Zedric.Book
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CS-09 // Dossier

Training & Onboarding Automation

Weekly live trainings ran on manual emails, with missed sessions and users stalling before first login. A full journey automation made the trainings run themselves end to end.

Exhibit // CS-09

R-02 · interface redrawn from the live build — zero client pixels

Redrawn exhibit — training and onboarding automation: weekly session schedule with reminders sent and no-show recovery, fully automated stat
Client
R-01SEALED UNDER NDA. SPECIFICS WALK THROUGH LIVE. → BOOK
Industry
Coach running weekly live trainings
System
Training & Onboarding Automation
Stack
GoHighLevel · Zoom · Vimeo
Trigger
A registration for the weekly live training
Metrics
Measured results

01 // The problem

Weekly live trainings ran on hand-sent emails. Sessions were missed, no-shows went unrecovered, and new users stalled before they ever logged in for the first time.

02 // The system

Redrawn — no client data

The system

REGISTRATIONCONFIRMATION + REMINDERSZOOM-INTEGRATEDATTENDED?VIMEO DRIP ONBOARDINGNEW VS RETURNINGNO-SHOW RECOVERYAUTO RE-BOOKONBOARDED, ON SCHEDULE

03 // The delta

Before and after go-live

Before

  • Weekly live trainings ran on hand-sent emails
  • Sessions missed, no-shows unrecovered
  • New users stalled before first login

With the system

  • Weekly trainings fully automated end to end
  • Manual admin eliminated
  • No-show recovery handled automatically

04 // What got done

4 entries

  1. B-01Built a full journey — registration → confirmation → Zoom-integrated reminders — so each session ran itself from signup to seat
  2. B-02Automated tutorial-video delivery through Vimeo, drip-sequenced so new users onboarded in order instead of stalling
  3. B-03Added no-show recovery flows that re-booked missed sessions automatically instead of losing the attendee
  4. B-04Segmented new vs. returning users so each got the right message and no one saw a first-timer email twice

05 // Outcome

Measured results

→ Measured
weekly trainings automated
0%
→ Measured
manual admin
Zero
→ Measured
no-show recovery
Auto

06 // The result

From the build log

  • Weekly trainings fully automated end to end
  • Manual admin eliminated
  • No-show recovery handled automatically
Client Journey System →
CS-10 — White-label agency deliveryOpen →

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