Explore

Automation

🔄 1. Lead Capture → Email Flow (Meta / Landing Page)

Tools: Meta Ads + Systeme.io / Unbounce + Klaviyo

Automation:

Trigger: New lead signs up via Meta ad form or landing page

Action: Add to Klaviyo list, trigger 5-part nurture sequence

Extras: Tag leads by ad creative or offer used

Zapier Recipe:

Facebook Lead Ads → Add Subscriber to Klaviyo → Send Welcome Flow

Post-purchase sequence:

Day 1: "Thank you & usage tips"

Day 3: “How it works: CBD + Celadrin explained”

Day 5: “What people are saying + FAQ”

Day 7: Review request + bonus

Lead magnet idea:

"7 Myths About Joint Pain & Natural Relief" (PDF opt-in)

Triggered automation → email tips → soft sell

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🗂 2. Form Submissions → Wholesale CRM Pipeline

Tools: Typeform/Google Forms → Notion/Pipedrive

Automation:

Trigger: New wholesale inquiry

Action: Auto-create contact in CRM or Notion table, assign stage/tag

Follow-up task set with due date

Zapier Recipe:

Typeform → Notion → Slack/Email notification

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🛍 3. Abandoned Cart or Sample Checkout → SMS Reminder

Tools: Shopify/WooCommerce + Postscript/SMSBump

Automation:

Trigger: Cart abandoned

Action: SMS message 1 hr later: “Still want your free sample? Grab it here 👇”

Compliance Note: SMS must opt-in properly; don’t mention “CBD”

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📊 4. Weekly Report Summary (GSC + Meta + Sales)

Tools: Google Analytics / Meta Ads / Google Sheets

Automation:

Trigger: Weekly (Monday)

Action: Pull campaign stats, GSC keywords, and online sales

Output: Consolidated dashboard or emailed Google Sheet

Zapier Recipe:

GA4 + Meta Ads → Google Sheets → Weekly Email Summary

METRICS & GROWTH GOALS

📊 Track Weekly

Reel reach + saves

Email open/click rate

Site conversion rate

Review submissions

Repeat purchase rate

📈 Monthly

Funnel drop-off points

Highest-performing content types

UGC volume + engagement

Wholesale interest growth

🧠 Retargeting Setup (Phase 2)

IG Pixel for video viewers → retarget with offer

Email clicks retargeted with urgency-focused ad

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