Emails & automations (review)

These are your launch emails. Read each one. Approve it, or type edits below it.

Book: Brain On Game On. Workshop: Monday, October 19, 2026, 10:30 AM CT. From: Dr. Leigh Richardson, PhD, MBA, MS, LPC-S, BCN, BCB, CCTP.

How to review

  1. Read each email.
  2. Choose a subject when you see options.
  3. Click Approve if you love it.
  4. Or type your edits and click Save edits to send them in. Drafts also save on this device as you type.

How to use this page

Read each email. Choose a subject when you see options. Click Approve if you love it, or type edits and click Save edits.

Meet Dr. Leigh (from your live pages)

Dr. Leigh Richardson, PhD, MBA, MS, LPC-S, BCN, BCB, CCTP

Dr. Leigh Richardson has spent more than 20 years helping people strengthen brain health and performance. She founded the Brain Performance Center® in 2009 and works at the intersection of brain science, leadership, and performance. Her doctoral research examined how leaders make decisions in crisis. That work helped shape the Brain Capital® Framework, built around four capabilities: decision-making, resilience, adaptability, and execution.

When each message sends

A plain-English schedule for you. Default email send time is 9:00 AM CT unless a clock time is listed. You can change that default.

No double workshop reminders: if someone already saved a workshop seat, they do not get the bonus-claimer tomorrow/one-hour reminders or the assessment live/on-demand workshop invites. If someone already claimed bonuses, they also skip the assessment live-workshop outline, because the bonus series already invites them.

After Oct 19: turn off pre-workshop countdown messages for new signups. Turn on the Workshop replay sequence (R1 to R4). Free access lasts 72 hours from first open of the replay page. After free access ends, the workshop is back to its $297 value.

