Hey J Ashley — Sample Automation Plan
GoHighLevel Build Plan — Reset Method Co.

The full automation blueprint, from first product to last workflow.

Every product, every trigger, every tag, every step — mapped onto The Reset Method's 6-product SLO funnel. A working reference for the operations team designed to be executed in five phases with timeline based on access, review rounds, and stack complexity.

Funnel Spec SLO Strategy Playbook (Reference Coach)
Email Library 9 sequences, ~30 emails ready
Sub-account The Reset Method / Reset Method Co.
Prepared by J Ashley — Systems & Automation
Trigger / Entry
Action
Wait / Decision / Pipeline Stage
Grant / Success
End / Conversion
Sample — names changed, structure intact
01

Naming Convention

A consistent vocabulary across products, pipelines, workflows, tags, and emails. Built for scale.
Figure 01 - Naming Patterns

Workflows

Pattern [Number] - [Trigger or Product] | [Status / Variant] -> [Action] 01 - Book Purchase | $27 -> Grant + Nurture 03 - OTO1 Full Pay | $497 -> Grant Course Access 09 - OTO2 Cancellation -> Revoke Access + Win-Back
  • Number prefix (01, 02, 03...) - execution order in the build queue
  • Trigger or Product - what fires the workflow
  • Pipe (|) - separates status, price, or variant from the trigger
  • Arrow (->) - connects trigger to its primary action
  • H prefix - reusable helper sub-workflows (H01, H02...)
  • E prefix - engagement trackers (E01 - 30d, E02 - 60d)

Pipelines & Stages

Pipeline pattern Pipeline [Letter] - [Pipeline Name] Pipeline A - Reset Method Sales Pipeline B - Network Community Fulfillment
Stage pattern [Position] - [State] 0 - New Lead 3 - Immersive OTO1 6 - Cohort BE1
  • Pipeline letter (A, B, C...) - alphabetic order, never reused
  • Stage position (0-N) - zero-indexed, matches GHL pipeline view
  • Stage state - present-tense noun ("Book Buyer", "Active Member"), never verbs

Products

Pattern [Brand or Series] [Product] - [Variant] The Reset Method (Book) Reset Method Immersive Reset Method Immersive - Payment Plan Reset Method Network - Monthly
  • Brand prefix - "Reset Method" or "The Reset Method" - keeps related products grouped in product list
  • Variant suffix - distinguishes pricing structures of the same offer (Annual / Monthly / Payment Plan)

Tags

Pattern [category] | [sub-category] customer | new community | invited cancelled | oto2 lead | engaged-30d
  • All lowercase with hyphens (kebab-case) - GHL tags are case-sensitive
  • Pipe (|) separates category from sub-category - GHL groups pipe-tags in dropdowns
  • Single-word tags only when no hierarchy needed (book-purchased, unsubscribed)

Email Templates

Pattern [Sequence] | [Day or Position] - [Subject snippet] Book Nurture | Day 0 - Welcome + Delivery Book Nurture | Day 7 - Cohort Testimony OTO1 Check-In | Lesson 2 - Pacing Note PLF Cart | Day 3 - Doors Open
  • Sequence name matches the workflow it's used in - one-to-one mapping
  • Day or position tells you cadence at a glance
  • Subject snippet - 3-5 words, not the full subject line

Custom Fields

Pattern snake_case, descriptive, scoped to purpose customer_ltv amazon_order_id cohort_interest_score last_engagement_date
  • snake_case only - matches GHL's API field naming
  • Suffix indicates type: _id, _date, _score, _url
  • No abbreviations beyond standard ones (id, url, ltv)
02

The 6 GHL Products

Created in Payments > Products. These are the trigger sources for every purchase workflow.
Figure 02 - Product Catalog
Product Name Price Format Type Linked To
The Reset Method (Book) $27 Digital One-time Sales page checkout
The True You Bundle (Bump) $67 Hybrid One-time Order bump on book checkout
Reset Method Immersive $497 Digital One-time OTO 1 page
Reset Method Immersive - Payment Plan 2x $297 Digital Payment plan OTO 1 decline downsell popup
Reset Method Network $997/yr Digital Annual recurring OTO 2 page
Reset Method Network - Monthly $147/mo Digital Monthly recurring OTO 2 decline downsell popup

Hybrid bump breakdown: includes a physical leather journal + desktop calendar (ship via Lulu xPress / 48 Hour Books) plus digital audiobook narration + workbook PDF. Workflow WF 02 fires both digital delivery + an internal notification to ship the physical items.

