Customer Lifecycle System for Catholic Coaching Brand
Isaac Olukoya
Complete Customer Lifecycle System for Catholic Coaching Brand Lead Magnet → Quiz → Product Ladder → Membership | GoHighLevel
CLIENT: U.S. Catholic Coaching Brand - or specific name if allowed INDUSTRY: Faith-Based Coaching | Personal Development LOCATION: United States PROJECT
TYPE: Full Lifecycle Automation + Email Sequences TOOLS USED: GoHighLevel, LeadMagnet creation, Quiz builder TIMELINE: 6 weeks PROJECT SCOPE: 15+ email sequences, 2 lead magnets, behavioral segmentation, product ladder
THE CHALLENGE
A Catholic coaching brand was attracting leads through social media and ads, but lacked a cohesive system to:
Nurture new subscribers beyond the initial opt-in
Identify where prospects were in their spiritual journey
Guide them toward the right entry product (not one-size-fits-all)
Move buyers from one product to the next (product ladder)
Turn customers into long-term community members and advocates
The problem: Good traffic, no clear path from lead → customer → advocate.
They needed: A complete lifecycle system that met people where they were and guided them forward — automatically.
THE SOLUTION: A MULTI-PATH LIFECYCLE SYSTEM
I designed a comprehensive customer journey with two entry points, behavioral segmentation, product laddering, and long-term nurture — all automated in GoHighLevel.
PART 1: DUAL ENTRY POINTS (Two Lead Magnets)
Rather than one generic lead magnet, I created TWO paths based on how people want to engage:
ENTRY POINT A: PDF Guide
Lead Magnet: "7 Principles of Purposeful Catholic Living"
For: People who want educational content
Delivers: Actionable framework for living with purpose
ENTRY POINT B: Interactive Quiz
Lead Magnet: "Purpose Alignment Quiz"
For: People who want personalized insights
Delivers: Custom recommendations based on their current stage
Both paths lead to different sequences, then converge strategically.
PART 2: LEAD MAGNET SEQUENCE (PDF Guide Path)
5-Email Welcome Sequence
EMAIL 1 (Immediate): "Welcome to Your Journey of Purpose and Simplicity"
Delivers the PDF instantly
Sets expectations for what's coming
Warm, values-aligned tone
Introduces the brand mission
EMAIL 2 (Day 2): "What you'll find inside the dashboard"
Guides them through the PDF content
Highlights key principles
Encourages action on first principle
No pitch — pure value
EMAIL 3 (Day 4): "Seven principles. One quiet revolution."
Deep dive into one principle with story
Shows transformation possibility
Builds emotional connection
Soft introduction to brand philosophy
EMAIL 4 (Day 6): "The next step is not more — it's more aligned."
Subtly introduces TWO entry products:
Life of Purpose Planner
Vision Clarity Guide
Explains how each helps apply the principles
Link tracking enabled (triggers next sequence)
Non-pushy: "If you're ready for the next step..."
EMAIL 5 (Day 8): "You've got to see this {{contact.first_name}}"
Reinforces the products with social proof
Customer testimonials about transformation
Clear CTA for both products
Link tracking continues
PART 3: PURPOSE QUIZ SEQUENCE (Quiz Path)
Interactive Quiz → Personalized Results → Product Recommendation
THE QUIZ: 5 questions designed to identify spiritual clarity level:
"How often do you start your day with prayer?"
"How clear is God's purpose for your life right now?"
"How often do you feel overwhelmed by daily tasks?"
"How do you prioritize meaningful tasks (faith, family) over urgent ones?"
"How often do you reflect on your day with gratitude?"
Each answer = points. Total score = recommendation.
QUIZ RESULTS SEGMENTATION:
High Score (13-15 points): → "You're aligned — ready for deeper community" → Recommended: Catholic Pathways Membership (high-tier product)
Medium Score (8-12 points): → "You're on the path but need clarity" → Recommended: Vision Clarity Guide
Low Score (5-7 points): → "You're starting your journey — we can help" → Recommended: Life of Purpose Planner (entry product)
POST-QUIZ EMAIL SEQUENCE (3 Emails)
EMAIL 1 (Immediate): "You're not alone in this {{user.first_name}}..."
Acknowledges their quiz results
Validates where they are (no judgment)
Delivers quiz result PDF with personalized insights
Builds trust before any pitch
EMAIL 2 (Day 2): "Why we feel stuck, even when we pray"
Educational content addressing common struggles
Relates to their quiz score level
Shows understanding of their situation
No product pitch yet — building relationship
EMAIL 3 (Day 4): "You've come this far... what now?"
