# GoHighLevel Cleanup & Audit — Checklist

*Owner: Chris Campbell · Bench: Workshop → Automations · Started: 2026-07-09*

> The running to-do list for the GHL house-cleaning + full audit. Nothing gets forgotten because it lives here. Check boxes as we go.

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## The big picture (what we're doing and why)

Chris built a handful of **funnels inside GoHighLevel's Funnel Builder months ago**. They're **not active** and **should not be active**. Every real AnchorWorks funnel is **custom HTML hosted on Cloudflare** — GHL is only used for the **plumbing behind** those funnels: email workflows, text (SMS) workflows, automations, tags, and triggers. The GHL Funnel Builder itself is too clunky and we don't use it.

**Problem:** there are leftover subdomains, custom domains, and links pointing at those dead GHL-built funnels. We want to find them and delete them together — safely, one at a time, with Chris watching in Chrome.

**Then:** a complete, hyper-critical audit of how the whole GHL account is set up.

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## Phase 0 — Groundwork (do BEFORE the audit)

- [x] **0.1 — Save this checklist** ✅
- [x] **0.2 — Study the AnchorWorks GitHub repos** → `REPO-STUDY.md` written ✅ (Brain, Website, LAS, Briefing Room all studied)
- [x] **0.3 — Deep research: GoHighLevel best practices 2026** → `GHL-BEST-PRACTICES-2026.md` written ✅
- [x] **0.4 — Groundwork done → audit can commence**

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## Phase 1 — Funnel / domain cleanup (do TOGETHER in Chrome)

- [x] **1.1 — Logged into GHL, AnchorWorks sub-account** ✅
- [x] **1.2 — Sites → Funnels swept** ✅ (5 entries; see `GHL-INVENTORY.md`)
- [x] **1.3 — Sites → Websites swept** ✅ (empty)
- [x] **1.4 — Settings → Domains swept** ✅ (2 external: myanchorworks.com=KEEP, goanchorworks.com=old test)
- [x] **1.5 — Delete list built** ✅ → captured in `GHL-INVENTORY.md`; scope shrank after Chris's keep-list (calendars/forms/pop-ups/pipelines/triggers all KEEP)
- [ ] **PREREQ — Ethan repoints the LAS "Book Strategy Session" link** (draft in Chris's Drafts, awaiting send) — nothing on goanchorworks.com is safe to delete until this is live
- [x] **1.6 — Deleted (confirmed by Chris, one at a time):** Test LAS ✅ · HVAC Strategy Session (Booking Funnel) ✅ · HVAC War Room Live Event (Webinar Funnel) ✅
- [ ] **1.7 — DECISION: goanchorworks.com** — Chris wants to keep it for GHL personal/custom booking links (closers DO send personal links). Claude recommends standardizing on a `myanchorworks.com` subdomain instead — see `GHL-INVENTORY.md` → Domain strategy. **Awaiting Chris.**
- [x] **1.8 — Deleted "Local Authority Score" GHL funnel** ✅ (already superseded by las.myanchorworks.com). Funnels list now = ONLY the Strategy Call Calendars folder.
- [x] **1.7 — DECISION: booking domain = `book.myanchorworks.com`** ✅ (setup steps in `GHL-INVENTORY.md`)
- [ ] **1.9 — Double-check no live workflow/trigger/tag depended on a deleted funnel** (Test LAS / HVAC Strategy Session / HVAC War Room)

## Phase 2 — Full GHL audit (hyper-critical)

- [x] **2.1 — Account / sub-account structure & settings** ✅
- [x] **2.2 — Domains & sending** ✅ (dedicated email domain ✅ · A2P 10DLC compliant ✅ · verify DMARC = P1)
- [x] **2.3 — Workflows / automations** ✅ (2 folders + 5 workflows, all 0 active; naming separator inconsistent)
- [x] **2.4 — Tags & triggers** ✅ (24 tags, inconsistent conventions, typo, archetype-as-tag)
- [x] **2.5 — Pipelines & opportunities** ✅ (5 pipelines; redundancy + missing Client Success; all test data)
- [x] **2.6 — Contacts / custom fields** ✅ (94 fields, foldered — a strength; verify webhook field mapping = P1)
- [x] **2.7 — Calendars, forms, integrations** ✅ (integrations audited; calendars/forms noted, not opened field-level)
- [x] **2.8 — Security / users / API keys** ✅ (API v2 private integrations ✅; 3 agency-admins to review)
- [x] **2.9 — Wrote `GHL-AUDIT.md`** ✅ (prioritized P1/P2/P3 + pre-launch readiness checklist)

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## Guardrails (from the AnchorWorks operating manual)

- Chris is **non-technical** → explain everything in plain language, lead with the action.
- **Delete nothing without Chris's explicit green light on that specific item.**
- The **live Cloudflare funnel is `las.myanchorworks.com`** (owned by Ethan) — do NOT touch anything wired to it.
- GHL is the **system of record for the sales pipeline** — be careful around pipelines/automations.
- Positioning note: **"Revenue Engines for the Trades"** is current; "McKinsey for HVAC" / "Revenue Engine" language is retired — flag stale copy if we see it in GHL.