Your GHL Membership Needs a Brain: SmartForms + CoPilots for Onboarding, Support, and SOP Access

The gap in most GHL memberships (and how AI fills it)

• Members need next steps, not just lessons. A CoPilot that answers from your SOPs and PDFs reduces “where is…?” tickets.
  
• Onboarding slows outcomes. A SmartForm that captures goals, assets, and deadlines gets clients productive faster.
  
• Support lacks context. A triage form that collects the right fields the first time prevents back-and-forth.
  
• You already have the platform. Simply embed tools on the pages you control—no new system.
  

FormWise generates text outputs your members and team can copy into the systems you already use. It doesn’t send campaigns or track analytics.

High-impact tools you can launch this month

1) Client Onboarding SmartForm

Collect goals, access, brand assets, timelines, and constraints—once.

• Inputs: offer tiers, URLs, logins (as text), audience, KPIs, deadlines.
  
• Output: a tidy brief your team can paste into your PM tool.
  

2) SOP CoPilot (Answers from your docs only)

Turn your playbooks into instant, sourced answers.

• Sources: your PDF SOPs, internal pages, checklists.
  
• Example prompts: “What are our list-cleaning steps?” “Show me the 7-day warmup sequence rules—with citations.”
  

3) Campaign Brief Generator (SmartForm)

Guide members to provide the details that produce usable copy.

• Inputs: offer, avatar, promise, proof, CTA, channels.
  
• Output: a first-draft brief + messaging blocks in your voice.
  

4) Support Triage Form (SmartForm)

Collect the complete context before your team steps in.

• Inputs: issue type, impact, steps tried, URLs, screenshots (as text links).
  
• Output: a concise summary your team can paste into the help desk.
  

5) Weekly Accountability Check-In (SmartForm)

Nudge progress and surface blockers.

• Inputs: wins, metrics, blockers, next steps.
  
• Output: a short action recap members can save and revisit.
  

Keep it tight: branding, scope, and privacy

• White-label embed: Your logo, colors, voice—inside your GHL page.
  
• Login Mode: Gate tools so only members can access them.
  
• Scoped data sources: CoPilots answer from your uploaded SOPs and PDFs, not the open web (unless you explicitly allow it).
  
• Prompt identity discipline: “Answer only from these sources; don’t invent steps we don’t teach.”
  
• Conservative retention: You choose what’s stored and for how long.
  

What a Toolset looks like inside GHL

A Toolset is a small dashboard of your tools living on a members-only page:

• SOP CoPilot — searches your playbooks, returns step-by-step answers (optional citations).
  
• Onboarding SmartForm — produces a clean project brief.
  
• Campaign Brief SmartForm — outputs ready-to-paste creative prompts/copy blocks.
  
• Check-In SmartForm — keeps momentum week to week.
  

Label them clearly: “SOP CoPilot (Email Systems),” “Client Onboarding Brief,” “Weekly Check-In.”

Quick start in GHL (non-technical)

1. Gather sources (15 min): pick 5–10 core SOPs/PDFs and your style/voice notes.
   
2. Build a Toolset (20 min): add the SOP CoPilot + one SmartForm (Onboarding or Campaign Brief).
   
3. Embed on a members-only page (10 min): use GHL’s HTML/iframe block.
   
4. Announce + measure (15 min): post in your community: “Use the SOP CoPilot for anything in the Email SOPs folder.”
   

Metrics that matter

• Ticket deflection: drop in routine SOP/FAQ questions.
  
• Time-to-first output: days from signup → usable brief/copy.
  
• Check-in completion: weekly submissions vs. baseline.
  
• Outcome velocity: members moving from watch → do.
  

FAQ (fast answers for buyers)

Does this replace my GHL setup?
No. It augments your membership area with guided, on-brand tools.

Will the CoPilot make things up?
By default, it’s constrained to your attached sources. You control scope and retention.

Do I need to code?
No. Upload sources, pick a template, set the tool identity, and embed.

Can I customize tone?
Yes—include a short style guide and example passages as a data source.

Template Toolset you can copy

Agency Toolset (Starter)

• SOP CoPilot: constrained to your SOP PDFs.
  
• Client Onboarding SmartForm: outputs a project brief.
  
• Campaign Brief SmartForm: creates ready-to-paste messaging blocks.
  

We’ll map your first 5–10 SOPs and publish a branded Toolset you can drop into a members-only page today.

Ready to give your membership a brain?

Spin up a quick toolset with our Agency Plan, embed it on a members-only page, and turn lessons into outcomes—fast.

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