Creation steps (each product):
  1. Title - exact name from table above
  2. Add Pricing - select One-time / Payment Plan / Recurring
  3. Set amount + currency (USD)
  4. Set frequency (monthly / yearly) for recurring
  5. For payment plan: set 2 payments of $297
  6. Save
  7. Link to corresponding funnel order form in the reference funnel builder
03

2 Pipelines

Sales pipeline tracks revenue progression. Network pipeline tracks community fulfillment.
Figure 03 - Pipeline Architecture
graph TD subgraph PA["PIPELINE A - Reset Method Sales (8 stages)"] direction LR A0[0 - New Lead] --> A1[1 - Book Buyer $27] A1 --> A2[2 - Bump Buyer $67] A2 --> A3[3 - Immersive OTO1] A3 --> A4[4 - Network OTO2] A4 --> A5[5 - Strategy Call] A5 --> A6[6 - Cohort BE1] A6 --> A7[7 - Lost / Unsub] end subgraph PB["PIPELINE B - Network Community Fulfillment (6 stages)"] direction LR B0[0 - Payment Received] --> B1[1 - Awaiting Onboarding] B1 --> B2[2 - Profile Submitted] B2 --> B3[3 - Access Granted] B3 --> B4[4 - Active Member] B4 --> B5[5 - At Risk] end A4 -->|Triggers fulfillment| B0 A5 -->|Cohort interest| A6 B5 -.->|Win-back| A4 classDef stage fill:#FBF4CC,stroke:#F5D000,stroke-width:1.5px,color:#090909 class A0,A1,A2,A3,A4,A5,A6,A7,B0,B1,B2,B3,B4,B5 stage
04

Tag Taxonomy

Tags are the primary routing mechanism. They bridge what GHL triggers can't see directly.
Figure 04 - Tag Reference
Tag Set By Purpose
book-purchasedWF 01Book buyer ($27)
bump-purchasedWF 02Bump buyer ($67)
oto1-purchasedWF 03Immersive full pay ($497)
oto1-downsellWF 04Immersive payment plan
oto2-purchasedWF 05Network annual ($997)
oto2-downsellWF 06Network monthly ($147)
amazon-order-verifiedWF 07Amazon order confirmed
call-scheduledWF 08Strategy call booked
lead | newWF 00Just opted in
lead | engaged-30dHelper E01Active in last 30 days
lead | engaged-60dHelper E02Active in last 60 days
customer | newWF 01First purchase made
customer | repeatWF 03/05Bought >1 product
community | invitedWF 05/06OTO2 buyer, invited to Network
community | activeWF 05/06Joined Network community
cancelled | oto2WF 09Network membership cancelled
interested-cohortWF 03Clicked cohort application link
nurture | completeWF 00/01Finished email sequence
unsubscribedSystemOpted out of all email
05

Funnel-to-Workflow Trigger Map

How the reference funnel pages connect to GHL workflows.
Figure 05 - Funnel to Workflow Map
graph LR F1[Sales Page Checkout $27] -->|ORDER_SUBMITTED| W01[WF 01: Book Purchase] F1 -.->|If bump checked| W02[WF 02: Bump Accepted] F2[OTO1 Page $497] -->|ORDER_SUBMITTED| W03[WF 03: OTO1 Full] F2D[OTO1 Downsell 2x$297] -->|ORDER_SUBMITTED| W04[WF 04: OTO1 Downsell] F3[OTO2 Page $997/yr] -->|ORDER_SUBMITTED| W05[WF 05: OTO2 Annual] F3D[OTO2 Downsell $147/mo] -->|ORDER_SUBMITTED| W06[WF 06: OTO2 Monthly] F4[TYP Amazon Verify Form] -->|FORM_SUBMITTED| W07[WF 07: Amazon Verify] F5[Confirmation Page TY Survey] -->|FORM_SUBMITTED| W10[WF 10: TY Survey - Score Intent] F6[Confirmation Page Calendar] -->|APPOINTMENT_BOOKED| W08[WF 08: Call Scheduled] F7[Stripe Cancellation] -->|SUBSCRIPTION_CANCELLED| W09[WF 09: OTO2 Cancellation] F8[Lead Form Opt-in] -->|CONTACT_CREATED| W00[WF 00: New Lead Nurture] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef workflow fill:#FBF4CC,stroke:#F5D000,color:#090909 class F1,F2,F2D,F3,F3D,F4,F5,F6,F7,F8 trigger class W00,W01,W02,W03,W04,W05,W06,W07,W08,W09,W10 workflow
WF 00

