Technical Documentation · Version 1.1

Marketing Intelligence &
Automation Documentation

Steven Sahyoun · Pain Free Performance
StatusActive Implementation
Sprint Window22 Jun – 3 Jul 2026
OwnerBig Uppetite
Prepared ByJenna Davies & Ahmad Karimpour
01 Executive Summary
02 Project Infrastructure
03 Completed Requirements
04 Sprint Timeline & Progress
05 System Architecture
A01 Client Onboarding
A02 AI Client Intelligence
A03 Welcome Sequence
A04 Assessment Reminder
A05 Client Success Hub
A06 Friday Check-in Reminder
A07 Check-in Acknowledgement
A08 At-Risk Client Outreach
A09 Week 6 Midpoint Review
A10 Week 9 Renewal Booking
A11 Testimonial Request
A12 Referral Request
06 AI Prompt Library

Executive Summary

This document serves as the technical documentation for Steven Sahyoun's customer experience and marketing automation ecosystem. It is the single source of truth for the automation architecture and should be maintained throughout the implementation lifecycle.

The objective is to build a scalable automation infrastructure that improves the following across the coaching business:

Project Infrastructure

Core Platforms

PlatformPurposeStatus
GoHighLevelCRM & Automation PlatformActive
Google WorkspaceBusiness EmailActive
Google CalendarSchedulingActive
Fireflies.aiMeeting Recording & AI TranscriptionActive
TypeformDiscovery QuestionnairePending Premium
StripePaymentsPending
TrueCoachCoaching PlatformPending
Claude AIClient IntelligenceNext Sprint

Completed Requirements

RequirementStatusNotes
GHL MigrationCompleteExisting CRM migrated into production account
GHL Domain IntegrationCompleteDomain connected successfully
Google Workspace SetupCompleteBusiness email configured
Fireflies SetupCompleteGoogle Meet integration completed
Google Calendar IntegrationCompleteCalendar synchronisation active
GHL Calendar SetupCompleteBooking system configured
Typeform → GHLWaitingAwaiting Typeform Premium upgrade
Stripe IntegrationPendingScheduled for next implementation session

Sprint Timeline & Progress

All 12 automations are scoped within the sprint window of 22 Jun – 3 Jul 2026. A01 and A02 are currently in progress and will be closed out in the session with Steven on Monday 28 Jun. The remaining automations are sequenced by dependency, starting with onboarding flows (A03–A05), then engagement and check-in (A06–A08), then lifecycle (A09–A10), and finally referral/social proof (A11–A12).

gantt title Automation Sprint · 22 Jun – 3 Jul 2026 dateFormat YYYY-MM-DD axisFormat %d %b section Phase 1 · Finalise A01 Client Onboarding :active, a01, 2026-06-22, 2026-06-28 A02 AI Client Intelligence :active, a02, 2026-06-22, 2026-06-28 section Phase 2 · Onboarding A03 Welcome Sequence :a03, 2026-06-28, 2026-06-30 A04 Assessment Reminder :a04, 2026-06-28, 2026-06-30 A05 Client Success Hub :a05, 2026-06-29, 2026-07-01 section Phase 3 · Engagement A06 Friday Check-in Reminder :a06, 2026-06-30, 2026-07-02 A07 Check-in Acknowledgement :a07, 2026-06-30, 2026-07-02 A08 At-Risk Client Outreach :a08, 2026-07-01, 2026-07-02 section Phase 4 · Lifecycle A09 Week 6 Midpoint Review :a09, 2026-07-01, 2026-07-03 A10 Week 9 Renewal Booking :a10, 2026-07-01, 2026-07-03 section Phase 5 · Growth A11 Testimonial Request :a11, 2026-07-02, 2026-07-03 A12 Referral Request :a12, 2026-07-02, 2026-07-03
Automation5R FrameworkPriorityStartDeadlineStatusProgress
A01 · Client OnboardingRelationship, RetentionP1 22 Jun28 Jun In Progress 90%
A02 · AI Client IntelligenceResults, RevenueP1 22 Jun28 Jun In Progress 70%
A03 · Welcome SequenceRelationship, RetentionP1 28 Jun30 Jun Planned
A04 · Assessment ReminderResults, RetentionP1 28 Jun30 Jun Planned
A05 · Client Success HubResults, Retention, RelationshipP1 29 Jun1 Jul Planned
A06 · Friday Check-in ReminderResults, RetentionP1 30 Jun2 Jul Planned
A07 · Check-in AcknowledgementRelationship, RetentionP1 30 Jun2 Jul Planned
A08 · At-Risk Client OutreachRetentionP1 1 Jul2 Jul Planned
A09 · Week 6 Midpoint ReviewResults, RetentionP1 1 Jul3 Jul Planned
A10 · Week 9 Renewal BookingRetention, RevenueP1 1 Jul3 Jul Planned
A11 · Testimonial RequestReviewsP1 2 Jul3 Jul Planned
A12 · Referral RequestReferralsP1 2 Jul3 Jul Planned

