Philip Johansen

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Philip Johansen

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Philip Johansen

Philip Johansen

Bi-Weekly UTM Source Check

This guide provides a simple step-by-step process for conducting a bi-weekly UTM source check. This routine will ensure the accuracy of Philip Johansen's UTM sources, so we can pay affiliates correctly.

5 steps

How to Find the Publish Time for Scheduled YouTube Videos

This guide provides step-by-step instructions on how to find the publish time for scheduled YouTube videos. By following these simple steps, users can easily access the YouTube Studio, navigate to the Content section, and find the schedule tab to view the exact publish time for their scheduled videos.

8 steps

Updating The Countries List in Copecart

This guide provides step-by-step instructions on how to update the countries list in Copecart. It includes detailed steps and keyboard shortcuts to easily add or modify countries. By following this guide, users can efficiently manage and customize the list of countries in Copecart for their specific needs.

15 steps

How To Update Appointment Setter Lead Distribution in Clickfunnels

This guide provides step-by-step instructions on how to update appointment setter lead distribution in Clickfunnels.

19 steps

How to Download The YouTube Subtitles/Transcript For Upcoming Videos

This guide provides step-by-step instructions on how to download YouTube subtitles/transcripts for upcoming videos. If you want to have access to subtitles or transcripts for YouTube videos before they are released, this guide is for you.

35 steps

Updating the Terms/Disclaimers in Clickfunnels

This guide provides step-by-step instructions on how to update the terms/disclaimers in Clickfunnels.

20 steps

How to Delete a User in Google Workspace

This guide provides step-by-step instructions on how to delete a user in Google Workspace. Following these steps will allow you to easily remove a user from your Google Workspace account.

18 steps

How to Remove a Member from Calendly

This guide provides a step-by-step process on how to remove a member from Calendly. It is useful for individuals who need to manage their Calendly account and want to learn how to remove specific members effectively and efficiently.

9 steps

Delete a User in ActiveCampaign

This guide provides step-by-step instructions on how to delete a user in ActiveCampaign. It includes keyboard shortcuts and specific clicks to make the process easier. If you need to remove a user from your ActiveCampaign account, this guide will help you do it quickly and efficiently.

13 steps

How to Delete Users in Aloware

This guide provides step-by-step instructions on how to delete users in Aloware. It includes detailed actions, such as clicking, typing, and pressing specific keys. By following these instructions, users can easily delete unwanted accounts and streamline their Aloware experience.

13 steps

Publishing Scheduled YouTube-Focused Email Campaigns in ActiveCampaign and SendX

This guide provides step-by-step instructions on how to publish scheduled YouTube-focused email campaigns in ActiveCampaign and SendX. It covers everything from creating a new campaign to designing the email content and scheduling the send. If you want to effectively promote your YouTube channel through email marketing, this guide will help you navigate the process.

70 steps

Philip Johansen Current Software List

This document contains the full list of software used by Philip Johansen's team (that we support).

16 steps

Buyers Not Receiving Emails

2 steps

Removing Extra Characters From The Clickfunnels URL

1 step

Adding a New Hidden Field To ClickFunnels Form & Passing It To ActiveCampaign

2 steps

Marvin Setter Process Edits - Gather & Assign Task

2 steps

Excluded Countries List

9 steps

Campaign Setup Guidelines

Add as many steps as you want below to create a step by step guide. You can upload your own screenshots (or) videos to create a more engaging guide. Once you click on 'Finish', you'll be able to view this guide as a scroll or as an interactive demo video.

2 steps

Add Tracking Code To Affiliate Funnels

1 step

YT Email Generation

8 steps

Corrupted UTMs (Report an Issue)

3 steps

Affiliate Tracking Fix (No UTMs)

16 steps

Replay Page for Video

6 steps

Upsell Funnel - Assign Setter Code

9 steps

Affiliate Tracking Fix

12 steps

Setting Up New Closers/Setters

9 steps

Testing Typeform 1 & 2

6 steps

Redirect Links for New Setter

4 steps

Segmenting The Email List

This is an old process that is no longer being used to segment the email list.

20 steps

Adding a New Closer

2 steps

Setter Accepting The Calendly Invite

2 steps

Bulk Edit Pipeline and Stage

1 step

Bulk Edit Deal Owner

1 step

Bulk Edit Deals as Lost

1 step

Adding Setters WhatsApp Link To Buttons

2 steps

Creating a Setters WhatsApp API Link

2 steps

Updating Typeform 1 (7FA 2023) Lead Routing

2 steps

Daily Lead Counts + Booked Calls Count

48 steps

Update Setters Lead Distribution Percentages

4 steps

AI Chatbot Unlocking Process

When a member does not have access to the AI Chatbot course, here's a guide on how to give them access.

