🔄 Automation Workflow Blueprints

Build 6 — Every automation, trigger, and connection. Three phases matched to your revenue.

The Principle: Every manual step is a point of failure and a time sink. Automate everything that doesn't require your personal judgment or human touch. AI handles creation, automation handles delivery, you handle strategy and relationships.

Phase 1: Free Automations

Brevo built-in + manual triggers. No external tools needed.

$0/month

Month 1-2

1. Audit Request → Welcome Email Sequence

Brevo Carrd

TRIGGER: Visitor fills out "Get My Free Audit" form on Carrd
→ Carrd sends data to Brevo [Carrd form → Brevo integration]
→ Contact added to "Audit Requests" list
→ Welcome Sequence fires automatically [Brevo Automation]
→ 5 emails over 14 days (see Build 4)

Setup: In Carrd, connect your form to Brevo using the built-in Brevo integration (enter your API key). In Brevo, create an automation triggered by "Contact added to Audit Requests list."

2. Client Pays → Onboarding Sequence

Brevo

TRIGGER: Client pays via Stripe (you see the notification)
→ You manually add them to "GBP Clients" list in Brevo
→ Onboarding Sequence fires automatically [Brevo Automation]
→ 3 emails over 28 days (see Build 4)

Why manual: In Phase 1, you want to personally verify each payment before triggering onboarding. Takes 30 seconds. This becomes automated in Phase 2.

3. PDF Purchase → Nurture Sequence

Brevo Gumroad

TRIGGER: Someone buys your PDF on Gumroad
→ Gumroad auto-delivers the product
→ You manually add buyer to "PDF Buyers" list in Brevo
→ PDF Nurture Sequence fires [Brevo Automation]
→ 4 emails over 10 days (see Build 4)

Tip: Check Gumroad sales once daily and batch-add buyers to Brevo. Takes 2 minutes.

4. 4-Week Follow-Up Reminder

Google Calendar

TRIGGER: You complete a GBP optimization
→ Set Google Calendar event for 28 days out
→ Calendar reminder fires
→ You check client's ranking improvement
→ Send upsell email with before/after results

5. Weekly Pipeline Review

Google Calendar Sheets

TRIGGER: Recurring Sunday night calendar event
→ Open CRM (Google Sheets / HubSpot)
→ Review all pipeline stages
→ Identify overdue follow-ups
→ Send all follow-ups Monday morning

Phase 1 Setup Checklist:

Connect Carrd form to Brevo (API key integration)
Create Brevo automation: "Added to Audit Requests" → Welcome sequence
Create Brevo automation: "Added to GBP Clients" → Onboarding sequence
Create Brevo automation: "Added to PDF Buyers" → Nurture sequence
Set recurring Sunday 8pm calendar event: "Weekly Pipeline Review"
Test all 3 automations with your own email

Total setup time: 1-2 hours | Cost: $0

Phase 2: Make.com Automations

Connect Stripe, Gumroad, and notifications. Eliminate manual data entry.

$9-$16/month

Month 3+

1. Stripe Payment → Auto-Add to Brevo

Make.com Brevo

TRIGGER: New successful payment in Stripe
→ Make.com webhook catches the event
→ Checks product name to determine list
├ GBP Power-Up → Add to "GBP Clients" list
├ Starter/Growth/Dominate → Add to "Retainer Clients" list
└ PDF Product → Add to "PDF Buyers" list
→ Correct email sequence fires automatically

What this eliminates: Manually adding every paying client to the right Brevo list. Zero human touch from payment to onboarding email.

2. Gumroad Sale → Auto-Add to Brevo

Make.com Brevo

TRIGGER: New sale on Gumroad (webhook)
→ Make.com catches buyer data
→ Adds contact to "PDF Buyers" list in Brevo
→ Nurture sequence fires automatically

3. New Form Submission → Instant Notification

Make.com

TRIGGER: New form submission on Carrd
→ Make.com catches the submission
→ Sends you an instant Slack/SMS/email notification
→ You respond within minutes (speed = higher close rate)

Why this matters: Responding to a lead within 5 minutes makes you 21x more likely to qualify them vs. waiting 30 minutes.

