Evolve Miami Team — Full Funnel Pipeline

Pre-Marketing Pipeline

How we bring complete strangers to become leads. 70% Education · 20% Engagement · 10% Selling.

Step 1
Awareness Ads
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Goal: Make the audience feel seen by diagnosing a real, non-obvious problem in their life. Cold audiences do not care about Capoeira yet — they care about their life.

Action: Run top-of-funnel ads (DOC 7A) that focus on human outcomes. Use 5-ad variation rule: Direct Observation, Pattern Recognition, Unexpected Truth, Contrast Insight, Question Curiosity.

Channels: Facebook & Instagram (cold audiences).

Viewer Recognizes Problem

They feel "that describes my life." Curiosity naturally follows. They move into the warm audience pool.

Next: Education & Cultural Discovery Ads
They become a warm audience
Step 2
Education & Cultural Discovery Ads
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Goal: Explain what Capoeira actually is to curious people. Build trust and show the community.

Action: Show real classes, kids gaining confidence, adults learning to move, cultural richness of the roda. Use DOC 7B structure.

Channels: Facebook & Instagram (warm retargeting audiences).

Viewer Trusts Us

They are now warm. Present the conversion offer.

Next: Conversion Ads
Move to warm audience conversion campaign
Step 3
Conversion Ads
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Goal: Turn interest into action with a clear, frictionless first step.

Main Offer: 2-Week Trial for $29. Beginner-friendly, no experience needed.

Landing Pages: Adults: trial-adults-class · Kids: trial-kids-class · Teens: trial-teens-class · General: trial-capoeira-class

Fills Out Form

Redirect to: first-capoeira-class

~5-min countdown: Offer to book a Free Class. Timer expires → offer hidden.

Exit-intent popup: If they try to leave → 2 Weeks for $19 + Free T-Shirt (30-min countdown).

Free Month Giveaway: free-month-win — AI picks winner at end of each month.

Next: Lead enters Conversion Pipeline
Contact within 30 min — max 24 hours
Does Not Fill Form

They leave without converting. Add to retargeting audience.

Next: Urgency & Retargeting Ads
Step 4
Urgency & Retargeting Ads
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Goal: Push people who visited but didn't sign up to make a decision.

Action: Use real scarcity (DOC 7D). Examples: "Only 2 spots left in the beginner class", "Next beginner group starts Monday."

Retargeting: Show ads to website visitors who did not fill out a form.

Free Month Giveaway: free-month-win — promote this as an organic re-engagement tool.

They Sign Up

They fill out the form and enter the pipeline.

Next: Conversion Pipeline — Step 1
Contact within 30 min — max 24 hours
Step 5
Organic & Community Channels
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Goal: Build long-term authority and local presence.

Channels: Instagram, Facebook posts, walk-ins, student referrals, word of mouth.

Events: Open House / Free Event every ~3 months. All event registrants go to the "Open House" step in Compete Studio.

They Contact Us / Walk In

They message, call, or walk in. Enter them into Compete Studio as a new lead.

Next: Conversion Pipeline — Step 1
Contact within 30 min — max 24 hours

Conversion Pipeline

From first lead to booked class. Contact within 30 min — max 24 hours. Always check if lead already signed up before sending any message.

Step 1
1st Phone Call & First Contact
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Goal: Book the lead into their first class and collect the $29 deposit.

IMPORTANT: Call as soon as possible — ideally within 30 min, max 24 hours of receiving the lead.

Before the call: Review 1. The Info Call and the Pipeline Doc.

Action: Call the prospect. Follow the script exactly. Do not change or skip steps.

Always check if the lead has already signed up before calling or sending any message.
Answered — Yes
Collect payment & book the class

Collect payment and book the class immediately.

Move them to Post Sign-Up: Step 1 (Welcome SMS).

Set the next contact date for the action that comes after the class is booked.

Next: Post Sign-Up — Step 1
Set next contact date immediately
Needs More Time
Send hesitation SMS immediately

Right after the call, send the hesitation SMS.

Next: Step 1A — Lead Hesitated
Set next contact: Tomorrow
No Phone
Send email instead

Send an email since they don't have a phone.

Next: Step 5 — 2nd Follow Up
Set next contact: 4 business days later
Not Interested
Send SMS

Send the "not interested" SMS.

Next: Step 7 — Last Try
Set next contact: 1 week from now
No Answer
Send email — no voicemail yet

Do not leave a voicemail on the first call. Send the email below.

