ย
๐ป Funnel Templates
000 | A2P Funnel Template | 2025
- Home โ templates.teamos.ai/a2p-home
- Terms โ templates.teamos.ai/a2p-terms
- Privacy โ templates.teamos.ai/a2p-privacy
001 | Calendars & Applications ๐
- Discovery Call Application โ templates.teamos.ai/discovery-call-application
- Discovery Calendar โ templates.teamos.ai/discovery-calendar
- Discovery Call Confirmation โ templates.teamos.ai/discovery-call-confirmation
- General Calendar Confirmation โ templates.teamos.ai/calendar-confirmed
002 | Checkouts & Confirmation ๐งพ
- Checkout Page โ templates.teamos.ai/checkout-template
- Confirmation Page โ templates.teamos.ai/confirmation-page-1
003 | Client Onboarding Page ๐งโ๐ป
- Confirmation Page โ templates.teamos.ai/confirmation-page
- Client Onboarding Calendar โ templates.teamos.ai/client-onboarding-cal
- Contract Page โ templates.teamos.ai/contract
004 | Privacy Pages & Terms Of Services ๐
- Terms & Conditions โ templates.teamos.ai/terms
- Privacy Policy โ templates.teamos.ai/privacy
005 | Link In Bio ๐จ
- Link In Bio (Dark Version) โ templates.teamos.ai/link-in-bio-dark
- Link In Bio (Light Version) โ templates.teamos.ai/link-in-bio-light
- Link In Bio (Dark Version) โ templates.teamos.ai/lib-dark
- Link In Bio (Light Version) โ templates.teamos.ai/lib-light
- Link In Bio V3 โ templates.teamos.ai/lib-bio-v3
- Link In Bio V4 โ templates.teamos.ai/lib-bio-v4
- Link In Bio V5 โ templates.teamos.ai/lib-bio-v5
- Link In Bio | Beauty โ templates.teamos.ai/lib-beauty
- Link In Bio | Innovative โ templates.teamos.ai/lib-innovative
- Link In Bio | Theodore โ templates.teamos.ai/lib-theodore
- Link In Bio | Digital โ templates.teamos.ai/lib-digital
- Link In Bio | Orange โ templates.teamos.ai/lib-orange
- Link In Bio | Purple โ templates.teamos.ai/lib-purple
๐ป006 | Lead Gen | Beige ๐
- Opt-In โ templates.teamos.ai/beige-optin
- Thank You โ templates.teamos.ai/thank-you-beige
๐ป007 | Newsletter Opt-In ๐ฉ
- Newsletter Opt-In โ templates.teamos.ai/newsletter
๐ป008 | Course Page With Bonuses ๐
- Course Home โ templates.teamos.ai/home-7906
- Course Checkout โ templates.teamos.ai/checkout-lt
- Course Confirmation โ templates.teamos.ai/confirmation-lt
๐ป009 | Roadmap Funnel ๐ง
- Sales Page โ templates.teamos.ai/roadmap1
- Order Form โ templates.teamos.ai/order-form-road
- Thank You โ templates.teamos.ai/thank-you-road
๐ป010 | High-Ticket Funnel ๐ฅ
- Opt-In โ templates.teamos.ai/optin
- Training โ templates.teamos.ai/training
- Calendar โ templates.teamos.ai/calendar
๐ป011 | Low Ticket Product ๐
- Low Ticket Home Page โ templates.teamos.ai/home-lt
- Sales Page โ templates.teamos.ai/lt
- Checkout Page โ templates.teamos.ai/lt-checkout
- Confirmation Page โ templates.teamos.ai/confirmation
๐ป012 | Sales Funnel With Upsells ๐
- Free Offer โ templates.teamos.ai/free-offer
- Sales Page โ templates.teamos.ai/sales-2
- Checkout Page โ templates.teamos.ai/checkout
- Upsell Page โ templates.teamos.ai/upsell
- Upsell Page 2 โ templates.teamos.ai/upsell2
- Thank You โ templates.teamos.ai/thank-you-
๐ป013 | VSL Template ๐ฆ
- Sales Page โ templates.teamos.ai/vsl-sales
- Application Page โ templates.teamos.ai/vsl-application
- Calendar Page โ templates.teamos.ai/vsl-calendar
- Calendar Confirmation โ templates.teamos.ai/calendar-confirmation-page
- Checkout Page โ templates.teamos.ai/vsl-checkout
- Confirmation Page โ templates.teamos.ai/vsl-confirmation
๐ปCourse Funnel (Dark) [Snapshot + Library]
- Sales Page (Dark Version) โ templates.teamos.ai/sales-1-5634
- Order Form (Dark Version) โ templates.teamos.ai/order-k-9210
- Thank You (Dark Version) โ templates.teamos.ai/thank-5557
๐ปCourse Funnel (Light) [Snapshot + Library]
- Sales Page (Light Version) โ templates.teamos.ai/sales-1-2304
- Order Form (Light Version) โ templates.teamos.ai/order-3-2238
- Thank You (Light Version) โ templates.teamos.ai/thank-9-3733
๐ปChallenge Funnel [Snapshot + Library]
- Challenge Page โ templates.teamos.ai/challenge-2587
- Checkout Page โ templates.teamos.ai/checkout-page-9880
- Confirmation Page โ templates.teamos.ai/confirmation-page-1466
๐ปEvent Funnel [Snapshot + Library]
- Waitlist Page โ templates.teamos.ai/event-waitlist
- Event Page โ templates.teamos.ai/event
- Event Application โ templates.teamos.ai/event-application
- Interview Calendar โ templates.teamos.ai/calendar-event
- Appointment Confirmed โ templates.teamos.ai/appointment-confirmed-event
๐ปWebinar Funnel [Snapshot + Library]
- Webinar Page โ templates.teamos.ai/webinar1
- Training Page โ templates.teamos.ai/webinar-training
- Checkout Page โ templates.teamos.ai/checkout-webinar
- Confirmation Page โ templates.teamos.ai/confirmation-webinar
๐ปFitness Funnel | Yoga [Snapshot + Library]
- Fitness Female โ templates.teamos.ai/fitness-female-9733
- Checkout โ templates.teamos.ai/fitness-checkout-4172
- Upsell โ templates.teamos.ai/fitness-upsell-8090
- Downsell โ templates.teamos.ai/fitness-downsell-8768
- Confirmation โ templates.teamos.ai/fitness-confirmation-2517
๐ปFeminine Sales Page [Snapshot + Library]
- Home โ templates.teamos.ai/wf15-1950
- Confirmation โ templates.teamos.ai/wf1n-9113
๐ปProduct Sales Funnel [Snapshot + Library]
- Home โ templates.teamos.ai/dream-g-9712
- Upsell โ templates.teamos.ai/bb-l-1597
- Order Confirmation โ templates.teamos.ai/order-d-7219
- Dream Upsell โ templates.teamos.ai/dream-p-1465
๐ปLead Gen Funnel | Gold ๐ [Snapshot + Library]
- Opt-In โ templates.teamos.ai/gold-n-9400
- Thank You โ templates.teamos.ai/thank-g-83490
๐ปMastermind Application [Snapshot + Library]
- Sales โ templates.teamos.ai/mastermind
- Thank You โ templates.teamos.ai/mastermind-thankyou
๐ปCommunity & Course [Snapshot + Library]
- Community & Course V1 โ templates.teamos.ai/cc-v1
- Community & Course V2 โ templates.teamos.ai/cc-v2
๐ปAutomatic Course Creator [Snapshot + Library]
- Course Creator Home โ templates.teamos.ai/course-creator
๐ปEbook Funnel [Snapshot + Library]
- Ebook Home โ templates.teamos.ai/ebook488761
๐ปHigh-Ticket Book A Call [Snapshot + Library]
- High-Ticket Opt-In 1 โ templates.teamos.ai/optin1
- High-Ticket Opt-In 2 โ templates.teamos.ai/optin-2
- High-Ticket Opt-In 3 โ templates.teamos.ai/optin3
- High-Ticket Opt-In 4 โ templates.teamos.ai/optin4
- High-Ticket Opt-In 5 โ templates.teamos.ai/optin-5
- High-Ticket Opt-In 6 โ templates.teamos.ai/optin6
- High-Ticket Opt-In 7 โ templates.teamos.ai/optin7
- High-Ticket Opt-In 8 โ templates.teamos.ai/optin8
- High-Ticket Opt-In 9 โ templates.teamos.ai/optin9
- High-Ticket Video 1 โ templates.teamos.ai/video1
- High-Ticket Video 2 โ templates.teamos.ai/video2
- High-Ticket Video 3 โ templates.teamos.ai/video3
- High-Ticket Confirmation 1 โ templates.teamos.ai/confirmation1
- High-Ticket Confirmation 2 โ templates.teamos.ai/confirmation2
- High-Ticket Confirmation 3 โ templates.teamos.ai/confirmationpage3
- High-Ticket Strategy Session 1 โ templates.teamos.ai/strategy-session1
- High-Ticket Strategy Session 2 โ templates.teamos.ai/strategy2
- High-Ticket Strategy Session 3 โ templates.teamos.ai/coaching-application
๐ปWomen Sales Page [Snapshot + Library]
- Home โ templates.teamos.ai/rile-e-8154
- About โ templates.teamos.ai/rilt-3448
- Services โ templates.teamos.ai/rils-9135
- Contact โ templates.teamos.ai/rilt-5599
๐ปLow Ticket Funnel [Snapshot + Library]
- Low Ticket โ templates.teamos.ai/low-ticket1
๐ปFeminine Coach [Snapshot + Library]
- Home โ templates.teamos.ai/feminine-1
- Checkout โ templates.teamos.ai/feminine-checkout
- Thank You โ templates.teamos.ai/feminine-thank-you
๐ปShop Funnel [Snapshot + Library]
- Shop Home โ templates.teamos.ai/shop-home
๐ป1-Pager Funnel [Snapshot + Library]
- Authority Page โ templates.teamos.ai/built-8081
ย
๐ปPartners OS [Snapshot]
- Home | AI Powered โ templates.teamos.ai/partner
- Home โ templates.teamos.ai/home_
๐ปWeb Builders OS [Snapshot]
- Home โ templates.teamos.ai/cw--e-3666
- About Us โ templates.teamos.ai/cw--s-1675
- Projects โ templates.teamos.ai/cw--s-9351
- Pricing โ templates.teamos.ai/cw--g-3819
- Contact Us โ snap.teamos.ai/contactos
- FAQโs โ templates.teamos.ai/cw--faq-8930
- Privacy Policy โ templates.teamos.ai/cw--y-1482
- Terms Of Service โ templates.teamos.ai/cw--s-3537
- Refund Policy โ templates.teamos.ai/cw--d-4994
- Disclaimer โ templates.teamos.ai/cw--r-3674
- Custom 404 Page โ templates.teamos.ai/cw--404-9688
- Service Single โ templates.teamos.ai/cw--e-6775
- Project Single โ templates.teamos.ai/cw--e-5631
๐ปPersonal Brand | Black โ ๏ธ [Snapshot]
- Home โ templates.teamos.ai/coach-1-home
- Contact โ templates.teamos.ai/coach-contact
- About โ templates.teamos.ai/coach-about
- Calendar โ templates.teamos.ai/coach-calendar
- Services โ templates.teamos.ai/coach-services
- Checkout โ templates.teamos.ai/coach-checkout
- Thank You โ templates.teamos.ai/coach-thankyou
