Skill: Lead Generation Funnel

References: _SHARED.md for all ontology definitions, mutation signatures, node types, and link types.

1. Purpose

This skill builds a complete lead generation funnel deployment for an agency's client. The deployment captures leads through a landing page with an embedded registration form, creates CRM contacts with pipeline tracking, sends confirmation emails, syncs contacts to ActiveCampaign for ongoing marketing, and enrolls each new lead into a Soap Opera email sequence that nurtures them over seven days. The outcome is a fully automated system where qualified leads flow into the CRM with pipeline stage progression, while unqualified leads receive nurture content until they are ready to engage. The three-layer relationship applies: the L4YERCAK3 platform provides the infrastructure, the agency configures and deploys the funnel for their client, and the client's end customers are the leads entering the funnel.

2. Ontologies Involved

Objects (`objects` table)

type	subtype	customProperties used
`crm_contact`	`lead`	`firstName`, `lastName`, `email`, `phone`, `companyName`, `contactType`, `tags`, `pipelineStageId`, `pipelineDealValue`, `customFields`
`form`	`registration`	`fields` (array of field objects), `formSettings` (redirect URL, notifications), `submissionWorkflow`
`product`	`digital`	`productCode`, `description`, `price` (cents), `currency`, `taxBehavior` -- only for paid lead magnet variant
`project`	`campaign`	`projectCode`, `description`, `status`, `startDate`, `endDate`
`layer_workflow`	`workflow`	Full `LayerWorkflowData`: `nodes`, `edges`, `metadata`, `triggers`
`automation_sequence`	`nachher`	Steps array with `channel`, `timing`, `content`
`builder_app`	`template_based`	Landing page and thank-you page files

Object Links (`objectLinks` table)

linkType	sourceObjectId	targetObjectId
`workflow_form`	workflow (lead capture)	form (registration)
`workflow_sequence`	workflow (lead capture)	sequence (soap opera)
`product_form`	product (lead magnet)	form (registration) -- paid variant only
`checkout_product`	checkout transaction	product -- paid variant only
`project_contact`	project	CRM contact (client stakeholder)

3. Builder Components

Landing Page

The Builder generates a single-page landing page (builder_app, subtype: template_based) with these sections:

•Hero Section -- Headline (StoryBrand: external problem statement), subheadline (the transformation promise), primary CTA button ("Get Your Free [Lead Magnet Name]").
•Form Embed Section -- Embedded registration form (see Form below). The form renders inline on the page.
•Social Proof Section -- Testimonial cards (2-3 quotes), trust badges, client logos or statistics ("500+ businesses trust us").
•Brief Benefits Section -- 3-4 bullet points explaining what the lead magnet contains.
•Footer -- Privacy policy link, agency branding.

File: /builder/landing-page/index.html (or framework equivalent via scaffold generator)

Thank-You Page

Displayed after form submission (configured via formSettings.redirectUrl):

•Confirmation Message -- "Check your inbox for [Lead Magnet Name]."
•Lead Magnet Delivery -- Direct download link or "We've emailed it to you" message.
•Next Step CTA -- Secondary offer or booking link ("Want faster results? Book a free consultation").
•Social Sharing -- Optional share buttons.

File: /builder/thank-you-page/index.html

Registration Form

Object: type: "form", subtype: "registration"

Fields array:

json

[
  { "type": "email",   "label": "Email Address",     "required": true,  "placeholder": "you@company.com" },
  { "type": "text",    "label": "First Name",        "required": true,  "placeholder": "Jane" },
  { "type": "text",    "label": "Last Name",         "required": false, "placeholder": "Smith" },
  { "type": "phone",   "label": "Phone Number",      "required": false, "placeholder": "+1 (555) 000-0000" },
  { "type": "text",    "label": "Company Name",      "required": false, "placeholder": "Acme Corp" },
  { "type": "select",  "label": "Biggest Challenge",  "required": true,  "options": ["Option A", "Option B", "Option C", "Other"] }
]

formSettings:

json

{
  "redirectUrl": "/thank-you",
  "notifications": { "adminEmail": true, "respondentEmail": true },
  "submissionBehavior": "redirect"
}

Customization note: The "Biggest Challenge" select field is the qualifying question. Its label and options MUST be adapted to the client's industry. See Section 8.

4. Layers Automations

Workflow 1: Lead Capture (Required)

Object: type: "layer_workflow", subtype: "workflow", name: "Lead Capture Workflow"

