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CRM team playbook

You own the CRM. This playbook covers reading GoHighLevel data, running the weekly/monthly audit analytics, saving audit docs to Google Drive, and pulling Microsoft Clarity behaviour metrics. One connector reaches every GHL sub-account your token is scoped to.

What you can do

Section titled “What you can do”
  • Read contacts, opportunities, pipelines, conversations, calendars, payments across a GHL sub-account.
  • Run the CRM-audit analytics — pipeline funnel, SMS reply rate, missed-call text-back, no-show rate, revenue, lead-to-book, reactivation candidates, tag hygiene, opt-in / form-submission rate, A2P.
  • Bootstrap a baseline doc and compare windows over time.
  • Save an audit document to Google Drive (gated) and read baselines back.
  • Pull Microsoft Clarity behaviour data (metrics, heatmaps, historical trend snapshots).

Prerequisites

Section titled “Prerequisites”
  1. A token scoped to the client’s GHL site(s).
  2. The site has a GoHighLevel Private Integration Token (gohighlevel_pit_enc)
    • gohighlevel_location_id set in /admin/sites. Some analytics need extra PIT scopes (e.g. invoices.readonly for revenue).
  3. For Drive: the site’s bound Worker user has connected Google and the site is linked to a Drive folder. Saving is gated by allow_drive_write.
  4. For Clarity: the site carries a clarity_project_id + Data Export token.
  5. CRM writes (create/update contact, etc.) need allow_gohighlevel_write and a confirm; money-movement operations are hard-blocked regardless.

Core tools

Section titled “Core tools”
FeatureTools
GHL v2 unifiedghl_v2_search, ghl_v2_fetch, ghl_v2_search_operations, ghl_v2_describe_operation, ghl_v2_execute_operation (writes gated)
Contacts / opportunities / conversationscontacts_get-contacts, contacts_get-contact, opportunities_search-opportunity, opportunities_get-pipelines, conversations_search-conversation, conversations_get-messages (legacy proxy)
Pipeline & bookingsghl_compute_pipeline_funnel, ghl_compute_no_show_rate, ghl_compute_lead_to_book
Messagingghl_compute_sms_stats, ghl_compute_missed_call_textback
Revenueghl_list_invoices, ghl_compute_revenue_stats
Retention & hygieneghl_compute_reactivation_candidates, ghl_compute_tag_hygiene
Forms & funnelsghl_compute_opt_in_rate, ghl_compute_form_submission_rate, ghl_get_funnel_stats, ghl_get_campaign_a2p_stats
Workflowsghl_list_workflows, ghl_get_workflow_executions
Baselines & compareghl_bootstrap_baseline, ghl_compute_window_compare
Google Drivedrive_get_site_folder, drive_list_site_files, drive_read_file, drive_get_baseline, drive_save_audit (gated)
Microsoft Clarityclarity_get_metrics, clarity_get_heatmap_metrics, clarity_get_session_recordings, clarity_get_historical_metrics

Example prompts

Section titled “Example prompts”
Run a weekly CRM audit for the "kleentech" site: pipeline funnel, SMS reply
rate, missed-call text-back rate, no-show rate, and revenue collected — all for
the last 7 days. Summarise the 3 biggest problems.

Claude chains the relevant ghl_compute_* tools and synthesises the findings.

Gotchas

Section titled “Gotchas”

Next

Section titled “Next”