- 404 โ templates.teamos.ai/coach-v1-404
๐ปBusiness Brand OS โก
- Newsletter Page โ templates.teamos.ai/newsletter-8535
๐ปCoach OS | Beige ๐
- Home โ templates.teamos.ai/home-0-9224
- About โ templates.teamos.ai/about-1-6981
- Contact โ templates.teamos.ai/contact-3-4642
- Work With Me โ templates.teamos.ai/work-1-2633
- Resources โ templates.teamos.ai/resources-2-2833
- Home V2 โ templates.teamos.ai/home-7-7590
๐ปCoach OS | Gold ๐
- Home โ templates.teamos.ai/home-3-8058
- About โ templates.teamos.ai/about-6-4502
- Contact โ templates.teamos.ai/contact-3-3277
- Work With Me โ templates.teamos.ai/work-9-6223
- Resources โ templates.teamos.ai/resources-9-2761
๐ปCoach OS | Green ๐ข
- Home โ templates.teamos.ai/home-1-6369
- About โ templates.teamos.ai/about-0-6849
- Services โ templates.teamos.ai/services-1-2280
- Contact โ templates.teamos.ai/services-1-2280
- Blog โ templates.teamos.ai/blog-5-5805
- Resources โ templates.teamos.ai/resources-6-9031
- Booking โ templates.teamos.ai/booking-4-8973
๐ปCoach OS | Pink ๐ธ
- Home โ templates.teamos.ai/home-2-5150
- About โ templates.teamos.ai/about-0-2514
- Change Your Life โ templates.teamos.ai/change-8-8671
- Contact โ templates.teamos.ai/contact-5-2889
- Blog โ templates.teamos.ai/blog-0-2912
๐ปOnline Shop (Light) [Snapshot]
- Home โ templates.teamos.ai/home-3-3587
- Products List โ templates.teamos.ai/products-list-3215
- Product Details โ templates.teamos.ai/product-details-3215
- Cart โ templates.teamos.ai/cart-9243
- Checkout โ templates.teamos.ai/checkout-1-6552
- Thank You! โ templates.teamos.ai/thankyou-3215
- Contact Us โ templates.teamos.ai/contact-us-3214
- Privacy Policy โ templates.teamos.ai/privacy-9691
- Terms Of Service โ templates.teamos.ai/terms-6339
- Refund Policy โ templates.teamos.ai/refund-1417
- Disclaimer โ templates.teamos.ai/disclaimer-8538
๐ปEcom Store [Snapshot]
- Home โ templates.teamos.ai/home-1480
- About โ templates.teamos.ai/about-1261
- Products List โ templates.teamos.ai/products-list
- Product Details โ templates.teamos.ai/product-details
- Cart โ templates.teamos.ai/cart
- Checkout โ templates.teamos.ai/checkout
- Thank You! โ templates.teamos.ai/products-list
๐ปLife Coach Ebooks Store [Snapshot]
- Home โ templates.teamos.ai/home
- About โ templates.teamos.ai/about
- Booking โ templates.teamos.ai/booking
- Products List โ templates.teamos.ai/products-list-4565
- Product Details โ templates.teamos.ai/product-details-4565
- Cart โ templates.teamos.ai/cart-3232
- Checkout โ templates.teamos.ai/checkout-3001
- Thank You โ templates.teamos.ai/thankyou-coach
๐ปNatural Supplements [Snapshot]
- Snapshot 1 โ (No label)
- Snapshot 2 โ (No label)
๐ปEmail Templates [Snapshot]
System Emails [Snapshot + Library + Email]
- Welcome Email โ
backend.leadconnectorhq.com/ema...931679
- Verification Code โ
backend.leadconnectorhq.com/ema...ebe911
- Reset Password โ
backend.leadconnectorhq.com/ema...614b8b
- Membership Welcome โ
backend.leadconnectorhq.com/ema...371c1f
- Social Post Approval โ
backend.leadconnectorhq.com/ema...33518b
- Affiliate Manager Welcome โ
backend.leadconnectorhq.com/ema...ebe8ef
- Order Confirmation โ
backend.leadconnectorhq.com/ema...9316be
- Abandoned Checkout โ
backend.leadconnectorhq.com/ema...ebe93d
- Simple Email โ
backend.leadconnectorhq.com/ema...32e938
OS Emails [Snapshot]
- Basic โ
backend.leadconnectorhq.com/ema...d994ec
Snapshot OS Emails [Snapshot]
- Sales OS Emails โ [Snapshot + Sales]
- Onboarding OS Emails โ [Snapshot]
- Opt-In OS Emails โ [Snapshot]
- Auto-Follow Up Emails โ [Snapshot]
- Course OS Emails โ [Snapshot]
- Community OS Emails โ [Snapshot]
- Payment OS Emails โ [Snapshot]
- Payment Mgmt OS Emails โ [Snapshot]
- Brand Partners Emails OS โ [Snapshot]
Bonus Emails [Snapshot]
- Newsletter Emails โ [Snapshot]
- Offer Launch Emails โ [Snapshot]
- Personal Brand Emails โ [Snapshot]
- Affiliates Emails โ [Snapshot]
- Nurture Emails โ [Snapshot]
- Shop OS Emails โ [Snapshot]
๐ปSMS Templates [Snapshot]
Core OS SMS
- Sales OS SMS โ [Snapshot + Sales]
- Onboarding OS SMS โ [Snapshot]
- Opt-Ins OS SMS โ [Snapshot]
- Auto Follow Up SMS โ [Snapshot]
- Course OS SMS โ [Snapshot]
- Community OS SMS โ [Snapshot]
- Payments OS SMS โ [Snapshot]
- Pay Mgmt OS SMS โ [Snapshot]
- Brand Partners OS SMS โ [Snapshot]
Bonus SMS
- Offer Launch SMS โ [Snapshot]
- Personal Brand SMS โ [Snapshot]
- Account Health SMS โ [Snapshot]
- Shop OS SMS โ [Snapshot]
- Affiliates SMS โ [Snapshot]
- Nurture SMS โ [Snapshot]
- SMS w/ Media โ [Snapshot]
๐ปWhatsApp Templates [Snapshot]
Core OS WA
- Sales OS WA โ [Snapshot + Sales]
- Onboarding OS WA โ [Snapshot]
- Leads OS WA โ [Snapshot]
- Auto-Follow Up OS WA โ [Snapshot]
- Course OS WA โ [Snapshot]
- Community OS WA โ [Snapshot]
- Payments OS WA โ [Snapshot]
- Pay Mgmt OS WA โ [Snapshot]
Bonus WA Templates
- Account Health WA โ [Snapshot]
๐ปDM Templates [Snapshot]
- Comments & DMs โ [Snapshot]
Bonus DMs
- Offer Launch DMs โ [Snapshot]
๐ปInternal Notifications [Snapshot]
- Sales OS Internal โ [Snapshot]
- Onboarding OS Internal โ [Snapshot]
- Leads OS Internal โ [Snapshot]
- Course OS Internal โ [Snapshot]
- Community OS Internal โ [Snapshot]
- Payments OS Internal โ [Snapshot]
- Payment Mgmt OS Internal โ [Snapshot]
- A.I. OS Internal โ [Snapshot]
- Brand Partners OS Internal โ [Snapshot]
Bonus Internal
- Personal Brand Internal โ [Snapshot]
- Account Health Internal โ [Snapshot]
- Nurture Internal โ [Snapshot]
๐ปA.I. Prompts [Snapshot]
- A.I. Chat Prompts โ [Snapshot]
- A.I. Voice Prompts โ [Snapshot]
- Account Health IVR Prompt โ [Snapshot]
๐ปForm Templates [Snapshot]
- Partners Website OS ๐ โ link.teamos.ai/wid...UnQa43
- Discovery Call Calendar ๐ฐ โ link.teamos.ai/wid...HJOK58
- Clients Onboarding Call Calendar ๐ง โ link.teamos.ai/wid...9k7Du5
- Link In Bio Newsletter Opt-In ๐ฅ โ link.teamos.ai/wid...9NPsYs
- Lead Magnet Form ๐งฒ โ link.teamos.ai/wid...GJTy1H
- Funnel Form ๐ป โ link.teamos.ai/wid...fcNsox
๐ปSurvey Templates [Snapshot]
- Qualifying Application ๐ค โ link.teamos.ai/wid...Fy1CjX
- New Client Questionnaire ๐ง โ link.teamos.ai/wid...G8lc2c
๐ปBrand Guide [Snapshot]
- Favicon โ [Snapshot]
๐ปContract Templates [Snapshot]
- Business Contract โ link.teamos.ai/doc...=en-US
- Business Contract PDF โ storage.googleapis.com/msg...d7.pdf
- Service Agreement โ link.teamos.ai/doc...=en-US
- Service Agreement PDF โ storage.googleapis.com/msg...97.pdf
๐ปDashboard Templates [Snapshot]
- Custom Fields โ [Snapshot]
- Trigger Links โ [Snapshot]
- Tags โ [Snapshot]
๐ปSocial Planner Template [Snapshot]
- Bulk Upload Template โ storage.googleapis.com/highle.csv
There are 258 distinct items listed across all the screenshots and categories youโve shared. Would you like this exported as a structured Notion table, Airtable base, or master index PDF
ChatGPT said:
Svg Vector Icons : http://www.onlinewebfonts.com/icon
Svg Vector Icons : http://www.onlinewebfonts.com/icon
Hereโs the breakdown of how many items are in each category:
Category | Item Count |
Funnel Templates (Initial) | 35 |
Funnel Templates (Second) | 33 |
Funnel Templates (Third) | 28 |
Funnel Templates (Fourth) | 31 |
Funnel Templates (Fifth) | 28 |
Funnel Templates (Final) | 18 |
Email Templates | 21 |
SMS Templates | 17 |
WhatsApp Templates | 10 |
DM Templates | 2 |
Internal Notifications | 14 |
A.I. Prompts | 3 |
Form Templates | 7 |
Survey Templates | 2 |
Brand Guide | 1 |
Contract Templates | 4 |
Dashboard Templates | 3 |
Social Planner Template | 1 |
ย
๐ฐ Sales Call Scheduled Emails (4 total)
- Instant โ โYouโre Set, {{contact.first_name}}โ
- 1 day before โ โ{{contact.first_name}}, Your Call is Tomorrowโ
- 1 hour before โ โ{{contact.first_name}}, Your Callโs in 1 Hourโ
- 10 minutes before โ โ{{contact.first_name}}, Your Call Starts in 10 Minutesโ
๐ฐ Sales Call No Show Emails (3 total)
- Instant โ โWe Missed You, {{contact.first_name}}โLetโs Try Againโ
- 1 day later โ โ{{contact.first_name}}, Letโs Get You Back on Trackโ
- 2 days later โ โ{{contact.first_name}}, Letโs Get Back on Trackโ
๐ฐ Sales Call Cancelled Emails (3 total)
- Instant โ โ{{contact.first_name}}, Letโs Get Your Call Back on Trackโ
- 1 day later โ โ{{contact.first_name}}, Ready to Pick a New Time?โ
- 2 days later โ โ{{contact.first_name}}, Letโs Get Back on Trackโ
โ Total Sales Emails Counted: 10
ย
๐ซถ Onboarding Reminder Emails (2 total)
- Instant โ โ{{contact.first_name}}, letโs get you up and runningโ
- 1 day later โ โ{{contact.first_name}}, letโs get your onboarding call locked inโ
๐ซถ Onboarding Scheduled Emails (4 total)
- Instant โ โ{{contact.first_name}}, your onboarding call is locked inโ
- 1 day before โ โ{{contact.first_name}}, your call is tomorrowโ
- 1 hour before โ โ{{contact.first_name}}, Your Call is in 1 Hourโ
- 10 minutes before โ โ{{contact.first_name}}, Your Call Starts in 10 Minutesโ
