Streamlining with simple automations

Hey there,

Yesterday you learned how to avoid productizing too soon.

Today is all about automating some of the manual tasks behind the masterclass - but not everything, and not all at once.

For context, when I first launched the masterclass I did everything by hand:

• Sending signup confirmations (and rejections)

• Adding & editing people within my Google Sheet tracker

• Sending calendar invites

• Creating the workspaces for attendees

• Recording and sharing prep materials

• Sending recaps and next steps

All. Of. It.

It was messy. Much of it still is, but it’s worked.

I did it this way intentionally.

I wanted my hands on every part of the experience.
I want to write (and rewrite, many times) the emails.
I wanted to field the questions and pushback.
I wanted to see the data - the conversions as well as the no-shows.

But now that demand for the masterclass is steady and growing, I can shift to optimizing and automating pieces that I’m comfortable letting go of, without overbuilding.

As a quick glimpse, here’s my tech stack:

• I use Squarespace to host my website

• I use beehiiv to send emails like these (Google Apps for individual emails)

• I use Teachable to host and sell my on-demand masterclass

• I use Google Sheets (for now) as my database and CRM

• I use Miro to teach and guide my frameworks during the masterclass

• I use Miro to create private, digital workspaces that attendees gets to work in and keep

• I use Keynote to present theory and context during the masterclass

• I use Senja to collect testimonials

• I use Calendly to schedule Offer Reviews (following the masterclass)

• I use Notion to give premium clients access to my Offer Launch Blueprint

And the last piece of tech is the tool I’m using to automate by connecting the rest of the platforms together: Make.

What I’ve automated so far is connecting new masterclass signups with beehiiv and Teachable. To do that, I used ChatGPT to help me develop a custom Squarespace form:

When someone registers for one of the masterclass formats:

• I create them as a subscriber in beehiiv

• If they’re already a subscriber, I update their info (e.g. tags, custom fields, profile data)

• I enroll them in any relevant beehiiv automations (e.g. waitlist confirmation, launch promos, offer updates)

Here’s the scenario I built in Make to capture form submissions and move data between platforms:

And here’s what I’ll build next:

• I’ll send on-demand purchases to Teachable to complete checkout

• I’ll trigger beehiiv automations by watching for progress within Teachable

• I’ll move add/edit data in my CRM - but it will be Airtable (not Google Sheets)

That’s the plan for now. No $300/month over-engineered, over-hyped CRM (hello, HubSpot).

No overly complicated funnels.

Just enough structure to free up my time and keep things moving without having to enroll in a computer science program.

Because the goal isn’t a 20-step sequence to scale your offer. It’s having a killer offer, that the right people love, buy, and tell their friends about.

P.S. If you’re looking for an absolute pro with automations, chat with Madi Waggoner.

Tomorrow, we wrap up this mini-series by walking through my plan to promote the masterclass relaunch in a smart, tactful way.

I’ll also share a new (free) offer I’m working on - you’ll get first dibs.

📌 Want exclusive bonuses for the new masterclass?

The only way to get them is to join the waitlist (closes Aug 29).

🤘🏼

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