LEAD MAGNET OPT-IN
This automation is one of the most important because when someone opt's into your funnel, it means they are interested in what you have to offer. So our steps here are to make sure that they are receiving the lead magnet via email and also a little notification inside of slack to notify us if we're seeing results from our funnels.
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NEW SCHEDULED CALL
This automation is consists of 3x applications. Calendly, Active Campaign & Slack. We want to ensure that firstly people are getting added into Active Campaign which has a tag added to their contact information which is great for us to segment for future mail campaigns, we also want to be notified inside of slack as we use slack as our Birdseye view of the whole business.
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NEW SUCCESSFUL PAYMENT
Everyone's favourite automation is hearing that money bell ring. This automation is a simple and motivating one because we want to know when payments are being made. We use Stripe as our main payment gateway for 99% of transactions because we like be able to track everything. You can also use this structure for PayPal.
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NEW FAILED PAYMENT
Not a nice notification to receive, however, if you have clients on a payment plan it's super important to know if a payment hasn't been successful. This can sometimes be down to a simple error with a clients card being over-used or simply not enough funds.
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CLIENT ONBOARDING AUTOMATION
Onboarding a new client into your program should be a fun experience, but it's one that sometimes can be a little bit frustrating without the correct systems in place. This automation has been created to not just make the customers experience like Disney, but also to save you time.
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