๐ซถ Onboarding No Show Emails (3 total)
- Instant โ โ{{contact.first_name}}, missed your call? Letโs fix thatโ
- 1 day later โ โ{{contact.first_name}}, letโs get this back on trackโ
- 2 days later โ โ{{contact.first_name}}, your goal is still waitingโ
๐ซถ Onboarding Cancelled Emails (3 total)
- Instant โ โ{{contact.first_name}}, had to cancel? Letโs rescheduleโ
- 1 day later โ โ{{contact.first_name}}, letโs knock this outโ
- 2 days later โ โ{{contact.first_name}}, your goal is still waitingโ
โ Total Onboarding Emails Counted: 12
ย
โก Funnels, Websites & Leads Emails (6 total)
- Funnel | Form | Instant โ โ{{contact.first_name}}, Your Spotโs Waiting!โ
- Lead Magnet | Form | Instant โ โ{{contact.first_name}}, Still Interested?โ
- Application Submitted | Survey โ โ{{contact.first_name}}, Your Spotโs Waiting!โ
- Community | Form | Instant โ โ{{contact.first_name}}, Welcome to {{custom_values.__community_name}}โ
- Website | Form | Instant โ โ{{contact.first_name}}, Ready to Make Growth Simple?โ
- Webinar | Form Opt-in | Confirmation โ โYouโre In, {{contact.first_name}}โ
โ Total Funnels, Websites & Leads Emails Counted: 6
โก Funnels, Websites & Leads - New Emails (11 total)
# | Type | Timing | Summary |
1 | Funnel Form | 1 Day Later | "Time to Lock It In!" |
2 | Funnel Form | 2 Days Later | "Donโt Miss This!" |
3 | Lead Magnet Form | 1 Day Later | "Letโs Keep It Simple" |
4 | IG Create Contact | Instant | "Ready to Scale?" |
5 | Application Submitted | Follow-up | "Time to Lock It In!" |
6 | Community Form | 1 Day Later | "Letโs Make This Easy" |
7 | Website Form | 1 Day Later | "Your Business Deserves Better" |
8 | Webinar Opt-in | 1 Day Before | "Reminder: 1 Day Until Webinar" |
9 | Webinar Opt-in | 1 Hour Before | "One Hour to Go" |
10 | Webinar Opt-in | 10 Minutes Before | "Itโs Time" |
โ
This batch added: 11 emails
ย
๐ Course | New Member Emails (1 total)
- Course Payment Received | Instant โ โ{{contact.first_name}}, Your Course is Readyโ
๐ Course | Nurture Emails (3 total)
- Day 3 โ โ{{contact.first_name}}, Howโs the Course Going?โ
- Day 7 โ โOne Week InโWhatโs Been Your Biggest Takeaway?โ
- Day 14 โ โTwo Weeks InโTime to Put It to Workโ
โ Total Course Emails Counted: 4
ย
๐ฆ Community | New Member Emails (1 total)
- Community Payment Received | Instant โ โ{{contact.first_name}}, Welcome to {{custom_values.__community_name}}โ
๐ฆ Community | Nurture Emails (3 total)
- Day 3 โ โ{{contact.first_name}}, Have You Introduced Yourself Yet?โ
- Day 7 โ โHereโs Whatโs Trending in {{custom_values.__community_name}}โ
- Day 14 โ โ{{contact.first_name}}, Are You Engaging?โ
โ Total Community Emails Counted: 4
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๐ธ Payment Received Emails (5 total)
# | Type | Timing | Summary |
1 | Client Payment Received | Instant | โYouโre Inโ |
2 | Course Payment Received | Instant | โYour Course is Readyโ |
3 | Community Payment Received | Instant | โWelcome to {{custom_values.__community_name}}โ |
4 | Store Payment Received | Instant | โYour Store Order is Inโ |
5 | New Program Client | Instant | โYouโre In! Letโs Goโ |
โ
Total Payment Received Emails Counted: 5
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๐ธ Payment Stuck Emails (5 total)
- Instant โ โ{{contact.first_name}}, Payment Didnโt Go Throughโ
- 1 Day Later โ โ{{contact.first_name}}, Still Need to Fix Thisโ
- 2 Days Later โ โ{{contact.first_name}}, Donโt Let This Stop Youโ
- 3 Days Later โ โ{{contact.first_name}}, Letโs Not Lose Accessโ
- 4 Days Later โ โ{{contact.first_name}}, Final NoticeโLast Chanceโ
๐ธ Customer Pause Emails (3 total)
- Client Requested Pause โ โGot it, {{contact.first_name}}โLetโs Sort This Outโ
- Client Pause Form Submitted โ โGot it, {{contact.first_name}}โLetโs Sort This Outโ
- Client Pause Confirmed โ โ{{contact.first_name}}, Your Subscription Has Been Canceledโ
โ Total Payment Management Emails Counted: 8
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๐ฉ Webinar Registration Confirmation & Reminder Emails ๐ญ
# | Email Type | Timing | Subject Line | Preview Text |
1 | Registration Confirmation | Instant | โ
You're Registered {{contact.first_name}} | Thanks for registering! Webinar details inside. |
2 | Reminder #1 | 1 Day Before | ๐ Looking forward to seeing you tomorrow {{contact.first_name}} | Reminder: Your webinar is tomorrow. |
3 | Reminder #2 | 1 Hour Before | โฐ [Insert Webinar Name] starting in 1 hour! | Itโs almost timeโsee you soon! |
4 | Reminder #3 | 10 Minutes Before | ๐ Jump on in! [Insert Webinar Name] starting now | Hop on the webinar now! |
๐ Website OS Emails
5 total
- Instant
- 1 Day Later
- 2 Days Later
- 3 Days Later
- 4 Days Later
๐ Leaky Bucket Audit Emails
1 total
- Instant
๐๏ธ Shop OS Gear Promo Emails
12 total
- Builder Hoodie
- Anti Meetings Jersey
- Team OS Slides
- Builders Doughnut Hat
- Apparel & Accessories
- Gear Promo
- OS iPhone Case
- OS Coffee Mug
- OS Hardcover Notebook
- OS Pet Bowl
- Tote Bag
- Builder Backpack
๐ MRR Rewards Club Emails
10 total
- Welcome (MRR Rewards Club)
- Bronze Partner (3 Signups)
- Silver Partner (10 Signups)
- Gold Partner (25 Signups)
- Diamond Partner (50 Signups)
- 1 Star Diamond (75 Signups)
- 2 Star Diamond (100 Signups)
- 3 Star Diamond (125 Signups)
- 5 Star Diamond (175 Signups)
- World-Builder (200 Signups)
๐ Promo OS Outbound Emails
7 total
- Instant
- 1 Day Later
- 2 Days Later
- 3 Days Later
- 4 Days Later
- 5 Days Later
- Final Push
๐๐ฆ Promo OS + Community Outbound Emails
5 total
- Instant
- 1 Day Later
- 2 Days Later
- 3 Days Later
- 4 Days Later
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๐ง Newsletter Emails (12 total)
# | Title |
1 | The Introduction |
2 | The Hook |
3 | The Value |
4 | The Urgency |
5 | The Testimonial |
6 | The Fear of Missing Out |
7 | The Offer |
8 | The Reminder |
9 | The Value Push |
10 | The Last Chance |
11 | The Call to Action |
12 | The Final Push |
โ
Total Newsletter Emails Counted: 12
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๐ฅ Launch Emails by Phase
Phase | Emails | Frameworks Used |
Phase 1: Pre Pre-Offer (Warm Up) | 12 | Success Story, Myth Buster, False Statement, Transformation, Compare & Contrast, Negative Statement, Problem-Solving, Industry Trends, Behind-the-Scenes, Expert Opinion, Actionable Tips, Failure |
Phase 2: Pre-Offer (Pre-Launch) | 3 | โSomething Big is Comingโ, โWhy This Mattersโ, โHereโs Whatโs Comingโ |
Phase 3: Offer (Launch) | 7 | Open Cart, Early Bird Urgency, Common Objections, Social Proof, Cost of Waiting, Urgency + FAQ, Last Call |
Phase 4: Post-Offer (Post Launch) | 5 | Waitlist Open, Social Proof, Why They Didnโt Buy, Final Invite, Last Call |
โ
Total Launch Emails Counted: 27
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๐ง Personal Calendar Emails (4 total)
- Scheduled | Instant โ โ{{contact.first_name}}, Youโre Booked!โ
- Scheduled | 1 Day Before โ โ{{contact.first_name}}, Your Meeting is Tomorrow!โ
- Scheduled | 1 Hour Before โ โ{{contact.first_name}}, One Hour Until We Chat!โ
- Scheduled | 10 Minutes Before โ โ{{contact.first_name}}, Weโre Starting in 10
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โ
Total Personal Calendar Emails Counted: 4
๐ Affiliates Emails (2 total)
- Affiliate New Referral | Instant โ "BOOM! {{affiliate.first_name}}, You Just Made a Referral!"
- Affiliate Payout Complete | Instant โ "Cha-Ching! {{contact.first_name}}, Your Payout is In!"
โ
Total Affiliates Emails Counted: 2
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๐ค Nurture Emails by Type
Category | Emails | Summary |
๐ซถ Client Nurture Emails | 3 | (Day 3, Day 7, Day 14) |
๐ Course Nurture Emails | 3 | (Day 3, Day 7, Day 14) |
๐ฆ Community Nurture Emails | 3 | (Day 3, Day 7, Day 14) |
๐งโ๐ Program Nurture Emails | 6 | (2 Call Reminders, 2 Check-Ins, 1 Weekly, 1 Renewal) |
โ
Total Nurture Emails Counted: 15
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โ๏ธ System Emails (9 total)
# | Email Title |
1 | |
2 | |
3 | |
4 | |
5 | |
6 | |
7 | |
8 | |
9 |
โ
Total System Emails Counted: 9
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๐ Updated Grand Email Totals:
Category | Emails Counted |
Sales Emails | 10 |
Onboarding Emails | 12 |
Funnels/Websites/Leads (First batch) | 6 |
Funnels/Websites/Leads (Second batch) | 11 |
Course Emails | 4 |
Community Emails | 4 |
Payment Received Emails | 5 |
Payment Stuck & Customer Pause Emails | 8 |
Website OS Emails | 5 |
Leaky Bucket Audit Email | 1 |
Shop OS Gear Promo Emails | 12 |
MRR Rewards Club Emails | 10 |
Promo OS Outbound Emails | 7 |
Promo OS + Community Outbound Emails | 5 |
Newsletter Emails | 12 |
Launch Emails | 27 |
Personal Brand Emails | 6 |
Affiliates Emails | 2 |
Nurture Emails | 15 |
Shop Order Emails | 3 |
System Emails | 9 |
๐ฏ New Master Total = 186 Emails
๐ 182 full email templates collected!