Trigger: trigger_form_submitted

Nodes:

id	type	label	config	status
`trigger-1`	`trigger_form_submitted`	"Form Submitted"	`{ "formId": "<FORM_ID>" }`	`ready`
`crm-1`	`lc_crm`	"Create Lead Contact"	`{ "action": "create-contact", "contactType": "lead", "tags": ["lead-magnet", "<CAMPAIGN_TAG>"], "mapFields": { "email": "{{trigger.email}}", "firstName": "{{trigger.firstName}}", "lastName": "{{trigger.lastName}}", "phone": "{{trigger.phone}}", "companyName": "{{trigger.companyName}}", "customFields": { "biggestChallenge": "{{trigger.biggestChallenge}}" } } }`	`ready`
`email-1`	`lc_email`	"Send Confirmation Email"	`{ "action": "send-confirmation-email", "to": "{{crm-1.output.email}}", "subject": "Here's your [Lead Magnet Name]", "body": "Hi {{crm-1.output.firstName}},\n\nThanks for requesting [Lead Magnet Name]. Download it here: [LINK]\n\nOver the next few days, I'll share some insights that will help you [desired outcome].\n\nTalk soon,\n[Sender Name]" }`	`ready`
`ac-1`	`activecampaign`	"Sync to ActiveCampaign"	`{ "action": "add_contact", "email": "{{crm-1.output.email}}", "firstName": "{{crm-1.output.firstName}}", "lastName": "{{crm-1.output.lastName}}" }`	`ready`
`ac-2`	`activecampaign`	"Tag in ActiveCampaign"	`{ "action": "add_tag", "contactEmail": "{{crm-1.output.email}}", "tag": "lead-magnet-<CAMPAIGN_TAG>" }`	`ready`
`ac-3`	`activecampaign`	"Add to AC List"	`{ "action": "add_to_list", "contactEmail": "{{crm-1.output.email}}", "listId": "<AC_LIST_ID>" }`	`ready`
`crm-2`	`lc_crm`	"Set Pipeline Stage"	`{ "action": "move-pipeline-stage", "contactId": "{{crm-1.output.contactId}}", "pipelineStageId": "new_lead" }`	`ready`

Edges:

id	source	target	sourceHandle	targetHandle
`e-1`	`trigger-1`	`crm-1`	`output`	`input`
`e-2`	`crm-1`	`email-1`	`output`	`input`
`e-3`	`crm-1`	`ac-1`	`output`	`input`
`e-4`	`ac-1`	`ac-2`	`output`	`input`
`e-5`	`ac-2`	`ac-3`	`output`	`input`
`e-6`	`crm-1`	`crm-2`	`output`	`input`

Node positions (canvas layout):

id	x	y
`trigger-1`	100	200
`crm-1`	350	200
`email-1`	600	100
`ac-1`	600	300
`ac-2`	850	300
`ac-3`	1100	300
`crm-2`	600	500

Mutations to execute:

•createWorkflow({ sessionId, name: "Lead Capture Workflow", description: "Captures form submissions, creates CRM leads, sends confirmation, syncs to ActiveCampaign" })
•saveWorkflow({ sessionId, workflowId: <ID>, name: "Lead Capture Workflow", nodes: [...], edges: [...], triggers: [{ type: "trigger_form_submitted", config: { formId: "<FORM_ID>" } }] })
•updateWorkflowStatus({ sessionId, workflowId: <ID>, status: "active" })

Workflow 2: Paid Lead Magnet (Optional -- use when lead magnet has a price)

Object: type: "layer_workflow", subtype: "workflow", name: "Paid Lead Magnet Workflow"

Trigger: trigger_payment_received

Nodes:

id	type	label	config	status
`trigger-1`	`trigger_payment_received`	"Payment Received"	`{ "paymentProvider": "stripe" }`	`ready`
`checkout-1`	`lc_checkout`	"Create Transaction"	`{ "action": "create-transaction", "productId": "<PRODUCT_ID>", "amount": "{{trigger.amount}}", "currency": "{{trigger.currency}}" }`	`ready`
`crm-1`	`lc_crm`	"Create Paid Lead"	`{ "action": "create-contact", "contactType": "lead", "tags": ["paid-lead-magnet", "<CAMPAIGN_TAG>"], "mapFields": { "email": "{{trigger.customerEmail}}", "firstName": "{{trigger.customerFirstName}}", "lastName": "{{trigger.customerLastName}}" } }`	`ready`
`invoice-1`	`lc_invoicing`	"Generate Invoice"	`{ "action": "generate-invoice", "transactionId": "{{checkout-1.output.transactionId}}", "contactId": "{{crm-1.output.contactId}}" }`	`ready`
`email-1`	`lc_email`	"Send Receipt + Delivery"	`{ "action": "send-confirmation-email", "to": "{{crm-1.output.email}}", "subject": "Your purchase: [Lead Magnet Name]", "body": "Hi {{crm-1.output.firstName}},\n\nThank you for your purchase. Download [Lead Magnet Name] here: [LINK]\n\nYour invoice is attached.\n\n[Sender Name]" }`	`ready`
`ac-1`	`activecampaign`	"Sync to ActiveCampaign"	`{ "action": "add_contact", "email": "{{crm-1.output.email}}", "firstName": "{{crm-1.output.firstName}}" }`	`ready`
`ac-2`	`activecampaign`	"Tag Paid Lead"	`{ "action": "add_tag", "contactEmail": "{{crm-1.output.email}}", "tag": "paid-lead-<CAMPAIGN_TAG>" }`	`ready`

