Customer Lifecycle System for Catholic Coaching Brand

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

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.

I designed a comprehensive customer journey with two entry points, behavioral segmentation, product laddering, and long-term nurture — all automated in GoHighLevel.

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.

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:

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

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.

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)

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)

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)

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

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

The entire system is designed to move people UP the value ladder:

Life of Purpose Planner

Vision Clarity Guide

↓

Catholic Pathways Membership (monthly/annual)

↓

Encourage testimonials

Invite to share with community

Offer affiliate/referral program

The goal: Not one-time buyers, but LIFETIME customers.

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.

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.

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

Link click tracking triggers sequence enrollment

Quiz score determines product recommendation

Purchase triggers post-purchase flow

Non-engagement moves to newsletter

"7 Principles of Purposeful Catholic Living" (PDF)

"Purpose Alignment Quiz" (Interactive assessment)

✅ LIVE:

Both lead magnet entry sequences

Quiz system with scoring

Behavioral segmentation (link tracking)

Product-specific nurture sequences

Post-purchase sequences

Membership upsell sequence

Advocacy/referral system

Advanced segmentation (purchase history)

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)

✓ 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)

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.