Case Study
Fastrack Money Success
Workshop funnel and CRM system connecting registration, payment, reminders, tagging, lead scoring, and program follow-up.
Workflow proof visible
System Walkthrough
See the dashboard, funnel, and automations in action
Proof Screenshots
Visual evidence for the operating path, workflow, or project contribution described in this case study.
Context
Workshop funnel and CRM system connecting registration, payment, reminders, tagging, lead scoring, and program follow-up.
The Problem
Offline-heavy acquisition and manual follow-up made lead stage, payment state, and post-workshop interest hard to inspect.
The Insight
The problem wasn't their product — their workshops are genuinely good. The problem was everything between the ad click and the workshop seat, and everything between the workshop and the mastery enrollment.
The Revenue System
The Funnel
A long-form landing page designed for the Philippine market. Every section has a job — from VSL hero to pricing to auto-qualification registration.
The Admin Dashboard
A custom-built admin panel on top of GoHighLevel with four core tabs for complete operational control.
Online Payment (PayMongo)
Full payment gateway integration replacing manual GCash QR confirmations with automatic multi-method checkout.
Dynamic Pricing Engine
Single source of truth pricing:change a price in Sanity and it updates everywhere instantly.
Security Hardening
Two rounds of comprehensive security audits covering OWASP Top 10, payment fraud, and API abuse.
The Automation Layer
GHL workflows triggered by tags the dashboard sets:every lead gets the right sequence at the right time.
The User Journey
10 steps from first ad impression to mastery program enrollment , every step automated.
10 steps · from ad click to enrollment
Before vs After
Lead Capture
Facebook DMs
Manual collection, no system
Speed to Lead
Hours
Whenever someone checks DMs
Payment
Check GCash manually
Screenshot → verify → update spreadsheet
Follow-up
Hope you remember
Manual kulit, no sequences
Metrics
"I think around 50%"
No dashboard, no tracking
The 2-Month Gap
Lost leads
Black hole between workshop and mastery
Lead Capture
Auto-qualify + CRM
Instant GHL entry with lead scoring
Speed to Lead
Seconds
Automatic SMS + email on registration
Payment
Auto-confirmed
PayMongo webhook + fallback verify
Follow-up
Automated sequences
Interest-based drip campaigns
Metrics
Real-time dashboard
Show rate, conversion, revenue, per-session
The 2-Month Gap
Bridge sequence
4-touch nurture at Day 3, 14, 28, 42
Lead Capture
Facebook DMs
Manual collection, no system
Auto-qualify + CRM
Instant GHL entry with lead scoring
Speed to Lead
Hours
Whenever someone checks DMs
Seconds
Automatic SMS + email on registration
Payment
Check GCash manually
Screenshot → verify → update spreadsheet
Auto-confirmed
PayMongo webhook + fallback verify
Follow-up
Hope you remember
Manual kulit, no sequences
Automated sequences
Interest-based drip campaigns
Metrics
"I think around 50%"
No dashboard, no tracking
Real-time dashboard
Show rate, conversion, revenue, per-session
The 2-Month Gap
Lost leads
Black hole between workshop and mastery
Bridge sequence
4-touch nurture at Day 3, 14, 28, 42
View Full Comparison Table (14 areas)
| Area | Before | After |
|---|---|---|
| Lead capture | Facebook DMs, manual collection | Landing page with auto-qualification, instant GHL entry |
| Speed to lead | Hours (whenever someone checks DMs) | Seconds (automatic SMS + email on registration) |
| Lead tracking | Spreadsheet, manual entry | Real-time dashboard with search, filters, and KPIs |
| Payment confirmation | Check GCash app, manually update spreadsheet | One-click Mark Paid with audit trail |
| Session management | Mental notes, group chats | Calendar with venues, seat counts, auto-sync to GHL |
| Attendance tracking | Manual roll call on paper | Digital roll call with interest tagging that triggers sequences |
| Follow-up (unpaid) | Kulit them manually, hope you remember | Automated SMS/email nurture sequences |
| Follow-up (no-show) | Nothing. Lost lead. | Re-engagement sequence with next session offer |
| The 2-month gap | We lose leads here | 4-touch bridge sequence keeping leads warm until mastery starts |
| Mastery pipeline | Mental notes, no tracking | Full pipeline with payment tracking and auto-enrollment |
| Metrics | I think our show rate is around 50-60% | Real-time dashboard: exact show rate, conversion rate, revenue |
| Ad optimization | Ads running but no lead scoring | Auto-qualified leads feed Facebook lookalike audiences |
| Content updates | Ask a developer every time | Sanity Studio: update testimonials, FAQs, pricing in minutes |
| Team accountability | Shared password, no audit trail | Individual logins, every action attributed by name |
What This Means for the Business
No more missed leads: every ad click is captured instantly, scored, and followed up
The 2-month gap is now a nurture bridge with touches at Day 3, 14, 28, and 42
Interest-based follow-up:hot leads get aggressive outreach, warm get case studies, cold get value drops
Mastery enrollment is fully trackable:deposits, installments, and payments per person
Metrics exist for the first time:real show rate, per-session performance, actual close rate
Facebook ads get smarter over time:auto-qualification feeds lookalike audiences, reducing CPA
Result
Centralized the lead path from registration into follow-up, workshop attendance, interest tagging, and sales visibility.
“What truly stood out was his patience, expertise, and genuine heart to deliver excellence. He didn't just teach — he guided, supported, and made sure we succeeded.”
Delivery Timeline
Week 1
Funnel architecture, landing page, registration flow, GHL integration
Week 2
Admin dashboard:leads, calendar, roll call, payment management
Week 3
Mastery pipeline, payment tracking, Auth.js migration, performance optimization
Week 4
Workflow design, client training, Notion documentation
By the Numbers
System Architecture
The complete automated pipeline. From the moment someone clicks an ad to the moment they enroll in the Mastery program. Hover over each step to see what happens.
Fastrack Money Success
9 steps · fully automated
Want to Try It Yourself?
Fastrack Money Success runs cashflow sessions where you play as your actual profession and simulate real-life investing. If you feel like your finances are a mess or you just don't know where you're falling short, this is for you. One session and you'll see exactly where the gaps are. It's super fun and you walk away with real clarity on your money situation. I'll see you there.
Visit fastrackmoneysuccess.com →Similar problem? Let's look at yours.
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