Edges:

id	source	target	sourceHandle	targetHandle
`e-1`	`trigger-1`	`checkout-1`	`output`	`input`
`e-2`	`checkout-1`	`crm-1`	`output`	`input`
`e-3`	`crm-1`	`invoice-1`	`output`	`input`
`e-4`	`crm-1`	`email-1`	`output`	`input`
`e-5`	`crm-1`	`ac-1`	`output`	`input`
`e-6`	`ac-1`	`ac-2`	`output`	`input`

Mutations to execute:

•createWorkflow({ sessionId, name: "Paid Lead Magnet Workflow" })
•saveWorkflow({ sessionId, workflowId: <ID>, nodes: [...], edges: [...], triggers: [{ type: "trigger_payment_received", config: { paymentProvider: "stripe" } }] })
•updateWorkflowStatus({ sessionId, workflowId: <ID>, status: "active" })

Workflow 3: Lead Qualification (Optional -- use for pipeline automation)

Object: type: "layer_workflow", subtype: "workflow", name: "Lead Qualification Workflow"

Trigger: trigger_contact_updated

Nodes:

id	type	label	config	status
`trigger-1`	`trigger_contact_updated`	"Contact Updated"	`{}`	`ready`
`if-1`	`if_then`	"Has Qualifying Data?"	`{ "expression": "{{trigger.contact.customFields.biggestChallenge}} !== null && {{trigger.contact.email}} !== null && {{trigger.contact.phone}} !== null" }`	`ready`
`crm-1`	`lc_crm`	"Move to Qualified"	`{ "action": "move-pipeline-stage", "contactId": "{{trigger.contact._id}}", "pipelineStageId": "qualified" }`	`ready`
`email-1`	`lc_email`	"Notify Sales Team"	`{ "action": "send-admin-notification", "to": "<ADMIN_EMAIL>", "subject": "New Qualified Lead: {{trigger.contact.firstName}} {{trigger.contact.lastName}}", "body": "A new lead has been qualified.\n\nName: {{trigger.contact.firstName}} {{trigger.contact.lastName}}\nEmail: {{trigger.contact.email}}\nPhone: {{trigger.contact.phone}}\nCompany: {{trigger.contact.companyName}}\nChallenge: {{trigger.contact.customFields.biggestChallenge}}" }`	`ready`
`ac-4`	`activecampaign`	"Add to Sales Automation"	`{ "action": "add_to_automation", "contactEmail": "{{trigger.contact.email}}", "automationId": "<AC_SALES_AUTOMATION_ID>" }`	`ready`

Edges:

id	source	target	sourceHandle	targetHandle
`e-1`	`trigger-1`	`if-1`	`output`	`input`
`e-2`	`if-1`	`crm-1`	`true`	`input`
`e-3`	`crm-1`	`email-1`	`output`	`input`
`e-4`	`crm-1`	`ac-4`	`output`	`input`

Note: The false handle of if-1 has no connection -- unqualified contacts remain at their current pipeline stage and continue receiving the nurture sequence.

Mutations to execute:

•createWorkflow({ sessionId, name: "Lead Qualification Workflow" })
•saveWorkflow({ sessionId, workflowId: <ID>, nodes: [...], edges: [...], triggers: [{ type: "trigger_contact_updated", config: {} }] })
•updateWorkflowStatus({ sessionId, workflowId: <ID>, status: "active" })

5. CRM Pipeline Definition

Generic Pipeline

Pipeline Name: "Lead Generation Pipeline"

Stage ID	Stage Name	Description	Automation Trigger
`new_lead`	New Lead	Contact just submitted the form. Awaiting initial review.	Auto-set by Workflow 1 (`crm-2` node)
`contacted`	Contacted	Sales rep has made first outreach (email, call, or message).	Manual move or sequence completion trigger
`qualified`	Qualified	Lead has qualifying data (phone + challenge + engagement).	Auto-set by Workflow 3 (`crm-1` node)
`proposal`	Proposal Sent	Proposal or quote has been delivered to the lead.	Manual move
`closed_won`	Closed Won	Lead converted to paying customer.	Manual move, triggers `update-contact` to change subtype to `customer`
`closed_lost`	Closed Lost	Lead did not convert. Moves to long-term nurture.	Manual move, triggers `add_tag` with "closed-lost" in ActiveCampaign

Example: Dental Practice Pipeline

Stage ID	Stage Name	Description
`new_lead`	New Patient Lead	Downloaded dental implant guide
`contacted`	Initial Consultation Booked	Front desk called, consultation scheduled
`qualified`	Consultation Completed	Patient attended, needs confirmed
`proposal`	Treatment Plan Presented	Implant treatment plan and pricing shared
`closed_won`	Treatment Accepted	Patient accepted and scheduled procedure
`closed_lost`	Not Proceeding	Patient declined or went elsewhere

Example: SaaS B2B Pipeline

Stage ID	Stage Name	Description
`new_lead`	New MQL	Downloaded whitepaper/checklist
`contacted`	Discovery Call Scheduled	SDR reached out, call booked
`qualified`	SQL - Demo Completed	Decision-maker attended demo
`proposal`	Proposal / Trial	Sent pricing or started free trial
`closed_won`	Customer	Signed contract
`closed_lost`	Lost	Did not convert

6. File System Scaffold

Project: type: "project", subtype: "campaign"