W1-E1
Waitlist welcome
When Right away when they join (any time)
Who gets it Waitlist signups
Who is skipped Stops if they unsubscribe
W1-E2
One idea from Chapter 1
When 2 days after signup
Who gets it Waitlist signups
Who is skipped Skipped if they already claimed bonuses or unsubscribed
W1-E3
Assessment invite
When 4 days after signup
Who gets it Waitlist signups
Who is skipped Skipped if they already took the assessment or claimed bonuses
W1-E4
Pre-order is open
When Wed Oct 7, 2026, 9:00 AM CT (or day-6 morning at 9:00 AM CT if that is later; one send only)
Who gets it Waitlist signups
Who is skipped Skipped if they already claimed bonuses or pre-ordered
W2-E1
Bonuses ready
When Right after they claim bonuses
Who gets it Bonus claimers
Who is skipped Stops if they unsubscribe
W2-E2
Save your seat
When 2 days after claim, only if that moment is still before Mon Oct 19, 2026, 10:30 AM CT
Who gets it Bonus claimers
Who is skipped Skipped if they already saved a workshop seat, or if send time is after Mon Oct 19, 2026, 10:30 AM CT
W2-E3
Tip + assessment nudge
When 5 days after claim, only if that moment is still before Mon Oct 19, 2026, 10:30 AM CT
Who gets it Bonus claimers who have not finished the assessment
Who is skipped Skipped if they already finished the assessment, or if send time is on or after Mon Oct 19, 2026, 10:30 AM CT
W2-E4a
Workshop tomorrow
When Sunday Oct 18, 2026, 10:30 AM CT
Who gets it Bonus claimers not yet registered
Who is skipped Skipped if they already saved a workshop seat
W2-E4b
Workshop in 1 hour
When Monday Oct 19, 2026, 9:30 AM CT
Who gets it Bonus claimers not yet registered
Who is skipped Skipped if they already saved a workshop seat
A1-E1
Your brain results
When Right after they finish the assessment
Who gets it Assessment takers
Who is skipped Skipped on a second take (they get the retake path instead)
S1
Results text
When Right after the assessment (daytime)
Who gets it Bonus claimers who opted in for texts
Who is skipped Skipped without text opt-in
A1-E2
One more move (4 focus versions)
When 2 days after the assessment
Who gets it People who opted in for tips
Who is skipped Skipped if they did not opt in for tips; each person gets only their one focus version
A1-E3
Share with someone
When 3 days after the assessment
Who gets it People who opted in for tips
Who is skipped Skipped without tips opt-in
A1-E4 Outline, copy coming
The book goes deeper (outline)
When Day 4 at 9:00 AM CT, or Wed Oct 7 9:00 AM CT if day 4 is earlier
Who gets it Assessment takers
Who is skipped Skipped if they already pre-ordered or claimed bonuses
A1-E5a Outline, copy coming
Join me live Oct 19 (outline)
When Day 6 at 9:00 AM CT, only if that day is Wed Oct 7 through Sun Oct 18
Who gets it Assessment takers
Who is skipped Skipped if already signed up for the workshop or already getting workshop invites; not sent if day 6 is after Oct 18
A1-E5b
On-demand workshop
When Monday Oct 19, 2026, 3:00 PM CT (after replay is live)
Who gets it Assessment takers
Who is skipped Skipped if they already saved a workshop seat
S2 On hold
Share text
When On hold
Who gets it Text opt-ins (later)
Who is skipped On hold until sharing consent is confirmed
A2-E2
Your new results (after retake)
When Right after a second or later assessment submit
Who gets it People who retook the assessment
Who is skipped First-time takers (they get A1-E1 instead)
A2-E1
30-day retake
When 30 days after the assessment
Who gets it Assessment takers
Who is skipped Skipped if they already got the 30-day retake invite, or already retook
W4-E1
You're in
When Right after workshop registration
Who gets it Workshop registrants
Who is skipped Stops if they unsubscribe
SMS-W4-E1
Confirmation text
When Right after registration
Who gets it Registrants who opted in for texts
Who is skipped Skipped without text opt-in
W4-E2
Tomorrow
When Sunday Oct 18, 2026, 10:30 AM CT
Who gets it Workshop registrants
Who is skipped Skipped if registered less than 24 hours before start
SMS-W4-E2
24-hour text
When Sunday Oct 18, 2026, 10:30 AM CT
Who gets it Registrants who opted in for texts
Who is skipped Skipped without text opt-in
W4-E3
One hour
When Monday Oct 19, 2026, 9:30 AM CT
Who gets it Workshop registrants
Who is skipped Skipped if registered less than 1 hour before start
SMS-W4-E3
1-hour text
When Monday Oct 19, 2026, 9:30 AM CT
Who gets it Registrants who opted in for texts
Who is skipped Skipped without text opt-in
SMS-W4-LIVE
We're live
When Monday Oct 19, 2026, 10:30 AM CT
Who gets it Registrants who opted in for texts
Who is skipped Skipped without text opt-in
W4-E4
On-demand email
When Monday Oct 19, 2026, 2:00 PM CT (or same day when replay is live)
Who gets it Workshop registrants
Who is skipped Stops if they unsubscribe
SMS-W4-OD
On-demand text
When Monday Oct 19, 2026, 2:05 PM CT (with W4-E4)
Who gets it Registrants who opted in for texts
Who is skipped Skipped without text opt-in
R1
Replay access
When When replay access is granted (after Oct 19)
Who gets it People due Bring More Brain on demand
Who is skipped Skipped if unsubscribed or free access already ended
SMS-R1
Replay ready text
When With R1, phone opt-in only
Who gets it Phone opt-ins getting R1
Who is skipped Skipped without text opt-in
R2
2 days left
When About 24 hours after access starts
Who gets it Same as R1
Who is skipped Skipped if unsubscribed
R3
1 day left
When About 48 hours after access starts
Who gets it Same as R1
Who is skipped Skipped if unsubscribed
R4
Expires at midnight
When About 64 to 68 hours after access starts
Who gets it Same as R1
Who is skipped Skipped if unsubscribed
SMS-R4
Expires tonight text
When With R4, phone opt-in only
Who gets it Phone opt-ins getting R4
Who is skipped Skipped without text opt-in

Decisions needed from you

Please confirm

  • Who should read replies (you, or your team)
  • The last question in the 90-Second Reset
  • Workshop agenda and length as you will teach it
  • OK to mention your fall story in the waitlist welcome email?

Your mailing address is collected once in the sign-off section above (for the automatic legal footer).

Email series

Pre-order emails

Bonus emails

Workshop emails

Assessment emails

Brain Capital® Leadership Assessment emails (Bonus 2).

Draft for your review. Workshop: Monday, October 19, 2026, 10:30 AM CT.

How this fits

  • These Assessment emails follow someone who finishes the assessment.
  • They can lead to the book bonuses and the live workshop.
  • After October 19, the workshop is available on demand.

What comes after the assessment

Outlines (copy coming)

Text messages for the assessment and workshop are in the Text messages (SMS) section.

Text messages (SMS)

Short texts for people who opted in with a phone number on the text opt-in. Keep each under 160 characters. First text includes Reply STOP to opt out.

Workshop replay (after Oct 19)

After the live workshop on Monday, October 19, 2026, at 10:30 AM CT, people get the on-demand replay. Free access lasts 72 hours from the first time they open the page. After that, free access ends and the workshop is back to its $297 value.

Automations by page

Which page starts which emails. Draft cards below cover missing follow-ups.