10 steps

Updating Webinar UTMs: Part 3 - Spot Checking The Upload

14 steps

Reporting: 7 Plus Agency Automations & Zaps

6 steps

CopeCart Product Testing Guide

The end-to-end process of testing a product.

1 step

Updating PJ Footer Text

This task occurs whenever there is an update to Philip Johansen's Email Footers.

37 steps

High Achievers Society Done For You Setting Process

3 steps

[AUTOMATION - HAS] Verify Email Address

This is a template for Phil's Master System Log

5 steps

How do buyers get granted access to the Skool courses and community?

5 steps

Passing EverWebinar UTMs to ActiveCampaign

5 steps

Why do we have two ActiveCampaign accounts?

2 steps

How to QA Broadcast Emails

This is a process done to QA emails before they go out. Preferably, this should be done a day before the campaign or email get sent out.

18 steps

Why did this disqualified contact not get excluded from booking a closing call?

1 step

[AUTOMATION - HAS] SALES - High Achiever Mentoring - After Purchase Sequence

9 steps

[AUTOMATION - HAS] HA-DFY - Free Trial Buyers

11 steps

[AUTOMATION - HAS] Email Butler - Engaged Clicked

9 steps

[AUTOMATION - HAS] Email Butler - Engaged Openers

9 steps

[AUTOMATION - HAS] HA DFY Follow Up Sequence (Didn't Buy Free Trial)

9 steps

[AUTOMATION - HAS] [PURCHASE] AI Custom Chatbot

9 steps

[AUTOMATION - HAS] Completed Strategy Call Survey

9 steps

[AUTOMATION - HAS] Done-4-You Buyers Confirmation Email

11 steps

[AUTOMATION - HAS] Completed HAS Application Funnel Survey

9 steps

[AUTOMATION - HAS] Link Clickers Segment

9 steps

What programs/courses does someone get when they buy the High Achievers Society Done For You Product?

4 steps

[CALENDLY EVENTS] High Achiever Society DFY Qualification Call

10 steps

[CALENDLY EVENTS] 1:1 Mentoring With Philip - Application Call

8 steps

[CALENDLY EVENTS] Application Call-For The 7-Figure Accelerator

8 steps

[CALENDLY EVENTS] 1:1 Mentoring With Philip - Discovery Call

9 steps

[CALENDLY EVENTS] 7-Figure Accelerator - Discovery Call

8 steps

[CALENDLY EVENTS] High Achievers Done For You Strategy Call

10 steps

[CALENDLY EVENTS] High Achiever Society DFY Discovery Call

11 steps

[CALENDLY EVENTS] High Achiever Society Strategy Call

10 steps

What is the Free Course Follow Up Sequence?

4 steps

[ZAP] 7-Figure Application Funnel - All Pages > ActiveCampaign (NEW)

11 steps

[ZAP] 7-Figure Application Funnel - Optin Phil > ActiveCampaign (NEW)

11 steps

[ZAP] Optin Ads Funnel to AC (still working)

11 steps

[ZAP] Webinar Optin To Actice Campaign (still working)

11 steps

[ZAP] Case study optin to free course follow up seq

9 steps

[ZAP] express buyers

8 steps

[ZAP] HA DFY - Optin to AC

9 steps

[ZAP] HA-DFY Strategy Call Typeform submissions > ActiveCampaign Pipeline

9 steps

[ZAP] HAS - CopeCart Affiliate Tracking Part 1 - Traffic to GSheet

9 steps

[ZAP] HAS - CopeCart Affiliate Tracking Part 2 - Order to GSheet

12 steps

[ZAP] HAS - CopeCart US > Active Campaign - Payment Integration - All Products + Skool

9 steps

[ZAP] HAS - Optin to AC

9 steps

[ZAP] HAS - Sales Funnel - All Affiliate Pages > ActiveCampaign

12 steps

[ZAP] HAS - Strategy Call Typeform submissions > ActiveCampaign Pipeline

9 steps

[ZAP] HAS - Webinar Optin to AC

11 steps

[ZAP] Contact creation or update

10 steps

[ZAP] Split Calendly Event Created Date/Time

12 steps

[ZAP] Sync Typeform HAS Application Funnel with ActiveCampaign contacts and deals

11 steps

[ZAP] ADD TO: HAS - Done-4-You Buyers > Sending Account

10 steps

[ZAP] ★ CopeCart US - Transaction Log

9 steps

[ZAP] SALES - CopeCart US > Active Campaign - Payment Integration - All Products + Slack + Push

