Nerd Level Automation Mastery Bundle by Christine Seale & Kathleen Hanan

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Overview this course

Manual workflows are the biggest hidden tax on an agency’s growth. Nerd Level Automation Mastery Bundle by Christine Seale & Kathleen Hanan gives you a complete operating system to replace those manual clicks with clean, scalable automations—so your team can focus on sales, client outcomes, and margin instead of repetitive tasks 💡.

Inside, you get GHL Mastery (to learn HighLevel the right way), Agency Automation Pro (to implement end-to-end client workflows), the Ultimate Agency Snapshot, and a deep SOP Library that turns hard-won best practices into repeatable steps. Add in the 27-module client onboarding automation, ClickUp templates, webhook examples, and access to a network of serious agency owners, and you have everything required to standardize your service delivery and reclaim your calendar.

The promise is simple: no more nights and weekends stitching together one-off fixes. Instead, install a proven framework for lead capture, pipeline movement, onboarding, fulfillment, client education, and retention—then refine it with data, not guesswork.

Why should you choose this course?

• Built by operators, not theorists. The bundle reflects hundreds of live implementations—what actually works in HighLevel across niches, not idealized diagrams.

• From zero to “done.” The Ultimate Agency Snapshot + 27-module onboarding system let you deploy a production-ready backbone in days, then customize it to your offer.

• Clarity for you, confidence for your team. The SOP Library (video + written) removes ambiguity, reduces training overhead, and keeps execution consistent across VAs and contractors.

• GHL mastery without overwhelm. Learn platform capabilities in a clean sequence—smart pipelines, calendars, attribution, automations, and more—so you avoid brittle setups.

• Retention engineered in. Lifecycle messaging, client academies, and success check-ins are baked into the automations, protecting LTV while lowering support burden.

• Community and support. You’re not alone; plug into an active group of agency owners who share patterns, troubleshoot, and iterate together.

• Time back immediately. Replace dozens of daily clicks—follow-ups, reminders, hand-offs—with logic that runs 24/7. Your team moves from “busy” to effective ⚙️.

What You’ll Learn

You’ll walk away with a running system—and the know-how to evolve it as you scale.

1) HighLevel, the right way

• Account architecture: sub-accounts, permissions, domains, and a naming convention that scales.

• Pipelines & stages: design for clarity (Prospect → Qualified → Won → Onboarding) and trigger actions at each stage without accidental loops.

• Calendars & booking: routing, round-robin, no-show handling, and automated prep/check-ins for show-up rate gains.

• Conversations hub: centralize email, SMS, social DMs; define rules for response SLAs and auto-responses that feel human.

• Forms & surveys: data hygiene from the start—validation, progressive profiling, and tags for segmentation.

• Attribution & reporting: simple dashboards that surface the only metrics that matter (lead→meeting→close, TTV, churn, NPS).

2) The Ultimate Agency Snapshot—installed

• Deploy a pre-wired base: pipelines, automations, templates, and assets mapped to a standard client journey.

• Learn snapshot versioning and change management so updates don’t break what’s live.

• Use “golden records” (canonical fields, tags) to keep reporting accurate across campaigns.

3) 27-Module Client Onboarding Automation

• Intake & validation: auto-collect assets (logos, domains, credentials) with reminders and conditional logic.

• Kickoff orchestration: calendar sync, agenda, expectations, and success metrics captured in the CRM.

• Project creation: push to ClickUp with prebuilt lists, owners, SLAs, and dependencies—no more manual project setup.

• Education & Client Academy: drip core training to reduce “how do I…?” tickets and improve collaboration.

• Milestone check-ins: automated surveys and “nudges” that keep clients engaged and on pace.

• Go-live & QA: checklists that gate launches until key conditions are met; rollback plans if something fails.

• 30/60/90 retention loops: value recaps, case-study asks, review requests, and expansion prompts.

4) Systems that scale (SOP Library)

• SOP anatomy: purpose → trigger → owner → steps → checks → edge cases.

• Video + written SOPs for: campaign cloning, DNS setup, reputation management, review automations, calendar routing, invoice/payment logic, and more.