System Architecture — Automations

A01Client Onboarding
In Progress · 90% P1
Started: 22 Jun 2026 Deadline: Mon 28 Jun
ObjectiveCreate a seamless onboarding journey from lead to active coaching client.
5R FrameworkRelationship · Retention

Workflow

flowchart TD TF(["📋 Typeform\nDiscovery Form"]) --> Cal["GHL Calendar\nBooking"] Cal --> GHL["GHL Auto:\nCreate Contact\nApply Tag\nAdd to Pipeline"] GHL --> Meet["Google Meet\nDiscovery Call"] Meet --> FF["Fireflies.ai\nAuto-Record"] FF --> Qualified{"Qualified?"} Qualified -- Yes --> PL["GHL sends\nPayment Link"] Qualified -- No --> End2(["🔴 Not Qualified\nTag & Archive"]) PL --> Stripe["Stripe\nPayment"] Stripe --> Trigger["Trigger:\nPaid Client Tag\nOpportunity Move\nTrueCoach Invite\nWelcome Sequence\nInternal Notify"] style TF fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style GHL fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Qualified fill:#fef9c3,stroke:#ca8a04,color:#78350f style Trigger fill:#dcfce7,stroke:#16a34a,color:#14532d style End2 fill:#fee2e2,stroke:#dc2626,color:#991b1b

Workflow Steps

1
Discovery Call Questionnaire
Platform: Typeform  ·  Pending Premium Upgrade
2
Prospect books a Free 15-Minute Discovery Call
Platform: GHL Calendar  ·  Complete
3
GHL automatically creates contact, applies tag, adds to pipeline
Complete
4
Steven conducts the consultation via Google Meet
Fireflies auto-records transcript, summary, and action items  ·  Complete
WhatsApp Business — Pending Personal WhatsApp must not be connected to Fireflies. Personal conversations would pollute the AI knowledge base. Future implementation requires migration to WhatsApp Business.
5
Qualified prospects receive payment link from GHL
Pending Stripe Integration
6
Successful payment triggers full onboarding sequence
Paid Client Tag · Opportunity Move · TrueCoach Invitation · Welcome Sequence · Internal Notification  ·  Pending

Remaining Tasks

A02AI Client Intelligence
In Progress · 70%P1
Started: 22 Jun 2026 Deadline: Mon 28 Jun
ObjectiveAutomatically transform every coaching call into structured business intelligence.
5R FrameworkResults · Revenue

AI Workflow

flowchart LR Meeting(["📅 Meeting"]) --> Fireflies["Fireflies.ai\nRecording"] Fireflies --> Transcript["Transcript\nGenerated"] Transcript --> Claude["Claude AI\nProcessing"] Claude --> CP["Client Profile"] Claude --> CS["Case Study"] Claude --> MI["Marketing Ideas"] Claude --> VOC["Voice of Customer"] Claude --> CRM["CRM Notes"] Claude --> FU["Follow-Ups"] style Meeting fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Claude fill:#ede9fe,stroke:#7c3aed,color:#4c1d95 style CP fill:#dcfce7,stroke:#16a34a,color:#14532d style CS fill:#dcfce7,stroke:#16a34a,color:#14532d style MI fill:#dcfce7,stroke:#16a34a,color:#14532d style VOC fill:#dcfce7,stroke:#16a34a,color:#14532d style CRM fill:#dcfce7,stroke:#16a34a,color:#14532d style FU fill:#dcfce7,stroke:#16a34a,color:#14532d