PageWhat startsCopy ready?
Pre-order / sales pageWaitlist emails, then bonus emails when bonuses are claimedYes
Thank-youThank-you follow-up if they have not claimed bonuses yetDraft below
Bonuses deliveryBonus emailsYes
Bonuses workshop popupWorkshop emails (same path as save-my-seat)Yes. Wiring notes are in the tech section.
Workshop signup pageWorkshop emailsYes
Replay pageReplay access sequenceYes (Replay section)
AssessmentAssessment emailsYes
The Brain ResetBrain Reset sequence when liveComing soon
Older book offer pageNot the live launch pathN/A for Oct launch
Page
Thank-you
Draft
TY-E1 below
Page
Bonuses workshop popup
Starts
Workshop emails
Page
Workshop signup
Starts
Workshop emails
Page
Replay
Starts
Replay access sequence

Draft follow-ups

For the tech team (ops only)

Workshop form wiring (tech)

Form bmbl-workshop-optin (phone required) on the bonuses popup, and the /workshop/ save-my-seat page, both enter the workshop email sequence. After Oct 19, new signups get instant / replay access instead of the live countdown.

Workshop replay timing (GHL)

The page timer is 72 hours from first visit (localStorage key bmbl_access_start). Emails must match that clock.

  • Ideal: the replay page sends a webhook on first open and GHL applies tag bmb-replay-started. R1 can send immediately on that tag (or be the access email that also sets the tag). R2 = +24h, R3 = +48h, R4 = +64 to 68h from that tag.
  • Fallback: if the webhook is not ready, start the clock at R1 send time. Keep R1 clear that free access is 72 hours from first open of the page, so the page and the email stay honest together.
  • After free access ends: header on the page says free access has ended, back to $297. R4 wording matches that.
  • Video lockout: Not built yet. The video lockout (REPLAY_EXPIRY_ENABLED, the access-ended state, ?reset=1, ?preview=ended) waits for Trevor's go. Today the 72-hour timer only counts down in the page header; it does not hide the video. R4 can still say free access ends, because the header does.
  • After Oct 19 switch: turn off pre-workshop countdown for new signups; turn on R1 to R4. See workshop switch steps.

Full technical schedule (setup)

Every email and text in send order. Default email send time is 9:00 AM CT unless a clock time is listed. You can change that default.

No double workshop reminders: if db-workshop-registered is on, skip W2-E4a/E4b and A1-E5a/E5b. If db-bonus-claimed is on, also skip A1-E5a (W2 already invites them to the live workshop).