Next: Step 1B — 2nd Phone Call
Set next contact: Next business day (call at a different time)
Needs Payment Link
Send Stripe link

Send the payment link: Stripe Payment Link

Next: Step 6 — Waiting Payment
Wait 4 hours then call again
Step 1B
2nd Phone Call
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Goal: Reach the lead who didn't answer the first call.

Action: Call the prospect to book their first class. Call at a different time than the first call.

Before the call: Review The Info Call.

"Hi, this is [Your Name] from Evolve Miami Capoeira. You contacted us through our website about our Capoeira classes, and I'd love to share more information about our programs. Please call me back at [Phone Number] so we can get you started. Hope to hear from you soon!"
Always check if the lead has already signed up before calling.
Answered — Yes

Collect payment and book the class. Move to Post Sign-Up: Step 1.

Next: Post Sign-Up — Step 1
Needs More Time

Send the hesitation SMS immediately after the call.

Next: Step 1A — Lead Hesitated
Set next contact: Tomorrow
No Phone

Send an email instead.

Next: Step 5 — 2nd Follow Up
Set next contact: 4 business days later
Not Interested

Send the "not interested" SMS.

Next: Step 7 — Last Try
No Answer
Leave voicemail + Send SMS
"Hi, this is [Your Name] from Evolve Miami Capoeira. You contacted us through our website about our Capoeira classes, and I'd love to share more information. Please call me back at [Phone Number] so we can get you started. Hope to hear from you soon!"

Send the prescribed SMS after leaving voicemail.

Next: Step 2 — 1st Text
Set next contact: 2 days later
Needs Payment Link

Send: Stripe Payment Link

Next: Step 6 — Waiting Payment
Step 1A
Lead Hesitated After 1st Call
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Goal: Follow up with leads who were unsure about paying the $29 on the first call.

Action: Reach back out by email and text to help them secure their spot.

Set the next contact date to when the prospect told us to wait.

Check if lead may have already signed up — if yes, change path accordingly.
Ready to Sign Up

Collect payment and book the class.

Next: Post Sign-Up — Step 1
Still Hesitating

Move to the Follow-Up Phone Call step.

Next: Step 1B Follow-Up — $29 Deposit Call
Set next contact: Date they requested
Step 1B Follow-Up
Follow-Up Call — $29 Deposit
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Goal: Confirm if the hesitating lead wants to save their spot with the $29 deposit.

"Hi, this is [Your Name] from Evolve Miami Capoeira. I'm following up because we spoke about your first class and the $29 deposit to secure your spot. I wanted to check in before I release the spot to someone on the waiting list. Are you still interested in coming in?"

Voicemail: "Hi, this is [Your Name] from Evolve Miami Capoeira. I'm calling about the $29 deposit to secure your spot for class. Please call or text me back today so I can keep your spot reserved. Hope to hear from you soon."

Check if lead may have already signed up — if yes, change path accordingly.
Wants to Sign Up

Collect payment or send Stripe link. Move to Post Sign-Up or Step 6.

Next: Post Sign-Up — Step 1 (or Step 6 if payment pending)
No Answer

Leave voicemail. Send the prescribed text message.

Next: Step 5 — 2nd Follow Up
Set next contact: 1 week later
Step 1C
Call + SMS — Lead Needs to Decide
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Goal: Follow up with leads who still need time to decide after the follow-up call.

Action: Call back, then send an SMS.

Check if lead may have already signed up — if yes, change path accordingly.
Answered — Wants to Sign Up

Move to Step 6 (Waiting Payment) or Post Sign-Up Step 1 if paid.

Next: Step 6 — Waiting Payment (or Post Sign-Up if paid)
No Answer

Move to Step 5 — 2nd Follow Up.

Next: Step 5 — 2nd Follow Up
Set next contact: 2 days later
Step 2
1st Text
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Goal: Reach the lead via text after no phone contact.

Action: Send the prescribed text message to the prospect.

Check if lead may have already signed up — if yes, change path accordingly.
SMS Sent

SMS sent. Move to Follow-Up Email 1.

Next: Step 3 — Follow Up Email 1
Set next contact: 1 business day from today
Step 3
Follow Up Email 1
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Goal: Reach the lead via email.

Action: Send the prescribed follow-up email.

Check if lead may have already signed up — if yes, change path accordingly.
Email Sent

Email sent. Move to 3rd Phone Call.

