Sales and marketing
A full-funnel workflow from first touch to booked call, closed-won, and nurture.
Workflow Mindmaps
Workflow mindmaps
Click any card to open the default CRM view, or use the buttons to jump directly to HighLevel or Keap. Each mindmap includes a diagram and a plain-language explanation.
Card click opens HighLevel. Buttons always open their CRM directly.
Customer onboarding
From payment to access, intake, activation, and first milestone with clear branch logic.
Membership automation
Access control, renewals, failed payments, and cancellations in one predictable system.
Automation logic types
A practical map of triggers, conditions, waits, splits, goals, and handoffs.
Email: lead capture to sales
Lead magnet to segmentation to booking and pipeline handoff without leaks.
Email: free trial to paid monthly
Trial activation, usage nudges, upgrade sequence, and churn prevention branches.
Email: subscription management
New, cancel, pause, update, and refund flows connected to billing events and support.
Email: free course to paid member
Deliver a free course, measure engagement, and convert the right learners into members.
Want me to tailor one of these workflows to your CRM? Send project details or explore the case studies.