Introduces their RECOMMENDED product (based on quiz score)
Explains why this product fits their stage
Customer testimonial from someone at their level
Clear CTA with link tracking
Also mentions other products (in case they want different path)
PART 4: BEHAVIORAL SEGMENTATION (The Smart Part)
After emails 4-5 (PDF path) or email 3 (Quiz path), users are tracked:
IF they click "Life of Purpose Planner" link: → Tagged: "Planner Interest" → Enrolled in: Life of Purpose Planner Sequence (product-specific nurture)
IF they click "Vision Clarity Guide" link: → Tagged: "Clarity Guide Interest" → Enrolled in: Vision Clarity Guide Sequence (product-specific nurture)
IF they click "Membership" link: → Tagged: "Membership Interest" → Fast-tracked to membership enrollment sequence
IF they click NOTHING: → Move to: Weekly Newsletter (long-term nurture)
PART 5: PRODUCT-SPECIFIC SEQUENCES
Each product has its own nurture sequence (3-5 emails) that:
Addresses objections specific to that product
Shows use cases and transformations
Builds urgency without pressure
Includes testimonials from buyers
Clear purchase CTA
PART 6: POST-PURCHASE NURTURE
When someone purchases ANY product:
Immediate: Welcome & Thank You Email
Confirms purchase
Sets expectations for product delivery
First step guidance
Day 2: Getting Started Guide
How to use the product effectively
Quick win instructions
Support resources
Day 7: Check-In
"How's it going?"
Troubleshooting common issues
Offer help if stuck
Day 14: Maximize Value
Advanced tips
Share results/wins
Introduce NEXT product in ladder
PART 7: THE PRODUCT LADDER STRATEGY
The entire system is designed to move people UP the value ladder:
ENTRY LEVEL ($27-47):
Life of Purpose Planner
Vision Clarity Guide
↓
MID-LEVEL ($97-147):
Catholic Pathways Membership (monthly/annual)
↓
ADVOCACY:
Encourage testimonials
Invite to share with community
Offer affiliate/referral program
The goal: Not one-time buyers, but LIFETIME customers.
PART 8: LONG-TERM NURTURE (Non-Buyers)
If someone doesn't buy after initial sequences:
→ Weekly Newsletter
Valuable content (faith, purpose, simplicity)
Occasional product mentions (soft sell)
Keep them warm for future launches
Re-introduce products every 4-6 weeks
This ensures: They don't fall off the radar. Relationship continues.
THE STRATEGY: WHY THIS WORKS
This isn't a "funnel." It's a SYSTEM that:
MEETS PEOPLE WHERE THEY ARE • Two entry points (PDF or Quiz) • Different recommendations based on quiz results • Not everyone gets same path
EDUCATES BEFORE SELLING • 3-5 emails of value before any product pitch • Builds trust and authority first • Sells naturally, not aggressively
SEGMENTS BY BEHAVIOR • Link clicks trigger product-specific sequences • No one-size-fits-all follow-up • Personalized based on what THEY showed interest in
PRODUCT LADDER LOGIC • Entry products ($27-47) remove barrier to first purchase • Mid-tier membership creates recurring revenue • Post-purchase sequences introduce next product
LONG-TERM THINKING • Non-buyers stay in newsletter (not abandoned) • Buyers get nurtured toward next purchase • System designed for LIFETIME value, not one sale
This is lifecycle marketing at its best.
TECHNICAL IMPLEMENTATION
Platform: GoHighLevel
Workflows Built:
2 lead magnet delivery sequences (5 emails + 3 emails)
1 interactive quiz with point scoring
3 product-specific nurture sequences (ready to deploy)
2 post-purchase sequences (in progress)
1 long-term newsletter system
Behavioral tagging throughout
Automation Logic:
Link click tracking triggers sequence enrollment
Quiz score determines product recommendation
Purchase triggers post-purchase flow
Non-engagement moves to newsletter
Lead Magnets Created:
"7 Principles of Purposeful Catholic Living" (PDF)
"Purpose Alignment Quiz" (Interactive assessment)
PROJECT STATUS
✅ LIVE:
Both lead magnet entry sequences
Quiz system with scoring
Behavioral segmentation (link tracking)
READY TO DEPLOY:
Product-specific nurture sequences
Post-purchase sequences
Membership upsell sequence
PLANNED:
Advocacy/referral system
Advanced segmentation (purchase history)
IDEAL FOR
This lifecycle system approach works for:
Coaches and course creators (product ladder businesses)
Faith-based brands (values-driven audiences)
Membership businesses (recurring revenue model)
Anyone selling transformation (not just products)
DELIVERABLES
✓ 2 lead magnets (PDF + Quiz)
✓ 8 email sequences (15+ emails total)
✓ Interactive quiz with scoring logic
✓ Behavioral segmentation system
✓ Product ladder mapping
✓ GoHighLevel automation setup
✓ Email copywriting (brand voice aligned)
WANT A LIFECYCLE SYSTEM LIKE THIS?
I design complete customer journey systems for coaches, course creators, and membership businesses.
If you're getting leads but not converting them into long-term customers, let's build your lifecycle system.
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Posted Nov 29, 2025
Designed a lifecycle system for a Catholic coaching brand using GoHighLevel.
