Facebook Lead Automation for Bookkeeping Students

02

I built an automated system that turns Facebook comments into email leads and, later, paying customers, with no manual follow-up. It posts daily bookkeeping content, captures leads with a free mock assessment, follows up by email for seven days, and offers an eight-module reviewer for ₱99. It's a personal project on a live Facebook Page, built for students preparing for TESDA Bookkeeping NC III (TESDA is the Philippines' national skills certification authority). I planned, built, and tested it solo using n8n, GoHighLevel, AI, and Google Sheets.

03

A Facebook Page can collect likes and comments without ever collecting an email address. The owner has no way to follow up, and interested students have no clear next step. This project connects each post to a next step: a question, then a free assessment, then lessons by email, then an optional reviewer.

04

1. Daily post (n8n) Every day, n8n prepares a bookkeeping post with a practice question. A second AI check reviews it, and anything unclear is sent to me for approval. Each post ends with a footer: "Comment MOCK for the free mock assessment." A Google Sheet of past posts helps avoid repeated topics. 2. Automatic answer (GoHighLevel) Approved posts go to GoHighLevel, which publishes them to Facebook and adds the answer as the first comment. Readers can try the question before checking the answer. 3. "MOCK" comment trigger When someone comments "MOCK," GoHighLevel replies automatically with a link to the free mock assessment page. Pipeline stage: Engaged Lead. 4. Lead capture The page has buttons that open a short form asking for name and email. After the visitor submits it, the system saves them as a lead and emails the free mock assessment PDF. Pipeline stages: Lead Captured, then Free Mock Delivered. 5. Seven-day email series The lead receives one email a day for seven days, each teaching a simple bookkeeping concept and ending with a readiness check. Every email has a button to the reviewer's sales page. 6. Checkout The button leads to the sales page for the eight-module Complete Reviewer (₱99). After payment, the system sends a confirmation email and labels the person as a buyer. Pipeline stage: Checkout. Checkout currently runs in test mode, so no real money moves. 7. Not checked out (set up for the future) If the seven days end without a purchase, the person moves to a "Not Checked Out" stage. I haven't built a follow-up for this group yet. It's ready for a future re-engagement offer.

05

Engaged Lead (commented) → Lead Captured (submitted the form) → Free Mock Delivered (PDF sent) → Checkout (purchased) or Not Checked Out (finished the emails without buying)

06

Tested end to end: the "MOCK" reply, form submission, PDF delivery, email series, and test-mode payment all work together.

Not yet promoted, no ads, and checkout is in test mode. I have no campaign metrics to report.

07

The same system works for any business that gets attention on social media but doesn't capture leads: a coach offering a free guide, a clinic offering a free consultation, or a course seller offering a free lesson. Only the content, offer, and emails change.

Every day, this workflow writes a bookkeeping post with a practice question and its answer. One AI agent drafts the content and checks a Google Sheet of past posts to avoid repeating topics. A second AI step reviews the draft and sorts it as approved, corrected, missing information, or needs human r

Built in GoHighLevel: form submissions create an opportunity, deliver the free mock assessment by email, and start a seven-day nurture sequence. Facebook comments containing “mock” trigger a reply with the assessment link. Completed checkouts send an email receipt and update the opportunity.

A lead-capture funnel for the free mini mock assessment, paired with a sales funnel for the 8-module Bookkeeping Reviewer bundle.

Branded emails for Bookkeeping Academy PH, covering free mock assessment delivery, quick bookkeeping lessons, and promotion of the Complete 8-Module Reviewer.

Organized opportunities in GoHighLevel by stage—from engaged lead and lead captured to checkout or did not checkout—so contact progress and follow-up are easy to track.