WHEN IS A MASTER SNAPSHOT “FINAL”?
This is important because people rush this.
Answer:
You finalize the master snapshot only after it passes an end-to-end test inside a sub-account.
Correct order (DO NOT SKIP STEPS)
Create GHL Agency Account Build pipelines, calendar, sequences inside sub-account Test everything end-to-end ONLY THEN → create snapshot CREATING THE MASTER SNAPSHOT (FINAL STEP)
Once all tests pass:
Go to:
Settings → Snapshots → Create Snapshot
Include:
Name it:
TRENDR Appointment Revenue OS – v1
Versioning matters.
HOW TO FINALIZE THE MASTER SNAPSHOT (STEP-BY-STEP)
STEP 1: Build Inside Demo Sub-Account
Name it:
TRENDR – Appointment Revenue OS (Demo)
Inside it:
Sequence 1 ONLY (for now)
No extra automations
STEP 2: Test End-to-End (THIS IS KEY)
You will pretend you are:
END-TO-END TEST CHECKLIST (FOLLOW EXACTLY)
Test 1: Missed Call Flow
Test 2: SMS Conversation
Test 3: Appointment Booking
Test 4: Manual Job Completion
Test 5: Meridian Validation
Test 1: Missed Call Flow
✅ Confirm:
Test 2: SMS Conversation
✅ Confirm:
Conversation appears in inbox Lead stage updates (manually is fine)
Test 3: Appointment Booking
✅ Confirm:
Pipeline stage moves to “Appointment Booked”
Test 4: Manual Job Completion
Move lead to “Job Completed”
✅ Confirm:
No automation fires accidentally
Test 5: Meridian Validation
Manually input:
Estimated revenue recovered
✅ Confirm:
Meridian can show a before/after story
IF ANY STEP FAILS:
