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WHY Institute Lead Sources (WHY SpeakingEvents (Event SetUp Create…

- - - - WHY App Business PWF Upsell The WHY App Business PWF upsell is similar to the WHY App PWF Upsell, but it focuses more on business goals and professional growth for the individuals. You can read the content at this link. The individuals can purchase any of the Business courses, but it's unlikely. You can see the landing page at this link. :forbidden:
        
        Purchase Business Personal WHY Formula You can see this page at this link. YES! This is what we want people who respond "Business" on the WHY App to do. Purchasing this gets people to understand how they use the WHY in their personal business journey. And allows us to know more about them and upsell the Business WHY courses afterwards. :forbidden:
        
        WHY App Post BPWF BWS Upsell The Business WHY Upsell is a 5 email sequence sent over the course of 2.5 weeks. This is sent after people complete the BPWF courses. You can see the content at this link. # *Technically these individuals can purchase the Personal WHY Formula courses, but it's unlikely. # :forbidden:
        
        Purchase Business WHY Series You can see this page at this link. YES! This is EXACTLY what we want people to do. Once individuals purchase the course, they are removed from the WHY App Upsell sequence they are in via Zapier from a trigger within Woocommerce. So, once the purchase is made, Woocommerce sends the data to Zapier, Zapier sends the information in Active Campaign, then Active Campaign removes the person from the automation, additionally, they are sent a receipt from Woocommerce (branded), and an email from Thinkific that prompts them to get their profile set up. :check: # # #
        
        Business WHY List - When individuals purchase or complete the WHY App upsell AND responded Business Decision Maker in the WHY App, they are added to the Business WHY list. The content of this list is kept here.
        
        Business Personal WHY List - When individuals purchase or complete the WHY App upsell AND responded Business Non-Decision Maker in the WHY App, they are added to the Business Personal WHY list. The content of this list is kept here.
        
        Purchase Business WHY Marketing Though we are upselling the BWS, users may buy the BWM You can see this page at this link](http://whyinstitute.com/business-workshops/). Once individuals purchase the course, they are removed from the WHY App Upsell sequence they are in via Zapier from a trigger within Woocommerce. So, once the purchase is made, Woocommerce sends the data to Zapier, Zapier sends the information in Active Campaign, then Active Campaign removes the person from the automation, additionally, they are sent a receipt from Woocommerce (branded), and an email from Thinkific that prompts them to get their profile set up. :check: # # #
        
        Purchase Business WHY Formula Tough we are selling BWS, people may buy the BWF. You can see this page at this link](http://whyinstitute.com/business-workshops/). Once individuals purchase the course, they are removed from the WHY App Upsell sequence they are in via Zapier from a trigger within Woocommerce. So, once the purchase is made, Woocommerce sends the data to Zapier, Zapier sends the information in Active Campaign, then Active Campaign removes the person from the automation, additionally, they are sent a receipt from Woocommerce (branded), and an email from Thinkific that prompts them to get their profile set up. :check: # # #
        
        Do Not Purchase Business Personal WHY Formula - If individuals do not purchase the BPWF, that's okay! We're going to add them to a quick sequence sharing information about how other businesses have used the WHY to make their business better. The purpose of these three emails is to get users to have more employees take the WHY app, and get more information into their team. They will be sent to this landing page in the emails.
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    - - WHY App PWF Upsell The Personal WHY Formula Upsell is a 5 email sequence sent over the course of 2.5 weeks. You can read the content at this link. Technically these individuals can purchase the Business WHY Series courses, but it's unlikely. # # # :check: #
        
        Purchase Personal WHY Formula You can see this page at this link. Once individuals purchase the course, they are removed from the WHY App Upsell sequence they are in via Zapier from a trigger within Woocommerce. So, once the purchase is made, Woocommerce sends the data to Zapier, Zapier sends the information in Active Campaign, then Active Campaign removes the person from the automation, additionally, they are sent a receipt from Woocommerce (branded), and an email from Thinkific that prompts them to get their profile set up. :check:
        
        WHY App Post PWF WCF Upsell WHY Career Formula Upsell is a 3 email sequence sent over the course of 1.5 weeks. This is sent after people complete the BPWF courses. You can see the content at this link. # You can see the landing page at this link.
        
        Personal WHY List - When individuals complete the PWF upsell sequence, they will either purchase or will not purchase. If they do not purchase, they will be added to the Personal WHY List. This list sends value add material to individuals to help them get clear, stand out and play big. You can see the content at this link.
        
        Did Not Purchase Personal Course Upsell Well shoot That's a bummer that we did not sell them, but most people don't make that fast of a decision, so they will be added to the WHY App Personal List where they are sent 1-2 emails per month with value-added material, like blog posts, videos, and articles for them to check out. On all of the whyinstitute.com pages they visit, they will be served a popup upselling the Personal WHY Formula Course. And if they buy a course eventually, they will go into the Personal, Business WHY Series, Business WHY Marketing, or Business WHY Formula processes. # #
- - - - Event As the presentation is occurring, the individuals who take the WHY App are enrolled in a 5 step email sequence triggered by the source name in Active Campaign (4 emails in 2 weeks, one email 30 days later that is a follow up from the event) upselling a specific product for the audience and are given a 20% off code for the product Live Workshop Offered This is a single day training that costs $5,000 per person. Once this happens at the end of the event, the contact goes one of two ways :forbidden:
        
        Did Not Purchase Live Workshop The individuals who did not purchase the live workshop at the event are sent an email the morning after the event directing them to the landing page specific to the event. The landing page promotes a specific product, reinforces the event's discount code, and has a special video from Gary thanking them for their time at the event. If they do not purchase the live event, then they are added to the WHY Institute Business or Personal list and sent 1-2 value added emails per month :forbidden:
        
        Purchases Personal Online Course #
        
        Did Not Purchase Personal Course #
        
        Purchases Business WHY Formula Course #
        
        Purchases Business WHY Marketing Course #
        
        Purchases Business WHY Series Courses #
        
        Did Not Purchase Business Course # #
        
        Purchases Business Personal WHY Formula Course
        
        Live Workshop Purchaser The individuals that purchase a live workshop are unenrolled from the WHY App Event Upsell sequence and added to the WHY App Event Name Live Workshop automation. Once the purchase is made, they are given access to the Business Series courses and sent a thank you confirmation email about their purchase and the event. # :forbidden:
        
        Pre Live Workshop Communications Before every live workshop, this automation is crafted for event participants so we are communicating the right information at the right time. This automation will be specific to every event because of the time difference between the event and the live workshop. The standard automation will be right after purchase individuals receive a thank you email confirming basic information about the event, 90 days out reminder to get flights, 60 days out reminder to check out the courses before the event if they're interested, 30 days out event agenda and logistics reminder, 10 days out final confirmation and logistics reminder, and day before excitement email :forbidden: