Projects using Brevo in LagosProjects using Brevo in Lagos
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CRM Automation & Course Access Workflow This project involved designing and implementing an automated CRM workflow that manages customer onboarding, course enrollment, and access expiration after a successful purchase. The automation eliminates manual administration while ensuring customers receive the correct course access at the right time. Project Objectives Automate course delivery immediately after purchase. Apply customer tags for segmentation and future marketing. Grant access to multiple digital courses automatically. Schedule access expiration based on membership duration. Remove course access once the subscription period ends. Create a seamless customer experience with zero manual intervention. Workflow Overview Triggered automatically when a new sale is made. Applies purchase-specific tags for segmentation. Enrolls customers into the purchased courses with full access. Waits until the predefined expiration date. Automatically revokes access to all associated courses after the membership period expires. Maintains clean customer records through automated tag management. Key Features CRM automation Course enrollment automation Customer tagging and segmentation Membership lifecycle management Timed automation using wait conditions Automatic access revocation Hands-free digital product fulfillment Tools & Platforms GoHighLevel (GHL) CRM Automation Workflow Builder Membership & Course Management Trigger-Based Automation Customer Segmentation Results The completed workflow significantly reduced manual workload, ensured accurate and timely course access for every customer, minimized administrative errors, and delivered a smooth customer journey from purchase to membership expiration. The automation improved operational efficiency while providing a reliable and scalable system for managing digital course memberships.
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