💰 Sales Call Internal Notifications Summary
📧 Internal Emails (4 Total)
- Scheduled: "{{contact.name}} Just Locked in a Sales Meeting!"
- No Show: "{{contact.name}} No-Showed Their Sales Meeting"
- Canceled: "{{contact.name}} Canceled Their Sales Meeting"
- Update Appt Status: "What Happened with {{contact.name}}?"
💬 Internal SMS (6 Total)
- Scheduled: "Nice win! {{contact.name}} booked a meeting."
- No Show: "{{contact.name}} missed their sales call."
- Canceled: "{{contact.name}} canceled their meeting."
- Update Status Request: "How did it go? No-show or showed?"
- Marked Showed: "{{contact.name}} marked as shown!"
- Marked No Show: "{{contact.name}} marked as no-show."
🔔 Internal Slack (5 Total)
- Scheduled: "{{contact.name}} locked in a sales meeting."
- No-Show: "{{contact.name}} didn’t show up for their meeting."
- Canceled: "{{contact.name}} canceled their meeting."
- Follow Up Call: "Boom! Follow-up call booked with {{contact.name}}."
- Setter Call: "Ding ding! Setter call booked for {{contact.name}}."
🫶 Onboarding | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | Scheduled (Instant) | 🫶💬🔔 | {{contact.name}} booked onboarding call. |
SMS | 2 | No Show (Instant) | 🫶💬🔔 | {{contact.name}} missed onboarding call. |
SMS | 3 | Canceled (Instant) | 🫶💬🔔 | {{contact.name}} canceled onboarding call. |
SMS | 4 | Update Appt Status | 🫶💬🔔 | No-Show or Showed Up follow-up options. |
SMS | 5 | Appt Status Showed | 🫶💬🔔 | {{contact.name}} marked as shown. |
SMS | 6 | Appt Status No-Show | 🫶💬🔔 | {{contact.name}} marked as no-show. |
Type | Sequence | When | Channel | Description |
Email | 1 | Scheduled (Instant) | 🫶📧🔔 | {{contact.name}} booked onboarding call. |
Email | 2 | No Show (Instant) | 🫶📧🔔 | {{contact.name}} missed onboarding call. |
Email | 3 | Canceled (Instant) | 🫶📧🔔 | {{contact.name}} canceled onboarding call. |
Email | 4 | Update Appt Status | 🫶📧🔔 | No-Show or Showed Up follow-up links. |
Type | Sequence | When | Channel | Description |
Slack | 1 | Scheduled (Instant) | 🔔 | {{contact.name}} booked onboarding call (Slack alert). |
Slack | 2 | No Show (Instant) | 🔔 | {{contact.name}} missed onboarding call (Slack alert). |
Slack | 3 | Canceled (Instant) | 🔔 | {{contact.name}} canceled onboarding call (Slack alert). |
✅ Quick Totals for Onboarding Internal Notifications:
- SMS: 6
- Email: 4
- Slack: 3
⚡ Funnels, Websites & Leads | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | New Lead (Instant) | 🔔💬 | New lead captured — Name, Account, Source, URL shared via SMS. |
Slack | 1 | New Lead (Instant) | 🔔💠 | New lead alert — Full lead details sent to Slack. |
✅ Quick Totals for Funnels, Websites & Leads Internal Notifications:
- SMS: 1
- Slack: 1
🎓 Course | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | New Course Payment (Instant) | 🎓💬🔔 | New course payment notification via SMS — includes Name, Amount, Email, Phone. |
Slack | 1 | New Course Payment (Instant) | 🎓🔔 | New course payment alert in Slack — includes full buyer details and Attribution URL. |
✅ Quick Totals for Course Internal Notifications:
- SMS: 1
- Slack: 1
🦄 Community | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | New Community Payment (Instant) | 🦄💬🔔 | New paid community member notification via SMS — Name, Amount, Email, Phone. |
SMS | 2 | New Free Community Member (Instant) | 🦄💬🔔 | New free member notification via SMS — Name, Email, Phone. |
Slack | 1 | New Community Payment (Instant) | 🦄🔔 | New paid community member alert in Slack — full buyer details and Attribution URL. |
Slack | 2 | New Free Community Member (Instant) | 🦄🔔 | New free community member alert in Slack — includes Attribution URL. |
💸 Payment Received | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | Client Payment Received (Instant) | 🫶💬🔔 | New client payment notification via SMS — Name, Amount, Email, Phone. |
SMS | 2 | Course Payment Received (Instant) | 🎓💬🔔 | New course payment notification via SMS — Name, Amount, Email, Phone. |
SMS | 3 | Community Payment Received (Instant) | 🦄💬🔔 | New paid community member notification via SMS — Name, Amount, Email, Phone. |
SMS | 4 | Free Community Member Joined (Instant) | 🦄💬🔔 | Free community signup notification via SMS — Name, Email, Phone. |
SMS | 5 | Store Payment Received (Instant) | 🛒💬🔔 | New store payment notification via SMS — Name, Amount, Email, Phone. |