Would you like me to assemble the Master Email System Vault
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๐ฑ Core OS SMS
(from your earlier batch)
- Sales OS SMS โ [Snapshot + Sales]
- Onboarding OS SMS โ [Snapshot]
- Opt-Ins OS SMS โ [Snapshot]
- Auto Follow Up SMS โ [Snapshot]
- Course OS SMS โ [Snapshot]
- Community OS SMS โ [Snapshot]
- Payments OS SMS โ [Snapshot]
- Pay Mgmt OS SMS โ [Snapshot]
- Brand Partners OS SMS โ [Snapshot]
โ
= 9 Core SMS templates
๐ฑ Bonus SMS
(from your earlier batch)
- Offer Launch SMS โ [Snapshot]
- Personal Brand SMS โ [Snapshot]
- Account Health SMS โ [Snapshot]
- Shop OS SMS โ [Snapshot]
- Affiliates SMS โ [Snapshot]
- Nurture SMS โ [Snapshot]
- SMS w/ Media โ [Snapshot]
โ
= 7 Bonus SMS templates
๐ง Current SMS Total So Far
Category | SMS Templates |
Core OS SMS | 9 |
Bonus SMS | 7 |
โก๏ธ Total SMS templates = 16
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๐ฐ Sales Call SMS by Type
Category | SMS Count |
Sales Call Scheduled | 4 SMS |
Sales Call No Show | 3 SMS |
Sales Call Cancelled | 3 SMS |
โ
Total Sales Call SMS Counted: 10
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๐ซถ Onboarding SMS by Sequence
Sequence | SMS Count |
Onboarding Reminder | 2 SMS |
Onboarding Scheduled | 4 SMS |
Onboarding No Show | 3 SMS |
Onboarding Cancelled | 3 SMS |
โ
Total Onboarding SMS Counted: 12
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โก Funnels, Websites & Leads SMS
Type | SMS Count |
Funnel Form Instant | 1 SMS |
Lead Magnet Form Instant | 1 SMS |
Application Submitted Survey | 1 SMS |
Community Form Instant | 1 SMS |
Website Form Instant | 1 SMS |
Webinar Form Opt-in Confirmation | 1 SMS |
โ
Total Funnels, Websites & Leads SMS Counted: 6
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โก Funnels, Websites, Leads, Webinars, and Dialer SMS
Category | SMS Count |
Funnel Form | 2 (1 Day Later + 2 Days Later) |
Lead Magnet Form | 1 (1 Day Later) |
IG Create Contact | 1 |
Application Submitted Survey | 1 |
Community Form | 1 (1 Day Later) |
Website Form | 1 (Instant) |
Webinar Form Reminder (1 Day Before) | 1 |
Webinar Form Reminder (1 Hour Before) | 1 |
Webinar Form Reminder (10 Minutes Before) | 1 |
Manual Dialer No Answer | 1 |
A.I. Dialer No Answer | 1 |
โ
Total New SMS Counted: 12
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๐ Course SMS
Category | SMS Count |
Course Payment Received | 1 SMS |
Course Nurture Day 3 | 1 SMS |
Course Nurture Day 7 | 1 SMS |
Course Nurture Day 14 | 1 SMS |
๐ Course SMS (4 total)
- Course Payment Received | Instant โ "Welcome to {{location.name}}. Your course is live."
- Course Nurture | Day 3 โ "Howโs the course? Have you checked out {{custom_values.__key_module_name}} yet?"
- Course Nurture | Day 7 โ "One week in. Whatโs your biggest takeaway so far?"
- Course Nurture | Day 14 โ "Two weeks in. Are you taking action yet?"
โ
Total Course SMS Counted: 4
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๐ฆ Community SMS (4 total)
- Community Payment Received | Day 1 โ "Welcome to {{custom_values.__community_name}}. Smart builders scale faster."
- Community Nurture | Day 3 โ "Howโs {{custom_values.__community_name}} so far? Introduced yourself yet?"
- Community Nurture | Day 7 โ "One week in. Have you checked out the hottest convos?"
- Community Nurture | Day 14 โ "Two weeks in. You making moves in {{custom_values.__community_name}}?"
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๐ธ
Payment Received SMS (5 total)
Client Payment Received | Instant โ "Your paymentโs in. Youโre officially part of {{location.name}}."
Course Payment Received | Instant โ "Welcome to {{location.name}}. Your course is live."
Community Payment Received | Day 1 โ "Welcome to {{custom_values.__community_name}}. Smart builders scale faster."
Store Payment Received | Instant โ "Your investment in {{contact.product_purchased}} is confirmed."
New Program Client | Instant โ "Welcome to {{location.name}}, {{contact.first_name}}! Youโre officially in."
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๐ธ Payment Stuck SMS (5 total)
Payment Stuck | Instant โ "Your payment didnโt go through. Letโs fix it fast."
Payment Stuck | 1 Day Later โ "Your payment still didnโt go through. Update it here."
Payment Stuck | 2 Days Later โ "Your payment is still pending. Letโs clear this up."
Payment Stuck | 3 Days Later โ "Payment failed again. Fix this before losing access."
Payment Stuck | 4 Days Later (Final Notice) โ "Last call to update your payment."
๐ธ Customer Pause SMS (3 total)
Client Requested Pause | Instant โ "Got your request! Fill out this form to assist."
Client Pause Form Submitted | Instant โ "Got your form. Weโre working on it."
Client Pause Completed | Instant โ "Your subscription is cancelled. Thanks for being with us!"
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๐ Website OS SMS (5 total)
- Website OS Opt-in | Instant โ "Youโre in! Letโs make life easier with {{ custom_values.__name_of_os }}."
- Website OS Opt-in | 1 Day Later โ "Most people overcomplicate business. We fixed that."
- Website OS Opt-in | 2 Days Later โ "People pay $679+/mo for tools. You donโt have to."
- Website OS Opt-in | 3 Days Later โ "Too many logins? Too much stress? Simplify it."
- Website OS Opt-in | 4 Days Later โ "Scaling shouldnโt feel like herding cats."
๐ Leaky Bucket Audit SMS (1 total)
- Leaky Bucket Audit | Instant โ "Thanks for completing the audit! Weโll reach out soon."
๐๏ธ Shop OS Promo SMS (12 total)
- Builder Hoodie Promo โ "Cozy, cool, and made for builders. Grab yours!"
- Anti Meetings Jersey Promo โ "Rep the vibe, skip the meetings."
- Team OS Slides Promo โ "Hustle, lounge, repeat in style."
- Builders Doughnut Hat Promo โ "The sweet swag you didnโt know you needed."
- Apparel & Accessories Promo โ "Ready to gear up? Start shopping!"
- Gear Collection Promo โ "All the builder swag you need."
- OS iPhone Case Promo โ "Protect your phone in style."
- OS Coffee Mug Promo โ "Fuel your grind one sip at a time."
- OS Hardcover Notebook Promo โ "Big ideas need space."
- OS Pet Bowl Promo โ "Even your furry friend needs swag."
- Build With Less Tote Bag Promo โ "Move light, work smart."
- Builder Backpack Promo โ "Pack it, wear it, crush it."
๐ MRR Rewards Club SMS (10 total)
- MRR Welcome โ "Welcome to the MRR Rewards Club! Track your progress."
- Bronze Partner โ "You hit Bronze (3 sign-ups)! Silver is next."
- Silver Partner โ "Silver Partner unlocked! Gold is next."
- Gold Partner โ "Gold Partner! Next stop: Diamond."
- Diamond Partner โ "Diamond Partner reached! Onward to 1 Star Diamond."
- 1 Star Diamond โ "1 Star Diamond! 2 Star is next."
- 2 Star Diamond โ "2 Star Diamond achieved! 3 Star next."
- 3 Star Diamond โ "3 Star Diamond! 4 Star is on deck."
- 5 Star Diamond โ "5 Star Diamond hit! World-Builder coming up."
- World-Builder โ "World-Builder status! You did it!"
๐ Promo OS SMS (7 total)
- Promo OS 1 โ "One platform. No duct tape. Reply 'OS' for the link."
- Promo OS 2 โ "Save $8,148/year on tools. Reply 'OS' for the link."
- Promo OS 3 โ "One system. No fluff. Reply 'OS' for the link."
- Promo OS 4 โ "Stop duct-taping software. Reply 'OS' for the link."
- Promo OS 5 โ "Too many logins? Simplify it. Reply 'OS' for the link."
- Promo OS 6 โ "Still using Zapier? Replace it. Reply 'OS'."
- Promo OS 7 โ "You need less software. Last chance."
๐๐ฆ Promo OS + Academy Community App SMS (7 total)
- Promo 1 โ "Didnโt jump in? Hereโs the link again."
- Promo 2 โ "See what others are saying inside {{custom_values.community_name}}."
- Promo 3 โ "Save big. See community success stories."
- Promo 4 โ "Built an entire biz in a weekend."
- Promo 5 โ "Juggling too many tools? Join {{custom_values.community_name}}."
- Promo 6 โ "Save time & money with {{ custom_values.__name_of_os }}."
- Promo 7 โ "Join {{custom_values.community_name}} and see whatโs working."
๐ฌ DFY Kits Promo SMS (13 total)
- Insta Kitโข Promo โ "Turn your DMs into $$ with Insta Kitโข."
- Leads Kitโข Promo โ "Attract ready-to-buy leads automatically."
- Sales Kitโข Promo โ "Close more deals with automated follow-ups."
- A.I. Kitโข Promo โ "Your 24/7 AI Sales Assistant is here."
- Site Kitโข Promo โ "Launch a high-converting website fast."
- Content Kitโข Promo โ "Get ready-to-go content that sells."
- Client Kitโข Promo โ "Automate onboarding like a pro."
- Course Kitโข Promo โ "Sell courses without tech headaches."
- Community Kitโข Promo โ "Launch your thriving community hub."
- App Kitโข Promo โ "Launch your own branded app!"
- Funnel Kitโข Promo โ "Launch funnels that actually work."
- Shop Kitโข Promo โ "Sell merch without inventory headaches."
- Store Kitโข Promo โ "Launch your online store fast."
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๐ฅ Launch Warm-Up SMS (12 total)
- Warm Up | Day 1 โ "Dan was stuck. Then he simplified and scaled."
- Warm Up | Day 2 โ "Myth busted: Growth isnโt about more leads."
- Warm Up | Day 3 โ "โWork harderโ is the worst advice ever."
- Warm Up | Day 4 โ "From drowning in work to scaling with ease."
- Warm Up | Day 5 โ "Hustlers vs Builders: Which one are you?"
- Warm Up | Day 6 โ "Complexity kills growth. Simplicity scales."
- Warm Up | Day 7 โ "Feeling stuck? Hereโs the builderโs fix."
- Warm Up | Day 8 โ "2025โs 3 biggest shifts for builders."
- Warm Up | Day 9 โ "Inside my business: one system to rule it all."
- Warm Up | Day 10 โ "If I started over, Iโd do this one thing."
- Warm Up | Day 11 โ "3 simple moves to scale today."
- Warm Up | Day 12 โ "My biggest mistake (donโt repeat it)."
โก Pre-Offer SMS (3 total)
- Pre-Launch | Day 1 โ "Something BIG is dropping in 3 days."
- Pre-Launch | Day 2 โ "Why I built this system for builders."
- Pre-Launch | Day 3 โ "Doors open tomorrowโare you ready?"
๐ Launch Offer SMS (7 total)
- Launch | Day 1 โ "๐ Doors are officially open!"
- Launch | Day 2 โ "๐ฅ Early bird bonuses disappear after today."
- Launch | Day 3 โ "Common objection: Will this work for me?"
- Launch | Day 4 โ "๐ Real results from real builders."
- Launch | Day 5 โ "The true cost of waiting to act."
- Launch | Day 6 โ "โณ 24 hours leftโdoors close soon."
- Launch | Day 7 โ "โ ๏ธ Final callโlast chance to join!"
โณ Post-Offer Closeout SMS (5 total)
- Post-Launch | Day 1 โ "Missed out? Waitlist now open."
- Post-Launch | Day 2 โ "๐ฅ Wins already happening inside {{ custom_values.__offer_name }}."
- Post-Launch | Day 3 โ "Still thinking? Later usually means never."
- Post-Launch | Day 4 โ "โณ Final 24-hour invite to waitlist."
- Post-Launch | Day 5 โ "โ ๏ธ Final hoursโwaitlist closes tonight."
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๐ฌ Personal Calendar SMS (4 total)
- Scheduled | Instant โ "Meeting confirmed for {{appointment.start_time}}."
- Scheduled | 1 Day Before โ "Reminder: Your meeting is tomorrow."
- Scheduled | 1 Hour Before โ "Meeting starts in 1 hour. Join here."
- Scheduled | 10 Minutes Before โ "10 minutes until we start!"
๐ฌ Personal Applications SMS (2 total)
- 1-1 Application | Instant โ "Received your applicationโreviewing it soon."
- Speaking Application | Instant โ "Thanks for your speaking request!"