Contact Created -> Lead Nurture

Pre-purchase nurture for leads who haven't bought the book yet
Figure WF00 - Lead Nurture
graph TD T0[Trigger: Contact Created] --> A1[Add Tag: lead - new] A1 --> W1[Wait 5 minutes] W1 --> E1[Send Email: Lead Magnet Delivery] E1 --> W2[Wait 1 day] W2 --> C1{Has tag book-purchased?} C1 -->|Yes| END1[End Workflow] C1 -->|No| E2[Send Email: What is Reset Method?] E2 --> W3[Wait 2 days] W3 --> C2{Has tag book-purchased?} C2 -->|Yes| END2[End Workflow] C2 -->|No| E3[Send Email: 4 Signals You're Drifting] E3 --> W4[Wait 3 days] W4 --> C3{Has tag book-purchased?} C3 -->|Yes| END3[End Workflow] C3 -->|No| E4[Send Email: Get the Book $27 link] E4 --> A2[Add Tag: nurture-complete] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class C1,C2,C3,W1,W2,W3,W4 wait class END1,END2,END3,A2 terminal
WF 01

Book Purchase ($27) -> Grant + Nurture

21-step sequence: tag + opportunity + 7-email post-purchase nurture (Day 0-14)
Figure WF01 - Book Purchase Flow
graph TD T0[Trigger: ORDER_SUBMITTED Book $27] --> CO[Create Opportunity: Book Buyer] CO --> FO[Find Opportunity] FO --> UO[Update: Stage = Book Buyer, Value = $27] UO --> A1[Add Tag: book-purchased] A1 --> A2[Add Tag: customer - new] A2 --> A3[Remove Tag: lead - new] A3 --> E0[Send Email: Book Delivery + Welcome] E0 --> SL[Slack Notification optional: New $27 sale] SL --> W1[Wait 3 days] W1 --> E1[Send Email: Key Concept Pull] E1 --> W2[Wait 2 days] W2 --> E2[Send Email: Address Resistance] E2 --> W3[Wait 2 days] W3 --> E3[Send Email: Cohort Testimony] E3 --> W4[Wait 3 days] W4 --> E4[Send Email: Soft Open] E4 --> W5[Wait 2 days] W5 --> E5[Send Email: Handle Objections] E5 --> W6[Wait 2 days] W6 --> E6[Send Email: Final Invitation - cohort apps] E6 --> END1[Add Tag: nurture-complete] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef move fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class W1,W2,W3,W4,W5,W6 wait class UO move class END1 terminal
WF 02

Bump Accepted ($67) -> Deliver Bonus

True You Bundle - audiobook + workbook + journal access
Figure WF02 - Bump Acceptance
graph TD T0[Trigger: ORDER_SUBMITTED Bump $67] --> UO[Update Opportunity: Stage = Bump Buyer, Value = $94] UO --> A1[Add Tag: bump-purchased] A1 --> E0[Send Email: Bump Delivery] E0 --> SL[Slack Notification optional: Bump sold] SL --> C1{Physical journal in bump?} C1 -->|Yes| IN[Internal Notification: Ship to owner] C1 -->|No| W1[Wait 2 days] IN --> W1 W1 --> E1[Send Email: How to Use the Audiobook] E1 --> END1[End] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef move fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class C1,W1 wait class UO move class END1 terminal
WF 03

OTO1 Full Pay ($497) -> Grant Course AccessLOCKED RULE

All 4 videos unlock immediately. NO weekly drip. Founder's hard rule + the reference playbook.
Figure WF03 - OTO1 Full Course Access
graph TD T0[Trigger: ORDER_SUBMITTED Immersive $497] --> CO[Create Opportunity: Immersive Buyer Value $497] CO --> A1[Add Tag: oto1-purchased] A1 --> A2[Add Tag: customer - repeat] A2 --> W0[Wait 1 minute] W0 --> GA[Membership Grant Offer: ALL 4 VIDEOS IMMEDIATE] GA --> E0[Send Email 3A: Welcome + All 4 Video Links + Workbook] E0 --> SL[Slack Notification optional: OTO1 Full sold] SL --> W1[Wait 1 day] W1 --> E1[Send Email 3B: Pacing Note Lesson 1] E1 --> W2[Wait 7 days] W2 --> E2[Send Email 3C: Check-In Lesson 2] E2 --> W3[Wait 7 days] W3 --> E3[Send Email 3D: Check-In Lesson 3] E3 --> W4[Wait 7 days] W4 --> E4[Send Email 3E: Before You Watch Lesson 4] E4 --> W5[Wait 7 days] W5 --> E5[Send Email: Course Complete + Cohort Invitation] E5 --> A3[Add Tag: interested-cohort] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef grant fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class W0,W1,W2,W3,W4,W5 wait class GA grant class A3 terminal
WF 04

