Agency Architecture — Interactive Mindmap
Root
🏢 Your GHL Agency Account
Master account · all subaccounts · white label · full control
🌐 Branch A — Your Agency Website
📄 WordPress — Static Content
Homepage Services Blog / SEO Case Studies Landing Pages
WordPress handles all static & SEO-driven content. GHL widgets are embedded via shortcode or iframe.
⚡ GHL Elements in WordPress
Lead Gen Forms Newsletter Signup Booking Widget Chat Widget Surveys Funnels
All interactive & marketing elements are GHL-powered and embedded into WordPress pages.
💻 Custom Client Portal — Next.js
Client Login Invoices Appointments Project Status Dashboard
Next.js app hosted on Vercel. Pulls contact-scoped data from GHL API. Each client sees only their own data.
🍷 Branch B — Winery Client Subaccounts
🔧 GHL Subaccount per Winery
CRM & Contacts Email & SMS Pipelines Booking Invoicing Reputation
Each winery client gets a dedicated subaccount, white labeled with their own branding and domain.
🛒 WordPress + WooCommerce
Wine Catalog Bottle Sales Gift Sets Order Mgmt Shipping & Tax Payments
WooCommerce handles all ecommerce. Far more powerful than GHL native store for SKUs, inventory, and complex shipping rules.
🍾 Wine Club — GHL Trick
Recurring Invoices Membership Tiers Signup Form Billing Reminders Renewal Flow Cancellation
GHL recurring invoices + membership features used together for wine club billing. WooCommerce purchase triggers GHL via webhook.
💻 Custom Winery Portal — Next.js
Customer Login Tasting Bookings Wine Club Status Order History Invoices Upcoming Events
Same Next.js codebase as Branch A — reskinned per winery. Data pulled from both GHL API and WooCommerce API and merged.
⚡ GHL Core Features — Used Across Both Branches
📣 Marketing
Email Campaigns SMS Blasts Social Planner Funnels
🤖 Automation
Workflows Triggers Lead Nurture Follow-ups
📅 Appointments
Calendar Booking Round Robin Reminders Team Calendars
⭐ Reputation
Review Requests Google Reviews AI Responder Dashboard
🤖 AI Layer — GHL Native + Custom
AI Chatbot AI Voice Agent AI Appointment Booking AI Review Responder AI Content Generator AI Workflow Actions Custom OpenAI API AI Inside Custom Portal
① Agency Site Flow
How a visitor becomes a contact in GHL and gains access to the custom portal.
Visitor WordPress Site GHL Form Embed GHL Contact Created GHL Automation Portal Access Sent
② Winery Ecommerce Flow
How a wine purchase in WooCommerce syncs back into GHL to trigger automations.
Wine Customer WooCommerce Store Order Placed Webhook → Make GHL Contact Updated GHL Automation Fires
③ Wine Club Subscription Flow
How a customer joins the wine club and gets billed monthly through GHL.
Customer Joins Club GHL Signup Form Recurring Invoice Created Monthly Billing Workflow Portal Shows Club Status
④ Custom Portal Data Flow
How the Next.js portal fetches and merges data from two separate APIs per customer.
Customer Login Next.js Auth GHL API + WooCommerce API Unified Dashboard
⑤ WooCommerce ↔ GHL Sync Flow
How Make/Zapier bridges WooCommerce store events into GHL contact management.
WooCommerce Event Make / Zapier GHL API Call Tag / Update Contact Trigger GHL Workflow
⑥ Tasting Booking Flow
How a winery customer books a tasting through the portal directly into GHL calendar.
Winery Customer Custom Portal GHL Calendar API Slot Confirmed in GHL SMS + Email Confirmation
⑦ Review Request Automation
How GHL automatically requests and responds to Google reviews after a visit.
Appointment Completed GHL Trigger Review Request SMS Google Review Posted AI Auto-Responds
Core Tools
WordPress
Static content management, SEO-optimized pages, blog, and brand identity pages for both agency and winery sites.
Content CMS SEO Blog Pages
WooCommerce
Full ecommerce engine for winery product sales. Handles inventory, shipping, tax, and payment processing.
Ecommerce Inventory Shipping Orders
GoHighLevel
Central CRM and marketing hub. Handles contacts, automations, bookings, invoicing, reputation, and white-label subaccounts.
CRM Automation Marketing White Label
Next.js
Framework for custom client portals. Server-side rendering keeps API keys secure. Deployed on Vercel. One codebase, multi-tenant.
Custom Portal SSR Multi-tenant Auth
Integration Layer
GHL API
Primary data bridge between GHL and the custom Next.js portal. Fetches contacts, appointments, invoices, and calendar data.
REST API Contacts Appointments Invoices
WooCommerce API
Exposes order history, product data, and customer records to the custom portal. Combined with GHL API for unified dashboard.
Orders API Products Customers
Make / Zapier
No-code automation bridge. Listens for WooCommerce webhooks and creates or updates GHL contacts, tags them, and triggers workflows.
Webhooks WooCommerce→GHL No-code
Vercel
Hosts all Next.js portal apps. Supports custom domains per winery, automatic deployments, and serverless API routes for GHL proxy.
Hosting Custom Domains Serverless
Payments & AI
Stripe / PayPal
Payment processing connected to both GHL invoicing and WooCommerce. Handles one-time purchases, subscriptions, and wine club billing.
Payments Subscriptions Invoices
OpenAI API (Optional)
Custom AI layer on top of GHL data. Can power smart responses inside the portal, analyze customer behavior, or build AI assistants.
AI Assistant Smart Responses Optional