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ACEIRT™ Fusion Automation Vault

User Setup Blueprints & Workflow Recipes

Plug-and-play automation recipes designed for coaches, consultants, and agencies. Copy snapshot import codes or follow step-by-step blueprint instructions.

Lead Recovery
Level: Beginner•Est. Time: 5 mins
Instant Missed Call Text-Back System
Automatically text leads within 10 seconds whenever a call to your business goes unanswered.

Triggers

  • Call Status: Missed

Key Actions

  • Wait 10s
  • Send SMS: 'Hi! Sorry I missed your call. How can I help?'
  • Create Opportunity in Pipeline

Setup Blueprint Steps:

1
Trigger setup: Select 'Call Status' trigger and filter by Direction = Inbound, Status = Missed or No Answer.
2
Delay action: Add a 10-second Wait step so human callbacks aren't interrupted unnecessarily.
3
SMS Action: Send personalized text: 'Hey {{contact.first_name|there}}, sorry I missed your call! What can we help you with today?'
4
Pipeline update: Create/Update Opportunity stage in 'Inbound Leads' pipeline as 'Needs Follow Up'.
Snapshot:
ACEIRT-RECIPE-MCB-9021
Appointment Booking
Level: Intermediate•Est. Time: 10 mins
High-Ticket Discovery Call Nurture & Reminder Engine
Boost show-up rates for strategy sessions with multi-touch SMS & Email reminders + prep homework.

Triggers

  • Appointment Status: Booked (Discovery Calendar)

Key Actions

  • Send Instant Confirmation Email & SMS
  • Wait until 24h Before
  • Send SMS Reminder

Setup Blueprint Steps:

1
Booking Confirmation: Send immediate email with calendar invite file + link to pre-call intake video.
2
24-Hour Check-in: SMS: 'Hey {{contact.first_name}}, super excited for our call tomorrow at {{appointment.start_time}}! Have you watched the 3-min prep video?'
3
1-Hour Countdown: SMS: 'Starting in 60 mins! Here is your private meeting link: {{appointment.meeting_location}}'
4
No-Show Branch: If appointment status turns to 'No-Show', trigger automated 3-part reschedule SMS sequence.
Snapshot:
ACEIRT-RECIPE-CAL-7710
Lead Gen & Sales
Level: Intermediate•Est. Time: 15 mins
Lead Magnet Delivery & 5-Day Flash Nurture Sequence
Deliver free PDF/video training immediately, tag contacts, and nurture them into booking a discovery call.

Triggers

  • Form Submitted: Lead Magnet Form

Key Actions

  • Tag: Lead-Magnet-Optin
  • Deliver Download via Email + SMS
  • Wait 1 Day

Setup Blueprint Steps:

1
Form Trigger: Trigger on Lead Magnet Form Submission. Ensure double opt-in tags are applied.
2
Instant Fulfillment: Send SMS with direct link to PDF + Email with credentials/resource link.
3
Story & Proof: Day 2 email breaks down a client case study achieving 3x ROI using ACEIRT Fusion workflows.
4
Call to Action: Day 4 email presents a limited time consultation offer with direct calendar link.
Snapshot:
ACEIRT-RECIPE-LM-3342
Fulfillment & Memberships
Level: Advanced•Est. Time: 15 mins
Automated Client Onboarding & Course Access Grant
Grant course access, email login details, create client hub record, and notify account manager upon payment.

Triggers

  • Order Submitted: Product Purchased

Key Actions

  • Grant Membership Product Access
  • Send Welcome Email with Password Setup
  • Create Client Hub Account

Setup Blueprint Steps:

1
Payment Trigger: Listen for successful Checkout in ACEIRT Fusion Store / Funnel Step.
2
Access Rights: Add Membership Product access for selected coaching program or course.
3
Welcome Sequence: Send email with client portal magic link + getting started checklist.
4
Team Alert: Send internal SMS/Email to CSM with client details & revenue amount.
Snapshot:
ACEIRT-RECIPE-ONB-1189