LiftUp AI ConsultingContentDesk
Last saved: —
What is LiftUp ContentDesk?

LiftUp ContentDesk is the daily operating tool for LiftUp AI Consulting's content engine and lead recovery system. It generates content that drives leads, tracks those leads through the pipeline, and keeps the operation running with consistent checklists and guardrails.

How the system works

  1. 1
    Content Published
    A post goes out with one idea and one CTA. Drafted using the Prompt Library.
  2. 2
    Prospect Clicks
    Scorecard link, booking page, or direct reply.
  3. 3
    GHL Captures Lead
    Contact created, source tag applied, pipeline stage set.
  4. 4
    James Notified
    Internal alert fires, follow-up task created.
  5. 5
    Review Booked
    Prospect books a Lead Recovery Review.
  6. 6
    Review Completed
    Recap and recommendation sent within 24 hours.
  7. 7
    Outcome Recorded
    Active Customer, Proposal, Long-Term Nurture, or Not a Fit.

Tab guide

Tab 1 — Operate

Daily Lead Desk, Monday Pipeline Review, Friday Content Prep, and Pre-Launch checklists. Weekly metrics with green/red status against targets. Run this tab every business day.

Tab 2 — Pipeline

Add and track leads through 8 stages from New Lead to Active Customer. Assign source tags, record next actions, and move leads between stages. Review every Monday.

Tab 3 — Prompt Library

10 ready-to-use prompts for Claude and GoHighLevel. Fill in the variable fields, click Build Prompt, then Copy. Use Prompts 1 and 2 every Friday for content. Use GHL Prompts when planning new workflows.

Tab 4 — Guardrails

Language rules, positioning reminders, required tags, and SMS compliance rules. Review before publishing any content or activating any GHL workflow.

Tab 5 — Overview

This tab. Return here if you or a team member needs to understand how the system works.

Weekly rhythm

DayTimeWhat to do
Monday30 minPipeline review — check all stages, clear stale leads, assign next actions
Tuesday–Thursday15 minDaily Lead Desk — check GHL, reply to messages, add notes
Friday60 minContent prep — draft next week's posts using Prompt Library
DailyAs neededAdd new leads to pipeline when conversations happen

Team roles

James
Strategy and Sales
Owns: Final messaging approval, sales conversations, Lead Recovery Reviews, proposal decisions, quality control
Caleb
Workflow Build and Testing
Owns: GHL workflow setup, automation logic, SMS and email sequences, testing, troubleshooting
Tremaine
CRM and Pipeline
Owns: Pipeline hygiene, tags, custom fields, lead ownership, follow-up status, data review
Joshua
Client Experience and Visuals
Owns: Graphics, one-pagers, visual workflow diagrams, social media visuals, customer-facing assets

Key rules (always apply)

  • Every lead needs: an owner, a source tag, a pipeline stage, a next step, and a follow-up date
  • 7-day stall rule: if a lead has had no activity in 7 days — move it, nurture it, or close it
  • No post goes out without passing the content standards check (see Guardrails tab)
  • SMS only sends when sms-opt-in-yes tag is confirmed on the contact
  • Copy goes through Prompt 3 cleanup before publishing
  • James approves all content and proposals before they go out