WorkflowMessageTriggerTimingChannelEnter tagExit / skipGHL workflow
W1 WaitlistW1-E1 You're on the listWaitlist form submittedRight after signup (any time of day)db-waitlistUnsubscribe; leaves W1 on db-bonus-claimedBOGO W1 Waitlist
W1 WaitlistW1-E2 One idea from Chapter 1In W12 days after signupdb-waitlistSkip if unsubscribed or db-bonus-claimedBOGO W1 Waitlist
W1 WaitlistW1-E3 Assessment inviteIn W14 days after signupdb-waitlistSkip if db-assessment-result or db-bonus-claimedBOGO W1 Waitlist
W1 WaitlistW1-E4 Pre-order openIn waitlist sequence (one send)Wed Oct 7, 2026, 9:00 AM CT, or day-6 morning at 9:00 AM CT if that is later (one send only, not a separate broadcast)db-waitlistSkip if db-bonus-claimed or db-preordered; end adds db-w1-completeBOGO W1 Waitlist
W2 BonusesW2-E1 Bonuses readyBonus claim formRight after claimdb-bonus-claimedUnsubscribeBOGO W2 Bonus Claim
W2 BonusesW2-E2 Save your seatIn W22 days after claim at 9:00 AM CT, only if still before Mon Oct 19, 2026, 10:30 AM CTdb-bonus-claimedSkip if db-workshop-registered OR send time on/after Mon Oct 19 2026 10:30 CTBOGO W2 Bonus Claim
W2 BonusesW2-E3 Tip + Assessment nudgeIn W25 days after claim at 9:00 AM CT, only if still before Mon Oct 19, 2026, 10:30 AM CTdb-bonus-claimedSkip if db-assessment-result OR send time on/after Mon Oct 19 2026 10:30 CTBOGO W2 Bonus Claim
W2 BonusesW2-E4a Workshop tomorrowIn W2Sunday Oct 18, 2026, 10:30 AM CTdb-bonus-claimedSkip if db-workshop-registeredBOGO W2 Bonus Claim
W2 BonusesW2-E4b Workshop in 1 hourIn W2Monday Oct 19, 2026, 9:30 AM CTdb-bonus-claimedSkip if db-workshop-registeredBOGO W2 Bonus Claim
A1 AssessmentA1-E1 Your brain resultsAssessment submit (first take)Right after submitdb-assessment-entered then db-assessment-resultRetakes go to A2BOGO A1 Assessment Result
A1 AssessmentS1 Report-ready textSame submitRight after submit (8 AM-8 PM local)SMSdb-bonus-claimed + sms-consent-bogoSkip without sms-consent-bogoBOGO A1 Assessment Result
A1 AssessmentA1-E2-D One more move (decision)In A12 days after assessmentdb-assessment-result + db-assessment-tips-optin + db-focus-decisionSkip without db-assessment-tips-optinBOGO A1 Assessment Result
A1 AssessmentA1-E2-R One more move (resilience)In A12 days after assessmentdb-assessment-result + db-assessment-tips-optin + db-focus-resilienceSkip without db-assessment-tips-optinBOGO A1 Assessment Result
A1 AssessmentA1-E2-A One more move (adaptability)In A12 days after assessmentdb-assessment-result + db-assessment-tips-optin + db-focus-adaptabilitySkip without db-assessment-tips-optinBOGO A1 Assessment Result
A1 AssessmentA1-E2-E One more move (execution)In A12 days after assessmentdb-assessment-result + db-assessment-tips-optin + db-focus-executionSkip without db-assessment-tips-optinBOGO A1 Assessment Result
A1 AssessmentA1-E3 Share nudgeIn A13 days after assessmentdb-assessment-result + db-assessment-tips-optinSkip without db-assessment-tips-optinBOGO A1 Assessment Result
A1 AssessmentA1-E4 Book goes deeper (Outline)In A14 days after assessment, only on or after Wed Oct 7db-assessment-resultSkip if db-preordered or db-bonus-claimedBOGO A1 Assessment Result
A1 AssessmentA1-E5a Join me live Oct 19 (Outline)In A16 days after assessment, only between Wed Oct 7 and Sun Oct 18 (workshop Mon Oct 19, 10:30 AM CT)db-assessment-resultSkip if db-workshop-registered OR db-bonus-claimed (W2 already covers bonus claimers)BOGO A1 Assessment Result
A1 AssessmentA1-E5b On-demand workshopIn A1Monday Oct 19, 2026, 3:00 PM CT (after replay is live); people who finish the assessment after that clock get one on-demand email when their after-Oct-19 day-6 path fires instead (never both)db-assessment-resultSkip if db-workshop-registeredBOGO A1 Assessment Result
A1 AssessmentS2 Share text (On hold)Day 3 pathOn hold until consent confirmedSMS On holdsms-consent-bogoOn hold, do not sendBOGO A1 Assessment Result