After calling initializeProjectFolders({ organizationId, projectId }), the default folders are created. Then populate:

code

/
├── builder/
│   ├── landing-page/          (kind: builder_ref -> builder_app for landing page)
│   └── thank-you-page/        (kind: builder_ref -> builder_app for thank-you page)
├── layers/
│   ├── lead-capture-workflow   (kind: layer_ref -> layer_workflow "Lead Capture Workflow")
│   ├── paid-lead-workflow      (kind: layer_ref -> layer_workflow "Paid Lead Magnet Workflow" -- optional)
│   └── qualification-workflow  (kind: layer_ref -> layer_workflow "Lead Qualification Workflow" -- optional)
├── notes/
│   ├── campaign-brief          (kind: virtual, content: campaign objectives, ICP, KPIs)
│   └── sequence-copy           (kind: virtual, content: all 5 sequence email drafts)
├── assets/
│   ├── lead-magnet-file        (kind: media_ref -> uploaded PDF/guide/checklist)
│   └── brand-assets/           (kind: folder)
│       ├── logo                (kind: media_ref -> agency client logo)
│       └── hero-image          (kind: media_ref -> landing page hero image)

Mutations to execute:

•initializeProjectFolders({ organizationId: <ORG_ID>, projectId: <PROJECT_ID> })
•createVirtualFile({ sessionId, projectId: <PROJECT_ID>, name: "campaign-brief", parentPath: "/notes", content: "<campaign brief markdown>" })
•createVirtualFile({ sessionId, projectId: <PROJECT_ID>, name: "sequence-copy", parentPath: "/notes", content: "<all 5 email drafts>" })
•captureBuilderApp({ projectId: <PROJECT_ID>, builderAppId: <LANDING_PAGE_APP_ID> })
•captureBuilderApp({ projectId: <PROJECT_ID>, builderAppId: <THANK_YOU_APP_ID> })
•captureLayerWorkflow({ projectId: <PROJECT_ID>, layerWorkflowId: <LEAD_CAPTURE_WF_ID> })
•captureLayerWorkflow({ projectId: <PROJECT_ID>, layerWorkflowId: <QUALIFICATION_WF_ID> }) -- if using Workflow 3

7. Data Flow Diagram

code

                                    LEAD GENERATION FUNNEL - DATA FLOW
                                    ===================================

  END CUSTOMER                    PLATFORM (L4YERCAK3)                        EXTERNAL SYSTEMS
  ============                    ====================                        ================

  +------------------+
  | Visits Landing   |
  | Page (Builder)   |
  +--------+---------+
           |
           v
  +------------------+
  | Fills Out Form   |-----> submitPublicForm({ formId, responses, metadata })
  | (Registration)   |
  +--------+---------+
           |
           |         +----------------------------------------------------------+
           |         |  WORKFLOW 1: Lead Capture                                 |
           |         |                                                          |
           +-------->|  trigger_form_submitted                                  |
                     |         |                                                |
                     |         | (output -> input)                              |
                     |         v                                                |
                     |  lc_crm [create-contact]                                 |
                     |  -> creates objects { type: "crm_contact",               |
                     |     subtype: "lead", tags: ["lead-magnet"] }             |
                     |         |                                                |
                     |         +------------+-------------+                     |
                     |         |            |             |                     |
                     |    (output->input) (output->input) (output->input)       |
                     |         |            |             |                     |
                     |         v            v             v                     |
                     |    lc_email     activecampaign  lc_crm                   |
                     |    [send-       [add_contact]   [move-pipeline-stage     |
                     |    confirmation       |          -> "new_lead"]          |
                     |    -email]            |                                  |
                     |         |        (output->input)           +----------+  |
                     |         |             v                    |          |  |
                     |         |        activecampaign  -------->| Active   |  |
                     |         |        [add_tag]                | Campaign |  |
                     |         |             |                   |          |  |
                     |         |        (output->input)          +----------+  |
                     |         |             v                                  |
                     |         |        activecampaign                          |
                     |         |        [add_to_list]                           |
                     |         |                                                |
                     +----------------------------------------------------------+
                     |
                     |  SEQUENCE: Soap Opera (nachher)
                     |
                     |  Step 1: Immediate .... "Here's your [lead magnet]"
                     |  Step 2: +1 day ....... "The backstory"
                     |  Step 3: +3 days ...... "The moment everything changed"
                     |  Step 4: +5 days ...... "The hidden benefit"
                     |  Step 5: +7 days ...... "Here's what to do next" + CTA
                     |
                     +----------------------------------------------------------+
                     |
                     |  WORKFLOW 3: Lead Qualification (optional)
                     |
                     |  trigger_contact_updated
                     |         |
                     |    (output -> input)
                     |         v
                     |    if_then [has phone + challenge + email?]
                     |         |
                     |    (true -> input)
                     |         v
                     |    lc_crm [move-pipeline-stage -> "qualified"]
                     |         |
                     |    (output -> input)      (output -> input)
                     |         v                       v
                     |    lc_email               activecampaign
                     |    [send-admin-           [add_to_automation
                     |     notification]          -> sales sequence]
                     |
                     +----------------------------------------------------------+

  PIPELINE PROGRESSION:

  [new_lead] --> [contacted] --> [qualified] --> [proposal] --> [closed_won]
                                                           \--> [closed_lost]

8. Customization Points

Must-Customize (deployment will fail or be meaningless without these)

Item	Why	Where
Lead magnet name	Appears in landing page headline, confirmation email, sequence emails	Builder landing page, `lc_email` node config `subject` and `body`, sequence step content
Lead magnet download link	Delivers the actual asset	`lc_email` node config `body`, thank-you page
Form qualifying field(s)	The select/radio question must match the client's industry	Form `fields` array -- change label, options
Email sender identity	From name 和 reply-to address	`lc_email` node config, sequence step content signature
CRM pipeline stage names	Must match the client's sales process terminology	Pipeline definition, `lc_crm` `move-pipeline-stage` config `pipelineStageId` values
ActiveCampaign list ID	The AC list to add contacts to	`ac-3` node config `listId`
ActiveCampaign tag(s)	Tags must be meaningful for the client's segmentation	`ac-2` node config `tag`
Admin notification email	Sales team email for qualified lead alerts	Workflow 3 `email-1` node config `to`

Should-Customize (significantly improves conversion and relevance)

Item	Why	Default
Landing page copy	StoryBrand framework: identify the hero's problem, position agency's client as the guide	Generic placeholder copy
Sequence email content	Must speak to ICP's specific pain points, use industry language	Generic Soap Opera framework with placeholder content
ActiveCampaign automation IDs	Client may have existing automations to integrate	No automation enrollment
Social proof content	Real testimonials and statistics convert better	Placeholder testimonial blocks
Thank-you page next-step CTA	Should point to the client's highest-value conversion action	Generic "book a consultation"
Pipeline deal values	Setting `pipelineDealValue` helps with revenue forecasting	No deal value set

Can-Use-Default (work out of the box for most deployments)

Item	Default Value
Form field types and order	email (req), firstName (req), lastName (opt), phone (opt), companyName (opt), qualifying select (req)
Workflow node execution order	trigger -> crm -> email + activecampaign (parallel) -> pipeline stage
Sequence timing	Immediate, +1 day, +3 days, +5 days, +7 days
Sequence channel	`email` for all steps
File system folder structure	`/builder`, `/layers`, `/notes`, `/assets`
Contact subtype	`lead`
Project subtype	`campaign`
Workflow status progression	`draft` -> `ready` -> `active`

9. Common Pitfalls

What Breaks

Pitfall	Symptom	Fix
Form not linked to workflow	Form submissions do not trigger the Lead Capture Workflow	Create objectLink: `{ sourceObjectId: <WORKFLOW_ID>, targetObjectId: <FORM_ID>, linkType: "workflow_form" }`. Also ensure `trigger_form_submitted` node config has the correct `formId`.
ActiveCampaign integration not connected	`activecampaign` nodes fail silently or error	Verify the agency's ActiveCampaign API credentials are configured in the organization's integration settings before activating the workflow.
Sequence not enrolled after contact creation	Leads receive confirmation email but no follow-up sequence	Ensure `objectLink` exists: `{ sourceObjectId: <WORKFLOW_ID>, targetObjectId: <SEQUENCE_ID>, linkType: "workflow_sequence" }`. The sequence trigger event must be `form_submitted` or `manual_enrollment`.
Pipeline stage IDs mismatch	`move-pipeline-stage` action fails or moves to wrong stage	The `pipelineStageId` values in `lc_crm` node configs must exactly match the stage IDs defined in the CRM pipeline. Copy-paste, do not retype.
Missing email sender configuration	Emails fail to send or land in spam	Confirm the organization has a verified sender domain and the `lc_email` node `to` field uses valid template variables.
Form `formId` placeholder not replaced	Workflow trigger never fires	After creating the form, update the `trigger_form_submitted` node config with the actual `formId` returned by `createForm`. Then call `saveWorkflow` again.
Workflow left in `draft` status	No automations execute	After saving all nodes/edges, call `updateWorkflowStatus({ status: "active" })`.
Paid variant missing product + checkout link	Payment trigger never fires	For paid lead magnets: create the product, then create `objectLink` with `linkType: "checkout_product"` and `linkType: "product_form"`.

Pre-Launch Self-Check List

•Form exists and is published (publishForm was called).
•Form formId is set in trigger_form_submitted node config.
•objectLink with linkType: "workflow_form" connects workflow to form.
•objectLink with linkType: "workflow_sequence" connects workflow to sequence.
•All pipelineStageId values in lc_crm nodes match actual pipeline stage IDs.
•ActiveCampaign listId, tag, and automationId values are real (not placeholders).
•lc_email sender identity is configured and verified.
•Lead magnet download link is live and accessible.
•Landing page formSettings.redirectUrl points to the thank-you page.
•All workflows have status: "active".
•Sequence has 5 steps with correct timing offsets.
•Builder apps (landing page, thank-you page) are deployed.

10. Example Deployment Scenario

Scenario: Dental Practice Lead Generation Funnel

A marketing agency ("Smile Digital Agency") sets up a lead generation funnel for their client, "Downtown Dental Associates." The lead magnet is a free PDF: "The Complete Guide to Dental Implants: What Every Patient Should Know."

Step 1: Create the Project

code

createProject({
  sessionId: "<SESSION_ID>",
  organizationId: "<ORG_ID>",
  name: "Downtown Dental - Implant Guide Lead Gen",
  subtype: "campaign",
  description: "Lead generation funnel for dental implant guide PDF. Target: adults 35-65 considering implants.",
  startDate: 1706745600000,
  endDate: 1709424000000
})
// Returns: projectId = "proj_dental_implant_001"

code

initializeProjectFolders({
  organizationId: "<ORG_ID>",
  projectId: "proj_dental_implant_001"
})

Step 2: Create the Registration Form

code

createForm({
  sessionId: "<SESSION_ID>",
  organizationId: "<ORG_ID>",
  name: "Dental Implant Guide Request Form",
  description: "Captures leads requesting the free dental implant guide",
  fields: [
    { "type": "email",  "label": "Email Address",        "required": true,  "placeholder": "you@email.com" },
    { "type": "text",   "label": "First Name",           "required": true,  "placeholder": "Jane" },
    { "type": "text",   "label": "Last Name",            "required": false, "placeholder": "Smith" },
    { "type": "phone",  "label": "Phone Number",         "required": false, "placeholder": "+1 (555) 000-0000" },
    { "type": "select", "label": "What best describes your situation?", "required": true,
      "options": [
        "I'm missing one or more teeth",
        "I have dentures but want a permanent solution",
        "My dentist recommended implants",
        "I'm researching options for a family member",
        "Just curious about the procedure"
      ]
    },
    { "type": "select", "label": "When are you looking to start treatment?", "required": false,
      "options": ["Within 1 month", "1-3 months", "3-6 months", "Not sure yet"]
    }
  ],
  formSettings: {
    "redirectUrl": "/thank-you-implant-guide",
    "notifications": { "adminEmail": true, "respondentEmail": true },
    "submissionBehavior": "redirect"
  }
})
// Returns: formId = "form_dental_implant_001"

code

publishForm({ sessionId: "<SESSION_ID>", formId: "form_dental_implant_001" })

Step 3: Create the CRM Pipeline

The pipeline is configured within the organization's CRM settings with these stages:

Stage ID	Stage Name	Description
`new_lead`	New Patient Lead	Downloaded the implant guide
`contacted`	Consultation Booked	Front desk called and booked free consultation
`qualified`	Consultation Completed	Patient attended, implant candidacy confirmed
`proposal`	Treatment Plan Presented	Implant treatment plan and pricing shared
`closed_won`	Treatment Accepted	Patient accepted, procedure scheduled
`closed_lost`	Not Proceeding	Patient declined or chose another provider

Step 4: Create the Lead Capture Workflow

code

createWorkflow({
  sessionId: "<SESSION_ID>",
  name: "Dental Implant Lead Capture",
  description: "Captures implant guide requests, creates CRM lead, sends PDF, syncs to ActiveCampaign"
})
// Returns: workflowId = "wf_dental_lead_001"

