Stage map + rules
1 · The stages
1a · Nik's 10 drop-off points → stage files
| Drop-off point (F12 brief) | Stage(s) | Workflow |
|---|---|---|
| Opt-in no-show (opted in, never picked a session) | S1B (+ S1 if they stopped mid lead check) | DO-S1B, DO-S1 |
| Registered, didn't attend | S2 | DO-S2 |
| Attended, left early | S3 | DO-S3 |
| Watched, didn't buy | S4 | DO-S4 |
| Checkout started, not paid | S5 | DO-S5 |
| Bought → next step: Fast Track / General | S8 → S9 → S10 | DO-S8, DO-S9, DO-S10 |
| Bought → next step: DIY | S11 | DO-S11 |
| Bought → next step: VIP Roadmap Call | S12 (then S6 if they no-show) | DO-S12 |
| Audit started, not finished | S13 | DO-S13 |
| Gift claimed, no call booked | S14 | DO-S14 |
| Call booked, no-show | S6 | DO-S6 |
| Call taken, didn't buy | S7 | DO-S7 |
S0 (ad click, no opt-in) is retargeting only: no contact exists, so no email, SMS or voice note.
1b · Stage table
| # | Drop-off | Trigger (GHL) | Main fields used | Cadence | Replaces / extends | File |
|---|---|---|---|---|---|---|
| S0 | Ad click, no opt-in | none: no contact exists | none | retargeting only (Meta, 7 days) | new | stages/S0-ad-click-no-optin.md |
| S1 | Lead check started, not finished | tag scaleos-partial (NEW) | first_name, workshop_source | +5 min, +1 h, +24 h, +72 h | CX §A.2 backup (never written) | stages/S1-partial-optin.md |
| S1B | Opted in, never picked a session | tag scaleos-lead + 30 min, no scaleos-registered (NEW) | first_name, icp | +30 min, +2 h, +20 h, morning of event, +72 h | new | stages/S1B-optin-not-registered.md |
| S2 | Registered, didn't show | tag scaleos-noshow | icp, main_offer, main_bottleneck | +10 min, +2 h, +18 h, +48 h | 01-reminders R6/R7, 02-follow-ups §A | stages/S2-registered-noshow.md |
| S3 | Showed, left early | tag scaleos-attended AND no scaleos-audit-done, or so_minutes_watched < offer minute | so_minutes_watched, icp, so_leads_delivered, so_leads_link | +15 min, +3 h, +24 h | CX §B (never written) | stages/S3-left-early.md |
| S4 | Showed + audit, no purchase, no booking | scaleos-attended + scaleos-audit-done, no buyer tag, no appointment after 2 h | icp, main_bottleneck, audit_verdict, so_leads_link | +2 h, D1, D2, D3, D5, D7 | 02-follow-ups §B | stages/S4-attended-no-buy.md |
| S5 | Checkout started, not paid | tag scaleos-checkout-started (NEW), no buyer tag after 20 min | so_checkout_product, main_offer | +20 min, +2 h, +24 h | 07-abandoned-checkout §B/§C | stages/S5-checkout-abandon.md |
| S6 | VIP / Fit Check call no-show | appointment status = no-show (VIP, Fit Check calendars) | appointment fields, reason_for_booking, main_bottleneck | +5 min, +2 h, +24 h, +72 h | 03-fit-check-call §5 | stages/S6-call-noshow.md |
| S7 | Call held, no close | tag scaleos-call-noclose (NEW, closer sets it) | so_call_objection, so_call_plan_link, main_bottleneck | +1 h, D2, D5, D10 | new | stages/S7-call-no-close.md |
| S8 | Bought Launchpad (FT / General), onboarding not submitted | buyer tag AND onboarding_status ≠ submitted after 6 h | sp_tier, ll_cohort, main_offer | +6 h, +24 h, +48 h, +72 h | 04-setter-v0 W4, ONBOARDING §6.1 | stages/S8-bought-no-onboarding.md |
| S9 | Onboarded, missing checkpoints | ll_checkpoints_missed ≥ 1 | ll_day, ll_next_task, ll_csm_name, 90day_win_target | checkpoint +6 h, 2 missed, 3 missed | TRUST-ENGINE nudges | stages/S9-onboarded-not-participating.md |
| S10 | Day 7 done, no ascension | tag ll-day7-noascend (NEW) at Day 7 + 48 h | 90day_win_target, main_bottleneck, ll_gap_report_link | D7+2, D7+4, D7+7, D7+14 | ASCENSION, 02-follow-ups C14 | stages/S10-day7-no-ascension.md |
| S11 | Bought DIY, needs to get set up | tag scaleos-buyer-diy (NEW) | icp, main_offer, diy-activated tag | +10 min, +1 h, D1, D3, D7, D14 | new | stages/S11-bought-diy.md |
| S12 | Bought VIP Roadmap Call, not booked | tag scaleos-vip + 15 min, no VIP appointment | main_bottleneck, main_offer | +15 min, +2 h, +24 h, +48 h, +5 d | new | stages/S12-bought-vip-not-booked.md |
| S13 | Audit started, not finished | tag scaleos-audit-started (NEW) + 15 min, no scaleos-audit-done | icp | +15 min, +2 h, +24 h, +72 h | new (beats the S3 audit branch) | stages/S13-audit-started-not-finished.md |
| S14 | Gift claimed, no call booked | tag scaleos-gift-100 + 30 min, no AI Audit Call appointment, not in S4 | so_leads_link, so_leads_delivered, icp | +30 min, +3 h, D1, D2, D4, D7 | new | stages/S14-gift-claimed-no-call.md |
Every stage file (S1–S14) holds: trigger + tag/field, cadence, every email (subject + body), every SMS, a 30–45 s video script (Avatar III / AI Loom) and a 12–18 s voice-note script.
Global rules (every stage):
- A contact sits in one drop-off workflow at a time. Entering a later stage removes them from the earlier one (GHL action "Remove from workflow"). Order of priority: S8/S9/S10 (customers) beat S1–S7.
- Exit on any reply, any buyer tag, an appointment booked,
dropoff-stop(NEW),dnd, unsubscribe, orpva-stop. - Quiet hours: SMS only 9:00–20:00 in the contact's timezone. First SMS a contact ever gets carries "Reply STOP to opt out".
- Empty field → generic line. Every personalized sentence has a fallback in brackets in the stage file; the workflow's If/Else checks the field before the send (see
GHL-BUILD-SHEET.md§3). - Video: if
pva_video_urlis filled (personal render,sales/pva), use it; otherwise use the stage-level video in custom valueso_vid_sN. Renders are Avatar III in the HeyGen web UI only (skillheygen-avatar3), never by API. - No income claims, no invented proof. Proof lines come only from
brand-assets/proof-pack-2026-10-20/PROOF.md, first names only, worded as the source states, each followed by "(Individual result. Results vary.)". Used: Nav (S14), Joel (S7), Travis (S10), Johannes (S4 D2 / B2), Tracy (S0 ad). Seat language ("a seat opened") only when the seat ledger shows it. No Launchpad pay link after the cart closes on camera (rule from02-follow-ups). - Lead-facing copy calls the Group AI Growth Session a "session". The VIP Roadmap Call and Fit Check are "calls".
- One event date. The next session / workshop date and time live in ONE custom value,
{{custom_values.so_event_date}}(for example "Thursday, 10:00 AM ET / 7:30 PM IST"). Every email, SMS and page reads it; no copy hardcodes a date, weekday or time. The oldso_session_label,so_next_session_label,so_workshop_labelandso_qa_labelare not used in any drop-off copy. The Q&A is "this week's live Q&A" with its link (the Q&A page shows the time). Launchpad Live'sll_lab_labelis a daily time of day, never a date. - Texts are reminders, emails carry value (Jeremy Haynes). Every email teaches or gives something, with one reminder line. SMS stays one or two lines. Registration and booking links may go in SMS; the Zoom join link never does.
- Voice notes. Each stage has one voice note in Nik's cloned voice (skill
nik-voice: script → humanizer → VoiceStudio → MP3), hosted once, URL in custom valueso_vn_sN, attached to the SMS named in the stage file (GHL SMS with MMS audio, or WhatsApp). Stage-level voice notes don't use merge fields, so one recording serves everyone. - No prices for phone tiers. DWY / DFY / Inner Circle / Diamond prices never appear in these messages. Front-end tiers (Fast Track, General, DIY, VIP) are not priced in follow-ups either; pages and calls carry the price.
S0 · Ad click, no opt-in
Source: ai-acquisition/14-dropoff-followup/stages/S0-ad-click-no-optin.md
Trigger: none in GHL. The person clicked an ad and left the page without giving an email or phone, so there is no contact to message.
Where it runs: Meta retargeting audience "visited /leads or chat funnel, no Lead event, 7 days" (pixel + CAPI events from 12-scaleos/TRACKING.md). Owner: Karan.
Cadence: days 1–7 after the visit, frequency cap 2 per day.
Fields: none. No personalization is possible until opt-in, so this stage has no email or SMS.
Exit: Lead event fires (they opted in) → they enter W1 / S1.
Retargeting video script (35 s, Avatar III, 9:16, custom value so_vid_s0 holds the final URL)
You were on my page a minute ago and didn't finish. Fair enough. Here's the short version.
Come to one of my live sessions. While you're in the room, my AI builds you a list of a hundred leads that match your ideal client, and you watch it happen. If we can't deliver them, we pay you a hundred dollars.
It takes two minutes to tell me who your ideal client is. Tap the button, answer five questions, and pick a session time.
On-screen text: "100 leads that match your ideal client, built live" · button "Check my fit".
Primary text (ad): You started the lead check and left. It takes 2 minutes. Tell us who you sell to, pick a session time, and watch the AI build your list live.
Proof on screen (optional): the Tracy clip from the proof pack, lower-third "Tracy · real estate · ~$1,200 on ads, 240–250 leads" + "Individual result. Results vary." (~/AI/landing-pages/public/assets/proof/).
Voice note: none. No contact exists at this stage, so there is nothing to send it to.
S1 · Lead check started, not finished
Source: ai-acquisition/14-dropoff-followup/stages/S1-partial-optin.md
Trigger: tag added scaleos-partial (NEW; the Worker writes it when step 1 of the lead check captures name + email/phone and the rest is not submitted within 5 minutes).
Fields: {{contact.first_name}} · {{contact.workshop_source}} (page they came from) · custom values so_terms_link, so_vid_s1, so_vn_s1 · {{custom_values.so_apply_link}} (resume link; append ?e={{contact.email}} so the form pre-fills).
Cadence: +5 min SMS · +1 h email · +24 h SMS + email · +72 h email (last).
Exit: tag scaleos-qualified or scaleos-workshop (they finished), reply, dropoff-stop.
Replaces: nothing. CUSTOMER-EXPERIENCE §A.2 named this backup; no copy existed.
SMS
S1-T1 · +5 min
Hi {{contact.first_name}}, it's Nik's team. Your lead check stopped halfway. Finish it here (2 min): {{custom_values.so_apply_link}} Reply STOP to opt out.
S1-T2 · +24 h
{{contact.first_name}}, still want the 100 leads built live in a session? Three questions left: {{custom_values.so_apply_link}}
S1-E1 · +1 h
Subject: You stopped at question 2
Hi {{contact.first_name}},
You started the lead check and didn't get to the end. Most people stop at the ideal-client question because it feels like it needs a perfect answer. It doesn't. "Gym owners in Texas" is enough for the AI to start building.
Pick up where you left off: {{custom_values.so_apply_link}}
When you finish, you'll see which session fits you and get a seat link.
Nik
S1-E2 · +24 h
Subject: Your seat isn't held yet
{{contact.first_name}},
Quick one. Your lead check is still open, so I can't put you in a session yet. The session is where my AI builds 100 leads that match your ideal client while you watch. If we fail, we pay you $100 (terms: {{custom_values.so_terms_link}}).
Finish here: {{custom_values.so_apply_link}}
Nik
S1-E3 · +72 h (last)
Subject: Closing your lead check
{{contact.first_name}}, I'll close your half-finished lead check in two days so it doesn't sit in our system. If you still want a session, the link works until then: {{custom_values.so_apply_link}}
If now's not the time, no reply needed.
Nik
Video (30 s, stage video so_vid_s1, linked in S1-E2 as "watch the 30-second version")
Hey, it's Nik. You started the lead check and got pulled away, which happens to everyone. Three questions are left. The one that matters most is who your ideal client is, and a rough answer is fine. Once that's in, my AI can build your list live in the session and you'll see every lead. Finish it at the link under this video. Takes two minutes.
Personal variant (if pva_video_url exists): open with "Hey {{contact.first_name}}" and name the page from workshop_source ("you came in from the chat page").
Voice note (15 s, so_vn_s1, sent as an audio SMS / WhatsApp voice note with S1-T2)
Hey, it's Nik. You started the lead check and stopped halfway. Three questions left, and a rough answer on your ideal client is fine. Finish it from the link in my text and pick a session.
S1B · Opted in, never picked a session (opt-in no-show)
Source: ai-acquisition/14-dropoff-followup/stages/S1B-optin-not-registered.md
Trigger: tag added scaleos-lead → wait 30 min → If no tag scaleos-registered (NEW; Lobbies / Zoom registration webhook writes it on the registered event) and no scaleos-partial.
Fields: {{contact.first_name}} · {{contact.icp}} [fallback: "your ideal clients"] · {{contact.workshop_source}} (internal, for the If/Else only) · custom values {{custom_values.so_event_date}} (the ONE event date + time value) · so_zoom_register · so_vid_s1b · so_vn_s1b.
Cadence: +30 min SMS · +2 h email · +20 h SMS + video email · morning of the event SMS (if still not registered) · +72 h email (last).
Exit: tag scaleos-registered, reply, any buyer tag, dropoff-stop.
Rule (Jeremy Haynes): emails carry value plus one reminder line; texts are reminders only. Registration link in SMS is fine, the Zoom join link never goes in SMS.
Replaces: nothing. W1 (12-scaleos BUILD-SHEET) sends the confirmation; this is the chase for people who opted in and stopped before choosing a time.
SMS
S1B-T1 · +30 min
{{contact.first_name}}, you're on the list but haven't picked a session yet. Next one is {{custom_values.so_event_date}}. Grab your spot: {{custom_values.so_zoom_register}}
S1B-T2 · +20 h
{{contact.first_name}}, made you a 40-sec video on what happens in the session. It's in your email. Spot for {{custom_values.so_event_date}}: {{custom_values.so_zoom_register}}
S1B-T3 · morning of the event (send at 9:00 contact time, only if still not registered)
{{contact.first_name}}, the session is today, {{custom_values.so_event_date}}. Two minutes to register: {{custom_values.so_zoom_register}}
S1B-E1 · +2 h · first lesson + reminder
Subject: The first thing my AI checks about your list
Hi {{contact.first_name}},
Before my AI builds anyone a lead list, it checks one thing: can you describe your ideal client in one line? "Dentists in Ohio with two or more locations" works. "Small businesses" doesn't, because the AI ends up pulling everyone.
Write your one line down before the session. If you sell to {{contact.icp}}, you're most of the way there already.
In the session the AI builds 100 leads that match that line while you watch, and I show you how to reach them. You haven't picked a time yet, so here's the next one: {{custom_values.so_event_date}}. Register: {{custom_values.so_zoom_register}}
Nik
S1B-E2 · +20 h · video
Subject: 40 seconds on what you'll walk away with
{{contact.first_name}},
I recorded a short video on what happens in the session and what you leave with: {{custom_values.so_vid_s1b}}
Short version: you tell the AI who you sell to, it builds the list live, and I show you the first message to send. If we can't deliver the 100 leads, we pay you $100 (terms: {{custom_values.so_terms_link}}).
Next session: {{custom_values.so_event_date}}. Register: {{custom_values.so_zoom_register}}
Nik
S1B-E3 · +72 h (last)
Subject: Should I take you off the session list?
{{contact.first_name}}, you opted in a few days ago and haven't picked a session. If now isn't the time, ignore this and I'll stop. If you still want your list built, the next one is {{custom_values.so_event_date}}: {{custom_values.so_zoom_register}}
Nik
Video (40 s, stage video so_vid_s1b; personal render only if lead_score ≥ [THRESHOLD])
Hey, it's Nik. You signed up and didn't pick a session yet, so here's what you'd see.
You tell my AI who your ideal client is. While you're in the room, it builds a list of a hundred people who match, and you watch every one come in. Then I show you the first message to send them and how the calls get booked.
If we can't deliver the hundred, we pay you a hundred dollars. The next session's date is on the page under this video. Register, bring your one-line description of your ideal client, and I'll see you there.
Voice note (18 s, so_vn_s1b, sent as an audio SMS / WhatsApp voice note with S1B-T2)
Hey, it's Nik. Quick one. You signed up but didn't grab a session time. The next one's in the text I just sent. Come with one line on who your ideal client is, and the AI builds your list live while you watch. See you there.
S2 · Registered, didn't show to the session (or workshop)
Source: ai-acquisition/14-dropoff-followup/stages/S2-registered-noshow.md
Trigger: tag added scaleos-noshow (ops or the Zoom attendance script after the session, 12-scaleos/ghl/BUILD-SHEET.md §5).
Fields: {{contact.first_name}} · {{contact.icp}} [fallback: "your ideal clients"] · {{contact.ai_concierge__main_offer}} [fallback: "your offer"] · {{contact.ai_concierge__main_bottleneck}} [fallback: drop the sentence] · {{contact.lobby_last_session}} · custom values so_event_date (the ONE event date + time value), so_zoom_register, so_workshop_register, so_vid_s2, so_vn_s2.
Cadence: +10 min SMS · +2 h email (one-time recycle) · +18 h SMS + video email · +48 h email (workshop route). Then 90-day nurture.
Exit: registers for the next session (tag scaleos-recycled + Zoom registration), reply, dropoff-stop, any buyer tag.
Replaces: 01-reminders R6/R7 and 02-follow-ups §A1–A3 for contacts whose icp field is filled. Contacts with an empty icp stay on the generic §A copy.
Extra: lead_score ≥ [THRESHOLD] → AI voice call task at +2 h (no human setters on raw leads, per no-setters-ai-speed-to-lead).
SMS
S2-T1 · +10 min
{{contact.first_name}}, we missed you in the session. The next one is {{custom_values.so_event_date}}. Grab a spot: {{custom_values.so_zoom_register}}
S2-T2 · +18 h
{{contact.first_name}}, made you a 40-sec video about your {{contact.icp}} list and why the next session matters for it: {{custom_values.so_vid_s2}}
S2-T3 · +48 h (optional, only if no email open)
Last one from me on this, {{contact.first_name}}. Next session: {{custom_values.so_event_date}}. Register: {{custom_values.so_zoom_register}}
S2-E1 · +2 h · one-time recycle
Subject: Your {{contact.icp}} list is still waiting
Hi {{contact.first_name}},
You signed up for the session and couldn't make it. Your answers are still saved, so the AI already knows you sell {{contact.ai_concierge__main_offer}} to {{contact.icp}}.
We don't send a replay. The leads are built live while you're in the room, so the only way to get them is to come to a session. The next one is {{custom_values.so_event_date}}.
Register: {{custom_values.so_zoom_register}}
Nik
S2-E2 · +18 h · video
Subject: 40 seconds on {{contact.ai_concierge__main_bottleneck}}
{{contact.first_name}},
In your answers you said the hard part right now is {{contact.ai_concierge__main_bottleneck}}. I recorded a short video on what we'd do about that in the session: {{custom_values.so_vid_s2}}
Next session: {{custom_values.so_event_date}}. Register: {{custom_values.so_zoom_register}}
Nik
S2-E3 · +48 h · workshop route
Subject: A longer option, if the session time doesn't work
{{contact.first_name}},
If the session times keep clashing with your day, the workshop covers the same system in more depth. Register here: {{custom_values.so_workshop_register}}
Either one gets you the lead list built live. Pick whichever fits.
Nik
Video (40 s, Avatar III; personal render to pva_video_url when lead_score is high, else so_vid_s2)
Hey {{first_name}}, it's Nik. You registered for the session and didn't make it, and that's fine. I looked at your answers. You sell {{main_offer}} to {{icp}}, and you told us the hard part is {{main_bottleneck}}.
In the next session my AI builds a list of a hundred people who match that ideal client, live, while you watch. Then I show you how we'd reach them. You leave with the list either way.
The next date and the link are right under this video.
Generic version for so_vid_s2 (no fields): drop the second paragraph's personal details and say "I looked at what you told us about your business."
Voice note (18 s, so_vn_s2, sent as an audio SMS / WhatsApp voice note with S2-T2)
Hey, it's Nik. Missed you in the session. No stress. Your answers are saved, so the AI already knows who you sell to. The next session's in my text. Come and watch your list get built live.
S3 · Showed, left early (before the offer or before finishing the audit)
Source: ai-acquisition/14-dropoff-followup/stages/S3-left-early.md
Trigger: tag added scaleos-attended AND (no scaleos-audit-done after 15 min OR so_minutes_watched < [OFFER_MINUTE, about 40 in the 55-min run]).
Fields: {{contact.first_name}} · {{contact.so_minutes_watched}} (NEW) · {{contact.so_leads_delivered}} (NEW: 0 / 10 / 100) · {{contact.so_leads_link}} (NEW) · {{contact.icp}} [fallback: "your ideal client"] · custom values so_audit_link, so_event_date, so_zoom_register, so_qa_link, so_vid_s3, so_vn_s3.
Branch: If so_leads_delivered = 0 → audit branch (they never did the audit). Else → leads branch (they have 10 or 100 and left before the offer).
Cadence: +15 min SMS · +3 h email · +24 h SMS + email (Q&A invite).
Exit: audit done, buyer tag, booked call, reply, dropoff-stop.
Replaces: nothing; CUSTOMER-EXPERIENCE §B named the "you left at minute N" text but it was never written.
SMS
S3-T1 · +15 min · audit branch
{{contact.first_name}}, you left before the 2-min audit, so your leads aren't built yet. Do it here: {{custom_values.so_audit_link}}
S3-T1 · +15 min · leads branch
{{contact.first_name}}, you left at minute {{contact.so_minutes_watched}}. Your {{contact.so_leads_delivered}} leads are saved here: {{contact.so_leads_link}}
S3-T2 · +24 h
{{contact.first_name}}, the live Q&A is open this week. Bring your {{contact.icp}} list and ask me anything about it: {{custom_values.so_qa_link}}
S3-E1 · +3 h
Subject: You left at minute {{contact.so_minutes_watched}}
(Empty-field check: if so_minutes_watched is empty use "You left the session early".)
Hi {{contact.first_name}},
You dropped off the session at minute {{contact.so_minutes_watched}}. Here's what happened after you left:
1. Everyone who finished the audit got their lead list. Yours: {{contact.so_leads_link}} [audit branch: "Yours isn't built yet because the audit wasn't done. Two minutes: {{custom_values.so_audit_link}}"]
2. I showed how we turn that list into booked calls inside 7 days.
3. I opened a few Launchpad seats for the people in the room.
The cart for that session is closed. If you want to see the second half, come to the next session, {{custom_values.so_event_date}}: {{custom_values.so_zoom_register}}
Nik
S3-E2 · +24 h
Subject: Questions about your list?
{{contact.first_name}},
This week's live Q&A is open. If you looked at your {{contact.icp}} leads and wondered what to send them first, that's the right place to ask. The time is on the Q&A page.
Join: {{custom_values.so_qa_link}}
Nik
Video (35 s, stage video so_vid_s3; personal render optional)
Hey {{first_name}}, Nik here. You left the session around minute {{minutes_watched}}, which is right before the part that matters most. Up to then you saw the list being built. After that I showed what to do with it: how you reach those people, what you say, and how the calls get booked.
Your leads are on the page under this video. If you want the second half, the next session's link is there too, and this week's live Q&A is open if you'd rather just ask me directly.
Voice note (15 s, so_vn_s3, sent as an audio SMS / WhatsApp voice note with S3-T2)
Hey, it's Nik. You dropped off before the part where I show what to do with your list. Your leads are saved on your page. If you've got questions, bring them to the live Q&A this week. Link's in my text.
S4 · Showed + did the audit, didn't buy, didn't book
Source: ai-acquisition/14-dropoff-followup/stages/S4-attended-no-buy.md
Trigger: tags scaleos-attended + scaleos-audit-done, no scaleos-buyer-*, no appointment on the VIP / Fit Check calendars 2 h after the session.
Fields: {{contact.first_name}} · {{contact.icp}} · {{contact.ai_concierge__main_bottleneck}} [fallback: "getting booked calls consistently"] · {{contact.audit_verdict}} (one-line audit summary) · {{contact.business_name}} [fallback: "your business"] · {{contact.so_leads_link}} · custom values so_qa_link, so_vip_link, so_fitcheck_free_link, so_community_link, so_case_study_link, so_event_date, so_zoom_register, so_vid_s4, so_vn_s4.
Cadence: +2 h · D1 · D2 · D3 · D5 · D7 (same slots as 02-follow-ups §B; this file adds the personal lines and the D1 video).
Exit: buyer tag, VIP or Fit Check booked, community joined, reply, dropoff-stop.
Rule: the Launchpad cart closed on camera. No Launchpad pay link in this sequence. Paid doors after the session: the VIP Roadmap Call and the community only.
Extra: lead_score ≥ [THRESHOLD] → task for AI voice call at D1 using 04-setter-v0 prompt.
S4-E0 · +2 h · recap + leads
Subject: Your audit + your leads, {{contact.first_name}}
Hi {{contact.first_name}},
Thanks for staying for the session. Two things from today:
Your leads: {{contact.so_leads_link}}
Your audit, in one line: {{contact.audit_verdict}}
You told us the hard part for {{contact.business_name}} is {{contact.ai_concierge__main_bottleneck}}. That's the first thing we'd fix in week one of the Launchpad.
If questions came up after the session, bring them to this week's live Q&A: {{custom_values.so_qa_link}}
Nik
S4-E1 · D1 · video
Subject: I looked at your audit
{{contact.first_name}},
I went through your audit after the session and recorded a short video on what I'd do first with your {{contact.icp}} list: {{custom_values.so_vid_s4}} [personal: {{contact.pva_link}}]
If you'd rather ask me directly, the live Q&A link is here: {{custom_values.so_qa_link}}
Nik
S4-E2 · D3 · VIP Roadmap Call
Subject: Want me to map it out with you?
{{contact.first_name}},
If you'd rather sort this out one to one, book a VIP Roadmap Call. We go through your audit, your numbers and {{contact.ai_concierge__main_bottleneck}}, and you leave with a written plan. If we're not a fit, you get your money back, and if you join the Launchpad it counts toward it.
Book: {{custom_values.so_vip_link}}
Nik
S4-E3 · D7 · last
Subject: Closing the loop
{{contact.first_name}}, this is my last follow-up from the session. Your leads stay on your page ({{contact.so_leads_link}}). If you want to keep going, there are three ways in:
Next session ({{custom_values.so_event_date}}): {{custom_values.so_zoom_register}}
VIP Roadmap Call: {{custom_values.so_vip_link}}
Community: {{custom_values.so_community_link}}
Nik
D2 (case study) and D5 (community) stay as written in 12-scaleos/copy/02-follow-ups.md B2 and B4; add {{contact.icp}} to the first line of each. Fill the B2 proof slot with this line from the proof pack (brand-assets/proof-pack-2026-10-20/PROOF.md): "Johannes runs a coaching business. With the system in place he now gets clients and appointments every day. (Individual result. Results vary.)"
SMS
S4-T1 · +2 h
{{contact.first_name}}, your leads + audit from today: {{contact.so_leads_link}}
S4-T2 · D1
{{contact.first_name}}, recorded you a 40-sec video on what I'd do first with your {{contact.icp}} list: {{custom_values.so_vid_s4}}
S4-T3 · D3
{{contact.first_name}}, want a plan for {{contact.ai_concierge__main_bottleneck}}? VIP Roadmap Call, money back if we're not a fit: {{custom_values.so_vip_link}}
Video (45 s, personal render recommended for lead_score ≥ [THRESHOLD]; else so_vid_s4)
Hey {{first_name}}, it's Nik. I went through your audit after the session. You're selling to {{icp}}, and the thing slowing you down is {{main_bottleneck}}.
If I were running {{business_name}} this week, I'd start with the list you got today. Pick the twenty that fit best, send them the message we showed in the session, and track who replies. That alone tells you whether the offer lands with them.
If you want help with the rest, come to this week's live Q&A, or book a VIP Roadmap Call and we'll map it out together. Links are below.
The 20-lead advice uses only what the session teaches; no result is promised.
Voice note (18 s, so_vn_s4, sent as an audio SMS / WhatsApp voice note with S4-T2)
Hey, it's Nik. Thanks for staying for the session. I looked at your audit and sent you a short video on what I'd do first with your list. If you want the plan mapped out with you, the roadmap call link is in my texts.
S5 · Checkout started, not paid
Source: ai-acquisition/14-dropoff-followup/stages/S5-checkout-abandon.md
Trigger: tag added scaleos-checkout-started (NEW; the Worker sets it on the checkout_started event and writes so_checkout_product), then wait 20 min, then If no scaleos-buyer-* / scaleos-vip.
Fields: {{contact.first_name}} · {{contact.so_checkout_product}} (NEW: Launchpad Fast Track · Launchpad General · VIP Roadmap Call) · {{contact.ai_concierge__main_offer}} [fallback: "your offer"] · custom values so_support_email, so_vip_link, so_qa_link, so_vid_s5, so_vn_s5.
Branch A, Launchpad, cart still open (inside the session window): one SMS at +20 min only. The order page link is [LAUNCHPAD_ORDER_LINK] (in-session only, as 07-abandoned-checkout §B).
Branch A2, Launchpad, cart closed: no pay link. Offer the VIP Roadmap Call and the Q&A.
Branch B, VIP Roadmap Call: +20 min SMS · +2 h email · +24 h email.
Exit: buyer tag / scaleos-vip, reply, dropoff-stop.
Replaces: 07-abandoned-checkout §B and §C for contacts with so_checkout_product filled.
SMS
S5-T1 · +20 min · Launchpad, cart open
{{contact.first_name}}, your {{contact.so_checkout_product}} order didn't go through. Card issue? Finish here before the cart closes: [LAUNCHPAD_ORDER_LINK]
S5-T1 · +20 min · VIP
{{contact.first_name}}, your VIP Roadmap Call booking stopped at payment. Grab the slot here: {{custom_values.so_vip_link}}
S5-T2 · +2 h · Launchpad, cart closed
{{contact.first_name}}, the cart from the session closed before your order went through. Reply here and I'll tell you what's still open.
S5-E1 · +2 h · Launchpad, cart closed
Subject: Your order didn't go through
Hi {{contact.first_name}},
You started the {{contact.so_checkout_product}} checkout in the session and it didn't complete. Sometimes that's a card limit, sometimes it's a second thought. Either is fine.
The cart from that session is closed. Two options from here:
If it was the card or a question about the details, reply to this email and my team will help.
If you want to talk it through first, book a VIP Roadmap Call: {{custom_values.so_vip_link}}. It counts toward the Launchpad if you join.
Nik
S5-E2 · +2 h · VIP
Subject: Your call slot is still open
{{contact.first_name}},
Your VIP Roadmap Call booking stopped at the payment step. The slot isn't held until it's paid, so here's the link again: {{custom_values.so_vip_link}}
On the call we go through how you sell {{contact.ai_concierge__main_offer}} today and build a written plan. Not a fit? Your money comes back.
Nik
S5-E3 · +24 h · both (last)
Subject: Anything I can answer?
{{contact.first_name}}, you got close yesterday and stopped. If something in the offer wasn't clear, ask me at this week's live Q&A ({{custom_values.so_qa_link}}) or reply here.
Nik
Video (30 s, so_vid_s5, used only in S5-E1)
Hey, it's Nik. You started your order and it didn't go through. If it was a card problem, reply to the email and my team will sort it today. If you paused because you had a question, that's normal. Book a VIP Roadmap Call and we'll go through your business together before you decide. The link's under this video.
Voice note (15 s, so_vn_s5, sent as an audio SMS / WhatsApp voice note with S5-T2 (cart closed) or S5-T1 (VIP))
Hey, it's Nik. Looks like your order didn't go through. If it was the card, reply to my text and my team will sort it today. If you had a question, just ask. Happy to help.
S6 · Booked the VIP Roadmap Call or Fit Check, didn't show
Source: ai-acquisition/14-dropoff-followup/stages/S6-call-noshow.md
Trigger: appointment status changed to "no-show" on the VIP Roadmap calendar or the Fit Check calendar (GHL trigger "Appointment Status", filter by calendar). Tag scaleos-vip-noshow (NEW, optional, for reporting).
Fields: {{contact.first_name}} · {{appointment.start_time}} / {{appointment.title}} (GHL appointment merge fields) · {{contact.ai_concierge__reason_for_booking}} [fallback: drop the sentence] · {{contact.ai_concierge__main_bottleneck}} [fallback: "what you told us on the form"] · custom value {{custom_values.so_reschedule_link}} (NEW) · so_support_email · so_vid_s6 · so_vn_s6.
Cadence: +5 min SMS · +2 h email + video · +24 h SMS · +72 h email (last). Max 2 reschedules, then the contact moves to S4 nurture.
Exit: new appointment booked, reply, dropoff-stop.
Paid VIP no-show: the fee stays credited; refunds follow 03-fit-check-call §6 and are handled by a human in Stripe/Whop, never in GHL.
SMS
S6-T1 · +5 min
{{contact.first_name}}, we're on the call and don't see you. Running late? Reply and we'll wait 5 min, or rebook: {{custom_values.so_reschedule_link}}
S6-T2 · +24 h
{{contact.first_name}}, your call is still paid for and not used. Pick a new time: {{custom_values.so_reschedule_link}}
S6-E1 · +2 h
Subject: We missed you today
Hi {{contact.first_name}},
We had your call set for {{appointment.start_time}} and didn't see you. Things come up.
When you booked, you wrote: "{{contact.ai_concierge__reason_for_booking}}". I still want to help with that, and I recorded a short video on how we'd use the call: {{custom_values.so_vid_s6}}
Pick a new time here: {{custom_values.so_reschedule_link}}
Nik
S6-E2 · +72 h (last)
Subject: Should I release your slot?
{{contact.first_name}},
Your call hasn't been rebooked. If the timing's off right now, reply "later" and I'll check back next month. If you still want it, the calendar is here: {{custom_values.so_reschedule_link}}
Nik
Video (35 s, so_vid_s6; personal render if the call was a paid VIP)
Hi {{first_name}}, it's Nik. We had your call booked and missed each other. When you booked you said you wanted help with {{main_bottleneck}}. On the call we'd look at your numbers, find the one thing holding the rest back, and write the plan down so you keep it whatever you decide. Your call is still there for you. Pick a new time with the link under this video.
Voice note (15 s, so_vn_s6, sent as an audio SMS / WhatsApp voice note with S6-T2)
Hey, it's Nik. We missed each other on the call. All good, things come up. Your call is still there for you. Grab a new time from the link in my text.
S7 · Call held, no close
Source: ai-acquisition/14-dropoff-followup/stages/S7-call-no-close.md
Trigger: tag added scaleos-call-noclose (NEW; the closer sets it after the call with so_call_objection and a short note in reason_for_your_decision).
Fields: {{contact.first_name}} · {{contact.so_call_objection}} (NEW dropdown: money, timing, partner, trust, fit, other) · {{contact.reason_for_your_decision}} (closer's note, internal only, never merged into lead-facing copy) · {{contact.ai_concierge__main_bottleneck}} · {{contact.icp}} · {{contact.so_call_plan_link}} (NEW, closer pastes the plan URL) · custom values so_case_study_link, so_video_proof_link, so_qa_link, so_community_link, so_financing_link (NEW), so_event_date, so_zoom_register, so_vid_s7, so_vn_s7.
Branch: If/Else on so_call_objection picks E2. fit → no sales follow-up; send S7-E1 only, then the 90-day nurture.
Cadence: +1 h · D2 · D5 · D10 (last).
Exit: buyer tag, reply, dropoff-stop. Any reply goes to the closer (Sales Desk), not back into automation.
Rule: no pay link unless the closer re-opens an offer by hand. Seat language only from the seat ledger.
S7-E1 · +1 h · recap (all branches)
Subject: Your plan from today's call
Hi {{contact.first_name}},
Thanks for the time today. Here's the short version of what we found: the main thing holding you back is {{contact.ai_concierge__main_bottleneck}}, and your ideal client is {{contact.icp}}.
The written plan from the call: {{contact.so_call_plan_link}}. It's yours whether we work together or not.
Nik
S7-E2 · D2 · by objection
money
Subject: The numbers, laid out
{{contact.first_name}}, on the call cost was the sticking point. That's a fair thing to weigh. There's a split-pay option and financing through our partners; the details are here: {{custom_values.so_financing_link}}. If it still doesn't fit this month, the community is a lower-cost way to keep building: {{custom_values.so_community_link}}
Nik
timing
Subject: When would be better?
{{contact.first_name}}, you said the timing is off. When would it be right? Reply with a month and I'll check in then. Until then, the weekly Q&A is open to you: {{custom_values.so_qa_link}}
Nik
partner
Subject: Something to show your partner
{{contact.first_name}}, you wanted to talk it over with your partner first. Here's a 5-minute case study you can send them: {{custom_values.so_case_study_link}}. Happy to do a short call with both of you if that helps.
Nik
trust
Subject: See it for yourself
{{contact.first_name}}, you wanted proof before deciding, which I'd want too. Here are clients talking about it in their own words: {{custom_values.so_video_proof_link}}. You can also join this week's live Q&A and ask me anything: {{custom_values.so_qa_link}}
Nik
S7-E3 · D5 · proof
Subject: One client, start to finish
{{contact.first_name}}, Joel runs a service business. Working with my team, he went from $10K to $40K a month. (Individual result. Results vary.) More stories like his: {{custom_values.so_case_study_link}}
Nik
S7-E4 · D10 · last
Subject: Leaving the door open
{{contact.first_name}}, last note from me. If anything changes, reply to this email and it comes straight to my team. The next session is {{custom_values.so_event_date}} if you want another look: {{custom_values.so_zoom_register}}
Nik
SMS
S7-T1 · +1 h
{{contact.first_name}}, thanks for today. Your written plan is in your inbox. Questions? Just reply here.
S7-T2 · D5
{{contact.first_name}}, sent you a client story that's close to your situation. Worth 5 min: {{custom_values.so_case_study_link}}
S7-T3 · D10
{{contact.first_name}}, I'll stop following up after this. If you want to revisit, reply anytime.
Video (40 s, personal render recommended; fallback so_vid_s7)
Hey {{first_name}}, it's Nik. Thanks for the call. I've been thinking about what you said about {{main_bottleneck}}. Whatever you decide, start with the first step in the plan we wrote together. It doesn't need us.
If you want us to build the rest with you, I'm here. And if something on the call didn't sit right, tell me. Reply to the email and it comes straight to me.
Voice note (18 s, so_vn_s7, sent as an audio SMS / WhatsApp voice note with S7-T1)
Hey, it's Nik. Thanks for the call today. Your written plan is in your inbox, and it's yours whatever you decide. If anything didn't sit right, reply to my text and it comes straight to me.
S8 · Bought the Launchpad, onboarding form not submitted
Source: ai-acquisition/14-dropoff-followup/stages/S8-bought-no-onboarding.md
Trigger: tag scaleos-buyer-ft or scaleos-buyer-general added → wait 6 h → If {{contact.ai_concierge__onboarding_status}} is not "submitted".
Fields: {{contact.first_name}} · {{contact.sp_tier}} (NEW: General / Fast Track) · {{contact.ll_cohort}} (NEW) · {{contact.ai_concierge__main_offer}} [fallback: "your offer"] · {{contact.icp}} · custom values so_onboarding_link, ll_support_link, so_vid_s8, so_vn_s8.
Cadence: +6 h SMS · +24 h email + video · +48 h SMS · +72 h CSM call task (human).
Exit: ai_concierge__onboarding_status = submitted → add tag ll-onboarded; reply; refund requested (human handles).
Extends: 13-launchpad-live/ONBOARDING.md §6.1 (welcome) and 04-setter-v0 W4. This is the chase sequence after the welcome.
Why it matters: the 7-day refund clock and the 24-hour build start only when onboarding is complete (OFFER_TRUTH refund rule), so every hour here delays their first win.
SMS
S8-T1 · +6 h
{{contact.first_name}}, welcome in. One step before we can build: your onboarding form (25 min, save and come back anytime): {{custom_values.so_onboarding_link}}
S8-T2 · +48 h
{{contact.first_name}}, your system can't be built until the form is in. Stuck on a question? Type "suggest" and our AI drafts it: {{custom_values.so_onboarding_link}}
S8-E1 · +24 h
Subject: We're ready to build, waiting on one form
Hi {{contact.first_name}},
You're in the {{contact.sp_tier}} Launchpad, cohort {{contact.ll_cohort}}. The team is ready to build your system around {{contact.ai_concierge__main_offer}}, and the AI needs your answers first.
The form takes about 25 minutes. If a question stumps you, type "suggest" and the AI will propose an answer you can edit later.
Start here: {{custom_values.so_onboarding_link}}
Within 24 hours of submitting, your offer page, scripts, follow-up and first leads land in your AIOS.
I recorded 30 seconds on why this form matters: {{custom_values.so_vid_s8}}
Nik
S8-E2 · +72 h (sent with the CSM task)
Subject: Can we do it together?
{{contact.first_name}},
Your form still isn't in, so your build hasn't started. Let's fix that on a short call: someone from my team will fill it in with you in about 20 minutes. Reply with a time that works, or send a screenshot of where you got stuck to our support assistant: {{custom_values.ll_support_link}}
Nik
Video (30 s, so_vid_s8; personal render for Fast Track buyers)
Hey {{first_name}}, welcome to the Launchpad. One thing before we can start: your onboarding form. Everything we build for you reads from it: your offer page, your scripts, your ads, and your first list of {{icp}} leads. Short answers are fine, and if you're stuck, type "suggest". Once it's in, your system lands in your AIOS within a day. The link's below.
Voice note (15 s, so_vn_s8, sent as an audio SMS / WhatsApp voice note with S8-T2)
Hey, it's Nik. Welcome in. We're ready to build your system, we just need your onboarding form. Short answers are fine, and if you get stuck type suggest. Link's in my text.
S9 · Onboarded, not participating (missed checkpoints in Launchpad Live)
Source: ai-acquisition/14-dropoff-followup/stages/S9-onboarded-not-participating.md
Trigger: {{contact.ll_checkpoints_missed}} (NEW number) changes to ≥ 1 (tracker / support bot writes it daily after each checkpoint deadline). Tag ll-onboarded must be present.
Fields: {{contact.first_name}} · {{contact.ll_day}} (NEW) · {{contact.ll_next_task}} (NEW, short task name) · {{contact.ll_checkpoints_missed}} · {{contact.ll_csm_name}} (NEW) · {{contact.90day_win_target}} [fallback: "your first booked calls"] · custom values ll_lab_label (NEW; daily Install Lab time of day, never a date), ll_zoom_join, ll_support_link, so_vid_s9, so_vn_s9.
Cadence (per TRUST-ENGINE "missed-checkpoint nudges"):
- 1 missed → checkpoint +6 h: AI support SMS (S9-T1)
- 2 missed → CSM SMS (S9-T2) + email with video (S9-E1)
- 3 missed or silent 3 days → CSM call task, health = red, no upgrade pitch while red (S9-E2)
Exit: ll_checkpoints_missed back to 0, reply, Day 7 reached.
Extends: 13-launchpad-live/TRUST-ENGINE.md §3 nudges with the personal fields and a video.
SMS
S9-T1 · 1 missed, +6 h (AI support)
{{contact.first_name}}, Day {{contact.ll_day}} is still open: {{contact.ll_next_task}}. Stuck? Send a screenshot: {{custom_values.ll_support_link}} (Launchpad AI support)
S9-T2 · 2 missed (CSM, human)
{{contact.first_name}}, it's {{contact.ll_csm_name}} from Nik's team. You're 2 days behind. Join today's Install Lab at {{custom_values.ll_lab_label}} and we'll catch you up.
S9-T3 · 3 missed (CSM)
{{contact.first_name}}, {{contact.ll_csm_name}} here. I'll call you today to get you back on track. What time works?
S9-E1 · 2 missed
Subject: Let's get you back on Day {{contact.ll_day}}
Hi {{contact.first_name}},
You're two installs behind. That's common in week one and easy to fix.
You told us a win looks like: {{contact.90day_win_target}}. The next install, {{contact.ll_next_task}}, is the step that gets you closer to it.
Today's Install Lab ({{custom_values.ll_lab_label}}) is built for catching up. Bring your screen and we'll do it with you: {{custom_values.ll_zoom_join}}
Nik recorded a short note for you: {{custom_values.so_vid_s9}}
{{contact.ll_csm_name}}, Nik's team
S9-E2 · 3 missed
Subject: A quick call today?
{{contact.first_name}},
I haven't seen you in the sessions for a few days and want to make sure nothing's wrong. I'll call you today. If it's easier, reply with a time.
Your system is built and waiting in your AIOS. We just need to install it together.
{{contact.ll_csm_name}}
Video (35 s, so_vid_s9; Nik, Avatar III)
Hey {{first_name}}, it's Nik. I saw you've missed a couple of days. Usually that means one install took longer than expected. Here's what I'd do: skip ahead to today's Install Lab, bring your screen, and let the team do the hard part with you. You told us a win is {{win_target}}, and today's install is the next step toward it. See you at the lab.
Voice note (15 s, so_vn_s9, sent as an audio SMS / WhatsApp voice note with S9-T2 (2 missed))
Hey, it's Nik. Saw you've fallen a couple of days behind. Totally normal in week one. Jump into today's Install Lab and the team will catch you up with you on screen.
S10 · Finished Day 7, didn't take the next step
Source: ai-acquisition/14-dropoff-followup/stages/S10-day7-no-ascension.md
Trigger: Day 7 + 48 h, tag ll-onboarded, no ascension tag (DWY / DFY / Inner Circle / Diamond) → add ll-day7-noascend (NEW) and start.
Fields: {{contact.first_name}} · {{contact.90day_win_target}} [fallback: "booked calls every week"] · {{contact.ai_concierge__main_bottleneck}} · {{contact.sp_tier}} · {{contact.ll_csm_name}} · {{contact.ll_gap_report_link}} (NEW, AIOS writes it) · custom values so_graduation_link, so_ascension_link (NEW), so_diamond_link (NEW), so_strategy_booking_link, so_case_study_link, so_vid_s10, so_vn_s10.
Health gate: run only if CSM health = green or amber. Red → CSM call, no pitch (TRUST-ENGINE rule).
Cadence: D7+2 · D7+4 · D7+7 · D7+14 (graduation review reminder; aligns with 02-follow-ups C14).
Exit: ascension or Diamond purchase, graduation review booked, reply, dropoff-stop.
Rule: prices for DWY / DFY / Diamond appear only on the linked pages and calls, never in these messages. Diamond is offered only as the downsell in E3.
S10-E1 · D7+2 · gap report follow-up
Subject: Your Gap Report, and what's next
Hi {{contact.first_name}},
You finished the 7 days. Your Gap Report shows what's installed and what's still open: {{contact.ll_gap_report_link}}
You told us the goal is {{contact.90day_win_target}}. The open items on the report are the distance between where you are now and that. You can close them yourself with the playbooks in your AIOS, or have my team build them with you.
If you want to talk through which makes sense, book a strategy call: {{custom_values.so_strategy_booking_link}}
Nik
S10-E2 · D7+4 · proof
Subject: What kept going looks like
{{contact.first_name}}, Travis runs a financial consulting business. Working with my team, he reached the $1M mark from one funnel. (Individual result. Results vary.) Watch: {{custom_values.so_case_study_link}}
Options for working with my team: {{custom_values.so_ascension_link}}
Nik
S10-E3 · D7+7 · downsell
Subject: A lighter way to keep going
{{contact.first_name}},
If done-with-you isn't right for you now, the Diamond membership keeps you in the room: the quarterly event, the Scaling Workshop, and the community. Details: {{custom_values.so_diamond_link}}
Nik
S10-E4 · D7+14 · graduation review
Subject: Time for your graduation review
{{contact.first_name}}, it's been two weeks since Day 7. Let's look at what's working and what isn't on a graduation review: {{custom_values.so_graduation_link}}
{{contact.ll_csm_name}}, Nik's team
SMS
S10-T1 · D7+2
{{contact.first_name}}, congrats on finishing the 7 days. Your Gap Report is in your inbox. Want to go through it together? {{custom_values.so_strategy_booking_link}}
S10-T2 · D7+7
{{contact.first_name}}, sent you one more option for keeping the momentum going. Check your email when you have a minute.
S10-T3 · D7+14
{{contact.first_name}}, your graduation review is due. Book a slot: {{custom_values.so_graduation_link}}
Video (45 s, personal render for every graduate; fallback so_vid_s10)
Hey {{first_name}}, it's Nik. You made it through all seven days, and I wanted to say well done.
I looked at your Gap Report. You've got the system in place, and the open piece is {{main_bottleneck}}. That's the part that takes you to {{win_target}}.
You can keep going on your own with what's in your AIOS, and that works. If you'd rather have my team build the rest with you, book a strategy call and we'll work out what that looks like. The link's below.
Voice note (18 s, so_vn_s10, sent as an audio SMS / WhatsApp voice note with S10-T1)
Hey, it's Nik. You finished all seven days. Well done. Your Gap Report shows what's left to close. If you want to go through it together, book a strategy call from the link in my text.
S11 · Bought DIY → get set up and take the first step
Source: ai-acquisition/14-dropoff-followup/stages/S11-bought-diy.md
Trigger: tag added scaleos-buyer-diy (NEW; purchase workflow writes it when the DIY product is paid).
Fields: {{contact.first_name}} · {{contact.icp}} [fallback: "your ideal clients"] · {{contact.ai_concierge__main_offer}} [fallback: "your offer"] · custom values so_diy_access_link (NEW: DIY login / start page) · so_community_link · so_qa_link · so_event_date · so_zoom_register · so_support_email · so_vid_s11 · so_vn_s11.
Branch: tag diy-activated (NEW; set when they finish step 1 in the DIY area, or by support by hand) splits the D1 and D3 touches into "set up" and "not set up" versions.
Cadence: +10 min SMS · +1 h email · D1 SMS · D3 email · D7 email + video (Launchpad invite) · D14 email (last).
Exit: Launchpad buyer tag (scaleos-buyer-ft / scaleos-buyer-general), reply, refund request (human), dropoff-stop.
Rule: no Launchpad price or pay link in this track. The D7 and D14 touches send people to the next session, where the Launchpad is offered live. DIY includes software + community; confirm the exact contents before switching on (see Needs-you list in STAGES.md).
SMS
S11-T1 · +10 min
{{contact.first_name}}, you're in. Your DIY kit is here: {{custom_values.so_diy_access_link}} Start with step 1.
S11-T2 · D1 · not set up
{{contact.first_name}}, did you get into your DIY kit? Step 1 is here: {{custom_values.so_diy_access_link}} Stuck? Reply here.
S11-T2 · D1 · set up
{{contact.first_name}}, saw you finished step 1. Step 2 is the message to your first 20 leads. Questions? Reply here.
S11-E1 · +1 h · start here
Subject: Start here: your first 3 steps
Hi {{contact.first_name}},
Thanks for grabbing the DIY kit. Here's the order I'd do it in:
1. Write the one line on who you sell to ({{contact.icp}} is a good start) and put it into the kit.
2. Pull your first 20 leads and send them the opening message from the playbook.
3. Join the community and post what you sent. Someone on my team will look at it.
Your login: {{custom_values.so_diy_access_link}}
Community: {{custom_values.so_community_link}}
If anything breaks, reply to this email and it comes to my team.
Nik
S11-E2 · D3 · not set up
Subject: Getting your kit working
{{contact.first_name}},
Your kit is still waiting at step 1. Most people stall on the ideal-client line because they want it perfect. Write a rough one, run 20 leads against it, and change it after you see who replies.
Start here: {{custom_values.so_diy_access_link}}
If you'd rather ask me directly, bring it to the live Q&A: {{custom_values.so_qa_link}}
Nik
S11-E2 · D3 · set up
Subject: What to look for in your first replies
{{contact.first_name}},
You've sent your first messages. When replies come in, sort them three ways: interested, not now, and wrong person. "Wrong person" replies tell you to tighten your ideal-client line. "Not now" goes into a 30-day follow-up.
Post your first replies in the community and we'll help you answer them: {{custom_values.so_community_link}}
Nik
S11-E3 · D7 · Launchpad invite + video
Subject: Want it built with you?
{{contact.first_name}},
A week in with the DIY kit. Some people like building it themselves. Others would rather have my team install the whole system with them in seven days, live, so the leads, the follow-up and the booking all run without them.
I recorded 40 seconds on the difference: {{custom_values.so_vid_s11}}
If that sounds better, come to the next session, {{custom_values.so_event_date}}. I explain the Launchpad at the end: {{custom_values.so_zoom_register}}
Nik
S11-E4 · D14 · last
Subject: Two weeks in
{{contact.first_name}}, two weeks with the kit. Reply with one line on how it's going: how many leads you've messaged and how many replied. I read these, and if something's stuck I'll tell you what I'd change.
Nik
Video (40 s, so_vid_s11)
Hey {{first_name}}, it's Nik. You've had the DIY kit for a week, so you've seen how the pieces fit: the ideal-client line, the list, the first message.
Some people enjoy building that themselves, and that's what the kit is for. Others tell me they'd rather have it done with them. That's the Launchpad. My team installs the whole system with you over seven days, live, and you leave with it running.
If that's you, come to the next session. I explain it at the end, and the link is under this video.
Voice note (15 s, so_vn_s11, sent with S11-T2)
Hey, it's Nik. Just checking you got into your DIY kit. Start with step 1, the one line on who you sell to. Rough is fine. If you get stuck, reply to my text and my team will sort it.
S12 · Bought the VIP Roadmap Call, hasn't booked a time
Source: ai-acquisition/14-dropoff-followup/stages/S12-bought-vip-not-booked.md
Trigger: tag added scaleos-vip → wait 15 min → If no appointment on the VIP Roadmap calendar.
Fields: {{contact.first_name}} · {{contact.ai_concierge__main_bottleneck}} [fallback: "what's holding your sales back"] · {{contact.ai_concierge__main_offer}} [fallback: "your offer"] · custom values so_vip_book_link (NEW: VIP calendar only, no payment step) · so_support_email · so_vid_s12 · so_vn_s12.
Cadence: +15 min SMS · +2 h email · +24 h SMS + voice note · +48 h email + human task · +5 days email (last).
Exit: appointment booked on the VIP Roadmap calendar (then the call reminders in 03-fit-check-call take over; a no-show lands in S6), reply, refund request (human), dropoff-stop.
Override: this workflow must NOT use scaleos-vip as a goal (it is the trigger).
Rule: the call fee is refunded if we're not a fit and credited toward the Launchpad (OFFER_TRUTH vip_fit_check). Refunds are handled by a human in Stripe / Whop, never in GHL.
SMS
S12-T1 · +15 min
{{contact.first_name}}, thanks for booking the VIP Roadmap Call. Pick your time here (it's already paid): {{custom_values.so_vip_book_link}}
S12-T2 · +24 h
{{contact.first_name}}, your VIP call is paid but not on the calendar yet. Takes 30 sec: {{custom_values.so_vip_book_link}}
S12-E1 · +2 h · what to bring
Subject: Pick your call time + what to bring
Hi {{contact.first_name}},
Your VIP Roadmap Call is paid. Pick a time here: {{custom_values.so_vip_book_link}}
To get the most out of it, bring three things:
1. Roughly how many leads and sales calls you get in a normal month.
2. What you sell ({{contact.ai_concierge__main_offer}}) and what it costs.
3. The one thing you'd fix first. You told us it's {{contact.ai_concierge__main_bottleneck}}.
You leave with a written plan. If we're not a fit, your fee comes back, and if you join the Launchpad it counts toward it.
Nik
S12-E2 · +48 h · with human task
Subject: Can we find you a time?
{{contact.first_name}},
Your call still isn't booked. If none of the slots work, reply with two times that suit you and my team will fit you in: {{custom_values.so_vip_book_link}}
I made a 30-second video on how the call runs, in case that helps you decide when: {{custom_values.so_vid_s12}}
Nik
S12-E3 · +5 days · last
Subject: Your call is still waiting
{{contact.first_name}}, your VIP Roadmap Call is paid and unused. Book when you're ready: {{custom_values.so_vip_book_link}}. If you've changed your mind, reply and my team will talk you through your options.
Nik
Video (35 s, so_vid_s12; personal render for every VIP buyer if credits allow)
Hey {{first_name}}, it's Nik. You booked a VIP Roadmap Call and haven't picked a time yet, so here's how it runs.
We look at your numbers, find the one thing holding back the rest, which for you sounds like {{main_bottleneck}}, and write the plan down. You keep the plan whatever you decide.
If we're not a fit, you get your fee back. Pick your time with the link under this video.
Voice note (15 s, so_vn_s12, sent with S12-T2)
Hey, it's Nik. Your roadmap call is paid for, it just isn't on the calendar yet. Grab a time from the link in my text. Bring your numbers and we'll map out the plan together.
Task (S12-E2 step)
Create task, owner: Sales Desk. "VIP paid, not booked: {{contact.first_name}}. Text from a real phone, offer two times."
S13 · Audit started, not finished
Source: ai-acquisition/14-dropoff-followup/stages/S13-audit-started-not-finished.md
Trigger: tag added scaleos-audit-started (NEW; the gift engine writes it when step 1 of the 2-minute audit is saved) → wait 15 min → If no scaleos-audit-done.
Fields: {{contact.first_name}} · {{contact.icp}} [fallback: "your ideal client"] · custom values so_audit_link (resume; append ?e={{contact.email}} so it pre-fills) · so_event_date · so_zoom_register · so_vid_s13 · so_vn_s13.
Cadence: +15 min SMS · +2 h email · +24 h SMS + video email · +72 h email (last).
Priority: S13 beats the S3 audit branch. If the contact also has scaleos-attended, remove them from DO-S3 on entry so they get one audit chase, not two.
Exit: scaleos-audit-done, reply, buyer tag, dropoff-stop.
Rule: the gift needs live attendance plus a finished audit (OFFER_TRUTH gift.eligibility). Copy never promises leads to someone who hasn't attended.
SMS
S13-T1 · +15 min
{{contact.first_name}}, your audit stopped halfway, so your leads can't be built yet. Finish it (under 2 min): {{custom_values.so_audit_link}}
S13-T2 · +24 h
{{contact.first_name}}, your audit is still open. Two questions left: {{custom_values.so_audit_link}}
S13-E1 · +2 h
Subject: Two questions between you and your list
Hi {{contact.first_name}},
You started the audit and didn't finish. Your answers are saved, so you'll pick up where you stopped.
The audit tells my AI which leads to pull for you. Without it, the AI can't build a list that fits {{contact.icp}}, so nothing gets delivered.
Finish here: {{custom_values.so_audit_link}}
Nik
S13-E2 · +24 h · video
Subject: Why the audit matters (40 sec)
{{contact.first_name}},
I recorded a short video on what the audit does and why we can't skip it: {{custom_values.so_vid_s13}}
Your link: {{custom_values.so_audit_link}}
Nik
S13-E3 · +72 h (last)
Subject: Closing your audit
{{contact.first_name}}, your audit is still half done. If you want your list, finish it and come to the next session ({{custom_values.so_event_date}}): {{custom_values.so_audit_link}}. If not, no reply needed and I'll stop here.
Nik
Video (35 s, so_vid_s13)
Hey {{first_name}}, it's Nik. You started the audit and got pulled away. It's two minutes, and it's the part that tells my AI who to look for: what you sell, who buys it, and where they are.
Without it the AI would guess, and you'd get a list of people who'll never buy from you. Finish it with the link under this video and your list gets built for your ideal client.
Voice note (12 s, so_vn_s13, sent with S13-T2)
Hey, it's Nik. Your audit's half done. Two more questions and the AI can build your list. Link's in my text.
S14 · Gift claimed (leads delivered), no call booked
Source: ai-acquisition/14-dropoff-followup/stages/S14-gift-claimed-no-call.md
Trigger: tag added scaleos-gift-100 (existing; the gift engine writes it when all 100 leads + CSV are delivered on /claim-leads) → wait 30 min (the claim page holds a free AI Audit Call spot for 30 min on a server timer) → If no appointment on the AI Audit Call / free Fit Check calendar.
Filter: skip if tag scaleos-attended AND scaleos-audit-done (those people are in DO-S4, which already pushes the call) or any buyer tag.
Fields: {{contact.first_name}} · {{contact.icp}} [fallback: "your ideal clients"] · {{contact.so_leads_link}} · {{contact.so_leads_delivered}} · custom values so_audit_call_link (NEW: free AI Audit Call booking; same calendar as so_fitcheck_free_link unless Nik splits them) · so_case_study_link · so_vid_s14 · so_vn_s14.
Cadence: +30 min SMS · +3 h email · D1 SMS · D2 email + video · D4 email (proof) · D7 email (last).
Exit: appointment booked on the AI Audit Call / Fit Check calendar, reply, buyer tag, dropoff-stop.
Order (Jeremy Haynes sales-call cleanup): this is the warmest list after the session, so the AI voice call task at D1 goes to these contacts before the no-shows in S2.
SMS
S14-T1 · +30 min
{{contact.first_name}}, your {{contact.so_leads_delivered}} leads are ready: {{contact.so_leads_link}} Want help turning them into calls? Free AI Audit Call: {{custom_values.so_audit_call_link}}
S14-T2 · D1
{{contact.first_name}}, have you messaged any of your leads yet? If you want a second pair of eyes on the first message, grab a free audit call: {{custom_values.so_audit_call_link}}
S14-E1 · +3 h · how to use the list
Subject: Your 100 leads: what to do in the first 48 hours
Hi {{contact.first_name}},
Your list is here: {{contact.so_leads_link}}
Here's how I'd use it. Sort it and pick the 20 that look most like your best client. Send each one a short, personal message that mentions something specific about their business. Don't pitch in the first message. Ask one question they can answer in a line.
Track who replies. After 20 messages you'll know whether your offer lands with {{contact.icp}} or whether the message needs work.
If you'd like me to look at your message before you send it, book a free AI Audit Call: {{custom_values.so_audit_call_link}}
Nik
S14-E2 · D2 · video
Subject: I looked at the kind of list you got
{{contact.first_name}},
I recorded a short video on what usually happens after people get their list, and the step most of them skip: {{custom_values.so_vid_s14}}
Free audit call, if you want help with that step: {{custom_values.so_audit_call_link}}
Nik
S14-E3 · D4 · proof
Subject: From a list to a booked deal
{{contact.first_name}},
Nav runs a creative agency. He put $120 into ads and closed a $12,500 deal within a week. (Individual result. Results vary.) On the audit call we look at what happens after the list: the follow-up messages and how the call gets booked.
More client stories: {{custom_values.so_case_study_link}}
Book: {{custom_values.so_audit_call_link}}
Nik
S14-E4 · D7 · last
Subject: Still have your list?
{{contact.first_name}}, your leads are still on your page ({{contact.so_leads_link}}). If you'd like help turning them into booked calls, the free audit call is open: {{custom_values.so_audit_call_link}}. Otherwise this is my last note on it.
Nik
Video (40 s, so_vid_s14; personal render when lead_score ≥ [THRESHOLD])
Hey {{first_name}}, it's Nik. You've got your hundred leads. Here's what usually happens next: people download the list, send everyone the same pitch, get a few replies, and decide leads don't work.
The list is fine. What's missing is the follow-up, meaning the second and third message and a way to book the call without chasing.
That's what we look at on the free audit call. You'll leave knowing what to send your list this week. Book with the link under this video.
Voice note (15 s, so_vn_s14, sent with S14-T2)
Hey, it's Nik. Your leads are in. Before you message them, grab a free audit call and I'll help you with the first message. The link's in my text.
Task (D1)
If lead_score ≥ [THRESHOLD] → create task "AI voice call: S14 gift claimed, no call" (owner: AI agent queue, 04-setter-v0 prompt). No human setters on raw leads.