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๐ฌ Support / Notifications SMS (2 total)
- FAQ | Auto Reply โ "Got a question? Check our FAQ or reply back!"
- Notify External | Missed Call โ "Missed your callโhow can we assist?"
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๐๏ธ Shop Order Status SMS (3 total)
- Order Received | Instant โ "Your {{contact.product_purchased}} order is confirmed!"
- Order Shipped | Instant โ "Your {{contact.product_purchased}} has shippedโcheck email for tracking."
- Order Delivered | Instant โ "Your {{contact.product_purchased}} has arrivedโenjoy it!"
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๐ซถ Client Nurture SMS (3 total)
- Day 3 โ "Quick check-inโhowโs {{custom_values.__product_or_service_name}} treating you?"
- Day 7 โ "One week inโwhatโs working, whatโs not?"
- Day 14 โ "Two weeks downโseeing results yet?"
๐ Course Nurture SMS (3 total)
- Day 3 โ "Howโs the course? Hit {{custom_values.__key_module_name}} yet?"
- Day 7 โ "One week inโbiggest takeaway so far?"
- Day 14 โ "Two weeks inโtaking action yet?"
๐ฆ Community Nurture SMS (3 total)
- Day 3 โ "Introduced yourself yet in {{custom_values.__community_name}}?"
- Day 7 โ "Have you checked out whatโs trending?"
- Day 14 โ "You making moves yet?"
๐งโ๐ Program Nurture SMS (5 total)
- Call Reminder 1 Day Before โ "Your {{custom_values.__program_name}} Zoom call is tomorrow."
- Call Reminder 1 Hour Before โ "1 hour until your {{custom_values.__program_name}} call!"
- Weekly Check-In โ "Time to complete your {{custom_values.__program_name}} check-in."
- No Form Received โ "Havenโt received your check-in yetโhope allโs okay!"
- Program Renewal โ "Your program is almost upโbook your renewal call."
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๐ Updated SMS Grand Totals:
Category | SMS Templates |
Core OS SMS | 9 |
Bonus OS SMS | 7 |
Sales Call SMS | 10 |
Onboarding SMS | 12 |
Funnels, Websites, Leads (Batch 1) | 6 |
Funnels, Websites, Leads + Dialer (Batch 2) | 12 |
Course SMS | 4 |
Community SMS | 4 |
Payment Received SMS | 5 |
Payment Stuck + Pause SMS | 8 |
Website OS SMS | 5 |
Leaky Bucket Audit SMS | 1 |
Shop OS Promo SMS | 12 |
MRR Rewards Club SMS | 10 |
Promo OS SMS | 7 |
Promo OS + Academy Community App SMS | 7 |
DFY Promo Kits SMS | 13 |
๐ฅ Launch SMS | 27 |
๐ฌ Personal Brand SMS | 6 |
๐ฌ Support + Notifications SMS | 2 |
๐๏ธ Shop Order Status SMS | 3 |
๐ Affiliate SMS | 2 |
๐ซถ Client Nurture SMS | 3 (New) |
๐ Course Nurture SMS | 3 (New) |
๐ฆ Community Nurture SMS | 3 (New) |
๐งโ๐ Program Nurture SMS | 5 (New) |
๐ฏ New Grand Total = 203 SMS Templates!!
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๐ Attachments & Media Linking Options
Conversations Tab | Attach From System
Conversations Tab | Attach From Media Library
Message Template | Attach From Media Library
Message Template | Attach From Link
(No direct image provided โ assumed placeholder.)
Automation | Attach From Media Library
Automation | Attach From Link
(Additional Screenshot Reference - Unlabeled)
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Here's the clean summary for the ๐ฐ Sales Call WhatsApp sequence, keeping your vibe with emojis and formatting โ just like you wanted for your earlier lists:
๐ฐ Sales Call WhatsApp (10 total)
Scheduled WhatsApps:
- ๐๏ธ Instant โ "Hey {{contact.first_name}}, your meeting is locked in for {{appointment.start_time}}. Check your email for details."
- ๐๏ธ 1 Day Before โ "Reminder: Your meeting is tomorrow at {{appointment.only_start_time}}."
- ๐๏ธ 1 Hour Before โ "Your meeting starts in 1 hour. Join here: {{appointment.meeting_location}}."
- ๐๏ธ 10 Minutes Before โ "10 minutes until your meeting! Get ready and hop in here: {{appointment.meeting_location}}."
No-Show WhatsApps:
- โ Instant โ "Hey {{contact.first_name}}, missed you on our call. Letโs set a new time."
- โ 1 Day Later โ "{{contact.first_name}}, donโt wait on this! Letโs reschedule."
- โ 2 Days Later โ "{{contact.first_name}}, your goals matter. Letโs get your call back on track."
Cancelled WhatsApps:
- ๐๏ธ Instant โ "Hey {{contact.first_name}}, saw you had to cancel. Letโs find a better time."
- ๐๏ธ 1 Day Later โ "{{contact.first_name}}, letโs find a new time. Reschedule here."
- ๐๏ธ 2 Days Later โ "{{contact.first_name}}, your goals matter. Letโs get back on track."
Would you like me to keep building this style as you go through more WhatsApp flows too?
๐ซถ Onboarding WhatsApp (12 total)
Reminder WhatsApps:
- ๐๏ธ Instant โ "Hey {{contact.first_name}}, welcome! Grab your onboarding call here: {{trigger_link.7zBFGKJszidIw1gFE1Mr}}."
- ๐๏ธ 1 Day Before โ "Hey {{contact.first_name}}, let's get you set up. Book your onboarding call here."
Scheduled WhatsApps:
- ๐ Instant โ "Your onboarding call is locked in for {{appointment.start_time}}."
- ๐ 1 Day Before โ "Reminder: Your call is tomorrow at {{appointment.only_start_time}}."
- ๐ 1 Hour Before โ "Your call starts in 1 hour. Join here: {{appointment.meeting_location}}."
- ๐ 10 Minutes Before โ "10 minutes until your call! Join here: {{appointment.meeting_location}}."
No-Show WhatsApps:
- โ Instant โ "Hey {{contact.first_name}}, missed your call? No worries. Reschedule here."
- โ 1 Day Later โ "{{contact.first_name}}, letโs get this back on track. Reschedule here."
- โ 2 Days Later โ "{{contact.first_name}}, your goal is still waiting. Letโs reschedule."
Cancelled WhatsApps:
- ๐๏ธ Instant โ "Hey {{contact.first_name}}, saw you had to cancel. Letโs lock in a better time."
- ๐๏ธ 1 Day Later โ "{{contact.first_name}}, letโs knock this out. Grab a new time."
- ๐๏ธ 2 Days Later โ "{{contact.first_name}}, your goal is still waiting. Letโs get this back on track."
โก Funnels, Websites & Leads WhatsApp (6 total)
Internal Notifications:
- โก New Lead Alert โ "New lead: {{contact.name}} from {{location.name}} โ Source: {{contact.source}}."
Funnel & Website WhatsApps:
- ๐ป Funnel Form Instant โ "Still holding out? Letโs lock in your spot here: {{trigger_link.F32dnPjOxd35HEjrreJX}}."
- ๐งฒ Lead Magnet Form Instant โ "What if your system booked calls, closed deals, and saved money? See how inside."
- ๐ฆ Community Form Instant โ "Welcome to {{custom_values.community_name}}! Itโs time to scale smarter."
- ๐ฅ๏ธ Website Form Instant โ "What if growing your biz was simple? Tools that work for you."
- ๐ฟ Webinar Confirmation โ "You're set for {{custom_values.webinar_name_}}. Join here: {{trigger_link.dZxViKPFMe5MCptTM0WO}}."
โ๏ธ Auto-Follow Up WhatsApp (11 total)
Funnels & Lead Magnets:
- ๐ป Funnel Form 1 Day Later โ "Still undecided? Lock in your spot before itโs gone."
- ๐ป Funnel Form 2 Days Later โ "Last callโspots almost gone!"
- ๐งฒ Lead Magnet 1 Day Later โ "What if automation made it easy? Check it out."
Community & Website:
- ๐ฆ Community Form Instant โ "Welcome to {{custom_values.community_name}}! Scaling just got easier."
- ๐ฅ๏ธ Website Form Instant โ "Growth doesnโt have to be hard. See how."
Webinar Follow-Ups:
- ๐ฟ Webinar 1 Day Before โ "Reminder: {{custom_values.webinar_name_}} is tomorrow!"
- ๐ฟ Webinar 1 Hour Before โ "Starting soon! Webinar in 1 hour."
- ๐ฟ Webinar 10 Minutes Before โ "10 minutes until {{custom_values.webinar_name_}} starts!"
Missed Call Automation:
- ๐ Manual Dialer No Answer โ "Tried callingโwant to see how growth gets easier?"
- โจ AI Dialer No Answer โ "If AI could close deals for you, would you check it out?"
Want me to tee up the next batch too? โก
Youโre getting an absolute machine ready here. ๐
Hereโs the summary for your ๐ Course WhatsApp (WA) โ matching the style you wanted:
๐ Course WhatsApp (4 total)
- ๐ Course Payment Received | Instant โ "Your course is live. Log in and get started!"
- ๐ Course Nurture | Day 3 โ "Checked out {{custom_values.__key_module_name}} yet? Thatโs where the magic happens."
- ๐ Course Nurture | Day 7 โ "One week inโwhatโs your biggest takeaway?"
- ๐ Course Nurture | Day 14 โ "Two weeks inโready to take action? Letโs make sure you're on track."
Want me to keep batching summaries like this for the rest too? ๐โจ
Itโs flowing super clean!
Hereโs your clean ๐ฆ Community WhatsApp (WA) summary:
๐ฆ Community WhatsApp (4 total)
- ๐ฆ Community Payment Received | Day 1 โ "Welcome to {{custom_values.community_name}}! Letโs build something great."
- ๐ฆ Community Nurture | Day 3 โ "Introduced yourself yet? Start connecting here."
- ๐ฆ Community Nurture | Day 7 โ "One week inโjoin the hottest convos inside."
- ๐ฆ Community Nurture | Day 14 โ "Two weeks inโready to make moves? Jump into the latest discussions."
Want me to keep the same fast flow and knock out the next one too? โก๐ฌ
๐ธ Payment Received WhatsApp (3 total)
- ๐ซถ Client Payment Received | Instant โ "Your paymentโs in! Welcome to {{location.name}}."
- ๐ Course Payment Received | Instant โ "Your course is live. Log in and start learning!"
- ๐ฆ Community Payment Received | Day 1 โ "Welcome to {{custom_values.community_name}}โsmart builders scale faster."
๐ธ Payment Management WhatsApp (8 total)
- ๐ธ Payment Stuck | Instant โ "Payment didnโt go through. Letโs fix it fast."
- ๐ธ Payment Stuck | 1 Day Later โ "Payment still didnโt go throughโupdate it here."
- ๐ธ Payment Stuck | 2 Days Later โ "Payment still pendingโletโs clear this up."
- ๐ธ Payment Stuck | 3 Days Later โ "Payment failed againโfix it before access is lost."
- ๐ธ Payment Stuck | 4 Days Later (Final Notice) โ "Last call to update before losing access."
- ๐ Client Requested Pause | Instant โ "Got your pause requestโfill out the form."
- ๐ฅ Client Pause Form Submitted | Instant โ "Got your formโreviewing it now."
- โ Client Pause | Instant โ "Your subscription is canceledโthanks for being with us."
Want me to knock out the next batch too while weโre rolling? ๐ฏ๐
(Letโs keep this perfect pace!)
You said:
Account Health WA### **1 | Notify External | Send WhatsApp To Caller | ๐ฌ๐**
Missed us? Weโre here to help! ๐ฒ Reply to chat with us on WhatsApp now.
Missed us? Weโre here to help! ๐ฒ Reply to chat with us on WhatsApp now.
