FEATURED PROJECT

QUARTERLY COHORT
ENROLLMENT, ON AUTOPILOT.

A dynamic onboarding system that places members into the right cohort, unlocks the right content, and keeps everyone aligned with the same yearly curriculum cadence.

INDUSTRY
Education / Coaching / Membership
SERVICES
CRM Workflows, Drip Curriculum, Access Automation
DELIVERABLE
Cohort enrollment system
01 Proof of work

The actual workflow build

A look inside the live automation in GoHighLevel — the conditional logic, branching, and sequencing that runs the entire cohort enrollment system.

INSIDE THE BUILD
Screen recording of the deployed workflow — the system that powers everything described below.
02 System architecture

Eight automations, one connected system

The system makes intelligent decisions in the background — placing each member in the right cohort, unlocking the right content, and keeping every participant on the same curriculum cadence.

01
Smart cohort placement

Conditional logic detects each member's enrollment quarter and routes them into the correct onboarding path automatically.

02
Course access permissions

Members are granted access to the right courses and lessons based on their cohort, with no manual provisioning required.

03
Community integration

Private community and accountability channels are populated automatically as members enroll — no admin intervention needed.

04
Drip-release curriculum

Lessons unlock on a structured cadence so every cohort moves through the same core curriculum at the same pace.

05
Monthly challenge releases

Challenges unlock at the right time for each member, keeping everyone aligned in the same shared challenge ecosystem.

06
Onboarding sequences

Cohort-specific email and SMS sequences guide members through their first weeks and reinforce key milestones.

07
Progression tracking

Workflows track each member's journey through the program and trigger the right communications at the right moments.

08
Internal admin alerts

Staff get the notifications they actually need — without being buried under everything the system handles automatically.

03 Outcomes

What changed for the program

A scalable cohort model that runs without operational chaos — even as enrollment grows.

Scalable
Cohort enrollment

A repeatable model that lets the program grow each quarter without adding operational overhead.

Aligned
Curriculum cadence

Every member moves through the same core curriculum and challenge ecosystem, regardless of when they joined.

Effortless
Member onboarding

Manual onboarding tasks eliminated — every new member gets the right access, content, and community on day one.

Engaged
Member retention

Consistent communications, well-timed unlocks, and clear progression keep members active and aligned across the program.