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Conduit Trades — Internal Operations
All internal tools, SOPs, and resources in one place. Internal use only — do not share this URL.
01 — Reporting ToolsGenerate branded monthly performance reports for contractor clients. Fill in metrics, preview, copy and send from GHL.
Step-by-step instructions for generating and sending the monthly performance report. Reference this before sending.
Track report send dates, open items, and client status across all active accounts.
Step-by-step process for deploying the Conduit Trades snapshot to a new contractor sub-account.
Complete onboarding checklist for setting up a new contractor client from signed to live.
Guide for filling in all 9 contractor custom values during sub-account setup.
Send this link to a new contractor client. They fill in all their business info, review the service agreement, and submit. You receive an email with everything ready to follow the SOP.
All contractor client records in Notion. Business info, custom values, GHL Location ID, A2P status, and delivery notes. Updated automatically when a new intake is submitted.
Track signed agreements, renewal dates, and contract status across all active clients.