ChatGPT said:
Svg Vector Icons : http://www.onlinewebfonts.com/icon
Hereโs the ๐ Account Health WhatsApp (WA) summary:
๐ Account Health WhatsApp (1 total)
- ๐ Notify External | Send WhatsApp to Caller | Instant โ "Missed us? Reply to chat with us on WhatsApp now."
๐ฌ WhatsApp Message Totals
๐ฐ Sales Call WA (10 Total)
- 4 Scheduled (Instant, 1 Day Before, 1 Hour Before, 10 Minutes Before)
- 3 No-Show (Instant, 1 Day Later, 2 Days Later)
- 3 Cancelled (Instant, 1 Day Later, 2 Days Later)
๐ซถ Onboarding WA (12 Total)
- 2 Reminders (Instant, 1 Day Before)
- 4 Scheduled (Instant, 1 Day Before, 1 Hour Before, 10 Minutes Before)
- 3 No-Show (Instant, 1 Day Later, 2 Days Later)
- 3 Cancelled (Instant, 1 Day Later, 2 Days Later)
โก Funnels, Websites & Leads WA (6 Total)
- 1 Notify Internal New Lead
- 1 Funnel Form Instant
- 1 Lead Magnet Form Instant
- 1 Community Form Instant
- 1 Website Form Instant
- 1 Webinar Form Opt-In Confirmation
โ๏ธ Auto-Follow Up WA (10 Total)
- 2 Funnel Form Follow-Ups (1 Day Later, 2 Days Later)
- 1 Lead Magnet Form Follow-Up
- 1 Community Form Follow-Up
- 1 Website Form Follow-Up
- 1 Webinar Reminder 1 Day Before
- 1 Webinar Reminder 1 Hour Before
- 1 Webinar Reminder 10 Minutes Before
- 1 Manual Dialer No Answer
- 1 AI Dialer No Answer
๐ธ Payment Received WA (3 Total)
- 1 Client Payment Received
- 1 Course Payment Received
- 1 Community Payment Received
๐ธ Payment Management WA (8 Total)
- 5 Payment Stuck Follow-Ups (Instant + 1, 2, 3, 4 Days Later)
- 1 Client Requested Pause
- 1 Client Pause Form Submitted
- 1 Client Pause Completed
โก Account Health WA (1 Total)
- 1 Missed Call WhatsApp Auto-Reply
๐จ IG DM Automation & Launch DMs WA (none separately counted)
(Handled under DM category - not formal WA messages)
๐ฅ GRAND TOTAL WhatsApp Messages = 50
โ
Summary:
You have 50 unique WhatsApp messages across Sales, Onboarding, Funnels, Auto-Follow Up, Payments, Account Health, etc.
ย
๐จ IG DM Automation Summary
๐๏ธ DM Sequences (7 Total)
- Ask for Name DM โ "Whatโs your full name?"
- Ask for Email DM โ "Drop your email to access everything."
- Ask for Phone DM โ "Whatโs your number in case DMs fail?"
- First DM Sent After Comment โ "Want instant access?"
- Reply DM โ "Ready to unlock the training?"
- Bump Up DM โ "Just bumping this upโstill in?"
- Access Email โ "Subject: {{contact.first_name}}, Your Access Link is Inside"
๐ฌ SMS Follow-Up (1 Total)
- Access SMS โ "Hey {{contact.first_name}}, hereโs the access link you requested."
๐ Slack Notification (1 Total)
- New DM Lead Notification โ "New DM Lead. Send access ASAP."
๐ฅ Launch DMs Summary
โก Pre-Offer DMs (3 Total)
- Day 1: "Something Big is Coming" โ Big launch dropping in 3 days.
- Day 2: "Why This Matters" โ Built a repeatable system to eliminate guesswork.
- Day 3: "Hereโs Whatโs Coming" โ Doors open tomorrow!
๐ Launch DMs (7 Total)
- Day 1: "Doors Now Open" โ [Offer Name] is officially live!
- Day 2: "Early Bird Urgency" โ Bonuses disappear tonight.
- Day 3: "Common Objections" โ "Will this work for me?" Answer: Yes.
- Day 4: "Social Proof" โ New members are already winning.
- Day 5: "The Cost of Waiting" โ Stuck or scalingโyour choice.
- Day 6: "Urgency + FAQ" โ 24 hours left to join.
- Day 7: "Last Call" โ Final hours before doors close.
โณ Post-Offer DMs (5 Total)
- Day 1: "Waitlist Open" โ Missed out? Join the waitlist.
- Day 2: "Social Proof" โ 48 hours in, members seeing wins.
- Day 3: "Why They Didnโt Buy" โ Time, fear, or delay? Breakthrough time.
- Day 4: "Final Invite" โ 24 hours left to join the waitlist.
- Day 5: "Last Call" โ Final hoursโno second chances.
๐ฉ DM Message Totals
๐จ IG DM Automation (15 Total)
- 3 Ask Sequences:
- Ask for Name
- Ask for Email
- Ask for Phone
- 2 First Messages:
- First DM Sent After Comment
- Reply DM (First Response)
- 1 Bump Up DM
- 1 Email Notification (Access Link)
- 1 SMS Notification (Access Link)
- 1 Slack Notification (New DM Lead)
- 7 IG DM Follow-Up Sequence:
- Icebreaker
- Clarification
- Digging Deeper
- Reality Check
- Pain Point
- Future Pace
- Solution Offer
๐จ IG DM Quiz (14 Total)
- 7 Quiz Follow-Ups (First Version)
- Icebreaker
- Clarification
- Digging Deeper
- Reality Check
- Pain Point
- Future Pace
- Solution Offer
- 7 Quiz Follow-Ups (Alternate Version)
- Icebreaker
- Clarification
- Pain Point
- Reality Check
- Future Pace
- Solution Offer
- Call to Action
๐ฅ Launch DMs (15 Total)
- Pre-Offer DMs (3 Days)
- Something Big is Coming
- Why This Matters
- Hereโs Whatโs Coming
- Launch DMs (7 Days)
- Doors Now Open
- Early Bird Urgency
- Common Objections
- Social Proof
- Cost of Waiting
- Urgency + FAQ
- Last Call
- Post-Offer DMs (5 Days)
- Waitlist Open
- Social Proof
- Why They Didnโt Buy
- Final Invite
- Last Call
๐ฅ GRAND TOTAL DMs = 44
โ
Summary:
You have 44 unique DMs between IG DM automation, quizzes, and the full launch DM sequence.
Quick Recap so far:
- WhatsApp: 50
- DMs: 44
๐ฐ Sales Call Internal Notifications Summary
๐ง 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}}?"
๐ฌ 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."
๐ Internal Slack (5 Total)
- Scheduled: "{{contact.name}} locked in a sales meeting."
- No-Show: "{{contact.name}} didnโt 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}}."
ย
๐ซถ Onboarding | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | Scheduled (Instant) | ๐ซถ๐ฌ๐ | {{contact.name}} booked onboarding call. |
SMS | 2 | No Show (Instant) | ๐ซถ๐ฌ๐ | {{contact.name}} missed onboarding call. |
SMS | 3 | Canceled (Instant) | ๐ซถ๐ฌ๐ | {{contact.name}} canceled onboarding call. |
SMS | 4 | Update Appt Status | ๐ซถ๐ฌ๐ | No-Show or Showed Up follow-up options. |
SMS | 5 | Appt Status Showed | ๐ซถ๐ฌ๐ | {{contact.name}} marked as shown. |
SMS | 6 | Appt Status No-Show | ๐ซถ๐ฌ๐ | {{contact.name}} marked as no-show. |
Type | Sequence | When | Channel | Description |
Email | 1 | Scheduled (Instant) | ๐ซถ๐ง๐ | {{contact.name}} booked onboarding call. |
Email | 2 | No Show (Instant) | ๐ซถ๐ง๐ | {{contact.name}} missed onboarding call. |
Email | 3 | Canceled (Instant) | ๐ซถ๐ง๐ | {{contact.name}} canceled onboarding call. |
Email | 4 | Update Appt Status | ๐ซถ๐ง๐ | No-Show or Showed Up follow-up links. |
Type | Sequence | When | Channel | Description |
Slack | 1 | Scheduled (Instant) | ๐ | {{contact.name}} booked onboarding call (Slack alert). |
Slack | 2 | No Show (Instant) | ๐ | {{contact.name}} missed onboarding call (Slack alert). |
Slack | 3 | Canceled (Instant) | ๐ | {{contact.name}} canceled onboarding call (Slack alert). |
โ
Quick Totals for Onboarding Internal Notifications:
- SMS: 6
- Email: 4
- Slack: 3
ย
โก Funnels, Websites & Leads | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | New Lead (Instant) | ๐๐ฌ | New lead captured โ Name, Account, Source, URL shared via SMS. |
Slack | 1 | New Lead (Instant) | ๐๐ | New lead alert โ Full lead details sent to Slack. |
โ
Quick Totals for Funnels, Websites & Leads Internal Notifications:
- SMS: 1
- Slack: 1
ย
๐ Course | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | New Course Payment (Instant) | ๐๐ฌ๐ | New course payment notification via SMS โ includes Name, Amount, Email, Phone. |
Slack | 1 | New Course Payment (Instant) | ๐๐ | New course payment alert in Slack โ includes full buyer details and Attribution URL. |
โ
Quick Totals for Course Internal Notifications:
- SMS: 1
- Slack: 1
ย
๐ฆ Community | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | New Community Payment (Instant) | ๐ฆ๐ฌ๐ | New paid community member notification via SMS โ Name, Amount, Email, Phone. |
SMS | 2 | New Free Community Member (Instant) | ๐ฆ๐ฌ๐ | New free member notification via SMS โ Name, Email, Phone. |
Slack | 1 | New Community Payment (Instant) | ๐ฆ๐ | New paid community member alert in Slack โ full buyer details and Attribution URL. |
Slack | 2 | New Free Community Member (Instant) | ๐ฆ๐ | New free community member alert in Slack โ includes Attribution URL. |
ย
๐ธ Payment Received | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | Client Payment Received (Instant) | ๐ซถ๐ฌ๐ | New client payment notification via SMS โ Name, Amount, Email, Phone. |
SMS | 2 | Course Payment Received (Instant) | ๐๐ฌ๐ | New course payment notification via SMS โ Name, Amount, Email, Phone. |
SMS | 3 | Community Payment Received (Instant) | ๐ฆ๐ฌ๐ | New paid community member notification via SMS โ Name, Amount, Email, Phone. |
SMS | 4 | Free Community Member Joined (Instant) | ๐ฆ๐ฌ๐ | Free community signup notification via SMS โ Name, Email, Phone. |
SMS | 5 | Store Payment Received (Instant) | ๐๐ฌ๐ | New store payment notification via SMS โ Name, Amount, Email, Phone. |
SMS | 6 | New Program Client (Welcome SMS) | ๐งโ๐๐ฌ | Welcome SMS for new program clients โ Name included. |
Slack | 1 | Client Payment Received (Instant) | ๐ซถ๐ | New client payment alert via Slack โ Full buyer info + Attribution URL. |
Slack | 2 | Course Payment Received (Instant) | ๐๐ | New course buyer notification via Slack โ Full buyer info + Attribution URL. |
Slack | 3 | Community Payment Received (Instant) | ๐ฆ๐ | Paid community signup notification via Slack โ Name, Email, Phone, Amount, Attribution URL. |
Slack | 4 | Free Community Member Joined (Instant) | ๐ฆ๐ | Free community member alert via Slack โ Email, Phone, Attribution URL. |
โ