Planned Outputs Per Meeting

Client SummaryInjury HistoryGoals Emotional DriversCoach NotesRisks OpportunitiesNext ActionsMarketing Hooks Case StudyContent Ideas

Next Sprint

A03Welcome Sequence
PlannedP1
Start: 28 Jun 2026 Deadline: 30 Jun 2026
ObjectiveReinforce buying confidence and reduce buyer's remorse immediately after payment.
TriggerSuccessful Stripe payment.
5R FrameworkRelationship · Retention
Coaching Voice
"Good decision mate. Keep an eye on your inbox. I'm going to walk you through exactly what happens next and what I need from you so we can get the best result possible."
Tone Direction: Make the client feel confident they made the right decision. Reduce uncertainty. Increase excitement for the journey ahead. Reinforce that they're now working with a structured process designed around their goals.

Workflow

flowchart TD Payment(["💳 Stripe Payment\nSuccessful"]) --> Tag["Apply: Paid Client Tag\nMove Opportunity"] Tag --> Email["Send Welcome Email"] Tag --> WA["Send Welcome WhatsApp"] Tag --> TC["Send TrueCoach\nInvitation"] Email --> Hub["Deliver Client\nSuccess Guide"] WA --> Hub Hub --> Notify["Internal Notification\nto Steven"] style Payment fill:#dcfce7,stroke:#16a34a,color:#14532d style Tag fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Notify fill:#ede9fe,stroke:#7c3aed,color:#4c1d95

Actions

Welcome EmailWelcome WhatsApp Client Success GuideTrueCoach Instructions Coaching ExpectationsCommunication Policy
A04Assessment Completion Reminder
PlannedP1
Start: 28 Jun 2026 Deadline: 30 Jun 2026
ObjectiveIncrease onboarding completion rate and speed to activation.
TriggerAssessment not submitted after 48 hours.
5R FrameworkResults · Retention
Coaching Voice
"Once I've got your assessment, I can start building a plan around you, your injury history, your training and what you're trying to get back to."
Tone Direction: Increase motivation to complete. Emphasise personalisation, progress and momentum. Avoid urgency, pressure or guilt.

Workflow

flowchart TD Start(["🟡 Welcome Sequence\nSent"]) --> Wait48["⏳ Wait 48 Hours"] Wait48 --> Check1{"Assessment\nSubmitted?"} Check1 -- Yes --> Done(["✅ Proceed to\nOnboarding"]) Check1 -- No --> R1["Send Reminder Email\n+ WhatsApp"] R1 --> Wait5["⏳ Wait 5 Days Total"] Wait5 --> Check2{"Still Not\nSubmitted?"} Check2 -- Yes --> Notify["🔔 Notify Steven\nManual Follow-Up"] Check2 -- No --> Done style Start fill:#fef9c3,stroke:#ca8a04,color:#78350f style Check1 fill:#fef9c3,stroke:#ca8a04,color:#78350f style Check2 fill:#fef9c3,stroke:#ca8a04,color:#78350f style Done fill:#dcfce7,stroke:#16a34a,color:#14532d style Notify fill:#fee2e2,stroke:#dc2626,color:#991b1b

Actions

Reminder EmailWhatsApp ReminderNotify Steven after 5 days
A05Client Success Hub
PlannedP1
Start: 29 Jun 2026 Deadline: 1 Jul 2026
ObjectiveCentralise all onboarding resources in one accessible location.
5R FrameworkResults · Retention · Relationship
Coaching Voice
"The guys who get the best results aren't necessarily the most talented. They're the ones who understand the process, communicate well and stay consistent."
Tone Direction: Create clarity, trust and confidence. Show clients what success looks like. Reinforce the behaviours, standards and mindset that produce results.