A2 RetakeA2-E1 30-day retakedb-assessment-result set30 days after assessmentdb-assessment-resultSkip if db-assessment-retake-sent or db-assessment-retake; adds db-assessment-retake-sentBOGO A2 30-Day Retake
A2 RetakeA2-E2 New resultsRetake submit (db-assessment-retake)Right after second or later assessment submitdb-assessment-retakeFirst takes use A1-E1 insteadBOGO A2 30-Day Retake
W4 WorkshopW4-E1 You're inWorkshop registrationRight after registrationdb-workshop-registeredUnsubscribeBOGO W4 Workshop
W4 WorkshopSMS-W4-E1 Confirmation textSame registrationRight after registrationSMSdb-workshop-registered + sms-consent-bogoSkip without sms-consent-bogoBOGO W4 Workshop
W4 WorkshopW4-E2 TomorrowIn W4Sunday Oct 18, 2026, 10:30 AM CTdb-workshop-registeredSkip if registered less than 24 hours before startBOGO W4 Workshop
W4 WorkshopSMS-W4-E2 24h textIn W4Sunday Oct 18, 2026, 10:30 AM CTSMSdb-workshop-registered + sms-consent-bogoSkip without sms-consent-bogoBOGO W4 Workshop
W4 WorkshopW4-E3 One hourIn W4Monday Oct 19, 2026, 9:30 AM CTdb-workshop-registeredSkip if registered less than 1 hour before startBOGO W4 Workshop
W4 WorkshopSMS-W4-E3 1h textIn W4Monday Oct 19, 2026, 9:30 AM CTSMSdb-workshop-registered + sms-consent-bogoSkip without sms-consent-bogoBOGO W4 Workshop
W4 WorkshopSMS-W4-LIVE We're liveIn W4Monday Oct 19, 2026, 10:30 AM CTSMSdb-workshop-registered + sms-consent-bogoSkip without sms-consent-bogoBOGO W4 Workshop
W4 WorkshopW4-E4 On-demand emailIn W4 after eventMonday Oct 19, 2026, 2:00 PM CT (or same day when replay is live)db-workshop-registeredLater db-workshop-attended or db-workshop-noshow from Zoom exportBOGO W4 Workshop
W4 WorkshopSMS-W4-OD On-demand textIn W4 after eventMonday Oct 19, 2026, 2:05 PM CT (with W4-E4)SMSdb-workshop-registered + sms-consent-bogoSkip without sms-consent-bogoBOGO W4 Workshop
ReplayR1 AccessReplay live / bmb-replay-startedImmediatebmb-replay-started (or access grant)Unsubscribe; free access endedBOGO Replay
ReplaySMS-R1 Ready textWith R1ImmediateSMSbmb-replay-started + sms-consent-bogoSkip without sms-consent-bogoBOGO Replay
ReplayR2 2 days leftIn Replay+24h from startbmb-replay-startedUnsubscribeBOGO Replay
ReplayR3 1 day leftIn Replay+48h from startbmb-replay-startedUnsubscribeBOGO Replay
ReplayR4 MidnightIn Replay+64 to 68h from startbmb-replay-startedUnsubscribeBOGO Replay
ReplaySMS-R4 Tonight textWith R4+64 to 68hSMSbmb-replay-started + sms-consent-bogoSkip without sms-consent-bogoBOGO Replay
Thank-youTY-E1 Thank-you follow-upThank-you page opt-inAbout 1 hour after opt-in if bonuses not claimedthank-you opt-inSkip if db-bonus-claimedBOGO Thank-you
Workflow
W1 Waitlist
Message
W1-E1 You're on the list
Trigger
Waitlist form submitted
Timing
Right after signup (any time of day)
Channel
Email
Enter tag
db-waitlist
Exit / skip
Unsubscribe; leaves W1 on db-bonus-claimed
GHL workflow
BOGO W1 Waitlist
Workflow
W1 Waitlist
Message
W1-E2 One idea from Chapter 1
Trigger
In W1
Timing
2 days after signup
Channel
Email
Enter tag
db-waitlist
Exit / skip
Skip if unsubscribed or db-bonus-claimed
GHL workflow
BOGO W1 Waitlist
Workflow
W1 Waitlist
Message
W1-E3 Assessment invite
Trigger
In W1
Timing
4 days after signup
Channel
Email
Enter tag
db-waitlist
Exit / skip
Skip if db-assessment-result or db-bonus-claimed
GHL workflow
BOGO W1 Waitlist
Workflow
W1 Waitlist
Message
W1-E4 Pre-order open
Trigger
In waitlist sequence (one send)
Timing
Wed Oct 7, 2026, 9:00 AM CT, or day-6 morning at 9:00 AM CT if that is later (one send only, not a separate broadcast)
Channel
Email
Enter tag
db-waitlist
Exit / skip
Skip if db-bonus-claimed or db-preordered; end adds db-w1-complete
GHL workflow
BOGO W1 Waitlist
Workflow
W2 Bonuses
Message
W2-E1 Bonuses ready
Trigger
Bonus claim form
Timing
Right after claim
Channel
Email
Enter tag
db-bonus-claimed
Exit / skip
Unsubscribe
GHL workflow
BOGO W2 Bonus Claim
Workflow
W2 Bonuses
Message
W2-E2 Save your seat
Trigger
In W2
Timing