15 steps

[ZAP] DFY Annual Renewal Reminders

9 steps

[ZAP] CopeCart US - Failed Payment Integration

10 steps

[ZAP] CopeCart DFY > Update Contact in AC (Order Details)

9 steps

[ZAP] CopeCart AI Custom Chatbot > Skool Community

14 steps

[ZAP] CopeCart 7FA BUMP > Skool

11 steps

[ZAP] CopeCart 7FA > Skool

11 steps

[ZAP] Typeform to ActiveCampaign

11 steps

[ZAP] Typeform 2 to ActiveCampaign [2023 Funnel]

10 steps

[ZAP] SALES - CRM - Calendly Application Call Integration (CRM Tasks Turned Off Temporarly)

18 steps

[ZAP] 1/1 Upsell Call Booking Data

10 steps

[ZAP] REMOVE FROM: HAS - Optin (Did Not Buy Free Trial) > Sending Account

9 steps

[ZAP] REMOVE FROM: HAS - Free Trial Buyers > Sending Account

9 steps

[ZAP] REMOVE FROM: HAS - Optin (Did Not Buy Free Trial) > Sending Account

9 steps

[ZAP] ADD TO: HAS - Optin (Did Not Buy Free Trial) > Sending Account

9 steps

[ZAP] ADD TO: HAS - Elite Buyers > Sending Account

10 steps

[TYPEFORM] 1/1 Mentoring Philip Johansen

7 steps

[TYPEFORM] 7-Figure Accelerator (2023 Funnel)

7 steps

[TYPEFORM] 1/1 Mentoring Philip Johansen (Orientation Calls)

7 steps

[TYPEFORM] Onboarding Questionnaire

5 steps

[TYPEFORM] Affiliate Form

5 steps

[TYPEFORM] HAS Application Funnel

9 steps

[TYPEFORM] High Achievers Society Done For Your Funnel Request

7 steps

[TYPEFORM] High Achievers Society Strategy Call Booking Form

9 steps

[TYPEFORM] AI Chatbot Setup Survey

5 steps

[TYPEFORM] HA-DFY Strategy Call Booking Form

8 steps

[TYPEFORM] HAS DFY Application Form

5 steps

How Contacts Get From The CRM Account To The Sending Account

4 steps

CopeCart Products

25 steps

Philip Johansen Bookmarks

A bookmark is a way to save and organize web pages in your browser, so you can easily find and return to them later. We're going to save these bookmarks to a bookmarks bar, which is a visible toolbar in your browser. This makes accessing your favourite pages quick and easy, with just a click. In this guide we'll save the most used bookmarks for Philip Johansen.

8 steps

[AUTOMATION] Webinar Funnel Email Sequence

7 steps

Webinar Funnel Email Sequence (Francis Media Buyer)

9 steps

Philip Johansen Funnel URLs

This is a document that contains all of the URLs of Philip Johansen's funnels. It includes both the back end Clickfunnels URLs and the public facing URLS of all funnels.

3 steps

DKIM Tool Checking

The link to the tool: https://www.activecampaign.com/dkim-spf-check/

4 steps

Fix - 3rd World Countries in HAS

11 steps

Slack - Verification Channel

This SOP is created to guide new members on the team on how the verification channel in Slack works.

11 steps

What to do when Aloware is not working?

4 steps

Contacts booked a closing call without going through the setters

12 steps

HA-DFY - Free Trial Buyers

We made a change to the High Achievers Done-for-You Free Trial Buyers Sequence.

7 steps

HAS: 1/1 Mentoring Upsell (After DFY Purchase)

26 steps

[ZAP] ADD TO: HAS - Free Trial Buyers > Sending Account

12 steps

How To Edit Emails in ActiveCampaign 10x Faster

5 steps

How to bulk update sender information in ActiveCampaign

1 step

The Philip Johansen Done For You Funnels

18 steps

How To Investigate "Why did I get this email in error?"

8 steps

Current Segmentation Criteria (1st April 2024)

This guide covers the current segmentation criteria used for Philip Johansen's email campaigns sent via ActiveCampaign. Always check to see if there is a more current version in place before considering this final.

15 steps

Index of Zaps that are syncing to Main Tracking Sheet - OPTIN

8 steps

How to investigate and verify the round-robin settings for call distribution among team members.

15 steps

HAS Free Course Follow Up Sequence

9 steps

The Philip Johansen Master List

4 steps

How to request a contact or sending limit upgrade in ActiveCampaign for Philip Johansen

6 steps

Buyers not receiving Logins/Access emails to the program

11 steps

Updating Webinar UTMs: Part 1 - Exporting EverWebinar Registrants

This process shows you how to Export EverWebinar Registrants so we can import them into ActiveCampaign.

