GoHighLevel · ActiveCampaign · Zapier
Coaching accelerator funnel with progressive profiling and upsell logic.
Unified discovery call booking, nurture, and post-call follow-up so coaches can focus on delivery.
- Lead magnet journeys trigger dynamic personalization inside GHL.
- ActiveCampaign nurtures based on surveyed goal priority.
- Zapier keeps pipeline notes synced with Slack updates.
- Upsell automations drive 32% more mastermind conversions.
HubSpot · MemberPress · Make.com
Membership renewal engine that rescues failed payments automatically.
Reduced churn with a full payment recovery loop that joins billing, CRM, and customer support.
- Webhook alerts kick off escalation sequences in HubSpot.
- Make.com orchestrates retries, reminders, and ticket creation.
- MemberPress access stays in sync with account status.
- Finance receives weekly dashboards with churn insights.
Kajabi · KEAP · Deadline Funnel
Evergreen course sales system with genuine scarcity and onboarding.
Introduced segmented launches that keep velocity high without exhausting audiences.
- Behavior tagging customizes funnel messaging to buyer stage.
- Deadline Funnel integrates natively for rolling cohorts.
- KEAP handles cart rescue and post-purchase upsells.
- Kajabi analytics feed cohort feedback loops.
Salesforce · HubSpot · Chili Piper
Hybrid RevOps stack connecting enterprise sales and inbound marketing.
Smoothed transitions between inbound demos and enterprise account creation.
- Bi-directional sync preserves data cleanliness across CRMs.
- Chili Piper routes meetings by industry, ARR, and territory.
- HubSpot nurtures untouched leads with adaptive scoring.
- Salesforce dashboards track deal velocity and handoffs.
Ontraport · ThriveCart · Slack
Premium mastermind enrollment with concierge onboarding touchpoints.
Delivered white-glove experiences while eliminating manual coordinator work.
- Order bumps and payment plans sync into Ontraport CRM.
- Slack notifications surface VIP signups for team outreach.
- Automated onboarding surveys capture program objectives.
- NPS and referral prompts drive pipeline for future cohorts.
WordPress · Memberium · LearnDash
Certification program with tiered access and compliance tracking.
Scaled a knowledge business by modularizing curriculum delivery.
- Memberium controls certification, recertification, and alumni tiers.
- LearnDash checkpoints feed status updates into CRM.
- Gamified badges and reminders boost module completion.
- Monthly reports identify drop-off and content gaps.
GoHighLevel · Twilio · Aircall
Contact center automation for inbound/outbound appointment setters.
Streamlined call center operations with unified tracking and AI-assisted scripts.
- Predictive dialing logic prioritizes high-intent leads.
- AI call summaries sync to CRM with follow-up tasks.
- Aircall metrics roll into live coaching dashboards.
- QA workflows keep script compliance elevated.
HubSpot · Gong · Asana
Revenue insights hub aligning sales enablement and marketing content.
Turned call intelligence into actionable feedback loops for content and enablement teams.
- Gong call tags trigger enablement asset updates.
- HubSpot workflows assign follow-up sequences immediately.
- Asana sprints prioritize collateral gaps by segment.
- Weekly digests fuel leadership stand-ups with KPIs.
ActiveCampaign · Shopify · Klaviyo
Hybrid eCommerce + course buyer journey with loyalty automation.
Connected transaction data and learning milestones to boost returning customer value.
- Shopify purchase events trigger AC loyalty segments.
- Klaviyo handles VIP drops with behavioral triggers.
- Course access unlocks milestone-based rewards.
- Net promoter flows feed review requests automatically.
Notion · Zapier · Google Data Studio
RevOps command center aggregating metrics across the tool stack.
Provided leadership with a living system of dashboards and runbooks.
- Zapier pushes key KPIs from CRM and billing into Notion.
- Data Studio visualizes revenue, churn, and pipeline velocity.
- Playbooks assign remediation tasks directly from insights.
- Cross-functional teams align on shared metrics weekly.
ClickFunnels · MailerLite · Stripe
High-ticket webinar funnel that graduates leads into coaching offers.
Optimized conversion at every touchpoint from registration to consult.
- MailerLite sequencing reacts to webinar watch behavior.
- Personalized reminders drive show-up rates past 60%.
- Stripe handles deposits and payment plan automation.
- Coach assignment workflows keep outreach timely.
