Live Project Part 4 Tutorial of Edtech Client for Automation

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Timestamp Chapter

0:00 - Introduction and ClickUp Integration
Explanation of using ClickUp to manage leads and automate processes for trial completions.

0:10 - Triggering Emails in Klaviyo
Setting up Klaviyo to send feedback request emails when a trial is completed.

0:28 - Handling No-Shows
Process for handling leads that don't show up for trials, including updating ClickUp and sending reschedule emails through Klaviyo.

2:06 - Rescheduling and Assigning Tutors
Steps to reschedule trials and change tutor assignments based on feedback, including updating lists in ClickUp.

3:50 - Invoicing and Payment Automation
Automating the invoicing process with Google Sheets and Zapier, and sending welcome emails after payment confirmation through Klaviyo.