Client: Proven (USA) — an online education project with a subscription model, podcast, and business club. Monetization through a paid subscription (Proven Network), an educational platform with multiple access levels, and a private business club (Proven Club / Elite).
Objective: Build a fully automated system on GoHighLevel — from collecting leads via Instagram and podcast to selling subscriptions, granting course access, upselling, and retention through community. All without manual involvement from the client.
Tech Stack: GoHighLevel (CRM, funnels, email, LMS, calendar), Stripe, Instagram, WhatsApp/Telegram
What Was Done
1. Instagram Warm-Up + Lead Magnet + Email Collection
Created a landing page with a lead magnet (PDF/checklist) and generated a short link for posts and stories. After opting in, the contact is automatically added to the CRM with the tag "Lead Magnet IG" and a welcome sequence of three emails is triggered:
- Thank you + lead magnet delivery
- Podcast framework + CTA
- Case story + interest warm-up toward the subscription
Set up behavioral segmentation: opened the email, clicked, didn't open — each action assigns a corresponding tag and routes the contact into the right funnel branch.
2. Automated Subscription Invitation (Proven Network)
Built an email funnel with smart conditional logic:
- Didn't click → auto-email "Still thinking?"
- Clicked but didn't pay → reminder after 3 days
- Didn't open → email with a new subject line after 4 days
- Cold leads → landing page with subscription details; hot leads → direct Stripe payment link
After payment, automatically: tag "Network: Active", welcome email, added to a private group, onboarding sequence launched.
3. Learning Platform (LMS) + Automatic Access
Created a learning space in GoHighLevel Membership Area:
- Structured video courses by modules and topics
- Set up access levels: Basic / Advanced / Elite
- After Stripe payment → automatic tag assignment, welcome email, and unlocking the appropriate course level
- Launched email onboarding: platform overview, reminders, supplementary materials
- Set up reactivation for inactive users after 3/7 days
4. Business Club (Proven Club + Elite)
Built a separate paid product with an automated upsell flow:
- Invitation trigger — user completed 2+ modules or was active for a week
- Sales email sequence of 4 emails (from invitation to deadline)
- After payment: tag "Club: Active", added to a private chat, access to the club section in LMS, welcome sequence with rules, event calendar, and instructions
- Drop-off analytics + automatic win-back funnel for inactive members
5. Additional Automations
- Referral program — after payment, auto-email with a personal referral link, referral tracking in CRM
- Gamification — points and tags for activity (watching lessons, joining Zoom calls), email notifications about status
- Behavioral retargeting — inactive for 7 days → auto-email or WhatsApp reminder
- NPS and reviews — auto-survey at 50% course completion, public testimonial request for positive feedback
- Cancellation scenarios — cancellation attempt → email with alternatives (pause/discount), personalized offer
- Upsells — completed a module → mini-course offer, automatic access granted after payment
- Event registration — sync with GHL calendar + Email/WhatsApp reminders
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Results
- Full automation cycle from Instagram follower to paid club member — with zero manual involvement
- Automated monetization of the warm audience through subscriptions, courses, and the business club
- Learning platform with multiple access levels within a single system
- Behavioral segmentation and reactivation of inactive users at every stage
- Referral program, gamification, and NPS for retention and LTV growth
Skills and Tools
Objective: Build a fully automated system on GoHighLevel — from collecting leads via Instagram and podcast to selling subscriptions, granting course access, upselling, and retention through community. All without manual involvement from the client.
Tech Stack: GoHighLevel (CRM, funnels, email, LMS, calendar), Stripe, Instagram, WhatsApp/Telegram
What Was Done
1. Instagram Warm-Up + Lead Magnet + Email Collection
Created a landing page with a lead magnet (PDF/checklist) and generated a short link for posts and stories. After opting in, the contact is automatically added to the CRM with the tag "Lead Magnet IG" and a welcome sequence of three emails is triggered:
- Thank you + lead magnet delivery
- Podcast framework + CTA
- Case story + interest warm-up toward the subscription
Set up behavioral segmentation: opened the email, clicked, didn't open — each action assigns a corresponding tag and routes the contact into the right funnel branch.
2. Automated Subscription Invitation (Proven Network)
Built an email funnel with smart conditional logic:
- Didn't click → auto-email "Still thinking?"
- Clicked but didn't pay → reminder after 3 days
- Didn't open → email with a new subject line after 4 days
- Cold leads → landing page with subscription details; hot leads → direct Stripe payment link
After payment, automatically: tag "Network: Active", welcome email, added to a private group, onboarding sequence launched.
3. Learning Platform (LMS) + Automatic Access
Created a learning space in GoHighLevel Membership Area:
- Structured video courses by modules and topics
- Set up access levels: Basic / Advanced / Elite
- After Stripe payment → automatic tag assignment, welcome email, and unlocking the appropriate course level
- Launched email onboarding: platform overview, reminders, supplementary materials
- Set up reactivation for inactive users after 3/7 days
4. Business Club (Proven Club + Elite)
Built a separate paid product with an automated upsell flow:
- Invitation trigger — user completed 2+ modules or was active for a week
- Sales email sequence of 4 emails (from invitation to deadline)
- After payment: tag "Club: Active", added to a private chat, access to the club section in LMS, welcome sequence with rules, event calendar, and instructions
- Drop-off analytics + automatic win-back funnel for inactive members
5. Additional Automations
- Referral program — after payment, auto-email with a personal referral link, referral tracking in CRM
- Gamification — points and tags for activity (watching lessons, joining Zoom calls), email notifications about status
- Behavioral retargeting — inactive for 7 days → auto-email or WhatsApp reminder
- NPS and reviews — auto-survey at 50% course completion, public testimonial request for positive feedback
- Cancellation scenarios — cancellation attempt → email with alternatives (pause/discount), personalized offer
- Upsells — completed a module → mini-course offer, automatic access granted after payment
- Event registration — sync with GHL calendar + Email/WhatsApp reminders
---
Results
- Full automation cycle from Instagram follower to paid club member — with zero manual involvement
- Automated monetization of the warm audience through subscriptions, courses, and the business club
- Learning platform with multiple access levels within a single system
- Behavioral segmentation and reactivation of inactive users at every stage
- Referral program, gamification, and NPS for retention and LTV growth
Skills and Tools