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COACH AI ENGINE BLUEPRINT, Pipeline - Coggle Diagram
COACH AI ENGINE BLUEPRINT
Pipeline
Opt-in / Free Trial
Did Not Purchase
Trial Expired
Sold Upsell 1
Sold Upsell 2
Triggers when purchase made on 2nd upsale
Add tag
Update Opportunity
Welcome Email
1 more item...
Trash Leads
Comes from Trial Expired Stage
Purpose of this stage is to keep those people in here who were interested but did not purchased from us, so we'll use them in our seasoned promotions
Triggers when purchase made on 1st upsale
Add tag
Update Opportunity
Welcome Email
Welcome SMS
1 more item...
Comes from previous stage
Continue Series of Emails and SMS for 4 months to get them back and pay the subscription. It will be a slow nurture sequence than previous stages
Comes from previous stage
Send series of Emails and SMS to lead for 15 days reminding them to purchase
After this sequence, if they did not purchase, send them to next stage
Triggers when someone opts in for Free Trial
Create SaaS account automatically
Send Invite for Community
Welcome Email
Welcome SMS
Wait 1 day
Email 2 asking how's it going?
Wait 1 day
1 more item...