code

saveWorkflow({
  sessionId: "<SESSION_ID>",
  workflowId: "wf_dental_lead_001",
  name: "Dental Implant Lead Capture",
  nodes: [
    {
      "id": "trigger-1",
      "type": "trigger_form_submitted",
      "position": { "x": 100, "y": 200 },
      "config": { "formId": "form_dental_implant_001" },
      "status": "ready",
      "label": "Implant Guide Form Submitted"
    },
    {
      "id": "crm-1",
      "type": "lc_crm",
      "position": { "x": 350, "y": 200 },
      "config": {
        "action": "create-contact",
        "contactType": "lead",
        "tags": ["implant-guide", "dental-lead", "downtown-dental"],
        "mapFields": {
          "email": "{{trigger.email}}",
          "firstName": "{{trigger.firstName}}",
          "lastName": "{{trigger.lastName}}",
          "phone": "{{trigger.phone}}",
          "customFields": {
            "situation": "{{trigger.whatBestDescribesYourSituation}}",
            "timeline": "{{trigger.whenAreYouLookingToStartTreatment}}"
          }
        }
      },
      "status": "ready",
      "label": "Create Patient Lead"
    },
    {
      "id": "email-1",
      "type": "lc_email",
      "position": { "x": 600, "y": 100 },
      "config": {
        "action": "send-confirmation-email",
        "to": "{{crm-1.output.email}}",
        "subject": "Your Free Dental Implant Guide is Here",
        "body": "Hi {{crm-1.output.firstName}},\n\nThank you for requesting The Complete Guide to Dental Implants.\n\nDownload your guide here: https://assets.downtowndental.com/implant-guide.pdf\n\nThis guide covers:\n- The different types of dental implants\n- What to expect during the procedure\n- Recovery timeline and care instructions\n- Cost ranges and financing options\n\nOver the next few days, I'll share some insights from Dr. Martinez about common questions patients have.\n\nTo your smile,\nThe Downtown Dental Team\n\nP.S. If you'd like to skip ahead and chat with us directly, book a free consultation: https://downtowndental.com/book"
      },
      "status": "ready",
      "label": "Send Implant Guide Email"
    },
    {
      "id": "ac-1",
      "type": "activecampaign",
      "position": { "x": 600, "y": 300 },
      "config": {
        "action": "add_contact",
        "email": "{{crm-1.output.email}}",
        "firstName": "{{crm-1.output.firstName}}",
        "lastName": "{{crm-1.output.lastName}}"
      },
      "status": "ready",
      "label": "Add to ActiveCampaign"
    },
    {
      "id": "ac-2",
      "type": "activecampaign",
      "position": { "x": 850, "y": 300 },
      "config": {
        "action": "add_tag",
        "contactEmail": "{{crm-1.output.email}}",
        "tag": "implant-guide-download"
      },
      "status": "ready",
      "label": "Tag: Implant Guide"
    },
    {
      "id": "ac-3",
      "type": "activecampaign",
      "position": { "x": 1100, "y": 300 },
      "config": {
        "action": "add_to_list",
        "contactEmail": "{{crm-1.output.email}}",
        "listId": "ac_list_dental_leads_2024"
      },
      "status": "ready",
      "label": "Add to Dental Leads List"
    },
    {
      "id": "crm-2",
      "type": "lc_crm",
      "position": { "x": 600, "y": 500 },
      "config": {
        "action": "move-pipeline-stage",
        "contactId": "{{crm-1.output.contactId}}",
        "pipelineStageId": "new_lead"
      },
      "status": "ready",
      "label": "Set Pipeline: New Patient Lead"
    }
  ],
  edges: [
    { "id": "e-1", "source": "trigger-1", "target": "crm-1",  "sourceHandle": "output", "targetHandle": "input" },
    { "id": "e-2", "source": "crm-1",     "target": "email-1", "sourceHandle": "output", "targetHandle": "input" },
    { "id": "e-3", "source": "crm-1",     "target": "ac-1",    "sourceHandle": "output", "targetHandle": "input" },
    { "id": "e-4", "source": "ac-1",      "target": "ac-2",    "sourceHandle": "output", "targetHandle": "input" },
    { "id": "e-5", "source": "ac-2",      "target": "ac-3",    "sourceHandle": "output", "targetHandle": "input" },
    { "id": "e-6", "source": "crm-1",     "target": "crm-2",   "sourceHandle": "output", "targetHandle": "input" }
  ],
  triggers: [{ "type": "trigger_form_submitted", "config": { "formId": "form_dental_implant_001" } }]
})

code

updateWorkflowStatus({
  sessionId: "<SESSION_ID>",
  workflowId: "wf_dental_lead_001",
  status: "active"
})

Step 5: Create the Soap Opera Sequence

Object: type: "automation_sequence", subtype: "nachher", name: "Dental Implant Nurture Sequence"

Trigger event: form_submitted

Steps:

Step	Channel	Timing	Subject	Body Summary
1	`email`	`{ offset: 0, unit: "minutes", referencePoint: "trigger_event" }`	"Your Free Dental Implant Guide is Here"	Deliver the PDF link. Introduce Dr. Martinez as the guide. Mention the practice's 15+ years of implant experience. End with: "Over the next few days, I'll share some insights that most dental offices won't tell you."
2	`email`	`{ offset: 1, unit: "days", referencePoint: "trigger_event" }`	"Why Dr. Martinez Became an Implant Specialist"	Origin story: Dr. Martinez saw patients struggling with ill-fitting dentures. She trained at [institute] specifically to offer better solutions. Build rapport and trust. End with a question: "Have you been dealing with [common pain point]?"
3	`email`	`{ offset: 3, unit: "days", referencePoint: "trigger_event" }`	"The Moment That Changed Everything for Sarah"	Patient success story (epiphany bridge). Sarah was terrified of the procedure, almost didn't come in, but after a 30-minute consultation she realized modern implants are nothing like she imagined. Before/after transformation.
4	`email`	`{ offset: 5, unit: "days", referencePoint: "trigger_event" }`	"The Benefit Nobody Talks About"	Beyond aesthetics: implants prevent bone loss, improve nutrition (can eat properly), boost confidence in professional settings. Achievement story of a patient who got a promotion after regaining their smile.
5	`email`	`{ offset: 7, unit: "days", referencePoint: "trigger_event" }`	"Your Next Step (Free Consultation This Week)"	Urgency: "We have 3 consultation slots open this week." CTA: Book a free 30-minute implant consultation. Include direct booking link. Mention financing options available. Close with "Even if you're not ready, a consultation gives you the information you need to make the right decision."