OTO1 Downsell (2x$297) -> Same as WF 03

Identical to WF 03 except tag and opportunity value. Same immediate-access rule applies.
Figure WF04 - OTO1 Payment Plan
graph TD T0[Trigger: ORDER_SUBMITTED Payment Plan 2x$297] --> CO[Create Opportunity Value $594] CO --> A1[Add Tag: oto1-downsell] A1 --> SAME[Same flow as WF 03 from this point] SAME --> GA[Grant ALL 4 VIDEOS IMMEDIATE] GA --> SEQ[5-email Check-In Sequence] SEQ --> END1[Add Tag: interested-cohort] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef grant fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class GA grant class END1 terminal
WF 05

OTO2 Annual ($997/yr) -> Grant Network Access

Grants community access via magic link, sends welcome, schedules first teaching reminder
Figure WF05 - Network Annual
graph TD T0[Trigger: ORDER_SUBMITTED Network $997/yr] --> CO[Create Opportunity Value $997] CO --> A1[Add Tag: oto2-purchased] A1 --> A2[Add Tag: community - invited] A2 --> W0[Wait 1 minute] W0 --> C1{Has tag cancelled - oto2?} C1 -->|Yes| END1[End - Don't re-invite] C1 -->|No| GC[Grant Community Access: Reset Method Network] GC --> GO[Membership Grant Offer: Network] GO --> W1[Wait 1 minute] W1 --> E0[Send Email: Welcome + Magic Login Link] E0 --> SL[Slack Notification optional: OTO2 sold] SL --> IN[Internal Notification: Email Founder new member] IN --> W2[Wait 7 days] W2 --> E1[Send Email: First Monthly Teaching Reminder] E1 --> W3[Wait 14 days] W3 --> E2[Send Email: Quarterly Reset Session Reminder] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef grant fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class W0,W1,W2,W3,C1 wait class GC,GO grant class END1 terminal
WF 06

OTO2 Monthly ($147/mo) -> Same as WF 05

Identical to WF 05 except tag and opportunity value
Figure WF06 - Network Monthly
graph TD T0[Trigger: ORDER_SUBMITTED Network Monthly $147] --> CO[Create Opportunity Value $147 recurring] CO --> A1[Add Tag: oto2-downsell] A1 --> SAME[Same flow as WF 05] SAME --> GC[Grant Community Access] GC --> SEQ[Onboarding Sequence] SEQ --> END1[Active Member] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef grant fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class GC grant class END1 terminal
WF 07

Amazon Order Verified -> Deliver Digital Bonuses

For Amazon book buyers who submit their order number to claim digital extras
Figure WF07 - Amazon Verification
graph TD T0[Trigger: FORM_SUBMITTED Amazon Verify] --> FO[Find Opportunity] FO --> UF[Update Field: amazon_order_id] UF --> A1[Add Tag: amazon-order-verified] A1 --> W1[Wait 2 minutes] W1 --> E0[Send Email: Digital Bonuses Delivery] E0 --> SL[Slack Notification optional: Amazon order verified] SL --> IN[Internal Notification: Email Founder] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 class T0 trigger class W1 wait
WF 08

Strategy Call Scheduled -> Confirm + Notify Founder

Triggered when a contact books on Founder's strategy session calendar
Figure WF08 - Strategy Call Booking
graph TD T0[Trigger: APPOINTMENT_BOOKED] --> CO[Create/Update Opportunity: Strategy Call Scheduled] CO --> A1[Add Tag: call-scheduled] A1 --> E0[Send Email: Call Confirmation + Calendar Invite] E0 --> SL[Slack Notification optional: Call booked] SL --> IN[Internal Notification: Email Founder with prospect details] IN --> W1[Wait until 24h before] W1 --> E1[Send Email: 24h Reminder] E1 --> W2[Wait until 1h before] W2 --> SMS1{Phone present?} SMS1 -->|Yes| TX[Send SMS: Final Reminder] SMS1 -->|No| W3 TX --> W3[Wait until 1h after] W3 --> E2[Send Email: Follow-up + Cohort Application] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 class T0 trigger class W1,W2,W3,SMS1 wait
WF 09

