VisionPlay / Internal Build Brief
Chelation Doctors CRM: Alignment and Recommendations
For: Nathania · Re: Chelation Doctors GoHighLevel build · 8 July 2026
01 / What the client actually wants
The confirmed onboarding process
Pulled from Donna's clarification email and the CDAC onboarding document. Where these conflict with the earlier pipeline spec, these take priority.
- Clinic submits the Qualification Questionnaire (the application).
- Chelation Doctors reviews and qualifies it, then emails next steps.
- One Zoom Meet and Greet with leadership. This is the only call, and it both qualifies and closes.
- If approved, the clinic receives the Affiliate Licensing Agreement plus the onboarding invoices.
- Clinic signs and pays the onboarding fees.
- Credentialing and compliance review, verified on site (licenses, insurance, staffing, facility).
- On-site clinical training, about 3 hours. Clinic receives plaque, supplements, testing boxes, and manuals.
02 / Corrections to the current build
Four things that do not match what is live
Agreement timing
The agreement goes out only after the Zoom call and approval, bundled with invoices. Donna confirmed the version that attached it right after the questionnaire was a mistake.
One agreement only
A single Affiliate Licensing Agreement. The licensing wording is intentional, to stay clear of Florida franchise rules.
After signing is manual
No automated email after signing. Donna personally emails each clinic to schedule the on-site visit and training.
One call, not two
The Zoom Meet and Greet is the single call. There is no separate discovery and closing call in their process.
03 / What they asked for that is not built
A warm and cold lead split
Their Dual Funnel document asks VisionPlay for two distinct paths. The current build treats every lead the same.
| Lead type | Flow they want | Rule |
|---|
| Cold (never heard of them) | Intro video, education, qualify, then strategy call | Keep it simple, delay complexity |
| Warm (referral or inbound) | Skip education, straight to strategy call and close | Get specific, remove friction |
They asked for tags (Cold, Warm, Qualified, Ready to Close, Onboarding) and an automation split by lead source. This routing does not exist in the account yet.
04 / Friction, in their own words
Where the current setup loses leads
- Their own funnel doc states the funnel loses people because cold leads get overwhelmed and warm leads get slowed down. Dual Funnel doc
- The intro call asks clinics to reply with three available dates and times, a manual back and forth. CDAC onboarding doc
- Every lead waits on a manual human review with no defined criteria, even though a qualification questionnaire and a lead-scoring model already exist. Pipeline doc
- Review, next-step emails, and on-site scheduling all funnel through one person, which does not scale. Donna's email
- The agreement template fillable fields are not yet working.
05 / What we recommend
Lower friction, keep the human touch where they want it
| Action | Status |
|---|
| Replace "reply with three times" with a calendar booking link for the Zoom intro | Fix |
| Build the warm and cold routing split by lead source, as they requested | Fix |
| Use their lead-scoring model to pre-qualify, so only borderline leads need a human | Fix |
| Rebuild the agreement as a proper fillable document, sent at the correct step | Fix |
| Keep Donna's application review and on-site scheduling manual, but give her one-click actions from the pipeline | Keep |
| Correct the Lead Nurture copy and complete the drafted automations (done or in progress) | Keep |
06 / What we need from the client
Blockers to finishing
- The final Affiliate Licensing Agreement document and the onboarding invoice amounts.
- Approval to auto-qualify using their scoring model, or the exact criteria they want a human to apply.
- Calendar and Facebook/Instagram connections so booking and the chatbot go live.
- Security: account logins are currently sitting in plain text inside the shared Drive. These should move to a password manager and be rotated.