New Policy Session

One client, as many policies as they have. Each policy gets its own row in the sheet and its own first-payment reminder in GHL.

Connection settings

Apps Script URL (Google Sheet) Writes each policy into your Policy Sales Tracker sheet.

Reminders & CRM v7: everything (sheet, GHL contact, custom fields, booking, reminders) flows through the single Apps Script endpoint. Reminder timing (2 days before due) is handled server-side + by the GHL workflow — nothing to configure here.

Client first name *

Client last name *

Client email *

Client phone

Client date of birth

Street address

City

State

ZIP