Lasting Language — March 17 Meeting Agenda | Emerson North
Emerson North

March 17 Meeting Agenda

Lasting Language Therapy Services
Amanda Smith  ·  March 17, 2026  ·  10:00 AM
Emerson North bfolsom@emersonnorth.com
Today's Agenda

What We're Covering

1
Issues Fixed & Closed
Consult email · Referral automation · Review Request workflow
✓ Done
2
Live Demos
Dakota AI website inquiries · Myo Notes preset
Demo
3
Items to Discuss
Automations access · Nurture sequence · Confirmation email headers
Discuss
4
Amanda's Assets to Action
Myo Pathways · SOP Scheduling · SOP-POT
Pending
5
New: SEO Action Plan
Organic patient referrals — lastinglanguage.net
New
Issues Fixed

Closed & Resolved

Consult Booking Email

✓ Fixed
"A new consult was booked which is great, but this email was sent. Consults do not need to have intake forms. It's also worded as an evaluation which is incorrect."
Fixed: Removed intake form from consult confirmation. Corrected wording from "evaluation" to "consultation" throughout the email template.

Referral Automation Not Triggering

✓ Fixed
"I have put in a referral using the form and the automation didn't trigger."
Fixed: Contact had been pre-entered over the weekend by Evelyn — already in pipeline. Re-submitted referral form and confirmed automation triggered correctly (email + SMS sent).
Issues Fixed

Closed & Resolved

Send Review Request Workflow

✓ Re-published
"It is titled the Send Review Request workflow."
Fixed: Workflow had been unpublished. Re-published and confirmed active. Discharge trigger → Review Email 1 → Review SMS → 3-day wait → Review Request 2 → 3-month / 6-month / 9-month / 12-month follow-ups all live.

Discharged Status Trigger

✓ Fixed
Status change to "discharged" was not correctly updating discharge date or triggering follow-up sequence.
Fixed: Discharge date now auto-sets to today when status changes. Full 12-month maintenance follow-up sequence confirmed active for both discharged and maintenance status transitions.
Live Demo — Item 1 of 2
▶
Demo
Test on This Call

Dakota AI — Website Inquiries

Amanda said (Mar 16)

"Dakota is still not responding to website inquiries."

  • Dakota AI time slots have been reconfigured and confirmed working from Bryce's profile
  • Will test live on this call using Amanda's profile — submit a test website inquiry and confirm Dakota responds
  • If it responds for Bryce but not Amanda: check contact ownership assignment in GHL
  • If still failing: review webhook trigger on Webflow contact form
Live Demo — Item 2 of 2
▶
Demo
Demo on This Call

Myo Notes — Preset Access

Amanda said (Mar 11 + Mar 16)

"I can't seem to figure out how to add the preset note for Myo. I changed Cora Pollard to the intensive pathway under client info, tried to add a note, but it's just blank... I tried with my profile, David Smith is contact name and it doesn't populate the note."

  • Note auto-populates when a booking is made — not manually added after the fact
  • Demo the correct flow live: booking triggers the Myo pathway note automatically
  • Walk Amanda through where to find and review the note in the patient profile
Discuss — Item 1 of 3

Automations Access on App

Amanda said (Mar 16)

"Can I have access to Automations on the app?"

What Amanda Is Asking For

Ability to view and edit automation workflows directly in the GHL mobile app — currently restricted to admin-level access.

Decision Needed on This Call

Granting automation access lets Amanda make direct edits, which could break live workflows. Discuss: read-only access vs. full edit access. Recommendation: read-only first, then expand after she's comfortable with the workflow logic.

Action If Approved

Update Amanda's user role in GHL Settings → Team Management to include Automations permission. Takes 2 minutes — can do live on this call if agreed.

Discuss — Item 2 of 3

Nurture Sequence

Current Status

Nurture sequence is now triggering correctly when a contact is added. The trigger is live and confirmed working.

What's Still Needed

The sequence currently has placeholder content. We need at least 9 more email bodies written before the sequence is patient-ready. Subject lines on all existing workflows also need to be updated — Amanda will show Bryce where on this call.

Decision on This Call

Who writes the 9 emails — Amanda drafts and Bryce refines, or Bryce writes from scratch using Amanda's tone? Agree on turnaround timeline so sequence can go fully live.

Discuss — Item 3 of 3

Confirmation Email Headers

Amanda said (Feb 23)

"I wasn't sure what format to save these in. Also shared the Canva design with you."

What Amanda Provided

Header images for appointment confirmation emails — designed in Canva and shared in Drive. These go at the top of Confirmation Email 1, 2, and 3 in the marketing automation sequence.

Work Together on This Call

Pull up the headers in Canva together. Export in correct format (PNG, 600px wide). Drop into GHL email builder for each of the 3 confirmation email templates. Confirm render on mobile + desktop before closing.

Pending Action

Amanda's Assets — Need to Be Built In

PDF · Feb 23

Myo Pathways

Charting pathways for myofunctional therapy patients. Amanda sent PDF and shared in Drive. Needs to be mapped into the app as structured pathway options for Myo patient profiles.

PDF · Mar 11

SOP Scheduling

Active Patient List walkthrough — 4 sections (Priority, SS Flexible, Woodstock/Mobile, No Action Needed), SimplePractice export process, and standard schedule email template.

PDF · Mar 11

SOP-POT Process

Plan of care tracking SOP for managing visit frequency, billing codes, and schedule extensions. Needs to be reviewed and reflected in GHL pipeline stage logic and notes.

Emerson North

Next Steps

Bryce — After Call
  • Enable Automations access for Amanda in GHL (if approved)
  • Drop confirmation email headers into GHL email builder
  • Write nurture email bodies (or refine Amanda's drafts)
  • Build Myo Pathways into GHL patient profile options
  • Review SOP-POT and map to pipeline stage logic
  • Share SEO Action Plan Google Doc with Amanda
Amanda — After Call
  • Write remaining nurture email drafts (if taking on content)
  • Send updated subject line locations for workflows
  • Review SEO action plan — GBP setup as first priority
  • Update Google Business Profile cities (not "Georgia")
  • Send any remaining SOP docs if not yet shared