Your Marketing & Automation Dashboard

Built by Big Uppetite for Steven Sahyoun · Pain Free Performance
StatusActive Implementation
Sprint Window22 Jun – 3 Jul 2026
OwnerBig Uppetite
Prepared ByJenna Davies & Ahmad Karimpour

Table of contents

01Executive Summary
A06Friday Check-in Reminder
02Project Infrastructure
A07Check-in Acknowledgement
03Completed Requirements
A08At-Risk Client Outreach
04Sprint Timeline & Progress
A09Week 6 Midpoint Review
05System Architecture
A10Week 9 Renewal Booking
A01Client Onboarding
A11Testimonial Request
A02AI Client Intelligence
A12Referral Request
A03Welcome Sequence
06AI Prompt Library
A04Assessment Reminder
A05Client Success Hub

This is your single source of truth for everything we're building together. It shows you what's live, what's in progress, and what's coming next, so you always know exactly where things stand.

Use the menu below to jump to any section.

What We're Building

This is the single source of truth for Steven Sahyoun's Customer Experience and Marketing Intelligence. Use this link to track progress at any point.

Your customer experience is at the forefront of everything we do. This system is built around your avatar, your business objectives, your business model, and our technical discovery of your business.

Jenna Davies' 5R Framework is baked into every touchpoint: Results, Rapport, Relationships, Retention, and Revenue through reviews and referrals.

Here's what we're building toward:

Tools & Platforms

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

What's Done

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

Progress & Timeline

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, g01, 2026-06-22, 2026-06-28 A02 AI Client Intelligence :active, g02, 2026-06-22, 2026-06-28 section Phase 2 · Onboarding A03 Welcome Sequence :g03, 2026-06-28, 2026-06-30 A04 Assessment Reminder :g04, 2026-06-28, 2026-06-30 A05 Client Success Hub :g05, 2026-06-29, 2026-07-01 section Phase 3 · Engagement A06 Friday Check-in Reminder :g06, 2026-06-30, 2026-07-02 A07 Check-in Acknowledgement :g07, 2026-06-30, 2026-07-02 A08 At-Risk Client Outreach :g08, 2026-07-01, 2026-07-02 section Phase 4 · Lifecycle A09 Week 6 Midpoint Review :g09, 2026-07-01, 2026-07-03 A10 Week 9 Renewal Booking :g10, 2026-07-01, 2026-07-03 section Phase 5 · Growth A11 Testimonial Request :g11, 2026-07-02, 2026-07-03 A12 Referral Request :g12, 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

How It All Works

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 or\nWhatsApp 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

A02Marketing 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
PurposeReinforce buying decision and create momentum
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 --> TC["Send TrueCoach\nInvitation"] Email --> Hub["Deliver Client\nSuccess Guide"] 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
PurposeIncrease onboarding completion 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"] 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
PurposeDeliver onboarding, expectations and success behaviours
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
PlannedP1
Start: 30 Jun 2026 Deadline: 2 Jul 2026
PurposeIncrease Sunday check-in completion
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
PurposeReinforce positive behaviours
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"] 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 Outreach
PlannedP1
Start: 1 Jul 2026 Deadline: 2 Jul 2026
PurposeRe-engage clients before they disappear
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 --> Email["Email\nOutreach"] Trigger --> Notify["Internal\nNotification"] 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
PurposePrevent mid-programme drop-off
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
PlannedP1
Start: 1 Jul 2026 Deadline: 3 Jul 2026
PurposeStart renewal conversations before the final weeks
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"] 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 Prompt
PlannedP1
Start: 2 Jul 2026 Deadline: 3 Jul 2026
PurposeGenerate social proof from successful clients
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"] 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 Engine
PlannedP1
Start: 2 Jul 2026 Deadline: 3 Jul 2026
PurposeGenerate introductions from successful clients
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"] Email --> Referred{"Referral\nProvided?"} 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

These are the prompts that power the AI layer of the system. Each one is designed to be pasted directly into Claude (claude.ai) along with the relevant input — a transcript, a summary, or a few details about the client. No technical setup required. Copy the prompt, fill in the bracketed sections, and Claude will do the rest.

Prompt 01 — Client Intelligence Builder

After a coaching session, paste the Fireflies transcript into Claude with this prompt. You'll get a structured summary covering everything you need to know — what the client said, what's driving them, what to watch for, and what to do next.

Fireflies → Claude → GHL
1. Open the Fireflies transcript for the session 2. Copy the full transcript text 3. Open Claude (claude.ai) 4. Paste this prompt, then paste the transcript below it
You are a coaching intelligence assistant for Steven Sahyoun, a performance and pain management coach. Read the following coaching session transcript and give me a clear, structured summary with these sections: CLIENT OVERVIEW Name, session date (if mentioned), and a 2–3 sentence overview of what this session was about. WHAT THEY'RE DEALING WITH Physical complaints, pain, limitations, or symptoms they mentioned. Injury history if discussed. GOALS What the client specifically wants to achieve — in their own words where possible. WHAT'S DRIVING THEM The emotional reasons behind their goals. Fear of losing capability, identity, family, performance, frustration — whatever came through. WHAT'S IN THE WAY Current blockers. What's stopping them from making progress right now. WINS THIS SESSION Any improvements, milestones, or positive shifts mentioned — no matter how small. COACH NOTES Anything Steven should remember, watch for, or follow up on in the next session. Flag any risks to adherence or drop-off. OPPORTUNITIES Any potential for a referral, testimonial, case study, or content idea based on this client's story. NEXT ACTIONS Agreed next steps — for the client and for Steven. THEIR WORDS 5–10 direct quotes from the client that capture how they talk about their pain, goals, or progress. These will be used for marketing. Only include what's actually in the transcript. Don't invent details. --- TRANSCRIPT: [paste the full transcript here]
Client SummaryGoals & Drivers Coach NotesRisks Marketing Quotes

Prompt 02 — Case Study Builder

Takes a client's story and turns it into ready-to-use marketing content — a long-form case study, a short version for email, an Instagram caption, and a Reel hook. Use after a client gets a strong result or completes the programme.

