthodontics
- Home Services
- Legal Services
- Fitness, Wellness & Salons
- Auto Repair & Detailing
- Real Estate & Property Services

### Primary Leak

- Missed calls
- Slow lead response
- After-hours leakage
- No-show leakage
- Quote abandonment
- Poor CRM visibility
- Review capture gap
- Reactivation gap

### Compliance Sensitivity

- None
- Clinical
- Legal
- Financial
- Child/minor
- Payment data

---

## Pipeline Stages

1. New Lead
2. Discovery Scheduled
3. Discovery Complete
4. Proposal Drafting
5. Proposal Sent
6. Proposal Reviewed
7. Verbal Yes
8. Won -- Onboarding
9. Lost / Nurture

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## Automation Build List

### New Lead

- Set default missed/delayed rate to 28%.
- Require Vertical Stack before moving to Discovery Scheduled.
- Create task: "Qualify leak and source."

### Discovery Complete

- Calculate Estimated Monthly Leakage.
- Calculate 1-Agent Starter Price.
- Create task: "Draft Basket 1 using buyer's exact words."
- Create task: "Insert vertical proposal snippet."

### Proposal Sent

- Set Proposal Sent Date.
- Create follow-up task due next business day.
- Send SMS/email check-in.
- If no response after 48 hours, send ROI reminder.
- If no response after 5 business days, send close-the-loop message.

### Proposal Reviewed

- Require objection tag if deal does not move forward.
- Create task: "Respond to objection with math or implementation detail."

### Verbal Yes

- Create contract task.
- Create invoice/setup payment task.
- Create onboarding worksheet task.
- Schedule kickoff.

### Won -- Onboarding

- Create deployment project.
- Attach vertical stack notes.
- Attach onboarding worksheet.
- Schedule 30-day performance review.

---

## CSV Header Starter

```csv
Business Name,Contact Name,Phone,Email,Vertical Stack,Primary Leak,Monthly Lead Opportunities,Missed/Delayed Rate,Close Rate,Conservative Won-Lead Value,Estimated Weekly Leakage,Estimated Monthly Leakage,1-Agent Starter Price,Compliance Sensitivity,Handoff Required Topics,Selected Package,Proposal Sent Date,Proposal Follow-Up Date,Proposal Objections,Next Step
```