Marketing Agency - Funnel, Onboarding, Contact and Gamification Automation
A marketing agency (Ty Frankel) increased funnel conversions by 15% within one week of launch, using Slack and Discord communication automation, contract automation, learning-system onboarding, and gamification with badges, ranks, and certificates.
Project Overview
Project description
Client- a $50k/mo agency client wanted to automate most of the processes inside agency:
Features Solution Client acquisition Learning management Community management Full Project Portfolio here
Features
Client onboarding
Learning service fulfilment by sending credentials and course enrolment
FB group joining automation with drip email campaigns
Live events follow up with speakers and RSVPers
Content generation and posting to FB, Instagram, LinkedIn, Discord and Slack
Gamification across platforms - badges, points, reward program
Teaching progress tracking
Twilio call tracking
Handwrytten API automation for custom letters sending
Solution
Created a gamification engine based on users activity in Slack, Circle and Teachable which would track them via ActiveCampaign sequences. Discord self-bot was the latest automation that was plugged in.
Created content machine that would post content to
FB
YouTube
Discord
Slack
based on Google Calendar live event in advance. The system would generate images using APITemplate and prepare them in different sizes for specific platform to subsequently post New client onboarding integration with 8 different platforms:
ClickFunnels
Stripe
Circle
Outgrow
Thinkific
Teachable
ActiveCampaign
Slack
Discord
Client acquisition
GoHighLevel
ClickFunnels
ActiveCampaign
Typeform
GrouptrackCRM
Learning management
Teachable
Thinkific
Community management
Outseta
Circle
Data storage
AirTable
Automation platforms
Zapier
Integromat / Make.com
Slack / Discord
Full Project Portfolio here
Business Scaling with AI and Automations
Project Details
Technology Stack
Processes
- Data collection automation
- Marketing
- Onboarding
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