Marketing Automation Workflow
Complete automation system that captures social media leads and converts them into paying students through intelligent email sequences and CRM integration.
Social Lead Capture
Instagram & Facebook Triggers
Automatically detect comments on posts and trigger the lead capture workflow. Tags contacts as "Social Lead" and creates CRM opportunities.
Instant Response
Sends immediate welcome email with free training offer. Creates urgency with time-based triggers for follow-up sequences.
Email Nurture Sequences
Multi-Step Campaigns
Automated follow-up emails at strategic intervals (24hr, 48hr, 3 days) to nurture leads through the buyer journey with value-driven content.
Behavioral Triggers
Different paths based on engagement: clicked links get sales page follow-ups, non-responders get reminder sequences, purchases stop campaigns.
CRM Integration
Opportunity Tracking
Every lead automatically creates an opportunity in the CRM with source tracking. Updates stages based on engagement and behavior.
Sales Intelligence
Track which emails were opened, which links were clicked, and which pages were visited. Full visibility into lead behavior.
Conversion Optimization
Intelligent Branching
Workflow splits based on actions: trigger link clicks lead to one path, timeouts lead to another. Ensures no lead falls through cracks.
Post-Purchase Flow
Automatically delivers course access, sends welcome materials, and starts onboarding sequence the moment payment is received.
Fully Automated Lead-to-Student Pipeline
From the first comment to course completion, every step is automated. Coaches focus on creating content while the system handles marketing, sales, and delivery.
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