OTO2 Cancellation -> Revoke Access + Win-Back

24h grace period, then revokes community + offer, sends win-back email
Figure WF09 - Cancellation Flow
graph TD T0[Trigger: SUBSCRIPTION_CANCELLED OTO2] --> A1[Add Tag: cancelled - oto2] A1 --> MO[Move Opportunity: Stage = Lost] MO --> W1[Wait 24 hours grace period] W1 --> RC[Revoke Community Access: Network group] RC --> RO[Membership Revoke Offer] RO --> R1[Remove Tag: community - invited] R1 --> R2[Remove Tag: community - active] R2 --> E0[Send Email: Cancellation Confirm + Win-back] E0 --> IN[Internal Notification: Email Founder] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef revoke fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class W1 wait class RC,RO revoke
WF 10

TY Survey Submitted -> Score Intent + RouteFROM PLAYBOOK

Captures buyer profile from the Confirmation Page survey, scores intent, routes to strategy call or long nurture
Figure WF10 - TY Survey Processing
graph TD T0[Trigger: FORM_SUBMITTED TY Survey] --> A1[Add Tag: survey-completed] A1 --> S1[Store: ty_alignment_score from Q4] A1 --> S2[Store: ty_team_size from Q3] A1 --> S3[Store: ty_drift_duration from Q2] A1 --> S4[Store: ty_leadership_challenge + ty_90day_priority + ty_optional_note] S1 --> CALC[Calculate cohort_interest_score] S2 --> CALC S3 --> CALC CALC --> SC{Score Tier} SC -->|High 70+| H1[Add Tag: interested-cohort] SC -->|Medium 40-69| M1[Add Tag: nurture - engaged-30d] SC -->|Low under 40| L1[Add Tag: nurture - complete] H1 --> E1[Send Email: Activate Your Strategy Session] H1 --> IN1[Internal Notification: High-intent prospect for Founder] M1 --> W1[Wait 24 hours] W1 --> E2[Send Email: Soft reminder to book call] L1 --> E3[Send Email: Thanks for the survey + value content] E1 --> SL1[Slack Notification optional] IN1 --> END1[End - Awaiting Booking] E2 --> END2[End - In Nurture] E3 --> END3[End - Long Nurture] SL1 --> END1 classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef store fill:#F2F2EE,stroke:#E2E2E2,color:#222222 classDef calc fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef move fill:#F5D000,stroke:#8A7400,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class T0 trigger class S1,S2,S3,S4 store class SC,W1,CALC calc class H1 move class END1,END2,END3 terminal
HELPERS

3 Helper Sub-Workflows

Reusable utilities called by other workflows. DRY principle - don't duplicate logic.
Figure H - Helper Sub-Workflows
graph LR H01[H01: Slack New Sale optional] --> H01_A[Format message: name, email, product, $, LTV] H01_A --> H01_S[Send to channel: reset-method-sales] H02[H02: Update Customer LTV] --> H02_A[Calculate sum of all purchases] H02_A --> H02_F[Update field: customer_ltv] H02_F --> H02_C{LTV > $1000?} H02_C -->|Yes| H02_T[Add Tag: high-value] H02_C -->|No| H02_E[End] H03[H03: Apply Engagement Tag] --> H03_C{Activity in last 30d?} H03_C -->|Yes| H03_30[Tag: engaged-30d] H03_C -->|No| H03_60{Activity in last 60d?} H03_60 -->|Yes| H03_60T[Tag: engaged-60d] H03_60 -->|No| H03_NONE[Tag: dormant] classDef trigger fill:#090909,stroke:#090909,color:#F5D000 classDef wait fill:#FBF4CC,stroke:#F5D000,color:#090909 classDef terminal fill:#8A7400,stroke:#8A7400,color:#FFFFFF class H01,H02,H03 trigger class H02_C,H03_C,H03_60 wait class H02_T terminal
BUILD

5-Phase Build OrderPHASED

Execute in this exact sequence. Each phase blocks the next.
PHASE 1 - FOUNDATION

Pre-requisites

Timeline depends on account access and prep readiness.
PHASE 2 - CORE PURCHASE WORKFLOWS

The 6 buyer-facing workflows

Timeline depends on testing depth and revision rounds.
PHASE 3 - SUPPORT WORKFLOWS

Edge cases + lifecycle

Timeline depends on branching complexity and integrations.
PHASE 4 - HELPERS + TESTING

Reusable utilities + validation

Timeline depends on quality checks and signoff scope.
PHASE 5 - CONNECT FUNNEL

Wire to the reference funnel

Timeline depends on environment setup and final QA.