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Positive
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Turnover
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Overview
Built an end-to-end automated system for a corporate membership platform. Stripe subscription data is synced to Google Sheets, new customers are created in Square, membership tags and discount rules are applied automatically, and welcome emails are sent via SMTP (EnGuard). Workflows in GoHighLevel manage contact tagging and triggers, ensuring seamless onboarding and booking experiences. The system reduces manual work and improves operational efficiency.
Challenges
- Integrating multiple platforms (Stripe, GHL, Square, Google Sheets, SMTP)
- Ensuring accurate real-time data sync
- Automating membership tagging and discount rules
- Configuring reliable email automation
- Providing client training for workflow management
Solutions
- Developed automated data sync between Stripe and Google Sheets
- Automated Square customer creation based on Stripe data
- Configured membership tagging and discount rules
- Implemented SMTP email automation for onboarding
- Linked workflows and triggers in GHL
- Conducted thorough testing and client training
Testimonial
"This automation saved us hours of manual work and ensures our corporate members are onboarded smoothly every time."
