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    Education & Training automation

    Student Onboarding & Drip Content Delivery System

    A done-for-you education and training automation built for the Online Course Creator, connecting Slack, Mailchimp, and ActiveCampaign so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. The moment a student purchases a course, they are automatically enrolled, sent a welcome email with getting-started instructions, and added to a drip sequence that releases lesson content, study prompts, and check-in messages on a structured schedule, keeping engagement high throughout the course rather than letting students fall off after week one.

    2. Students who stop logging in receive a re-engagement sequence, and those who complete the course are asked for a testimonial and invited to the next program.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Done by hand, this depends entirely on an online course creator remembering to check in, update records, and follow up, with no safety net if something slips. It rarely feels urgent in the moment, but it adds up fast.

    With this automation

    • Intake forms that sync straight into your CRM or practice software
    • Document collection with automatic reminders
    • Welcome sequences that set expectations from day one
    • Kickoff and first appointments scheduled without back-and-forth