Email Sequence Library — Lasting Legacy Pro
⚖ Lasting Legacy Pro
✉️ Email Sequence Library
The full lead journey
Lead opts in → registered → attends or skips → consultation → close → intake handoff
— I —
Pre-Webinar
4 emails · WebinarKit
— II —
Attended
3 emails · GHL WF3
— II.b —
No-Show
3 emails · GHL WF4
— III —
Consultation Booked
3 emails · GHL WF5
— IV —
Post-Close
1 email · Hand off to intake

Sequence I — Pre-Webinar Cadence

Fires the moment someone registers — whether they came through the Facebook Lead Form or the /webinar page on the site. WebinarKit handles all four touches automatically. Goal: keep registration commitment warm and reduce no-show rate to under 50%.

System: WebinarKit Trigger: Registration confirmed Source-agnostic: Same emails for FB Lead Form and /webinar page
WebinarKit tag constraints: Only seven tags are available — {{ title }}, {{ date }}, {{ link }}, {{ replay_link }}, {{ email }}, {{ first_name }}, {{ last_name }}. The {{ date }} tag outputs date AND time as a single combined string — there is no way to isolate the time, day name, or date alone. For join links, use a button block with {{ link }} in the URL field rather than typing it as markdown — the editor URL-encodes the curly braces when wrapped in markdown link syntax.

Design principle: Every email in Sequence I carries the join link. If a registrant misses one email (spam, deleted, missed notification), any other email in the sequence still gets them into the masterclass. The link belongs in the confirmation as the primary anchor; reminders carry it as redundancy.

Sequence II — Post-Webinar Attended

For people who attended the live masterclass and didn't book a consultation during the session. They saw the framework — now drive them to the consultation page. Goal: 30–40% of attendees book within 72 hours.

System: GHL Workflow 3 Trigger: WebinarKit "attended" webhook fires Exit: Consultation booked → enter Sequence III

After Sequence II — Where do they go?

  • Booked consultation → exit Workflow 3 → enter Sequence III (Workflow 5)
  • No response after Day +3 → exit Workflow 3 → enter long-term nurture (Workflow 6, Phase 2)
  • Replied with a question → manual handling, tag Engaged-Question for personal follow-up

Sequence II.b — Post-Webinar No-Show

For people who registered but didn't attend the live session. Recover them by offering both paths — the next live session OR a direct consultation. Don't shame, don't push. Acknowledge that life happens. Goal: 15–25% of no-shows rebook for the next session or book a consult directly.

System: GHL Workflow 4 Trigger: WebinarKit "no-show" webhook fires Exit: Re-registration OR consultation booked

After Sequence II.b — Where do they go?

  • Re-registered for another session → exit Workflow 4 → re-enter Sequence I
  • Booked consultation → exit Workflow 4 → enter Sequence III
  • No response after Day +3 → exit Workflow 4 → enter long-term nurture (Workflow 6, Phase 2)

Sequence III — Consultation Booked

From booking to call. The job here is to keep the appointment warm and reduce no-show rate. Set expectations, lower anxiety, give one small assignment. Goal: 90%+ show-up rate on booked consultations.

System: GHL Workflow 5 Trigger: Calendar booking confirmed Exit: Call takes place → discovery call script handoff

Optional: SMS layer for consultation reminders

  • T-24h SMS: "Hi {{ first_name }}, Daniel here. Just confirming our call tomorrow at {{ appt_time }}. Reply Y to confirm or text any time to reschedule."
  • T-2h SMS: "Hi {{ first_name }} — calling you in 2 hours at {{ appt_time }}. Talk soon."
  • SMS dramatically reduces no-shows when paired with email. Recommended for consultation stage especially.

Sequence IV — Post-Close Handoff

The endpoint of this funnel and the start of fulfillment. Payment is collected, package is selected, and the client is about to enter intake. This email confirms the purchase, prevents buyer's remorse, and sets clear expectations for what happens in the next 5–7 business days.

System: GHL Workflow 7 (new) Trigger: Payment received + package selected Exit: Intake form sent → fulfillment begins

Handoff: This is where intake takes over

  • This email is the terminal point of the marketing funnel. Everything after this is fulfillment.
  • The intake form referenced in step 1 is sent the next business day — that workflow lives separately under the fulfillment side of the operation.
  • Tag the contact Status-Active-Client at this stage to prevent any marketing emails from reaching them while in production.
  • Update the GHL pipeline to "Intake — Awaiting Form" status.
  • Update Profit First allocation in Relay (47% owner comp / 25% taxes / 20% marketing flywheel / 5% profit / 3% savings) when payment hits the operating account.