4. Weekly Auto-Report Generation

Make.com

TRIGGER: Scheduled — every Friday at 9am
→ Make.com pulls data from Google Ads (if connected)
→ Feeds data to AI for report generation
→ Sends draft report to your email
→ You review and forward to clients

5. New Google Review → Alert

Make.com

TRIGGER: New Google review detected (monitoring tool / API)
→ Make.com sends you an alert with review content
→ For negative reviews: immediate notification (priority)
→ You respond quickly — shows clients you're on top of things

Phase 2 Setup Checklist:

Create Make.com account (free tier to start, $9/mo for more operations)
Connect Stripe → Make.com (Stripe webhook module)
Connect Gumroad → Make.com (webhook module)
Connect Brevo → Make.com (Brevo module)
Build Scenario 1: Stripe payment → Brevo list routing
Build Scenario 2: Gumroad sale → PDF Buyers list
Build Scenario 3: Carrd form → instant notification to you
Build Scenario 4: Scheduled Friday report (optional — when managing 5+ clients)
Test every scenario end-to-end

Total setup time: 2-3 hours | Cost: $9-$16/month

Phase 3: GoHighLevel (Full Client Infrastructure)

White-label client portals, automated reporting, SMS automation.

$97/month

Month 6+ (10+ clients)

⚠ Do NOT buy GoHighLevel until: You have 5+ retainer clients AND monthly revenue exceeds $3,000. The $97/mo cost needs to be justified by the time it saves you managing multiple clients.

1. Client Portal GoHighLevel

Clients log in to see their reports, rankings, and campaign performance. Professional, white-labeled with your branding. Eliminates "can you send me an update?" emails.

2. Automated Reporting GoHighLevel

White-labeled monthly reports auto-generated and sent to clients. Pulls from connected data sources. You review once, system sends to all clients.

3. Review Request Automation GoHighLevel

After your client completes a job for their customer, automatic SMS/email goes to that customer asking for a Google review. Builds reviews on autopilot — the #1 ranking factor clients care about.

4. Missed Call Text-Back GoHighLevel

If a client's business misses a phone call, an automated text goes to the caller: "Sorry we missed your call! How can we help?" Captures leads that would otherwise be lost. Huge value-add for retainer clients.

5. Appointment Booking GoHighLevel

Integrated scheduling for your clients' customers. Embeds on their website, links from their Google profile. Reduces phone tag, increases bookings.

Master System Architecture

Here's how every piece connects across all three phases:

INBOUND LEADS ├── Website (Carrd) → "Get My Free Audit" form │ └── → Brevo "Audit Requests" list → Welcome Sequence → AI Audit → Close ├── Cold Outreach (Loom + Email) │ └── → Google Sheets CRM → Follow-up sequence → Close ├── PDF Products (Gumroad) │ └── → Brevo "PDF Buyers" list → Nurture Sequence → Service Offer ├── Content (LinkedIn, Reels, Blog) │ └── → Website traffic → Form submission → same pipeline └── Referrals (from happy clients) └── → Direct to website or CRM → fast-track pipeline FULFILLMENT ├── GBP Power-Up ($175) │ └── AI Audit → Manual Edits → Completion Report → 4-Week Upsell ├── Retainer ($500-$1,500/mo) │ └── Weekly: AI Posts + Review Responses (20 min/client) │ └── Monthly: AI Report + Strategy Call (1 hr/client) ├── PDF Products ($47) │ └── AI Creation → Gumroad delivery → Email nurture → Service upsell └── AI Consulting ($2K-$5K) [Month 4+] └── AI Workflow Analysis → Custom GPTs → SOP Rewrite → Training REVENUE TRACKING └── Stripe → Google Sheets/HubSpot → Monthly Dashboard AUTOMATION LAYERS ├── Phase 1: Brevo sequences + Google Calendar reminders ├── Phase 2: Make.com connectors (Stripe→Brevo, Gumroad→Brevo, notifications) └── Phase 3: GoHighLevel (client portals, automated reporting, SMS)

Automation Cost Summary

Phase	Tools	Monthly Cost	When to Start
Phase 1	Brevo Free + Google Calendar + Carrd	$0	Day 1
Phase 2	Make.com + Phase 1	$9-$16	Month 3 (or when revenue > $1K/mo)
Phase 3	GoHighLevel + Phase 1 & 2	$97	Month 6 (or when retainer clients > 5)