Next: Step 4 — 3rd Phone Call
Set next contact: 3 business days from now
Step 4
3rd Phone Call
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Goal: Make a third attempt to reach the lead at a different time.

Action: Call the prospect. Use urgency and scarcity — always use real, current situations.

"Hi, this is [Your Name] from Evolve Miami Capoeira. I hope you received the email we sent with information about our Intro Program. We still have a few spots open for our next intro class, and I'd love to get you started before it fills up. Give me a call back at (786) 315-3712 so we can save your spot and schedule your first class!"

Note: Always use real, current situations for urgency: "We only have two more spots open in this week's intro class." / "The next beginner group starts on Monday."

Check if lead may have already signed up — if yes, change path accordingly.
Answered — Yes

Collect payment and book the class.

Next: Post Sign-Up — Step 1
Needs More Time

Send the hesitation SMS immediately after the call.

Next: Step 1A — Lead Hesitated
Set next contact: Tomorrow
Not Interested

Move to Last Try step.

Next: Step 7 — Last Try
Set contact date: 1 week from now
No Answer

Leave voicemail. Send the prescribed SMS.

Next: Step 5 — 2nd Follow Up
Set contact date: 1 week from now
Needs Payment Link

Send: Stripe Payment Link

Next: Step 6 — Waiting Payment
Step 5
2nd Follow Up — Email & Text
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Goal: Final re-engagement attempt after multiple outreach efforts with no response. Give one more easy opportunity to respond before moving to final outreach.

Action: Send follow-up Email + SMS.

Check if lead may have already signed up — if yes, change path accordingly.
Email + SMS Sent

Messages sent. Move to Last Try.

Next: Step 7 — Last Try Before No Engagement
Set next contact: 1 week from today
Step 6
Waiting $29 Payment
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Goal: Get the $29 deposit from someone who agreed but hasn't paid.

Action: Send the Stripe payment link if they don't have it.

Payment Link: https://buy.stripe.com/eVq7sL3un1VMec04NWaAw06

If they haven't paid after 1 day → send follow-up email. Wait one more day → send follow-up SMS.

Payment Received

Payment confirmed. Book the class and move to Post Sign-Up.

Next: Post Sign-Up — Step 1
Set next contact for the step after class is booked
No Payment After 3 Days

No payment received after 3 days. Move to re-engagement.

Next: Step 5 — 2nd Follow Up
Set next contact: 1 week from today
Step 7
Last Try Before No Engagement
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Goal: Final outreach attempt. Give one last opportunity to engage. Reduce hesitation with a free class offer. Make it easy to take action.

Action: Send Final SMS + Email offering a free class.

Free Trial Page: free-trial-new-students

Keep the message short and easy to respond to.

Check if lead may have already signed up — if yes, change path accordingly.
Claims Free Class

They claim the free class. Book them and move to Post Sign-Up.

Next: Post Sign-Up — Step 1
No Response After 7 Days

Lead does not respond. Add to Mailchimp Not Engaged Campaign. Invite again whenever there is an event or discount.

Move to: Not Engaged
Contact every 2 weeks via Mailchimp

Post Sign-Up Pipeline

What happens after they pay the $29 and book their class. Acuity handles automated reminders.

Automated
Acuity Booking Sequence
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Goal: Automatically confirm and remind the student about their class so they show up.

This runs automatically once they book in Acuity. No manual action needed.

Automated Sequence
  • Email immediately after booking
  • SMS 1 day before the class
  • Email 24 hours before the class
  • Email 4 hours before the class
  • Email 1 hour before the class
Post Step 1
Immediately After Sign-Up — Welcome SMS
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Goal: Remove anxiety and make them feel welcome immediately after booking.

Action: Send the Welcome SMS right after the class is booked.

Note: All appointment confirmation and reminder emails are already set up in Acuity and running automatically.

Welcome SMS Sent

SMS sent. Move to Send Class Important Info.

Next: Post Step 2 — Send Class Important Info
Set next contact: 2 days after their first class
Post Step 2
Send Class Important Info
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Goal: Give them all details (what to wear, parking, etc.) so they actually show up.

Action: Send Welcome Email + Info Page. Start the Mailchimp 30-Day Challenge Campaign.

Email + Campaign Started

Email sent and Mailchimp campaign started.

Next: Post Step 3 — Collect Video
Set next contact: Tomorrow
Post Step 3
Collect Video — 2nd SMS + Email
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Goal: Track their progress and ensure they are integrating into the community.