2 days after claim at 9:00 AM CT, only if still before Mon Oct 19, 2026, 10:30 AM CT
Channel
Email
Enter tag
db-bonus-claimed
Exit / skip
Skip if db-workshop-registered OR send time on/after Mon Oct 19 2026 10:30 CT
GHL workflow
BOGO W2 Bonus Claim
Workflow
W2 Bonuses
Message
W2-E3 Tip + Assessment nudge
Trigger
In W2
Timing
5 days after claim at 9:00 AM CT, only if still before Mon Oct 19, 2026, 10:30 AM CT
Channel
Email
Enter tag
db-bonus-claimed
Exit / skip
Skip if db-assessment-result OR send time on/after Mon Oct 19 2026 10:30 CT
GHL workflow
BOGO W2 Bonus Claim
Workflow
W2 Bonuses
Message
W2-E4a Workshop tomorrow
Trigger
In W2
Timing
Sunday Oct 18, 2026, 10:30 AM CT
Channel
Email
Enter tag
db-bonus-claimed
Exit / skip
Skip if db-workshop-registered
GHL workflow
BOGO W2 Bonus Claim
Workflow
W2 Bonuses
Message
W2-E4b Workshop in 1 hour
Trigger
In W2
Timing
Monday Oct 19, 2026, 9:30 AM CT
Channel
Email
Enter tag
db-bonus-claimed
Exit / skip
Skip if db-workshop-registered
GHL workflow
BOGO W2 Bonus Claim
Workflow
A1 Assessment
Message
A1-E1 Your brain results
Trigger
Assessment submit (first take)
Timing
Right after submit
Channel
Email
Enter tag
db-assessment-entered then db-assessment-result
Exit / skip
Retakes go to A2
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
S1 Report-ready text
Trigger
Same submit
Timing
Right after submit (8 AM-8 PM local)
Channel
SMS
Enter tag
db-bonus-claimed + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E2-D One more move (decision)
Trigger
In A1
Timing
2 days after assessment
Channel
Email
Enter tag
db-assessment-result + db-assessment-tips-optin + db-focus-decision
Exit / skip
Skip without db-assessment-tips-optin
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E2-R One more move (resilience)
Trigger
In A1
Timing
2 days after assessment
Channel
Email
Enter tag
db-assessment-result + db-assessment-tips-optin + db-focus-resilience
Exit / skip
Skip without db-assessment-tips-optin
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E2-A One more move (adaptability)
Trigger
In A1
Timing
2 days after assessment
Channel
Email
Enter tag
db-assessment-result + db-assessment-tips-optin + db-focus-adaptability
Exit / skip
Skip without db-assessment-tips-optin
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E2-E One more move (execution)
Trigger
In A1
Timing
2 days after assessment
Channel
Email
Enter tag
db-assessment-result + db-assessment-tips-optin + db-focus-execution
Exit / skip
Skip without db-assessment-tips-optin
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E3 Share nudge
Trigger
In A1
Timing
3 days after assessment
Channel
Email
Enter tag
db-assessment-result + db-assessment-tips-optin
Exit / skip
Skip without db-assessment-tips-optin
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E4 Book goes deeper (Outline)
Trigger
In A1
Timing
4 days after assessment, only on or after Wed Oct 7
Channel
Email
Enter tag
db-assessment-result
Exit / skip
Skip if db-preordered or db-bonus-claimed
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E5a Join me live Oct 19 (Outline)
Trigger
In A1
Timing
6 days after assessment, only between Wed Oct 7 and Sun Oct 18 (workshop Mon Oct 19, 10:30 AM CT)
Channel
Email
Enter tag
db-assessment-result
Exit / skip
Skip if db-workshop-registered OR db-bonus-claimed (W2 already covers bonus claimers)
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
A1-E5b On-demand workshop
Trigger
In A1
Timing
Monday Oct 19, 2026, 3:00 PM CT (after replay is live); people who finish the assessment after that clock get one on-demand email when their after-Oct-19 day-6 path fires instead (never both)
Channel
Email
Enter tag
db-assessment-result
Exit / skip
Skip if db-workshop-registered
GHL workflow
BOGO A1 Assessment Result
Workflow
A1 Assessment
Message
S2 Share text (On hold)
Trigger
Day 3 path
Timing
On hold until consent confirmed
Channel
SMS On hold
Enter tag
sms-consent-bogo