Quick Totals for Payment Received Internal Notifications:
- SMS: 6
- Slack: 4
ย
๐ธ Payment Management | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Slack | 1 | Payment Stuck Alert (Instant) | ๐ธ๐๐ | Alerts internal team a payment failed for user โ Name, Subscription, Referrer included. |
Slack | 2 | Pause Request Submitted | ๐ธ๐๐ | Internal alert that a client submitted a pause request โ Name included. |
Slack | 3 | Pause Form Submitted | ๐ธ๐๐ | Internal alert that a client submitted their pause form โ Name included. |
Slack | 4 | Pause Confirmed | ๐ธ๐๐ | Internal confirmation that a subscription pause has been processed โ Name included. |
ย
๐ฒ A.I. Call | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Slack | 1 | Inbound A.I. Call (Instant) | ๐๐ | Notifies internal team when an inbound A.I.-handled call happens โ includes Email, Goals, Challenges, Questions, Summary, and Transcript. |
Slack | 2 | Outbound A.I. Call (Instant) | ๐๐ | Alerts internal team of outbound A.I. call โ includes Call Back Time, Objections, Call Date/Time, and Recording Link. |
ย
๐ Website OS + Leaky Bucket | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Slack | 1 | Website OS Opt-in (Instant) | ๐๐ | Notifies internal team of a new Website OS opt-in โ includes Name, Email, and Phone. |
SMS | 1 | Website OS Opt-in (Instant) | ๐๐ฌ | Same notification sent via SMS to alert team of a hot Website OS opt-in. |
SMS | 2 | Leaky Bucket Audit Completed | ๐๐ฌ | Alerts internal team when a Leaky Bucket Audit is completed by a user, prompting review and follow-up. |
โ
Quick Totals for Website OS + Leaky Bucket Internal Notifications:
- Slack: 1
- SMS: 2
ย
๐ ๐งโ๐จ Personal Calendar + Applications | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Email | 1 | Personal Calendar - Scheduled | ๐ง | Notifies internal team when a 1-on-1 call is booked. |
SMS | 1 | Personal Calendar - Scheduled | ๐ | Quick SMS alert when a 1-on-1 call is booked. |
Slack | 1 | Personal Calendar - Scheduled | ๐๐ | Slack message detailing the new 1-on-1 booking info. |
SMS | 1 | 1-1 Application Submitted | ๐ | SMS notification when a new 1-1 application is received. |
Slack | 1 | 1-1 Application Submitted | ๐๐ | Slack message with details for the 1-1 application. |
SMS | 1 | Speaking Application Submitted | ๐ | SMS notification when a new speaking request is submitted. |
Slack | 1 | Speaking Application Submitted | ๐๐ | Slack message with details for the new speaking application. |
ย
๐ Account Health | Internal Notifications Table
Type | Sequence | When | Channel | Description |
SMS | 1 | Missed Call Alert | ๐๐ฌ | Instantly alerts internal team when a call is missed. Includes contact name and phone. |
โ
Quick Totals for Account Health Internal Notifications:
- SMS: 1
ย
๐งโ๐ Program Check-In | Internal Notifications Table
Type | Sequence | When | Channel | Description |
Email | 2 | Check-In Not Submitted | ๐งโ๐๐ง | Notifies internal team that a client hasnโt completed their check-in. |
โ
Quick Totals for Program Check-In Internal Notifications:
- Email: 1
ย
๐ Internal Notifications Totals
Category | Slack ๐ | SMS ๐ฌ๐ | Email ๐ง๐ | Total |
๐ฐ Sales Calls | 5 | 6 | 4 | 15 |
๐ซถ Onboarding | 3 | 6 | 4 | 13 |
โก Funnels, Websites & Leads (New Lead) | 1 | 1 | 0 | 2 |
๐ Course Purchases | 1 | 1 | 0 | 2 |
๐ธ Payment Management (Stuck/Pause) | 4 | 0 | 0 | 4 |
๐ฒ A.I. Calls | 2 | 0 | 0 | 2 |
๐ Website OS Opt-ins | 1 | 1 | 0 | 2 |
๐ Leaky Bucket Audits | 0 | 1 | 0 | 1 |
๐ Missed Call Alerts (Account Health) | 0 | 1 | 0 | 1 |
๐งโ๐ Program Check-In Reminder | 0 | 0 | 1 | 1 |
๐งฎ Grand Totals:
- Slack: 17
- SMS: 16
- Email: 9
- ๐ฏ Total Internal Notifications: 42
ย
๐ Contact Custom Fields
Label | Key | Type |
First Name | {{ contact.first_name }} | Standard Field |
Last Name | {{ contact.last_name }} | Standard Field |
Email | {{ contact.email }} | Standard Field |
Phone | {{ contact.phone }} | Standard Field |
Date Of Birth | {{ contact.date_of_birth }} | Standard Field |
Contact Source | {{ contact.source }} | Standard Field |
Contact Type | {{ contact.type }} | Standard Field |
Instagram | {{ contact.instagram }} | Text |
๐ General Info Custom Fields
Label | Key | Type |
Business Name | {{ contact.company_name }} | Standard Field |
Street Address | {{ contact.address1 }} | Standard Field |
City | {{ contact.city }} | Standard Field |
Country | {{ contact.country }} | Standard Field |
State | {{ contact.state }} | Standard Field |
Postal Code | {{ contact.postal_code }} | Standard Field |
Website | {{ contact.website }} | Standard Field |
Time Zone | {{ contact.timezone }} | Standard Field |
Order Total | {{ contact.order_total }} | Monetary |
Code | {{ contact.code }} | Numerical |
Customer Payment Status | {{ contact.payment_status }} | Single Option |
Product Purchased | {{ contact.product_purchased }} | Text |
๐ Additional Info Custom Fields
Label | Key | Type |
Where did you hear about us? | {{ contact.where_did_you_hear_about_us }} | Radio |
Who referred you? | {{ contact.who_referred_you }} | Text |
Call Status | {{ contact.call_status }} | Text |
Program Start Date | {{ contact.program_start_date }} | Date |
Program End Date | {{ contact.program_end_date }} | Date |
๐ ๐ค A.I. Bot Custom Fields
Label | Key | Type |
Response | {{ contact.response }} | Text |
Calendar ID | {{ contact.calendar_id }} | Text |
Bot Status | {{ contact.bot_status }} | Single Option |
Response Channel | {{ contact.response_channel }} | Single Option |
OpenAI Prompt | {{ contact.openai_prompt }} | Large Text |
Intro Message | {{ contact.intro_message }} | Large Text |
Message Body | {{ contact.message_body }} | Large Text |
๐ ๐ค A.I. Voice Custom Fields
Label | Key | Type |
Voice OS | Call Counter | {{ contact.voice_os__call_counter }} |
Voice OS | Call Status | {{ contact.voice_os__call_status }} |
Voice OS | Call Back Time | {{ contact.os_voice__call_back_time }} |
๐ค Calling Agent | {{ contact._recruitment_agent }} | Single Option |
๐๏ธ Booking Status | {{ contact._booking_status }} | Single Option |
๐ ๐ค Qualifying Application Custom Fields
Label | Key | Type |
What's your current bottleneck? | {{ contact.whats_your_current_bottleneck }} | Radio |
My most immediate priority is to: | {{ contact.my_most_immediate_priority_is_to }} | Radio |
1-3 year vision | {{ contact.13_year_vision }} | Large Text |
Are you committed to investing? | {{ contact.are_you_committed_to_investing_in_yourself_and_your_business }} | Radio |
How would you describe your journey? | {{ contact.how_would_you_describe_your_current_leadership_and_financial_journey }} | Radio |
What is your business type? | {{ contact.what_is_your_business_type }} | Radio |
What is your current monthly revenue? | {{ contact.what_is_your_current_monthly_revenue }} | Radio |
๐ Trigger Links List
Name | Link URL | Link Key |
Sales Meeting Calendar ๐ฐ | {{ custom_values.__sales_meetings__share_link }} | {{trigger_link.F32dnPjOxd35HEjrreJX}} |
Onboarding Call Calendar ๐ซถ | {{ custom_values.__onboarding_calendar__share_link }} | {{trigger_link.7zBFGKJszidIw1gFE1Mr}} |
Funnel Link ๐ป | {{ custom_values.__funnel_link }} | {{trigger_link.RETFf9PRnWZ1jGSAWME9}} |
Website OS ๐ | {{ custom_values.__your_brands_os_website }} | {{trigger_link.9XZl1WwCReI2OzxApuxj}} |
Course & Community Portal ๐ช | {{ custom_values.__client_portal }} | {{trigger_link.kY594KRNdGlnOaoDdbc9}} |
Personal Calendar ๐
| {{ custom_values.__personal_calendar__share_link }} | {{trigger_link.qgnUFNI4HzmwPed0XFRa}} |
Setter Calendar โก๏ธ | {{ custom_values.__setter_calendar__share_link }} | {{trigger_link.yDwrJjIVi3uVdD1BGw8u}} |
Follow Up Calendar ๐ค | {{ custom_values.__follow_up_calendar__share_link }} | {{trigger_link.srJcbadA5OTX0BB7hRc4}} |
Webinar ๐ฟ | {{ custom_values.__webinar_link }} | {{trigger_link.dZxViKPFMe5MCptTM0WO}} |
Sales Call Showed ๐ฐ | https://teamos.ai/triggerlink-confirmation | {{trigger_link.yNfGUna5HTg4AoLJ7wuo}} |
Sales Call Did Not Show ๐ฐ | https://teamos.ai/triggerlink-confirmation | {{trigger_link.srywwY2aaLBG0naPfntv}} |
Onboarding Call Showed ๐ซถ | https://teamos.ai/triggerlink-confirmation | {{trigger_link.6aYAvZmmvnrocoOOH9iY}} |
Onboarding Did Not Show ๐ซถ | https://teamos.ai/triggerlink-confirmation | {{trigger_link.Fwmmhu8EpHYwFmyT7kcn}} |
Community Link ๐ฆ | {{ custom_values.__community_link }} | {{trigger_link.59vf5RJw7032sFxnuzUc}} |
Course Link ๐ | {{ custom_values.__course_link }} | {{trigger_link.hdGe7lOxIt2vQBGnekgU}} |
Billing Portal ๐ธ | {{ custom_values.billing_portal_link_ }} | {{trigger_link.nEyEobn2diYe0HhJnPZu}} |
Pause Form Link ๐ธ | {{ custom_values.pause_form_link_ }} | {{trigger_link.KBckwln0EQ1T5fFDcZNJ}} |
Program Call Zoom Link ๐งโ๐ | {{ custom_values.program_call_zoom_link_ }} | {{trigger_link.5AJefTzEhJVayBBxGot7}} |
Program Call Form ๐งโ๐ | {{ custom_values.program_call_form_ }} | {{trigger_link.mPDIl9yIdvjFdjr3iwoi}} |
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๐ท๏ธ Tags OS | Grouped by System + Numbered
๐ Funnels / Lead Gen Tags
# | Tag Name | Type |
1 | funnel opt-in | Tag |
2 | funnel optin | Tag |
3 | funnel os | Tag |
4 | lead magnet opt-in | Tag |
5 | quiz optin | Tag |
6 | webinar opt-in | Tag |
7 | Webinar-registrant | Tag |
๐จ Instagram DMs / DM Automation Tags
# | Tag Name | Type |
8 | dm challenge | Tag |
9 | ig contact tag | Tag |