Actions:

1. Send follow-up Email + SMS to check in, encourage consistency, and invite them to continue training.

2. Confirm if the student joined their WhatsApp group. If not joined, send reminder with the correct link.

3. Record the student performing basic Capoeira movements as a baseline to track progress over time.

WhatsApp Groups: Kids 3–4: Link · Kids 5–8: Link · Kids 9–12: Link · Teens: Link · Adults Intro: Link

Done

Video collected, WhatsApp confirmed, check-in sent.

Next: Post-Class Follow-Up Sequence
Set next contact: 1 day before their 2-week trial ends
Post-Class
Post-Class Follow-Up Sequence
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Goal: Keep the student engaged and guide them toward signing up for a full membership.

Day 1 — They Came to Class

Direct them to: i-came-to-class

From this page they can bring a friend and join the WhatsApp group.

Day 1 — They Missed Class

Direct them to: i-missed-my-class

From this page they can reschedule or message directly.

If they missed: Missed Trial Track — Step A
Day 2 — Gift Offer

Send them to: gift-for-you-only

From this page they can sign up for a membership.

Day 7 — Check-In

Send a check-in message to see how they are doing and encourage them to keep coming.

Day 12 — Sign Up Prompt

Prompt them to sign up for the full program. Trial ends in ~2 days.

Next: Trial Completion — Step 4
1 day before 2-week trial ends

Trial Completion & Enrollment

Converting the 2-week trial into a full membership.

Step 4
Two Weeks Done — Need Sign Up
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Goal: Get the student to sign up for a full membership before their trial expires.

Action: Wait 1 day before the 2-week trial period is completed. Then check the student's status: Did they attend? Did they sign up? Did they miss class?

Always update the lead status accordingly in all cases.

Signed Up

They signed up for a full membership.

Move to: Active Student Pipeline
Attended But Did Not Sign Up

Send the reminder email.

Next: Step 5 — Registration Reminder
Set next contact: 3 days later
Lead Has Not Signed Up Yet (Wait 1 Day)

Wait 1 more day. Then move to Registration Reminder.

Next: Step 5 — Registration Reminder
Set next contact: Tomorrow
Missed Class & Did Not Reschedule

Move to Missed Trial Track.

Next: Missed Trial — Step A
Set next contact: Tomorrow
Step 5
Registration Reminder
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Goal: Remind the lead to sign up before the price goes up.

Action: Check if the lead has signed up. If they have NOT signed up, send the reminder email immediately.

Signed Up
Move to: Active Student Pipeline
Not Signed Up — Email Sent

Reminder email sent. Move to 1-Hour Warning step.

Next: Step 6 — 1h Left Before Full Price
Step 6
1h Left Before Membership Goes Full Price
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Goal: Create final urgency to sign up before the price increases.

Action: Check if the lead has signed up. If NOT signed up, send the "1 Hour Left" email immediately.

Note: If the 1-hour reminder occurs after 9 PM or outside messaging hours, send the email only and skip the SMS.

Signed Up
Move to: Active Student Pipeline
Not Signed Up

Send the "1 Hour Left" email (and SMS if during appropriate hours).

Next: Step 7 — Special Offer $149
Set next contact: 1 week from now
Step 7
Special Offer — $149 One Time
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Goal: Final offer before moving the lead to No Engagement. Save the enrollment with a discounted rate.

Offer: $149 membership (instead of $199).

Action: Send both SMS and Email with the offer link.

Offer Page: 149-one-time

Takes the Offer

They sign up for $149.

Move to: Active Student Pipeline
Does Not Take the Offer

Add to Mailchimp Not Engaged Campaign. Invite again whenever there is an event or discount.

Move to: Not Engaged
Contact every 2 weeks via Mailchimp

Missed Trial Track

What to do if they paid the $29 but never showed up to their first class.

Step A
Missed 1st Class — SMS
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Goal: Check in and reschedule the missed class.

Action: Send the "Missed Class" SMS immediately.

SMS Sent

SMS sent. Move to the Missed 1st Class — Call step.

Next: Step B — Missed 1st Class Call + Email
Set next contact: Next business day
Step B
Missed 1st Class — Call + Email
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Goal: Get them on the phone to re-book their class.

Action: Call the prospect to check in and help them reschedule.

"Hi, this is [Your Name] from Evolve Miami Team. We had you scheduled for your Intro Capoeira class and missed you. I just wanted to check that everything is okay and help you reschedule. Give me a call back at (515) 330-7086. Have a great day!"