Workflow

flowchart LR Paid(["✅ Paid Client\nTag Applied"]) --> Hub["Client Success\nHub Page"] Hub --> CP["Communication\nPolicy"] Hub --> FAQ["FAQ"] Hub --> CIG["Check-in\nGuide"] Hub --> SP["Success\nPrinciples"] Hub --> CI["Contact\nInformation"] Hub --> CE["Coaching\nExpectations"] style Paid fill:#dcfce7,stroke:#16a34a,color:#14532d style Hub fill:#dbeafe,stroke:#2563eb,color:#1e3a8a

Contents

Communication PolicyFAQ Check-in GuideSuccess Principles Contact InformationCoaching Expectations
A06Friday Check-in Reminder
PlannedP1
Start: 30 Jun 2026 Deadline: 2 Jul 2026
ObjectiveIncrease Sunday check-in completion rate.
TriggerEvery Friday.
5R FrameworkResults · Retention
Coaching Voice
"Quick reminder to get your check-in ready. The more context I have, the better I can coach you next week."
Tone Direction: Reinforce that communication improves coaching quality. Make the client feel supported and responsible for their own progress.

Workflow

flowchart TD Friday(["📅 Friday Trigger"]) --> Reminder["Send Check-in\nReminder Email + WA"] Reminder --> Wait["⏳ Wait 48 Hours"] Wait --> Check{"Check-in\nSubmitted?"} Check -- Yes --> End(["✅ End"]) Check -- No --> SecondReminder["Send Second\nReminder"] SecondReminder --> End2(["End"]) style Friday fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Check fill:#fef9c3,stroke:#ca8a04,color:#78350f style End fill:#dcfce7,stroke:#16a34a,color:#14532d style SecondReminder fill:#fee2e2,stroke:#dc2626,color:#991b1b
A07Check-in Submitted Acknowledgement
PlannedP1
Start: 30 Jun 2026 Deadline: 2 Jul 2026
TriggerClient submits weekly check-in.
5R FrameworkRelationship · Retention
Coaching Voice
"Got it mate. Thanks for taking the time to do that properly. I'll review everything and get your feedback through."
Tone Direction: Reinforce consistency and positive behaviour. Create a feeling of momentum, progress and support.

Workflow

flowchart TD Submit(["📥 Check-in\nSubmitted"]) --> Ack["Send Acknowledgement\nEmail + WhatsApp"] Ack --> Tag["Apply: Check-in\nReceived Tag"] Tag --> Notify["Notify Steven\nInternal Alert"] Notify --> Queue["Move to\nReview Queue"] style Submit fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Queue fill:#dcfce7,stroke:#16a34a,color:#14532d

Actions

Thank ClientConfirm Receipt Notify StevenMove to Review Queue
A08At-Risk Client Outreach
PlannedP1
Start: 1 Jul 2026 Deadline: 2 Jul 2026
TriggerNo check-in, no communication, or no activity detected.
5R FrameworkRetention
Coaching Voice
"Haven't heard from you in a bit mate. Just wanted to check in and see how things are going on your end."
Tone Direction: Reopen communication without judgement. Make the client feel supported, understood and comfortable sharing what's really going on.

Workflow

flowchart TD Trigger(["🚨 At-Risk Trigger\nNo activity detected"]) --> WA["WhatsApp\nOutreach"] Trigger --> Email["Email\nOutreach"] Trigger --> Notify["Internal\nNotification"] WA --> Wait["⏳ Wait 7 Days"] Email --> Wait Notify --> Wait Wait --> Check{"Client\nResponded?"} Check -- Yes --> Resolved(["✅ Re-engaged\nRemove At-Risk Tag"]) Check -- No --> Escalate["🔴 Escalate\nto Steven\nManual Intervention"] style Trigger fill:#fee2e2,stroke:#dc2626,color:#991b1b style Check fill:#fef9c3,stroke:#ca8a04,color:#78350f style Resolved fill:#dcfce7,stroke:#16a34a,color:#14532d style Escalate fill:#fee2e2,stroke:#dc2626,color:#991b1b
A09Week 6 Midpoint Review
PlannedP1
Start: 1 Jul 2026 Deadline: 3 Jul 2026
ObjectivePrevent mid-programme drop-off and re-energise commitment.
TriggerWeek 6 of programme.
5R FrameworkResults · Retention
Coaching Voice
"Let's take a step back and look at what's changed since day one. What's improved? What's still frustrating? What do we need to adjust?"
Tone Direction: Help the client recognise progress, identify obstacles and recommit to the next phase of the programme.