SMS | 6 | New Program Client (Welcome SMS) | 🧑🚀💬 | Welcome SMS for new program clients — Name included. |
Slack | 1 | Client Payment Received (Instant) | 🫶🔔 | New client payment alert via Slack — Full buyer info + Attribution URL. |
Slack | 2 | Course Payment Received (Instant) | 🎓🔔 | New course buyer notification via Slack — Full buyer info + Attribution URL. |
Slack | 3 | Community Payment Received (Instant) | 🦄🔔 | Paid community signup notification via Slack — Name, Email, Phone, Amount, Attribution URL. |
Slack | 4 | Free Community Member Joined (Instant) | 🦄🔔 | Free community member alert via Slack — Email, Phone, Attribution URL. |
✅ Quick Totals for Payment Received Internal Notifications:
- SMS: 6
- Slack: 4
💸 Payment Management | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Slack | 1 | Payment Stuck Alert (Instant) | 💸🔔💠 | Alerts internal team a payment failed for user — Name, Subscription, Referrer included. |
Slack | 2 | Pause Request Submitted | 💸🔔💠 | Internal alert that a client submitted a pause request — Name included. |
Slack | 3 | Pause Form Submitted | 💸🔔💠 | Internal alert that a client submitted their pause form — Name included. |
Slack | 4 | Pause Confirmed | 💸🔔💠 | Internal confirmation that a subscription pause has been processed — Name included. |
📲 A.I. Call | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Slack | 1 | Inbound A.I. Call (Instant) | 🔔💠 | Notifies internal team when an inbound A.I.-handled call happens — includes Email, Goals, Challenges, Questions, Summary, and Transcript. |
Slack | 2 | Outbound A.I. Call (Instant) | 🔔💠 | Alerts internal team of outbound A.I. call — includes Call Back Time, Objections, Call Date/Time, and Recording Link. |
💎 Website OS + Leaky Bucket | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Slack | 1 | Website OS Opt-in (Instant) | 🔔💠 | Notifies internal team of a new Website OS opt-in — includes Name, Email, and Phone. |
SMS | 1 | Website OS Opt-in (Instant) | 🔔💬 | Same notification sent via SMS to alert team of a hot Website OS opt-in. |
SMS | 2 | Leaky Bucket Audit Completed | 🔔💬 | Alerts internal team when a Leaky Bucket Audit is completed by a user, prompting review and follow-up. |
✅ Quick Totals for Website OS + Leaky Bucket Internal Notifications:
- Slack: 1
- SMS: 2
📅🧑🎨 Personal Calendar + Applications | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Email | 1 | Personal Calendar - Scheduled | 📧 | Notifies internal team when a 1-on-1 call is booked. |
SMS | 1 | Personal Calendar - Scheduled | 🔔 | Quick SMS alert when a 1-on-1 call is booked. |
Slack | 1 | Personal Calendar - Scheduled | 🔔💠 | Slack message detailing the new 1-on-1 booking info. |
SMS | 1 | 1-1 Application Submitted | 🔔 | SMS notification when a new 1-1 application is received. |
Slack | 1 | 1-1 Application Submitted | 🔔💠 | Slack message with details for the 1-1 application. |
SMS | 1 | Speaking Application Submitted | 🔔 | SMS notification when a new speaking request is submitted. |
Slack | 1 | Speaking Application Submitted | 🔔💠 | Slack message with details for the new speaking application. |
📞 Account Health | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | Missed Call Alert | 🔔💬 | Instantly alerts internal team when a call is missed. Includes contact name and phone. |
✅ Quick Totals for Account Health Internal Notifications:
- SMS: 1
🧑🚀 Program Check-In | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Email | 2 | Check-In Not Submitted | 🧑🚀📧 | Notifies internal team that a client hasn’t completed their check-in. |
✅ Quick Totals for Program Check-In Internal Notifications:
- Email: 1
📊 Internal Notifications Totals
Category | Slack 🔔 | SMS 💬🔔 | Email 📧🔔 | Total |
💰 Sales Calls | 5 | 6 | 4 | 15 |
🫶 Onboarding | 3 | 6 | 4 | 13 |
⚡ Funnels, Websites & Leads (New Lead) | 1 | 1 | 0 | 2 |
🎓 Course Purchases | 1 | 1 | 0 | 2 |
💸 Payment Management (Stuck/Pause) | 4 | 0 | 0 | 4 |
📲 A.I. Calls | 2 | 0 | 0 | 2 |
💎 Website OS Opt-ins | 1 | 1 | 0 | 2 |
💎 Leaky Bucket Audits | 0 | 1 | 0 | 1 |
📞 Missed Call Alerts (Account Health) | 0 | 1 | 0 | 1 |
🧑🚀 Program Check-In Reminder | 0 | 0 | 1 | 1 |
🧮 Grand Totals:
- Slack: 17
- SMS: 16
- Email: 9
- 🎯 Total Internal Notifications: 42
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