Want to ensure your clients move through your coaching program or course based on payments made? With TekMatix, you can automate access, unlock new content, and schedule next steps as milestone payments are received—no manual tracking required.

👉 Reflect today: Are you manually managing client progress, or is it time to automate your customer journey?

1️⃣ Set Up Your Customer Journey for Payment-Based Progress
If you have a coaching program, membership, or staged course, you might want clients to only access certain content or coaching calls after making milestone payments. Instead of manually tracking payments, use the Customer Journey feature inside TekMatix.

Unlike the Tasks Manager, which requires manual updates, the Customer Journey is linked to workflows and automations, meaning payments will automatically trigger movement to the next step in the journey.

2️⃣ Automate Progression When a Payment is Made
By integrating workflows and payment triggers, you can:
✅ Unlock new course content after a specific payment is made
✅ Schedule the next coaching call only after a client has paid
✅ Move clients to the next stage of the journey automatically

Once a payment is received, TekMatix will trigger an action to move the client forward—whether that’s granting access to new content, enrolling them in a session, or triggering an automated email with next steps.

3️⃣ Customize & Optimize Your Customer Journey
Every business is unique, which is why customer journeys should be tailored to your program structure. If you need step-by-step help in setting up your workflows and automations, there are detailed training videos available inside The Legends Lab to guide you through the process.

For those who have specific scenarios they need help with, custom training and walkthroughs are available upon request!

💡 Pro Tip: Automating your customer journey based on payments keeps your workflow smooth, eliminates administrative headaches, and ensures clients only access content or services they’ve paid for.

🎉 Want to automate your customer journey for seamless scaling? Learn how inside The Legends Lab!
www.sarahcordiner.com/legends

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Sarah x