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50+ Pre-built workflows · Drag · Branch · Trigger

Group Program Onboarding
your firm's auto-pilot

Whether your cohort is 8 enrollees or 80, the kickoff sequence runs identically. Reclaim 3–4 hours per cohort launch from email Tetris and peer-pairing spreadsheets.

13
Pre-wired pipelines
90+
Tag-based triggers
4 min
Lead-to-booked
PI Lead Pipeline
LIVE · 28 active
New Lead9
PI inquiry · Sarah J.
$12k est.2 min ago
Slip + fall · M. Patel
$8k est.14 min
Dog bite · T. Chen
$4k est.32 min
Qualified6
Auto · R. Diaz
treated1 hr
Workplace · K. Reed
witnesses3 hr
Booked4
Tue 9 AM · L. Brooks
confirmedSMS sent
Wed 2 PM · D. Mora
confirmedreminder set
Thu 11 AM · A. Vega
confirmed+ intake form
Closed9
Signed · N. Quinn
$22kretainer paid
Signed · P. Adams
$15kreview req.
50+
Pre-built workflows
Activate in clicks
13
Pipelines, wired
PI · Family · DUI · IP
90+
Tags + triggers
No-code conditionals
4min
From new lead to booked
↓ from 4 hours

The day after enrollment closes, most cohort operators spend 4 hours sending welcome emails, kickoff call invites, Slack invites, peer pairings, and “Brian missed the link” follow-ups. Across four cohorts a year, that’s 16 hours of Saturday admin.

This feature runs all of it automatically.

The 14-day sequence

  • Day 0 — welcome video + kickoff form (commitment, prior experience, top goal, timezone)
  • Day 1 — Slack / Circle / Voxer / Discord invite (templated, branded)
  • Day 3 — peer-pairing suggestion drops into your Slack for approval; you override or approve in 10 minutes
  • Day 5 — Module 1 unlock with “here’s what to focus on” guide
  • Day 7 — kickoff call invite + agenda
  • Day 10 — kickoff reminder + prep prompt
  • Day 14 — kickoff call (you show up to coach)

Identical for 8 enrollees or 80. Only the peer-pairing approval step scales with cohort size.

What you control vs. what the system controls

System: all scheduling, invites, reminders, module unlocks, sequence timing.

You: content of the welcome video (record once, reuse forever), agenda for the kickoff call, peer-pairing approvals (10 minutes per cohort).

End-of-program offboarding (6 touches)

When the cohort ends:

  • Week 11 — NPS survey
  • Week 12 — alumni invite + final session
  • Week 13 — testimonial ask (NPS-gated to ≥9)
  • Week 13 — next-tier upsell
  • Week 14 — alumni community invite
  • Week 17 — 30-day post-program “where are you now”

The next-tier upsell is the highest-ROI piece. Most operators see 25–40% of cohort grads renew into a next-tier program — adding 25–40% revenue per cohort.

Multi-cohort overlap

Most operators run 3–4 cohorts a year. Enrollment for cohort #2 opens during cohort #1’s kickoff window. With manual onboarding, you’re late on cohort #2 every time. With the automated sequence, cohort #1 onboards itself while you focus on selling cohort #2.

What this scales to

Tested with cohorts from 6 to 200. Beyond ~50 enrollees, you may want to delegate peer-pairing approvals to a program manager (or a GHL VA), but the rest of the sequence requires no additional time at scale.

Read the case study → · Get the snapshot →

Anatomy of a workflow

Trigger → Filter → Branch → Action → Update

Every workflow follows the same 5-stage spine. Drag, drop, configure — no developers required.

1
TRIGGER
New form submission
Webform · inbound call · missed call · new tag · pipeline stage change · calendar event.
2
FILTER
Case type = PI
Only contacts tagged PI proceed. Filter on source, location, value, time of day — any field.
3
BRANCH
If treated, else…
Conditional logic with up to 10 nested branches. Different actions for different lead profiles.
4
ACTION
SMS + email + Slack
Send messages, create tasks, update pipeline, fire webhooks, push to calendar — combine freely.
5
UPDATE
Move to Qualified
Tag the contact, advance the pipeline, log a note, kick off a child workflow. Loop or end.
Workflow library

12 of the 50 you'll get on day one

Each one drag-imported, retitled in 30 seconds, ready to send your first message.

Lead notification Court date reminder Document checklist Follow-up sequence Missed-call recovery Retainer signed Statute-of-limitations alert Settlement update Review request Referral thank-you No-show rebook Onboarding drip
Three you'll use weekly

Workflows that pay for the snapshot in one case

Stop manually following up

Import 50 workflows in 5 minutes

Included in the $997 Coaching Snapshot. 13 pre-wired pipelines. 90+ tag triggers. 10 dedicated config hours.

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