This training walks through a dynamic workflow that adapts based on milestones like logins, check-ins, certificates, and course progress. It keeps contacts engaged with reminders, education, birthday messages, and renewal prompts—all synced with your other automations. The result? Increased retention, stronger relationships, and a steady stream of raving fans.
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "08 | Clients, Courses & Community | Nurture 🩶".
4. What This Automation Does
This nurture system ensures your clients, courses, and community members:
✅ Stay engaged with your products & services
✅ Receive continuous education & support
✅ Build momentum with key reminders & check-ins
5. Review the Automation Triggers
This automation activates based on key client milestones:
✔️ Certificates issued
✔️ First logins
✔️ Categories started
✔️ Lessons completed
✔️ Even birthday reminders!
6. 🚨 IMPORTANT 🚨
Contacts flow into this automation automatically from:
✔️ Auto-follow-up sequences
✔️ Payments received automation
✔️ Client onboarding workflow
They may not show as visible triggers—but rest assured, your contacts are entering smoothly.
7. Review Your Triggers
The Program, Client, Course & Community branches are determined based on tags.
The remaining branches are based on the triggers seen. Their journey adapts based on where they entered from.
8. Reviewing the Client, Course & Community Nurture Branches Before contacts enter this nurture sequence, they’ve already received initial messages.
From here, nurture them with:
✅ Key reminders
✅ Important tasks
✅ Wins & progress updates
✅ Community engagement & support
9. Strategic Timing: First Nurture Message
📅 Wait 3 days before sending the first nurture message—giving them time to settle in.
10. Continued Engagement: Day 7 & Day 14 Touchpoints
💡 Keep the momentum going with messages at:
✔️ Day 7
✔️ Day 14
💡 Want a longer sequence? Extend the branches to keep the nurture going!
11. Reviewing the Program Client Branch
This branch is for program clients—ensuring they stay engaged, show up, and renew when needed.
12. Set the Program End Date
📅 Every program has an end date.
This automation ensures clients renew or are removed at the right time.
13. Weekly Program Call Reminders
✔️ Set reminders to send 1 day before and 1 hour before each call.
14. Weekly Program Check-Ins
✔️ Set a wait time to send on your weekly check in day.
✔️ Direct clients to complete the check-in form or reply with an update.
15. No Check-In Reply? We Follow Up.
✔️ Wait 6 hours for a response.
✔️ If no reply, the automation triggers a follow-up.
16. Managing Renewals & Active Clients
At check-in, the system assesses:
✔️ Still Active? → Contact loops back into the nurture sequence.
✔️ Renewal in 2 Weeks? → They receive renewal messaging.
✔️ Program Ended? → Contact is removed.
17. Course Progress Tracking: Built for Engagement
Keep clients motivated with real-time tracking:
📌 Track logins
📌 Notify when categories are started
📌 Celebrate categories & lessons completed
📌 Issue certificates upon course completion
18. Add a Personal Touch: Birthday Reminders
🎂 Surprise & delight your customers with a birthday message—because small gestures build strong relationships.