Reference — Merge Tags & Deployment Notes

All the dynamic fields used across the 14 emails, plus deployment notes for plugging this into WebinarKit and GoHighLevel. Use this section as the single source of truth when configuring email templates in either system.

Merge Tag Glossary — WebinarKit (Sequence I only)

These are WebinarKit's seven native tags. No custom fields, no aliases. Use these exact strings in the pre-webinar emails.
{{ first_name }} Registrant's first name
{{ last_name }} Registrant's last name
{{ email }} Registrant's email address
{{ title }} Event title from WebinarKit settings
{{ date }} Combined date AND time (single string)
{{ link }} Registrant's unique join link
{{ replay_link }} Registrant's unique replay link (if replay enabled)
GHL uses Handlebars-style merge fields. The tags below are placeholders — translate to your actual GHL custom field names (e.g. {{contact.first_name}}) when configuring the workflows.
{{ first_name }} Contact's first name
{{ appt_date }} Consultation appointment date
{{ appt_time }} Consultation appointment time
{{ phone }} Contact's phone (for the consult)
{{ package_name }} Selected package (e.g. "Living Trust — Premium")
{{ amount }} Total paid (no dollar sign — added in template)

Deployment Map — Which system handles what

  • Sequence I (Pre-Webinar): All four emails configured in WebinarKit → Email Templates section. Triggered automatically on registration. Constrained to the seven native tags above.
  • Sequence II (Attended): All three emails in GHL Workflow 3. Trigger: WebinarKit "right after webinar" webhook fires with attendance status = attended.
  • Sequence II.b (No-Show): All three emails in GHL Workflow 4. Trigger: same webhook, attendance status = no-show.
  • Sequence III (Consult Booked): All three emails in GHL Workflow 5. Trigger: calendar booking on the Masterclass Consultation Calendar.
  • Sequence IV (Post-Close): Email in GHL Workflow 7 (new). Trigger: payment received + package tag applied.

WebinarKit-specific gotchas

  • Link in every email: All four pre-webinar emails carry {{ link }}. The confirmation is the primary anchor (registrants expect the link there and many will save the email or paste it into their calendar). Reminders carry the link as redundancy so a single missed email never blocks attendance.
  • Timezone: Set the account timezone to Arizona (MST, no DST) so {{ date }} outputs in MST. If left at UTC or another zone, the date string in Email 1.1 will show the wrong time.
  • Join links: Use a button block with {{ link }} in the URL field. Do NOT wrap the merge tag in markdown link syntax — the editor URL-encodes the curly braces to %7B%7Blink%7D%7D and the link breaks.
  • Date format: The {{ date }} tag outputs date AND time as one combined string. There is no way to split them. Send a test email to yourself and inspect the actual format before going live — adjust surrounding copy to read naturally with that exact output.
  • No day-name tag: WebinarKit has no equivalent to "Tuesday" or "Thursday" alone. Pre-webinar copy avoids day references; rely on the recipient knowing which session they registered for.
  • Typos break delivery: A malformed merge tag (e.g. {{ firstname }} instead of {{ first_name }}) can cause the entire email to fail to send. Test every email before going live.

Pre-flight checks before going live

  • Send each email to yourself first. Read on mobile (most leads will). Verify all merge tags resolve.
  • Confirm WebinarKit "right after webinar" webhook is configured to GHL inbound URL with attendance status field mapped.
  • Build the Masterclass Consultation Calendar in GHL with auto-tag Masterclass Consultation Booked firing on booking.
  • Test the full flow once: register → confirmation email → reminders → join the webinar yourself → leave webinar → verify Workflow 3 fires.
  • Repeat the test as a no-show: register → don't join → verify Workflow 4 fires.
  • For each WebinarKit email, inspect how {{ date }} actually renders in the test send and adjust surrounding copy if the format reads awkwardly.

Brand voice anchors used across all 14 emails

  • "No pitch, no pressure" — repeated 4 times across the funnel for consistency. Builds trust through repetition.
  • "You'll walk away with clarity" — alternative to "you'll learn" or "you'll discover". Quieter, more specific.
  • "Most families..." — used to normalize hesitation and reduce shame around procrastination.
  • "Reply to this email" — every sequence offers a low-friction way to respond. This earns trust over time.
  • Specific over generic — "$3,000–$15,000" not "expensive"; "5–7 business days" not "soon"; "(480) 933-5330" not "give us a call".
  • Quiet confidence, no bombast — no "game-changing", no "limited time", no "don't wait". The brand assumes the reader is a thoughtful adult.
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