Funnel Automations & CRM Specs
Complete workflow documentation for E3 Builders Network. Connected to CRM external tracking endpoint with registered custom fields, UTM parameters, and lead segmentation.
CRM Webhook & Tracking ActiveLIVE
Location ID: 2Qo559Cx8aU5uD7q4ZsK · Tracking ID: tk_c8f2520b38304852abae15c4db33f482
eyYEDvQTTv54J6o53dC3Pipeline: "AI Foundations Funnel"
Lead
Downloaded CRAFT cheat sheet / opted in
Engaged
Attended workshop or clicked course link
Purchased
Enrolled in AI Foundations ($29.99)
Joined Community
Active member in E3 Builders Network
EDGE Program Prospect
Interested in IT certifications & advanced center training
Configured Contact Tags
Email Sequence A: Lead Nurture
Your CRAFT Prompt Cheat Sheet (+ Special Community Invite)
Deliver the 25 copy-and-paste prompts PDF + invite to join free E3 Builders Network community.
The #1 mistake people make with AI (and how to fix it)
Teach one specific CRAFT rule with before-and-after prompt example → soft pitch the $29.99 course.
How a local Marietta owner got back 8 hours this week
Story of a local business using AI for customer communications and SOPs → direct link to course page.
Inside look: What's in the AI Foundations & Toolkit
Breakdown of the 5 modules, the 30-day action plan, and the $29.99 one-time pricing → CTA.
"I'm not techy enough for AI" (Why that's wrong)
Addressing the top objections: tech intimidation, lack of time, fear of generic answers → CTA.
Last call: Let's build your AI workflow together
Final check-in, reminder of the $29.99 weekend promise + reminder to join the free community regardless.
Email Sequence B: Onboarding
Welcome, Builder! Access your AI Foundations & Toolkit
Receipt confirmation + student portal login link + direct link to E3 Builders Network community + social links.
Start here: complete Module 1 this weekend
Encouraging quick momentum: watching the 20-minute AI Mindset module and downloading prompt templates.
Check-in: Post your first AI win in the community
Prompting them to share their favorite prompt response in the #wins community channel.
Your 30-day action plan + next steps at E3 Center
Reviewing their 30-day milestones + introducing EDGE Program certifications at E3 Business & Technology Center in Marietta.
SMS Automation (Only with explicit consent)
- Day 0: Cheat sheet download link sent via SMS.
- Day 3: Course reminder text to unengaged leads.
- Post-Purchase: Buyer welcome text with community invite link.