Step 6: Link All Objects

code

// Link workflow to form
objectLinks.create({
  sourceObjectId: "wf_dental_lead_001",
  targetObjectId: "form_dental_implant_001",
  linkType: "workflow_form"
})

// Link workflow to sequence
objectLinks.create({
  sourceObjectId: "wf_dental_lead_001",
  targetObjectId: "<SEQUENCE_ID>",
  linkType: "workflow_sequence"
})

Step 7: Populate the File System

code

createVirtualFile({
  sessionId: "<SESSION_ID>",
  projectId: "proj_dental_implant_001",
  name: "campaign-brief",
  parentPath: "/notes",
  content: "# Downtown Dental - Implant Guide Campaign\n\n## Objective\nGenerate qualified leads for dental implant consultations.\n\n## Target ICP\nAdults 35-65, missing teeth or wearing dentures, researching permanent solutions, located within 30 miles of practice.\n\n## Lead Magnet\nThe Complete Guide to Dental Implants (PDF, 12 pages)\n\n## KPIs\n- 100 leads/month\n- 20% consultation booking rate\n- 10% treatment acceptance rate\n\n## Budget\nAd spend: $2,000/month (Facebook + Google)\nPlatform: L4YERCAK3 subscription"
})

createVirtualFile({
  sessionId: "<SESSION_ID>",
  projectId: "proj_dental_implant_001",
  name: "sequence-copy",
  parentPath: "/notes",
  content: "# Soap Opera Sequence - Dental Implant Nurture\n\n## Email 1: Immediate - Guide Delivery\nSubject: Your Free Dental Implant Guide is Here\n[Full email body as specified in Step 5, Step 1]\n\n## Email 2: +1 Day - Backstory\nSubject: Why Dr. Martinez Became an Implant Specialist\n[Full email body]\n\n## Email 3: +3 Days - Epiphany Bridge\nSubject: The Moment That Changed Everything for Sarah\n[Full email body]\n\n## Email 4: +5 Days - Hidden Benefit\nSubject: The Benefit Nobody Talks About\n[Full email body]\n\n## Email 5: +7 Days - CTA\nSubject: Your Next Step (Free Consultation This Week)\n[Full email body]"
})

captureBuilderApp({
  projectId: "proj_dental_implant_001",
  builderAppId: "<LANDING_PAGE_APP_ID>"
})

captureBuilderApp({
  projectId: "proj_dental_implant_001",
  builderAppId: "<THANK_YOU_PAGE_APP_ID>"
})

captureLayerWorkflow({
  projectId: "proj_dental_implant_001",
  layerWorkflowId: "wf_dental_lead_001"
})

Complete Object Inventory

#	Object Type	Subtype	Name	Key Detail
1	`project`	`campaign`	"Downtown Dental - Implant Guide Lead Gen"	Container for all assets
2	`form`	`registration`	"Dental Implant Guide Request Form"	6 fields, published
3	`layer_workflow`	`workflow`	"Dental Implant Lead Capture"	7 nodes, 6 edges, active
4	`automation_sequence`	`nachher`	"Dental Implant Nurture Sequence"	5 emails over 7 days
5	`builder_app`	`template_based`	"Implant Guide Landing Page"	Hero + form + social proof
6	`builder_app`	`template_based`	"Implant Guide Thank You Page"	Confirmation + download + CTA

#	Link Type	Source	Target
1	`workflow_form`	Workflow (3)	Form (2)
2	`workflow_sequence`	Workflow (3)	Sequence (4)

Credit Cost Estimate

Action	Count	Credits Each	Total
Behavior: create-contact	1 per lead	1	1
Behavior: move-pipeline-stage	1 per lead	1	1
Behavior: send-confirmation-email	1 per lead	1	1
Behavior: activecampaign-sync (add_contact)	1 per lead	1	1
Behavior: activecampaign-sync (add_tag)	1 per lead	1	1
Behavior: activecampaign-sync (add_to_list)	1 per lead	1	1
Sequence: 5 emails	5 per lead	1	5
Total per lead			11 credits

For 100 leads/month: approximately 1,100 credits/month.

Skill: Lead Generation Funnel

1. Purpose

2. Ontologies Involved

Objects (objects table)

Object Links (objectLinks table)

3. Builder Components

Landing Page

Thank-You Page

Registration Form

4. Layers Automations

Workflow 1: Lead Capture (Required)

Workflow 2: Paid Lead Magnet (Optional -- use when lead magnet has a price)

Workflow 3: Lead Qualification (Optional -- use for pipeline automation)

5. CRM Pipeline Definition

Generic Pipeline

Example: Dental Practice Pipeline

Example: SaaS B2B Pipeline

6. File System Scaffold

7. Data Flow Diagram

8. Customization Points

Must-Customize (deployment will fail or be meaningless without these)

Should-Customize (significantly improves conversion and relevance)

Can-Use-Default (work out of the box for most deployments)

9. Common Pitfalls

What Breaks

Pre-Launch Self-Check List

10. Example Deployment Scenario

Scenario: Dental Practice Lead Generation Funnel

Step 1: Create the Project

Step 2: Create the Registration Form

Step 3: Create the CRM Pipeline

Step 4: Create the Lead Capture Workflow

Step 5: Create the Soap Opera Sequence

Step 6: Link All Objects

Step 7: Populate the File System

Complete Object Inventory

Credit Cost Estimate

Objects (`objects` table)

Object Links (`objectLinks` table)