When new members purchase Pack seats we need to enroll them in the Teachable System
An Agency Enrolls in the Agency Performance Pack
When an agency enrolls they select either 1, 3, 5 or 8 seats they automatically get their 1 seat instantly. We need to get the information to add the additional users.
| Tool |
Action | Reaction |
| 🏫 Teachable | New client purchases the back | Teachable Sends a Receipt |
| ⚡Zapier |
Zapier sees this and Zaps the information to Hubspot | This triggers the following workflows |
| 🍊Hubspot |
Updates Information (see below) | Workflow indicated kicks off |
1 Pack Seat
Workflow Names:
*KDP New Enrollment Update Company to Active in the Pack - Changes Company Property: Seats in the Pack to YES
*KDP New Agency Performance Pack Student Triggers new client onboarding emails
Zapier Zap:
| Tool |
Action |
Notes |
| ⚡ Zapier |
Contact Email |
|
| Contact Name | *Note the data comes over with name as 1 field. There is an automated ticket in Hubspot for Louis to Address this | |
| Contact Pack Subscription Level = 1 | ||
| Student in Pack = Yes |
| Tool |
Action |
Notes |
| 🍊Hubspot |
Company: Seats in Pack = Yes |
|
|
Company Status: = Active |
||
|
Check to see if emails are bouncing |
✔️ 🎟️ if yes there is a ticket created for Nicole to reach out | |
| 🍊Hubspot 💌 | Triggers a 7 day email campaign to new students |
3, 5, 8 Pack Seats
8 Pack Workflow Names:
*Teachable/Zapier Workflow For Pack 8 Seats
*KDP New Agency Performance Pack Student Triggers new client onboarding emails
Zapier Zap: https://zapier.com/app/editor/87591858
Form: https://www.agencyperformancepartners.com/enroll-your-team-5-pack/
5 Pack Workflow Names:
*Teachable/Zapier Workflow For Pack 5 Seats
*KDP New Agency Performance Pack Student Triggers new client onboarding emails
Zapier Zap: https://zapier.com/app/editor/87588791
Form: hhttps://www.agencyperformancepartners.com/enroll-your-team-5-pack/
3 Pack Workflow Names:
*Teachable/Zapier Workflow For Pack 3 Seats
*KDP New Agency Performance Pack Student Triggers new client onboarding emails
Zapier Zap: https://zapier.com/app/editor/87586110
Form: https://www.agencyperformancepartners.com/enroll-your-team-3/
| Tool |
Action |
Notes |
| ⚡ Zapier |
Contact Email |
|
| Contact Name | *Note the data comes over with name as 1 field. There is an automated ticket in Hubspot for Louis to Address this | |
| Contact Pack Subscription Level = 3 |
Hubspot Overview
| Tool |
Action |
Notes |
| 🍊Hubspot |
Contact ➡️ Company: Pack Subscription = 3 |
|
|
Contact ➡️ Company: Active Client |
||
|
Check to see if emails are bouncing |
✔️ 🎟️ if yes there is a ticket created for Nicole to reach out | |
| 🍊Hubspot 💌 | Triggers a campaign to get the additional users |
2 Emails to Complete the form 📲 From Sales Message 1 More Break Up Email 🎟️ Ticket to Nicole to follow up |
If no response the user becomes active and starts getting the school onboarding emails from *KDP New Agency Performance Pack Student
Getting A Completed New Client Form
| Tool |
Action |
Notes |
| 🍊Hubspot |
Hubspot sends an 💌 to Louis & Nicole alerting them there is a new form completed |
|
| 🎟️ New ticket for Louis is created to add users to Teachable | ||
|
Louis sends a Hubspot 💌 template to the owner alerting them their users are added |
||
|
Hubspot changes the owner to an active student and the new student 7 email cycle begins!🎉 |