July 11, 2025
System Overview
Custom-built Execution+ system for high-volume coaching brand
GPT agent deployed for inbound + follow-up comms (SMS/email)
Escalation path for no-payment detection with Slack + human fallback
CRM tagging auto-detects lead type (
hot,warm,cold) and logs stageAirtable, Make, and GPT linked through modular system flow
All touchpoints designed for zero human interaction until escalation
Execution Summary
Client Context:
SCALE Coaching handles 80–120 inbound leads/month across ads, landing pages, and creator traffic. Manual follow-ups, payment reminders, and booking coordination drained 6–10 hours per week.
They needed more than a funnel — they needed a system that executes.
What We Built:
Strivlo deployed an Execution+ system spanning form capture → logic evaluation → agent comms → CRM/booking sync → escalation.
Key Components:
Trigger Layer:
Web form submission
Tag-based CRM updates
Booking clicks and abandoned cart detection
Logic Layer:
GPT evaluates message intent + lead quality
Escalation logic fires if payment not completed in 24h
Logic branches mapped by lead type and stage
Execution Layer:
GPT crafts personalized SMS/email replies within 20 seconds
Airtable receives booking data, CRM is tagged, Slack notifies
Calendar slots auto-confirmed without team intervention
Escalation fires Slack + inbox notification if rules are unmet
Systems Used:
Framer (landing + form UI)
Make (backend flow engine)
OpenAI API (GPT logic agent)
Airtable (data store + logic conditions)
Slack (team alert + fallback)
Stripe (payment detection layer)