Exit / skip
On hold, do not send
GHL workflow
BOGO A1 Assessment Result
Workflow
A2 Retake
Message
A2-E1 30-day retake
Trigger
db-assessment-result set
Timing
30 days after assessment
Channel
Email
Enter tag
db-assessment-result
Exit / skip
Skip if db-assessment-retake-sent or db-assessment-retake; adds db-assessment-retake-sent
GHL workflow
BOGO A2 30-Day Retake
Workflow
A2 Retake
Message
A2-E2 New results
Trigger
Retake submit (db-assessment-retake)
Timing
Right after second or later assessment submit
Channel
Email
Enter tag
db-assessment-retake
Exit / skip
First takes use A1-E1 instead
GHL workflow
BOGO A2 30-Day Retake
Workflow
W4 Workshop
Message
W4-E1 You're in
Trigger
Workshop registration
Timing
Right after registration
Channel
Email
Enter tag
db-workshop-registered
Exit / skip
Unsubscribe
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
SMS-W4-E1 Confirmation text
Trigger
Same registration
Timing
Right after registration
Channel
SMS
Enter tag
db-workshop-registered + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
W4-E2 Tomorrow
Trigger
In W4
Timing
Sunday Oct 18, 2026, 10:30 AM CT
Channel
Email
Enter tag
db-workshop-registered
Exit / skip
Skip if registered less than 24 hours before start
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
SMS-W4-E2 24h text
Trigger
In W4
Timing
Sunday Oct 18, 2026, 10:30 AM CT
Channel
SMS
Enter tag
db-workshop-registered + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
W4-E3 One hour
Trigger
In W4
Timing
Monday Oct 19, 2026, 9:30 AM CT
Channel
Email
Enter tag
db-workshop-registered
Exit / skip
Skip if registered less than 1 hour before start
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
SMS-W4-E3 1h text
Trigger
In W4
Timing
Monday Oct 19, 2026, 9:30 AM CT
Channel
SMS
Enter tag
db-workshop-registered + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
SMS-W4-LIVE We're live
Trigger
In W4
Timing
Monday Oct 19, 2026, 10:30 AM CT
Channel
SMS
Enter tag
db-workshop-registered + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
W4-E4 On-demand email
Trigger
In W4 after event
Timing
Monday Oct 19, 2026, 2:00 PM CT (or same day when replay is live)
Channel
Email
Enter tag
db-workshop-registered
Exit / skip
Later db-workshop-attended or db-workshop-noshow from Zoom export
GHL workflow
BOGO W4 Workshop
Workflow
W4 Workshop
Message
SMS-W4-OD On-demand text
Trigger
In W4 after event
Timing
Monday Oct 19, 2026, 2:05 PM CT (with W4-E4)
Channel
SMS
Enter tag
db-workshop-registered + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO W4 Workshop
Workflow
Replay
Message
R1 Access
Trigger
Replay live / bmb-replay-started
Timing
Immediate
Channel
Email
Enter tag
bmb-replay-started (or access grant)
Exit / skip
Unsubscribe; free access ended
GHL workflow
BOGO Replay
Workflow
Replay
Message
SMS-R1 Ready text
Trigger
With R1
Timing
Immediate
Channel
SMS
Enter tag
bmb-replay-started + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO Replay
Workflow
Replay
Message
R2 2 days left
Trigger
In Replay
Timing
+24h from start
Channel
Email
Enter tag
bmb-replay-started
Exit / skip
Unsubscribe
GHL workflow
BOGO Replay
Workflow
Replay
Message
R3 1 day left
Trigger
In Replay
Timing
+48h from start
Channel
Email
Enter tag
bmb-replay-started
Exit / skip
Unsubscribe
GHL workflow
BOGO Replay
Workflow
Replay
Message
R4 Midnight
Trigger
In Replay
Timing
+64 to 68h from start
Channel
Email
Enter tag
bmb-replay-started
Exit / skip
Unsubscribe
GHL workflow
BOGO Replay
Workflow
Replay
Message
SMS-R4 Tonight text
Trigger
With R4
Timing
+64 to 68h
Channel
SMS
Enter tag
bmb-replay-started + sms-consent-bogo
Exit / skip
Skip without sms-consent-bogo
GHL workflow
BOGO Replay
Workflow
Thank-you
Message
TY-E1 Thank-you follow-up
Trigger
Thank-you page opt-in
Timing
About 1 hour after opt-in if bonuses not claimed
Channel
Email
Enter tag
thank-you opt-in
Exit / skip
Skip if db-bonus-claimed
GHL workflow
BOGO Thank-you

