A leadership coaching client needed a better way to manage what happened after someone purchased coaching sessions through SamCart.

Each purchase needed to be tracked internally, clients needed to be organized based on the service they purchased, and communication needed to continue throughout the duration of their coaching package without requiring someone to manually keep track of where every client was in the process.

I connected SamCart, ActiveCampaign, Calendly, and Google Sheets to create a more connected client journey.

When a coaching service was purchased, the client information was added to a Google Sheet for internal tracking and passed into ActiveCampaign. Within ActiveCampaign, clients were filtered based on the service they purchased so they could enter the appropriate automation.

I then built the email automations that supported clients throughout their service period, including check-ins, reminders, and next steps. Calendly was incorporated into the process to support scheduling as clients moved through their coaching engagement.

The client had a connected system for tracking purchases, organizing clients by service, and communicating with them throughout their coaching engagement.

Instead of manually monitoring every purchase and determining which communication needed to be sent next, the systems worked together to keep clients moving through the appropriate process.