Workflow LibraryBrochure Downloads
Wedding & Events Brochure Download
This workflow is pre-built in the GHL Master Snapshot. Do not build it from scratch. Deployment steps are managed via the client's ClickUp task list.
Overview
Prospective clients request the wedding or events brochure via a form on the club website. On submission, they receive the brochure by email, are routed to the correct pipeline (Weddings or Events), and Speed to Lead fires.
When to deploy: Phase 1 — when the brochure asset is ready and the client has a weddings or events operation.
Client Variables
| What to confirm | Notes |
|---|---|
| Brochure PDF | Must be supplied by the client or created before deploying |
| Separate weddings and events pipelines? | Or one combined pipeline? |
| Form placement | Which page? Usually the Venue Hire or Weddings page |
| Events team email | Who receives the staff alert? |
QA Checklist
- Submit a test download request
- Confirm brochure PDF arrives by email
- Confirm contact lands in the correct pipeline at New Lead
- Confirm tags applied
- Confirm staff alert fires to correct team
- Confirm Speed to Lead fires
- Form renders correctly on mobile and desktop