GHL sub-accounts provisioned
TBT Racing and Shifting Gears / Dot Academy are separated into their own client locations so racing/franchise data never mixes with the book/Dot Academy platform.
GHL locations are provisioned. Workflows stay approval-gated.
Shifting Gears / Dot Academy and TBT Racing now have separate GHL locations with Travis/admin invites sent. The remaining work is to install draft workflows, keep all messaging disabled, and wait for Travis approval plus Fireflies-confirmed offer terms before anything goes live.
Travis admin invites sent
Travis and the known TBT admin contacts have been invited. Any additional roster changes should stay approval-gated before activation.
Install approval workflows
Build workflows as drafts first, keep all messaging off until Travis approves copy, compliance language, offers, and pricing.
Connect domains and sending
Set up branded email/SMS sending, consent capture, reply routing, calendar ownership, and Stripe/payment ownership before launch.
Workflow blueprints.
Built like GHL draft specs: trigger, channel, approval gate, and the sequence steps that should be reviewed before any email, SMS, or opportunity automation is activated.
Needs Travis copy approval
Language Audit Lead Magnet
- Send pillar score and recommended next step
- Tag by strongest pain pillar
- Route to book + journal checkout
- Invite high-intent readers to speaking/coaching review
Ready for GHL build after checkout source is chosen
Book Buyer Ascension
- Day 0 receipt and reading plan
- Day 2 journal/order bump reminder
- Day 5 8 Pillars reflection
- Day 9 group bundle or workshop invitation
Needs final booking questions
Speaking Inquiry Pipeline
- Create speaking opportunity
- Send fit-confirmation email
- Notify Travis and Julian
- Move accepted inquiries to quote/hold stage
Needs offer terms
Quote Follow-Up
- Touch 1: confirm they received the package
- Touch 2: clarify keynote versus workshop fit
- Touch 3: offer digital/event-kit lighter path
- Create manual call task if high-value
Needs fulfillment owner
Event Prep and Fulfillment
- Collect event logistics and AV needs
- Confirm book/merch quantities
- Send prep reminder to organizer
- Schedule post-event testimonial request
Needs call-confirmed pricing
Coaching Cohort Application
- Score fit by pillar and leadership need
- Send application received response
- Route accepted applicants to payment/call
- Route not-ready applicants to the digital reset
Launch safeguards.
A world-class funnel does not just send more messages. It protects consent, keeps high-ticket commitments human-approved, and gives Travis a dashboard he can trust.
Consent first
SMS and email sequences should only fire after explicit opt-in, with unsubscribe language and sender identity handled before activation.
Human approval gates
Speaking quotes, coaching acceptance, partner paths, and high-ticket advisory should create tasks for Travis/Julian instead of auto-closing.
Dashboard proof
Track applications, booked calls, book buyers, event bundles, abandoned checkouts, and high-ticket opportunities by source.
AI-assisted, not AI-loose
AI can draft replies and summarize applications, but offer terms and client-facing commitments should stay approval-gated.