Valentina Akpan — Founder, Rellatech
Course creators leave more time on the table than almost any other business model I work with. Same handoffs, same emails, same spreadsheets, every single week. Here are the five Zaps I build first, every time.
1. New student welcome flow
Trigger: new purchase in Thrivecart, Stripe, Kajabi, or Teachable. Actions: enroll them in the course platform, add to your CRM with the right tag, send a personal welcome from your inbox (not the platform), notify you in Slack.
Saves: 10 to 15 minutes per student. The "personal" welcome alone moves the needle on completion rates.
2. Refund and cancellation cleanup
Trigger: refund in your payment processor. Actions: revoke course access, remove from active student tag, add to a cancelled tag, log the reason in a Google Sheet for your monthly review.
The cancelled tag matters: it stops winback emails going to people who just left, which protects your sender reputation.
3. Lead magnet to nurture sequence
Trigger: form submission (Tally, Typeform, ConvertKit form, Kajabi form). Actions: add to email list with a "lead-magnet-X" tag, deliver the freebie, drop them into the right nurture sequence based on which magnet they grabbed.
The tag is the part most people skip. Without it, every lead gets the same email. With it, you can sell the right course to the right segment.
Tags are the difference between a list and an audience.
4. Course completion certificate
Trigger: student marks final lesson complete. Actions: generate a certificate (Google Slides + Drive works perfectly), email it as a PDF, add a "graduate" tag, send a request for a testimonial 3 days later.
That 3-day delay is where most testimonials are won or lost.
5. Content repurposing pipeline
Trigger: new YouTube upload, podcast episode, or blog post. Actions: log it in your content tracker, draft social posts in Buffer or Later, notify your virtual assistant, queue an email to your list.
You stop publishing into the void. One piece of content becomes five touch points without you doing the legwork.
Want me to build these for you?
I set up Zapier flows for course creators every week. Tagging, refunds, certificates, the messy edge cases. Let us scope it on a free 20 minute call.
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