HubSpot · Service Hub · Intercom
Unified customer support workspace with automated SLAs.
Enabled a SaaS team to scale support without losing response speed.
- Service Hub pipelines enforce SLA and escalation rules.
- Intercom conversations sync to contact timelines.
- Knowledge base articles recommended via AI prompts.
- Post-resolution surveys feed CSAT scorecards.
GoHighLevel · WordPress · Elementor
Local services growth engine with geo-segmented automation.
Drove consistent bookings across franchises with localized nurturing.
- Geo-targeted landing pages map to location-specific funnels.
- Automated reviews requests push social proof live.
- Sales pipeline highlights underperforming territories.
- Reporting reveals campaign ROI per location weekly.
HubSpot · Zoom · Demio
Hybrid event nurture system for enterprise demo experiences.
Orchestrated pre-event hype, live engagement, and post-event follow-through.
- HubSpot lists personalize sequences by buyer persona.
- Demio + Zoom data loops back into lifecycle stages.
- Sales tasks auto-create after key engagement signals.
- Executive dashboards highlight influenced revenue.
KEAP · PlusThis · SurveySparrow
Advanced segmentation for masterminds and retreats.
Delivered immersive client experiences with dynamic tagging and surveys.
- SurveySparrow captures preferences feeding KEAP automations.
- PlusThis handles webinar and event attendance syncing.
- Personalized itineraries trigger via onboarding journeys.
- Post-event nurture surfaces next-step program invites.
AirTable · Zapier · Slack
Operations hub coordinating launches across remote teams.
Centralized project status, deliverables, and campaign readiness.
- Campaign templates populate Airtable base automatically.
- Zapier syncs task updates to purpose-built Slack channels.
- Deadline alerts escalate blockers to owners instantly.
- Leadership dashboards track launch readiness KPIs.
Zapier · Calendly · PandaDoc
Consulting practice workflow from inquiry to signed agreement.
Removed manual tasks so founders can focus on client work.
- Lead capture forms score and route inquiries instantly.
- Calendly bookings push data into CRM and Slack.
- PandaDoc proposals merge client data with one click.
- Docusigned deals trigger onboarding kickoff steps.
ActiveCampaign · Typeform · Pabbly
High-volume lead qualification for online summits.
Scaled marketing output while ensuring sales teams saw only the best leads.
- Dynamic lead scoring based on survey and engagement data.
- Pabbly automates speaker onboarding and session reminders.
- ActiveCampaign sequences nurture cold leads post-event.
- CRM dashboards highlight high-fit partner prospects.
GoHighLevel · HighLevel Communities
Community-powered membership with automated moderation.
Scaled accountability pods and peer support without hiring more admins.
- Automated onboarding invites members to curated pods.
- Weekly accountability prompts keep cohorts engaged.
- Behavior triggers escalate posts to human moderators.
- Progress tagging informs retention and upsell offers.
HubSpot · QuickBooks · Chargebee
SaaS revenue reconciliation linking finance and RevOps.
Built a single source of truth for ARR, MRR, and billing health.
- Chargebee events sync into HubSpot customer records.
- QuickBooks invoices reconcile against subscription stages.
- Churn reasons captured for product and CS feedback.
- Executive scorecards combine financial and funnel metrics.
Intercom · Segment · Customer.io
Product-led growth motion from activation to expansion.
Aligned product analytics with lifecycle automation for a SaaS platform.
- Segment traits drive Customer.io messaging by persona.
- Intercom journeys react to feature adoption signals.
- Expansion offers tailored by plan usage thresholds.
- Success teams receive health alerts for proactive outreach.
Monday.com · n8n · Google Sheets
Agency production pipeline with error-proof handoffs.
Created real-time visibility into campaign buildouts and QA.
- n8n routes intake forms to the correct Monday board.
- Automated approvals reduce review cycles by 40%.
- Capacity dashboards ensure balanced workloads.
- Google Sheets exports summarize sprint throughput.
HubSpot · Wistia · Drift
Video-first nurture journeys for B2B thought leadership.
Enabled marketing to personalize follow-up based on viewing behavior.
- Wistia engagement scores update HubSpot contact fields.
- Drift playbooks connect warm viewers to live reps instantly.
- Sales cadences adjust sequences for high-intent viewers.
- Reporting ties content engagement to closed revenue.
