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Verified Client Project

Rich Off Taxes: 5-Day Live Tax Training Bootcamp

The sales funnel and five connected GoHighLevel workflows behind a paid live bootcamp: checkout recovery, buyer tagging, dated event reminders, failed VIP payment handling and pipeline routing.

$3.77Kwon revenue in less than a month

The Live Tax Training Bootcamp sales page built in GoHighLevel

Overview

Context
A paid five-day live tax training bootcamp sold by Rich Off Taxes (Billionaire Barbie), with two ticket types: General Admission and a monthly VIP.
Industry
Education · Tax business training
Engagement
Funnel and automation build inside the client’s GoHighLevel account
Status
Verified client project

My role

  • Built the sales funnel and the upsell page in GoHighLevel
  • Built the checkout recovery, buyer tagging, reminder, failed-payment and pipeline workflows
  • Wrote the automated SMS and email messages and sent them to the client for approval
  • Built the KPI tracking report the client reviewed

Technical stack

  • GoHighLevel funnels
  • Order forms
  • Workflows
  • Pipelines
  • Tags
  • SMS
  • Email
  • Payments

The client’s problem

Every buyer had to be tagged by ticket and reminded before the event. Every checkout that was started but not paid needed a follow-up, and failed VIP payments had to reach the team. All of it had to run without anyone watching the account all day.

Requirements

  • Follow up every started checkout that is not paid, and stop for people who already bought
  • Tag every buyer by ticket and tell new buyers from repeat buyers
  • Remind buyers the evening before the event and an hour before day 1
  • Give failed VIP payments time to retry, then alert the buyer and the team
  • Keep every deal in the right pipeline stage

Solution architecture

Each lane is one workflow, in the order it runs.

Checkout recovery

  1. Order form: Checkout Started (GA or VIP)
  2. Wait 30 minutes
  3. Buyer check on tags
  4. Not bought: add abandoned tag
  5. Opportunity: Checkout Started
  6. SMS 1
  7. Wait 1 hour
  8. Email: unclaimed seat
  9. Move to Follow-up stage
  10. Wait 1 day
  11. SMS 2: last reminder

Buyer tags

  1. Order form: GA Checkout Purchase
  2. Already a bootcamp buyer?
  3. Repeat: rot-ga + rot-repeat-buyer
  4. New: rot-ga + rot-customer

Event reminders

  1. Bootcamp buyer tag added
  2. Wait until the evening before
  3. SMS: starts tomorrow
  4. Email: starts tomorrow
  5. Wait until day 1
  6. SMS: day 1 starts in 1 hour

Failed VIP payment

  1. Payment received with status Failed
  2. Wait 10 minutes for a retry
  3. Paid after retry?
  4. Not paid: add failed-payment tag
  5. Opportunity: Failed Payment stage
  6. SMS + email to the buyer
  7. Notify all users

Sales pipeline

  1. Opportunity created
  2. 3-month or 1-year offer?
  3. Update opportunity

Implementation details

Checkout recovery with built-in suppression

Two triggers listen for the “Checkout Started” order form submissions on the GA and VIP pages. After 30 minutes, a condition checks the contact’s tags: anyone already tagged as a bootcamp buyer exits immediately. Everyone else is tagged as an abandoned checkout, gets an opportunity in the Checkout Started stage, and receives an SMS, an “unclaimed seat” email an hour later, and a last-reminder SMS a day later.

Buyer tagging for new and repeat customers

A GA purchase runs a single condition: if the contact already has the customer tag, they are tagged as a repeat buyer; otherwise as a new customer. Both get the ticket tag, so the list is ready to segment for the next launch.

Event reminders on fixed dates

Adding the bootcamp buyer tag enrolls the contact in a reminder workflow that waits until a fixed time the evening before the event, sends an SMS and an email that it starts tomorrow, then waits until day 1 and sends a “starts in 1 hour” SMS.

Failed VIP payment with a retry window

A failed payment on the VIP product waits 10 minutes so an automatic retry can succeed. If the buyer still is not marked as paid, they are tagged, moved to the Failed Payment stage, sent an SMS and an email, and every user on the account is notified.

Pipeline routing by offer

Opportunities created at the 3-month or 1-year offer stages are routed by a condition on the trigger and updated accordingly, so the pipeline reflects which offer each deal belongs to.

Interactive reconstruction

A simulation of the same kind of decisions, with synthetic data: checkout recovery, buyer suppression and a retry window for failed payments. It also covers scenarios this project did not need. The real workflow is in the screenshot and video below.

Simulation · synthetic data · nothing is sent

Sales Funnel Automation

Pick a buyer scenario and follow each decision.

  1. 01Visitor
  2. 02Lead
  3. 03Checkout
  4. 04Payment Confirmation
  5. 05Onboarding
  6. 06Follow-Up

Choose a scenario above. Each decision appears with a plain-English explanation of why the workflow does it.

Screenshots and film

Bootcamp automation hub walkthrough · 5:05
  • GoHighLevel opportunity dashboard: 50 opportunities with 39 won and 11 open, $3.87K total value, $3.77K won revenue, a 78% conversion rate, and the funnel from checkout started to paid
    Pipeline dashboard: $3.77K won revenue, 39 of 50 won
  • GoHighLevel master workflow: entry triggers feed one router that branches to VIP buyer, GA buyer, manual enroll, VIP cancellation, attendance, hot lead and warm or cold lead paths
    ROT MASTER | Bootcamp Automation Hub

Select a screenshot to open it at full size.

Testing and quality assurance

  • Every automated message went to the client for review first (“Nothing will be sent until you approve”)
  • Each condition has an explicit exit path, so contacts who do not match stop instead of falling through
  • Failed payments wait 10 minutes before any alert, to avoid messaging buyers whose retry succeeds

The outcome

  • $3.77K won revenue in less than a month: 39 of 50 pipeline opportunities won, a 78% conversion rate (GoHighLevel pipeline dashboard)
  • Five connected workflows built in the client’s account for the launch
  • The reminder workflow was live: its screenshot shows 19 contacts waiting at the day-1 reminder step
  • The client approved the automated messages (“These are perfect.”, then “YES” to go live)
  • The client approved the upsell page (“LOVE IT!”) and the KPI tracking report (“Great work”)

Evidence

  • Pipeline dashboard

    The client’s GoHighLevel opportunity report: 50 opportunities, 39 won, 11 open, $3.87K total value and $3.77K won revenue (date filters blurred).

  • Workflow screenshot

    The ROT MASTER Bootcamp Automation Hub in the client’s GoHighLevel workflow builder, shown below.

  • Client replies

    The client’s own WhatsApp replies, cropped to her messages only.

  • Live funnel

    The bootcamp sales page at livetaxtrainingbootcamp.com.

  • Walkthrough video

    A 5:05 walkthrough of the hub inside the client’s account, in my own voice.

Lessons learned

  • Put the buyer check before the first message, so buyers never receive a recovery text.
  • For sequences that run over a day, check again before each later message (or use a goal event). The interactive reconstruction on this page shows this pattern.
  • Give payment processors a short retry window before telling a buyer their payment failed.

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