Claude → Content Library
1. Fill in the client details below (you can use the output from Prompt 01) 2. Paste into Claude 3. You'll get a full content package — edit as needed before publishing
You are a copywriter for Steven Sahyoun, a performance and pain management coach. Write a complete case study package using the client details below. Be specific. Use real outcomes and real language — no vague motivational phrases. Never fabricate details. CLIENT DETAILS: Name (first name only or initials): [e.g. James / J.M.] Age or general description: [e.g. 43-year-old tradesman] Situation before coaching: [describe in 2–3 sentences] Main injury or complaint: [e.g. chronic lower back pain for 3 years] What they tried before: [e.g. physio, painkillers, rest — nothing worked long-term] What changed after working with Steven: [key shifts in training, mindset, movement] Specific results: [e.g. back pain reduced by 80%, back at the gym 4x a week, playing with kids again] A quote from them: [paste a real quote, even a rough one — you can clean it up] Programme length: [e.g. 12-week block] --- Please write: 1. HEADLINE A single, specific, outcome-based headline. Example: "From 3 years of chronic back pain to training 4 days a week in 12 weeks." 2. FULL CASE STUDY (400–600 words) Written as a story: who they were before, what they were struggling with, why nothing else worked, what changed when they started working with Steven, and what life looks like now. 3. SHORT VERSION (100–150 words) A punchy summary for use in emails or ads. 4. INSTAGRAM CAPTION (150–200 words) Conversational, written in Steven's voice. End with a soft call to action — not salesy. 5. REEL HOOK (1–2 lines) Written to stop the scroll. Should speak directly to someone in the same situation as the client. 6. THREE CONTENT IDEAS Specific content angles inspired by this client's story — topics Steven could talk about on video or in a post.
Full Case StudyShort Version Instagram CaptionReel HookContent Ideas

Prompt 03 — Voice of Customer Extractor

Pulls the exact phrases and language your clients use to describe their pain, goals, and reasons for starting. Use this to make your marketing sound like it was written by your clients, not about them.

Fireflies → Claude → Marketing
1. Paste a Fireflies transcript (or multiple transcripts) into Claude 2. Use this prompt to pull out the raw language 3. Save the output — it feeds directly into ad copy, email, and content
You are a marketing research analyst. Read the following coaching session transcript and pull out the exact language the client uses. Do not paraphrase. Do not summarise. Only use their actual words. Give me the following: HOW THEY DESCRIBE THEIR PAIN Direct quotes about physical pain, limitations, or frustration. Include short context notes in brackets where helpful — e.g. "I can't even pick up my kids anymore [referring to back injury]." WHAT THEY WANT Exact phrases about what they're trying to get back to — activities, identity, feelings, milestones. WHAT THEY'RE AFRAID OF Quotes about fear — getting worse, never recovering, losing their identity, letting people down. HOW THEY SEE THEMSELVES Statements about who they used to be, or who they feel they've become — "I used to be able to...", "I've always been the active one..." WHAT ALMOST STOPPED THEM Any hesitations, doubts, or things they tried before that didn't work. WHAT MADE THEM COMMIT The moment or reason they decided to take action. MOMENTS OF PROGRESS Quotes where they describe feeling better, hitting a milestone, or noticing a change. At the end, list 3–5 emotional themes that run through this transcript. --- TRANSCRIPT: [paste the full transcript here]
Pain LanguageDesire Language Fear LanguageObjectionsBuying Triggers

Prompt 04 — Session Follow-Up Email

Generates a personalised follow-up email from Steven to a client after a session. Takes 30 seconds — fill in three fields and Claude writes the email in Steven's voice.

Claude → GHL Email
1. Fill in the three fields below — client name, what you covered, and what they need to do next 2. Paste into Claude 3. Copy the email output and send via GHL or email directly
Write a follow-up email from Steven Sahyoun to a coaching client after their session today. Steven's tone: direct, warm, practical — like a knowledgeable mate. No corporate language. No filler. He uses "mate" naturally. Short sentences. Clear actions. CLIENT NAME: [first name] WHAT WE COVERED TODAY: [2–4 sentences about the session — what you talked about, what you adjusted, what came up] THEIR NEXT ACTIONS: [list what they need to do before the next session] THEIR MAIN GOAL: [one sentence — what they're working towards] --- Write the email without a subject line. Plain text. No bullet point formatting in the body — keep it conversational. The email should feel like it took 2 minutes to write, not 20.
Session RecapNext Actions Steven's VoiceClient Accountability

Version History

VersionDateChanges
1.022 Jun 2026Initial automation documentation created.
1.125 Jun 2026Sprint timeline added. Dates and workflow diagrams added to all automation cards.
1.226 Jun 2026WhatsApp removed from flowcharts. TOC made clickable. Intro paragraph added. AI prompts rewritten in plain English for coaching use.
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.