• Training cadence: onboard new VAs with a 7-day track and skill checks; reduce lead time to first productive task.

• Quality control: pre-launch checklists, sandbox testing, audit logs, and rollback procedures.

5) Intelligent automations, not spam

• Stage-aware messaging: top-of-funnel education vs. bottom-funnel urgency; no “one voice fits all.”

• Human-in-the-loop design: auto-draft replies, route exceptions to owners, and pause automations on human response.

• Compliance & consent: quiet hours, unsubscribe logic, regional rules—automation that respects your brand and users.

• Webhooks & integrations: when to use native actions vs. webhooks; common patterns for Slack, Google Sheets, accounting tools, and custom endpoints.

6) Offer delivery & client success automation

• Fulfillment triggers: winning a deal auto-spins up deliverables, assigns owners, and schedules client training.

• Content engines: nurture libraries, evergreen sequences, and broadcast workflows with clean segmentation.

• Renewals & upsells: consumption-based prompts (e.g., hitting usage thresholds) and review-driven upsells.

• Churn prevention: early-warning signals (low engagement, missed milestones) and automatic save-offers routed to your success team.

7) Measurement & continuous improvement

• Core KPIs:

  • Acquisition: lead→book→show→close rate, CAC payback.

  • Onboarding: time-to-first-value (TTV), task completion %, setup error rate.

  • Success: NPS/CSAT, expansion %, churn %, ticket volume per client.

• Experimentation loop: tag changes, run A/B tests on follow-ups, compare lift, adopt what works.

• Ops reviews: weekly 30-minute “fail fast” meetings—what broke, what we fixed, what we’ll prevent next time 📈.

8) Templates & assets you’ll implement

• Lead capture: forms, quizzes, landing pages with pixel and conversion tracking prewired.

• Conversation starters: DM keywords, opt-in prompts, and reply templates that trigger the right journey.

• Email/SMS libraries: onboarding sequences, no-show rescues, reactivation plays.

• ClickUp frameworks: client workspaces, SOP references, and automation to create tasks from CRM events.

• Role playbooks: task lists for AMs, VAs, techs, and closers; swimlanes to prevent “everyone owns it” (which means no one does).

9) Security & reliability basics

• Access control: principle of least privilege for staff and contractors; shared inbox policies.

• Backups & audit trails: snapshot backups before major changes; log who changed what, when.

• Incident handling: define severity levels, on-call rotation, and client comms templates for fast, calm resolution 🔒.

10) Agency growth with automations

• Capacity planning: measure workload by stage so you know when to hire before quality dips.

• Productization: bundle automations into tiered packages with clear SLAs and scope.

• Profit systems: automate renewals, dunning, and expansion prompts; route win-backs to a dedicated sequence.

• Case-study engine: capture wins automatically (screenshots, stats, quotes) and turn them into assets with minimal friction.

Who should take this course?

• Agency owners & operators drowning in repeatable tasks who want a plug-and-play backbone for onboarding, delivery, and retention.

• Service providers & consultants productizing their offer inside HighLevel and needing reliable pipelines and hand-offs.

• Ops managers & implementers tasked with cleaning up scattered accounts and creating an SOP-driven culture.

• VAs & new hires who need structured training to become productive fast—without constant 1:1 hand-holding.

• Teams migrating to HighLevel from disparate tools and wanting to avoid “Franken-tech” mistakes.

• Growth-minded solopreneurs who want to stop being the bottleneck and start running an agency that scales.

Conclusion

Automation isn’t about removing the human—it’s about removing the friction that keeps humans from doing their best work. Nerd Level Automation Mastery Bundle equips you with the architecture, assets, and habits to standardize success: a clean HighLevel build, a full client lifecycle in automations, a living SOP library, and a community that helps you iterate. The payoff is immediate and compounding: faster onboarding, fewer errors, higher retention, and meaningful time back for strategy and sales. Over the next quarter, that adds up to smoother ops, happier clients, and a business that finally runs by design, not by heroics. ✨

Ready to implement?

Import the Ultimate Agency Snapshot, activate the onboarding modules for your next client, and assign your first SOP-driven tasks to a VA—so tomorrow’s workload is lighter than today’s 🚀.