10 | ig dm | Tag |
11 | instagram dm | Tag |
๐ฐ Sales Calls / Sales Tags
# | Tag Name | Type |
12 | sales call canceled | Tag |
13 | sales call follow up | Tag |
14 | sales call no show | Tag |
15 | sales call not a good fit | Tag |
16 | sales call not qualified | Tag |
17 | sales call scheduled | Tag |
18 | sales call showed | Tag |
๐ซถ Onboarding & Client Management Tags
# | Tag Name | Type |
19 | client onboarding call booked | Tag |
20 | client onboarding call cancelled | Tag |
21 | client onboarding call no show | Tag |
22 | client paid | Tag |
23 | clientnurture | Tag |
24 | inactive client | Tag |
25 | off boarded client | Tag |
๐ Store, Shop, Product Tags
# | Tag Name | Type |
26 | shop order | Tag |
27 | store order | Tag |
28 | store order fulfilled | Tag |
29 | ai call | start automation | Tag |
30 | promo | Tag |
๐ Website OS Tags
# | Tag Name | Type |
31 | website os | Tag |
32 | website os chat widget | Tag |
33 | website chat widget optin | Tag |
34 | website form | Tag |
35 | website opt-in | Tag |
36 | website optin | Tag |
๐ฆ Community / Membership Tags
# | Tag Name | Type |
37 | active community group | Tag |
38 | community app | Tag |
39 | community opt-in | Tag |
40 | free community group | Tag |
41 | paid community group | Tag |
42 | inactive community group | Tag |
43 | off boarded community group | Tag |
๐ Course Tags
# | Tag Name | Type |
44 | course | Tag |
45 | course opt-in | Tag |
46 | free course | Tag |
47 | paid course | Tag |
48 | inactive course | Tag |
49 | off boarded course | Tag |
๐ธ Payment & Billing Tags
# | Tag Name | Type |
50 | payment | Tag |
51 | payment stuck | Tag |
52 | pause requested client | Tag |
53 | pause requested community group | Tag |
54 | pause requested course | Tag |
55 | event paid | Tag |
๐ Applications / Qualification Tags
# | Tag Name | Type |
56 | 1-1 application | Tag |
57 | qualifying application | Tag |
58 | discoveryscheduled | Tag |
๐ค AI Call / Dialer Tags
# | Tag Name | Type |
59 | ai call inbound | Tag |
60 | ai call outbound | Tag |
61 | ai call | answered | Tag |
62 | ai call | not answered | Tag |
63 | ai dialer opt-in | Tag |
64 | ai power dialer | Tag |
65 | power dialer | Tag |
66 | outbound call | Tag |
67 | inbound call | Tag |
68 | inbound missed call | Tag |
๐ฌ Email + Newsletter Tags
# | Tag Name | Type |
69 | email unsubscribe | Tag |
70 | email warm-up | Tag |
71 | newsletter campaign | Tag |
72 | newsletterdrip | Tag |
๐ Miscellaneous & General Tags
# | Tag Name | Type |
73 | active client | Tag |
74 | add task | Tag |
75 | alert user | Tag |
76 | archive message | Tag |
77 | contract signed | Tag |
78 | custom_values | Tag |
79 | event launch | Tag |
80 | facebook lead form | Tag |
81 | follow up task | Tag |
82 | follow-up | Tag |
83 | invalid phone number | Tag |
84 | leaky bucket audit | Tag |
85 | marketplace | Tag |
86 | missed call | Tag |
87 | no show | Tag |
88 | offerlaunch | Tag |
89 | offerlaunchemailsms | Tag |
90 | personal brand newsletter | Tag |
91 | personal brand | speaking form | Tag |
92 | personal call scheduled | Tag |
93 | program paid | Tag |
94 | project-completed | Tag |
95 | response | Tag |
96 | robot follow up | Tag |
97 | robot reply | Tag |
98 | stop bot | Tag |
99 | validate whatsapp | Tag |
100 | vsloptin | Tag |
๐ Final Totals:
System | # of Tags |
Funnels | 7 |
DMs | 4 |
Sales | 7 |
Onboarding/Client | 7 |
Store/Shop | 5 |
Website OS | 6 |
Community | 7 |
Course | 6 |
Payment | 6 |
Applications/Qualification | 3 |
AI Calls/Dialer | 10 |
Email/Newsletter | 4 |
Miscellaneous | 34 |
โ
Total = 100 Tags Organized and Numbered
โ Covers Calendars, Funnels, Website OS, Community Portals, Billing Portals, Webinar Links, Status Update Links, and others.
โ
Trigger Links (20 Total)
โ Includes Contact Info, General Info, AI Bot Info, AI Voice Info, Qualifying Applications, and more.
โ
Custom Fields (56 Total)
Quick Recap:
Category | Total Count |
Custom Fields | 56 |
Trigger Links | 20 |
๐ Totals
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๐ฏ FINAL TOTALS | SYSTEMS SUMMARY
๐ Category | Total |
Internal Notifications (Slack, SMS, Email) | 42 |
WhatsApp Templates | 50 |
Instagram DM Templates | 44 |
SMS Templates | 203 |
Emails | 186 |
Custom Fields | 56 |
Trigger Links | 20 |
๐ฅ Funnel Templates Breakdown
๐ Funnel Templates | Total |
Initial | 35 |
Second | 33 |
Third | 28 |
Fourth | 31 |
Fifth | 28 |
Final | 18 |
๐ ๏ธ Other Templates
๐ ๏ธ Assets | Total |
A.I. Prompts | 3 |
Form Templates | 7 |
Survey Templates | 2 |
Brand Guide | 1 |
Contract Templates | 4 |
Dashboard Templates | 3 |
Social Planner Template | 1 |
๐ GRAND MASTER TOTAL (All Systems Combined)
๐ฏ Overall Tally | Final Total |
ALL Templates, Notifications, Funnels, Systems | 770 Total Assets |
โ
This officially gives you a fully structured master system of 770 mapped-out assets.
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๐ Master Tally Table
System | Total Count |
Custom Fields | 61 |
Trigger Links | 20 |
Tags | 106 |
Internal Notifications | 42 |
Emails | 186 |
SMS | 203 |
WhatsApps | 50 |
DMs | 44 |
Templates Total (Emails + SMS + WhatsApp + DMs + Internal) | 481 |
๐ฅ Grand Full Total = 961 Items
(61 + 20 + 106 + 42 + 186 + 203 + 50 + 44 + 249 = 961)
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โ Automation Pack Overview (w/ Action Estimates)
# | Name | Emoji | Estimated Actions |
001 | IG Comments & DMโs | ๐จ๏ธ | 50โ55 |
002 | Sales Discovery Calls | ๐ฐ | 85โ90 |
003 | Client Onboarding | ๐ง | 45โ50 |
004 | Funnel Opt-Ins | โก | 20โ22 |
005 | Courses & Products | ๐ | 21โ23 |
006 | Community App | ๐ฆ | 21โ23 |
007 | Payments Received | ๐ ๏ธ | 30โ35 |
008 | Tasks & Projects | ๐งโ๐ป | 35โ40 |
009 | Sites, Leads & Ads | โก | 90โ100 |
010 | A.I. Voice | ๐โจ | 40โ45 |
011 | A.I. Chat | ๐ฃ๏ธโจ | 85โ95 |
012 | Store & Shop | ๐๏ธ | 40โ45 |
013 | Account Health | โ ๏ธ | 100โ110 |
1 | Partners OS | Website + A.I. | ๐โจ |
2 | Partners OS | A.I. Chat | ๐โจ |
3 | Partners OS | A.I. Voice | ๐๐โจ |
๐งฎ Grand Total: 878โ991 Workflow Actions
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โ
The total number of actions across all 16 workflows is between 976 and 1,036 actions.
01 - Personal Brand Website ๐งโ๐ป โ 40โ45 actions
02 - Lead Generation โก โ 90โ100 actions
03 - Auto-Follow Up โ๏ธ โ ~48 actions
04 - IG x FB Comments & DMs ๐งต โ ~120 actions
05 - Sales Discovery Calls ๐ฐ โ ~85โ90 actions
06 - Adv. Payments Received ๐ ๏ธ โ ~95โ100 actions
07 - Adv. Client Onboarding ๐งโ๐ซ โ ~65 actions
08 - Tasks & Projects ๐จโ๐ป โ 35โ40 actions
09 - Payment Management ๐ โ 50โ55 actions
10 - Account Health โ ๏ธ โ 100โ110 actions
11 - A.I. Voice Outbound & Inbound Calls ๐โจ โ 45โ50 actions
12 - A.I. Chat Inbound Messages ๐ฃ๏ธโจ โ 85โ95 actions
13 - Store & Shop ๐๏ธ โ ~40 actions
14 - Print On-Demand Shop ๐๏ธ โ ~28 actions
15 - Affiliates โ ๏ธ โ ~20 actions
16 - In-Person Events ๐๏ธ โ ~30 actions
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Here are the typed-up lists from the two screenshots you shared:
2 | Starter Pack โก | Simple
- Step 01 | IG Comments & DMโs ๐จ
- Step 02 | Personal Calendar ๐จ๐ปโ๐ซ
- Step 03 | Weekly Newsletter ๐ฉ
- Step 04 | SMS Sequence ๐ฌ
- Step 05 | WhatsApp Sequence โ
- Step 06 | Funnel Opt-In โก
- Step 07 | Payments Received ๐ธ
- Step 08 | Client Onboarding ๐งโ๐ซ
- Step 09 | Community ๐ฆ
- Step 10 | Course ๐
3 | Scaling Pack ๐๏ธ | Advanced
- 01 | Personal Brand ๐จ๐ปโ๐ซ
- 02 | Funnels, Websites & Leads โก
- 03 | Auto-Follow Up โ๏ธ
- 04 | IG x FB Comments & DMโs ๐จ
- 05 | Sales Discovery Calls ๐ฐ
- 06 | Adv. Payments Received ๐ธ
- 07 | Adv. Client Onboarding ๐งโ๐ซ
- 08 | Clients, Courses & Community | Nurture ๐ค
- 09 | Payment Management ๐๏ธ
- 10 | Account Health โ ๏ธ
- 11 | Tasks & Projects ๐ง๐ฟโ๐ป
- 12 | A.I. Voice Outbound & Inbound Calls ๐๏ธโจ
- 13 | A.I. Chat Inbound Messages ๐ฌโจ
- 14 | Print On-Demand Shop ๐๏ธ
- 15 | Affiliates ๐
- 16 | In-Person Events ๐ค
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"02 | Lead Generation โก":
๐ข Estimated Node Counts by Column Group:
- Top Row (Initial Steps): ~14 nodes
- Left Vertical Column (Branch 1): ~32 nodes
- Middle Vertical Column (Branch 2): ~30 nodes
- Far Right Cluster (Branch 3): ~45 nodes
- Lower Center (Extended Steps): ~25 nodes
- Lower Left (Branch Extensions): ~20 nodes
- Lower Right Cluster: ~18 nodes
โ Estimated Total:
~184 action nodes
Boomโletโs plug funnels into the grand tally properly and give them their own clear spotlight:
๐ฅ
Funnel Templates Breakdown (Recap)
Funnel Phase | Count |
Initial | 35 |
Second | 33 |
Third | 28 |
Fourth | 31 |
Fifth | 28 |
Final | 18 |
โก๏ธ Total Funnel Templates: 173
โ Updated Grand Totals with Funnels
Category | Total |
Custom Fields | 61 |
Trigger Links | 20 |
Tags | 106 |
Internal Notifications | 42 |
Emails | 186 |
SMS | 203 |
WhatsApp Templates | 50 |
Instagram DMs | 44 |
Funnel Templates | 173 |
Other Templates | 21 |
๐งฎ Updated Subtotal (Assets + Templates) = 61 + 20 + 106 + 42 + 186 + 203 + 50 + 44 + 173 + 21 = 906
โ๏ธ Workflow Actions (from Automation Pack)
Range | Total |
Low | 742 |
High | 833 |
๐ฏ
Updated Combined GRAND TOTAL
Type | Count |
Assets & Templates | 906 |
Workflow Actions | 742โ833 |
GRAND TOTAL | 1,648 โ 1,739 |
Want the funnels grouped by type or use-case next (e.g. lead gen, sales, upsell, onboarding)?