Tag map

Every automation tag, when it is applied, and what it does.

TagWhen appliedWhat it does
db-waitlistWaitlist form submitEnters waitlist emails
db-w1-completeEnd of waitlist sequenceMarks waitlist sequence finished
db-preorderedReceipt / order number receivedProof of pre-order; skips W1-E4 and A1-E4
db-bonus-claimedBonus claim form submitEnters bonus emails; exits remaining waitlist; skips A1-E4 and A1-E5a; allows S1 with sms-consent-bogo
db-assessment-enteredAssessment webhookContact created/updated from assessment
db-assessment-resultAssessment scores saved on first completed submit (before A1-E1)Enters assessment nurture; starts the 30-day retake clock; skips W1-E3
db-assessment-retakeSecond or later assessment completionRoutes to retake path; sends A2-E2 (new results)
db-assessment-retake-sentA2-E1 sent30-day retake invite sent; skip A2-E1 if already set
db-assessment-tips-optinTips checkbox on assessmentAllows A1-E2 and A1-E3
db-assessment-repliedReply to assessment emailEngagement flag for the team
db-focus-decisionLowest capability = decision-makingOne focus tag only; branches A1-E2-D
db-focus-resilienceLowest = resilienceBranches A1-E2-R
db-focus-adaptabilityLowest = adaptabilityBranches A1-E2-A
db-focus-executionLowest = executionBranches A1-E2-E
db-tier-80-100Score 80-100One tier tag only
db-tier-60-79Score 60-79One tier tag only
db-tier-40-59Score 40-59One tier tag only
db-tier-0-39Score 0-39One tier tag only
db-workshop-registeredWorkshop registrationEnters workshop emails; skips W2-E2, W2-E4a/E4b, and A1-E5a/E5b
db-workshop-attendedZoom export after eventAttended live
db-workshop-noshowZoom export no-showMissed live; still gets workshop on-demand
sms-consent-bogoPhone opt-in for book and bonuses textsRequired for every SMS. No tag, no text.
bmb-replay-startedFirst open of the replay page (webhook), or with R1Starts the replay R1 to R4 clock (aligned to the 72-hour page timer)
bmb-replay-completeOptional: finished watch on replay pageEngagement flag; can stop remaining R reminders
Tag
db-waitlist
When applied
Waitlist form submit
What it does
Enters waitlist emails
Tag
db-w1-complete
When applied
End of waitlist sequence
What it does
Marks waitlist sequence finished
Tag
db-preordered
When applied
Receipt / order number received
What it does
Proof of pre-order; skips W1-E4 and A1-E4
Tag
db-bonus-claimed
When applied
Bonus claim form submit
What it does
Enters bonus emails; exits remaining waitlist; skips A1-E4 and A1-E5a; allows S1 with sms-consent-bogo
Tag
db-assessment-entered
When applied
Assessment webhook
What it does
Contact created/updated from assessment
Tag
db-assessment-result
When applied
Assessment scores saved on first completed submit (before A1-E1)
What it does
Enters assessment nurture; starts the 30-day retake clock; skips W1-E3
Tag
db-assessment-retake
When applied
Second or later assessment completion
What it does
Routes to retake path; sends A2-E2 (new results)
Tag
db-assessment-retake-sent
When applied
A2-E1 sent
What it does
30-day retake invite sent; skip A2-E1 if already set
Tag
db-assessment-tips-optin
When applied
Tips checkbox on assessment
What it does
Allows A1-E2 and A1-E3
Tag
db-assessment-replied
When applied
Reply to assessment email
What it does
Engagement flag for the team
Tag
db-focus-decision
When applied
Lowest capability = decision-making
What it does
One focus tag only; branches A1-E2-D
Tag
db-focus-resilience
When applied
Lowest = resilience
What it does
Branches A1-E2-R
Tag
db-focus-adaptability
When applied
Lowest = adaptability
What it does
Branches A1-E2-A
Tag
db-focus-execution
When applied
Lowest = execution
What it does
Branches A1-E2-E
Tag
db-tier-80-100
When applied
Score 80-100
What it does
One tier tag only
Tag
db-tier-60-79
When applied
Score 60-79
What it does
One tier tag only
Tag
db-tier-40-59
When applied
Score 40-59
What it does
One tier tag only
Tag
db-tier-0-39
When applied
Score 0-39
What it does
One tier tag only
Tag
db-workshop-registered
When applied
Workshop registration
What it does
Enters workshop emails; skips W2-E2, W2-E4a/E4b, and A1-E5a/E5b
Tag
db-workshop-attended
When applied
Zoom export after event
What it does
Attended live
Tag
db-workshop-noshow
When applied
Zoom export no-show
What it does
Missed live; still gets workshop on-demand
Tag
sms-consent-bogo
When applied
Phone opt-in for book and bonuses texts
What it does
Required for every SMS. No tag, no text.
Tag
bmb-replay-started
When applied
First open of the replay page (webhook), or with R1
What it does
Starts the replay R1 to R4 clock (aligned to the 72-hour page timer)
Tag
bmb-replay-complete
When applied
Optional: finished watch on replay page
What it does
Engagement flag; can stop remaining R reminders

Conflict check

  • One focus tag and one tier tag at a time (replace on retake).
  • db-workshop-registered skips W2-E4a/E4b and A1-E5a/E5b.
  • db-bonus-claimed also skips A1-E5a so bonus claimers are not invited twice to the live workshop.
  • db-bonus-claimed pulls someone out of remaining W1 sends.
  • S2 stays on hold until consent covers sharing.
  • After Oct 19, new workshop signups skip W4 live-countdown messages; use replay R1 to R4.
  • Skip W2-E2 and W2-E3 when the scheduled send time is on or after Monday Oct 19, 2026, 10:30 AM CT. Use after-Oct-19 replay wording for late claimers.
  • Skip W1-E3 when db-assessment-result is on. Skip W1-E4 when db-preordered or db-bonus-claimed is on.
  • Replay clock: prefer bmb-replay-started at first page visit so email matches the 72-hour page timer.

CTA and link notes (setup)

  • A1-E1: report PDF / report page link. Until the PDF exists, the email body is the report.
  • A1-E3: share URL for the assessment. Use the live assessment link when final.
  • W1 entry tags: db-waitlist on entry; db-w1-complete at end.
  • W2 entry: db-bonus-claimed; db-preordered once receipt/order number is received.
  • W4: db-workshop-registered; after Zoom export set db-workshop-attended or db-workshop-noshow.
  • Outlines held until links exist: Brain Reset open, team call, share thank-you (needs referral tracking), S2 share text.

For your review. Back to the hub