If no answer: Leave voicemail, send SMS, and send email.

They Reschedule

They agreed to reschedule. Wait until they attend the new class.

Next: Step C — Need to Start 2 Weeks Trial Again
No Answer — Left Voicemail

Left voicemail, sent SMS and email. Wait for response.

Wait 5 days. If no response → No Engagement
Set next contact: 5 days later
No Contact After 5 Days

No response after 5 days. Add to Mailchimp Not Engaged Campaign.

Move to: Not Engaged
Contact every 2 weeks via Mailchimp
Step C
Need to Start 2-Week Trial Again
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Goal: Treat them like a brand new student once they finally show up.

Action: Wait until the lead starts the 2-week trial again. Once they attend, restart the onboarding process from the beginning.

They Attend

They finally attended. Restart the full onboarding process.

Next: Post Sign-Up — Step 1 (Welcome SMS)
Set next contact: Tomorrow

Active Student Pipeline

What happens after they officially sign up for a membership. Build the student pipeline in Compete Studio.

Student Step 1
Send Member Pages
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Goal: Welcome the new member and give them access to all member resources.

Action: Re-send the essential member portal links and welcome them to the community.

Member Pages Sent
Next: Student Step 2 — Start 30-Day Email Sequence
Student Step 2
Start 30-Day Member Email Sequence
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Goal: Keep the new student engaged, educated, and motivated during their first month.

Action: Enroll them in the Mailchimp 30-Day Member Email Sequence. This runs automatically.

Sequence Started
Next: Student Step 3 — Offer Uniform
Student Step 3
Offer Uniform
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Goal: Help the student feel like a real member of the team with their official uniform.

Action: Present the opportunity to purchase their official Evolve Miami Team uniform.

Offer Sent
Next: Student Step 4 — Collect 2nd Video (after 1 month)
Student Step 4
Collect 2nd Video — 1 Month Progress
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Goal: Show the student their progress and reinforce their commitment.

Action: After 1 month of training, record the student performing basic Capoeira movements. Compare with their first video to show their progress.

Video Collected
Next: Student Step 5 — Ask for Referrals
Student Step 5
Ask for Referrals
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Goal: Grow the community by leveraging happy students.

Action: Send an email or message asking them to refer friends or family. Make it easy — provide the referral link or landing page.

Referral Sent

Referral request sent. New leads from referrals enter the pipeline at Pre-Marketing or directly at Conversion Step 1.

New referral leads → Conversion Pipeline Step 1

Offers & Key Documents

All offers in the funnel and all reference documents in one place.

All Offers in the Funnel
Offer 1 — Main Offer
2-Week Trial — $29
Presented in Conversion Ads and on the Info Call. Main entry point for all new students.
Adults Page →
Kids Page →
Teens Page →
Offer 2 — Countdown Offer
Free Class (~5 min timer)
Shown on the thank-you page immediately after form submission. Timer expires → offer hidden.
Thank-You Page →
Offer 3 — Exit Intent
2 Weeks for $19 + Free T-Shirt
Shown when visitor tries to leave the thank-you page. 30-minute countdown. Save $80.
Thank-You Page →
Offer 4 — Monthly Giveaway
Win 1 Month Free
AI picks a winner at the end of each month and emails them to claim one month free.
Giveaway Page →
Offer 5 — Last Try
Free Trial Class
Used only as a "Last Try" for cold leads in Step 7 of the Conversion Pipeline.
Free Trial Page →
Offer 6 — Post-Class
Gift for You Only
Sent 2 days after their first class. Link to sign up for a membership.
Gift Page →
Offer 7 — Final Discount
$149 One-Time Membership
Final offer at end of trial. $149 instead of $199. Last chance before No Engagement.
$149 Offer Page →
Payment
Stripe Payment Link
Send this link when a lead needs to pay the $29 deposit remotely.
Stripe Link →
Key Documents
CRM
How We Use Compete Studio
Open Document
Pipeline
Prospect Pipeline
Open Document
Call Script
The Info Call
Open Document
Enrollment
Enrollment Conference Guide
Open Document
Support
Studio Support + Compete Studio Assistant
Open Document
WhatsApp Groups
Kids
Kids 3–4
Join Group
Kids
Kids 5–8
Join Group
Kids
Kids 9–12
Join Group
Teens
Teens
Join Group
Adults
Adults Intro
Join Group