Workflow

flowchart TD W6(["📅 Week 6\nTrigger"]) --> Email["Send Midpoint\nReview Email"] Email --> Book["Include Booking Link\nfor Review Call"] Book --> Call["Review Call\nwith Steven"] Call --> Progress["Document:\nWins · Obstacles\nUpdated Goals"] Progress --> Next["Deliver\nNext Phase Plan"] Next --> Tag["Update CRM\nTags & Notes"] style W6 fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Tag fill:#dcfce7,stroke:#16a34a,color:#14532d

Actions

Progress ReviewWins Recap Obstacles CheckUpdated GoalsNext Phase Preview
A10Week 9 Renewal Call Booking
PlannedP1
Start: 1 Jul 2026 Deadline: 3 Jul 2026
ObjectiveBegin the renewal conversation before the final weeks of the programme.
TriggerWeek 9 of programme.
5R FrameworkRetention · Revenue
Coaching Voice
"We're coming into the final stretch of this block. Let's jump on a call and map out what the next phase looks like."
Tone Direction: Position the conversation as a strategic review, not a sales call. Focus on progress made, goals remaining and future opportunities.

Workflow

flowchart TD W9(["📅 Week 9\nTrigger"]) --> Email["Send Renewal\nEmail + Booking Link"] Email --> Booked{"Call\nBooked?"} Booked -- Yes --> Call["Renewal Call\nwith Steven"] Booked -- No --> Nudge["Send Follow-up\nWhatsApp"] Nudge --> Call Call --> Review["Review Progress\n& Goals Remaining"] Review --> Offer["Present Next\nPhase Offer"] Offer --> Outcome{"Renewed?"} Outcome -- Yes --> Win(["✅ New Payment\nTrigger Onboarding"]) Outcome -- No --> Lost(["Tag: Not Renewed\nWin-back Sequence"]) style W9 fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Booked fill:#fef9c3,stroke:#ca8a04,color:#78350f style Outcome fill:#fef9c3,stroke:#ca8a04,color:#78350f style Win fill:#dcfce7,stroke:#16a34a,color:#14532d style Lost fill:#fee2e2,stroke:#dc2626,color:#991b1b

Actions

Send Booking LinkProgress Review Present Next PhaseRenewal Offer
A11Testimonial Request
PlannedP1
Start: 2 Jul 2026 Deadline: 3 Jul 2026
TriggerSuccessful programme completion.
5R FrameworkReviews
Coaching Voice
"You've done the hard work. I'd love to share your story so other people in the same position can see what's possible."
Tone Direction: Make the client feel proud of their progress. Focus on contribution, impact and helping others — not asking for a favour.

Workflow

flowchart TD Complete(["🏁 Programme\nComplete Tag"]) --> Email["Send Testimonial\nRequest Email"] Email --> Instructions["Include Video\nInstructions Link"] Instructions --> Consent["Send Consent Form"] Consent --> Check{"Testimonial\nReceived?"} Check -- Yes --> Save["Save to\nContent Library"] Save --> Tag["Tag: Testimonial\nCollected"] Check -- No --> Nudge["One Follow-up\nafter 5 Days"] Nudge --> End(["End"]) style Complete fill:#dbeafe,stroke:#2563eb,color:#1e3a8a style Check fill:#fef9c3,stroke:#ca8a04,color:#78350f style Save fill:#dcfce7,stroke:#16a34a,color:#14532d

Actions

Testimonial RequestVideo Instructions Consent FormSave to Content Library
A12Referral Request
PlannedP1
Start: 2 Jul 2026 Deadline: 3 Jul 2026
TriggerPositive client outcome confirmed.
5R FrameworkReferrals
Coaching Voice
"Who comes to mind when you look at the progress you've made over the last few months?"
Tone Direction: Encourage natural referrals by connecting the client's success to people they care about. Avoid incentives, discounts or pressure.

Workflow

flowchart TD Outcome(["✅ Positive Outcome\nTag Applied"]) --> Email["Send Referral\nRequest Email"] Outcome --> WA["Send Referral\nWhatsApp Message"] Email --> Referred{"Referral\nProvided?"} WA --> Referred Referred -- Yes --> Track["Log Referral\nin GHL"] Track --> Notify["Notify Steven\nInternal Alert"] Notify --> OutreachNew["Outreach to\nNew Prospect"] Referred -- No --> End(["End — No Follow-up\nPressure"]) style Outcome fill:#dcfce7,stroke:#16a34a,color:#14532d style Referred fill:#fef9c3,stroke:#ca8a04,color:#78350f style OutreachNew fill:#dbeafe,stroke:#2563eb,color:#1e3a8a

Actions

Referral EmailReferral WhatsApp Referral TrackingInternal Notification

AI Prompt Library

Prompt 01 — Client Intelligence Builder

Converts a Fireflies.ai transcript into a structured coaching intelligence record, stored in GHL and available for future AI calls.

Fireflies → Claude → GHL
You are a coaching intelligence assistant for Steven Sahyoun, a performance and pain management coach. Your job is to analyse transcripts from coaching sessions and extract structured intelligence that helps Steven deliver better coaching and build stronger marketing assets. Always write in clear, direct language. Do not pad responses. Do not invent information not present in the transcript.
Analyse the following coaching session transcript and return a structured JSON response with these fields: - client_name: string - session_date: string (extract if mentioned, otherwise "Not stated") - session_number: string (e.g. "Session 3" if determinable) - summary: 2–3 sentence overview of the session - presenting_complaints: array of strings — physical pain, limitations, symptoms mentioned - injury_history: array of strings — past injuries, surgeries, diagnoses - goals: array of strings — what the client explicitly wants to achieve - emotional_drivers: array of strings — fear of losing capability, frustration, identity, family motivation, etc. - current_blockers: array of strings — what is stopping progress right now - wins: array of strings — positive changes, improvements or milestones mentioned - coach_notes: string — anything Steven should know or track for next session - risks: array of strings — red flags, adherence concerns, signs of drop-off risk - opportunities: array of strings — upsell, referral, testimonial, or content opportunities - next_actions: array of strings — agreed next steps for client and coach - marketing_hooks: array of strings — emotionally resonant phrases or moments from the transcript, written in the client's own words, that could inform ad copy or content - raw_quotes: array of strings — exact verbatim quotes from the client that capture their pain, desire, or transformation language Transcript: {{TRANSCRIPT}}
Client ProfileInjury HistoryGoals Emotional DriversRisksOpportunities Marketing HooksRaw Quotes

Prompt 02 — Case Study Builder

Generates a full-length case study from a coaching session or a structured client intelligence record. Output includes long-form story copy and platform-specific marketing assets.

Claude → Content Library
You are a copywriter and content strategist for Steven Sahyoun, a performance and pain management coach. You write compelling case studies that turn client transformation stories into marketing assets. Your writing is direct, specific, and grounded in real outcomes — not vague or motivational. You write in first or third person depending on the format. You never exaggerate or fabricate details.
Using the following client intelligence data, write a complete case study package. Return a structured JSON response with these fields: - headline: a specific, outcome-based headline (e.g. "From chronic knee pain to running 5km again in 9 weeks") - subheadline: one sentence expanding on the transformation - story_long_form: 400–600 word narrative structured as: (1) Who the client was before, (2) What they were struggling with, (3) What changed when they started working with Steven, (4) The specific results achieved, (5) What life looks like now - story_short_form: 100–150 word version for email or ad use - before_state: bullet list of 3–5 specific "before" conditions - after_state: bullet list of 3–5 specific measurable outcomes - transformation_quote: one powerful verbatim or near-verbatim quote from the client - instagram_caption: 150–200 words, conversational tone, ends with a soft CTA - reel_hook: 1–2 line hook for a video, written to stop the scroll - sales_page_snippet: 80–100 words suitable for a coaching sales page testimonial section - content_angles: array of 3–5 content ideas inspired by this client's story Client Intelligence Data: {{CLIENT_INTELLIGENCE_JSON}}
Long-Form StoryShort-Form Story Instagram CaptionReel Hook Sales Page CopyContent Angles

Prompt 03 — Voice of Customer Extractor

Pulls exact client language from transcripts and organises it into a reusable marketing intelligence database. Output is structured for direct use in ad copy, landing pages, and email.

Fireflies → Claude → VOC Database
You are a conversion copywriter and research analyst. Your job is to extract and categorise the exact language clients use when describing their pain, frustration, desires and buying motivations. You only extract language that is specific, emotionally charged, or highly relatable to the target audience — not generic statements. You never paraphrase. You always use the client's exact words.
Analyse the following coaching session transcript and extract Voice of Customer data. Return a structured JSON response with these fields: - pain_language: array of exact quotes describing physical pain, limitations, or frustration (include context in brackets where helpful, e.g. "can't pick up my kids [knee injury]") - desire_language: array of exact quotes describing what the client wants to achieve, feel or get back to - fear_language: array of quotes expressing fear of permanent limitation, loss of identity, or getting worse - identity_statements: array of quotes where the client defines themselves by what they can/can't do ("I used to be able to...", "I've always been active...") - objections: array of quotes expressing hesitation, doubt, or previous bad experiences with other coaches or treatments - buying_triggers: array of quotes that reveal what finally made them commit or take action - social_proof_moments: array of quotes expressing satisfaction, trust, or surprise at results - themes: array of 3–5 recurring emotional themes across this transcript Transcript: {{TRANSCRIPT}}
Pain LanguageDesire Language Fear LanguageIdentity Statements ObjectionsBuying Triggers

Prompt 04 — Session Follow-Up Email Generator

Generates a personalised post-session follow-up email from Steven to the client, based on the session transcript. Reinforces key points discussed, outlines next steps, and maintains the coaching relationship between sessions.

Claude → GHL Email
You write follow-up emails from Steven Sahyoun, a performance and pain management coach, to his 1:1 coaching clients. Steven's tone is direct, supportive and practical — like a knowledgeable mate who happens to be an expert. He does not use corporate language, does not over-explain, and does not pad emails with filler. He calls clients "mate" naturally. He focuses on clarity, accountability and momentum.
Using the following session summary, write a personalised follow-up email from Steven to the client. The email should: - Open with a brief acknowledgement of something specific from the session (1–2 sentences) - Summarise the 2–3 most important things discussed or decided - List the agreed next actions clearly (bullet points) - Close with one sentence of encouragement that references their specific goal or situation Do not include a subject line unless asked. Write in plain text, no markdown formatting. Client Name: {{CLIENT_NAME}} Session Summary: {{SESSION_SUMMARY}} Next Actions: {{NEXT_ACTIONS}} Client Goal: {{CLIENT_GOAL}}
Session RecapNext Actions AccountabilityCoaching Tone

Version History

VersionDateChanges
1.022 Jun 2026Initial automation documentation created.
1.125 Jun 2026Sprint timeline added (22 Jun – 3 Jul). All automation cards updated with start/deadline dates. Workflow diagrams added to all automations. Progress section updated.
Living Document Notice This document must be updated throughout the implementation. Every automation should record: completion date, workflow link, GHL snapshot, testing status, owner, version history, and future improvements. By project completion, this document will serve as the complete operational blueprint of Steven Sahyoun's marketing, AI, and customer experience ecosystem.