40 steps

How to give access to the Pipelines

6 steps

Update CTA URL in HAS DFY buyers follow up sequence

14 steps

Set Up Post-DFY Purchase to 1/1 Limited Time Offers Sales Page

Philip Johansen wanted to drive traffic to the 1/1 Mentoring offer. To do that, we set up redirects in CopeCart, so that when someone buys the Done For You Product ($2497), they are redirected to the 1/1 Mentoring Special Offer Page.

8 steps

Auto-Reply Automation in ActiveCampaign

15 steps

Auto-reply Campaign for New Subscribers

18 steps

[ZAP]: HAS DFY Application Typeform submissions > ActiveCampaign Pipeline

6 steps

Auto-Reply Automation Process

10 steps

[ZAP] HA-DFY Strategy Call > Calendly to CRM-AC account

13 steps

Philip Johansen Customer Journeys - Entry Point 3: Webclass Registration Page

Guide 4

4 steps

Philip Johansen Customer Journeys - Overview

Guide 1

5 steps

Philip Johansen Customer Journeys - Entry Point 1: High Achievers Society Purchase

Guide 2

5 steps

Philip Johansen Customer Journeys - Entry Point 2: Free Miracle System VSL

Guide 3

5 steps

Adding and Removing Access To Google Postmaster Tools

The SOP for Google Postmaster Tools will cover how to grant or revoke access to users, ensuring only authorized personnel can view and manage domain data and analytics.

14 steps

Philip Johansen Automation Spotchecks - Adding UTM Parameters - Live Working Session

4 steps

Philip Johansen Product Mix

This training covers the Philip Johansen products currently offered.

4 steps

Adding Push Notification Step for HAS Products over $1997 (HAS DFY, HAS Mentoring)

Send Copecart Purchase Notification to Phil's Push Notification App

6 steps

How to Download and Attach WhatsApp Voice Notes to a New Task

7 steps

Are Affiliate Opt-ins added to the Free Course Automation?

6 steps

[AUTOMATION] SALES - Done For You - 1/1 Mentoring Upsell

20 steps

Why we don't send emails to the entire list

25 steps

Reactivate Messaging System

14 steps

How to Confirm Account Ownership When Talking to ActiveCampaign Support

7 steps

A Technical Issue With Emmi's Calendar

6 steps

Fix Broken ZAP Integration for Active Campaign

18 steps

Updating Webinar UTMs: Part 2 - Uploading Exported Contacts to ActiveCampaign

29 steps

Resolve Email Delivery Failure to Yahoo Accounts

13 steps

Freedom Xcelerator/Ultimate Freedom Funnel Systems Map

2 steps

Updating The "Ultimate Freedom: Main Tracking Sheet" Report

88 steps

Daily Lead Count (Task)

57 steps

Investigate Missing Lead Information for Ultimate Freedom DFY Application Call

11 steps

Copecart Sales Report (QA)

7 steps

Daily Lead Count (QA)

6 steps

DFY Webinar Automation Contact Count (QA)

5 steps

Allowance Limit Monitoring (QA)

12 steps

Weekly Campaigns (Scheduling) - Standard Email Setup (Task)

The objective of this task is to setup weekly campaigns for Philip Johansen

37 steps

Weekly Campaigns (Scheduling) - Split Email Setup (Task)

The objective of this task is to setup weekly campaigns for Philip Johansen

49 steps

DFY Webinar Automation Contact Count (Task)

22 steps

Stop the contacts from the segment from booking the 1:1 call and cancel all booked calls from this segment

11 steps

How to Send Philip The Daily Funnel Checks Sheet

15 steps

How to Spotcheck the HAS DFY VSL Optin Journey

In this guide, we'll review the HAS DFY VSL Optin journey to make sure that contacts are going through the journey correctly.

51 steps

How to Spotcheck the HAS DFY Webinar Journey

In this guide, we'll review the HAS DFY: Webinar journey to make sure that contacts are going through the journey correctly.

55 steps

How To Complete The Daily Segment Tracker

This guide shows the process of completing the daily segment tracker task. By completing this task, it allows us to understand if the volume of contacts in our daily email campaigns are accurate.

98 steps

Weekly Email Report (Task)

This is a weekly report done every Monday for the past week.

124 steps

Automation Spotchecks in ActiveCampaign (QA)

13 steps

CopeCart Sales Report (Task)

This report is created from exported CSV files from both of Phil's CopeCart Accounts.

30 steps

Archive older entries on Master Sheet (QA)

5 steps

Archive older entries on Master Sheet (Task)

10 steps

Handling Philip Johansen’s Requests & Tasks

15 steps

Reporting Audit for the Master Tracking Sheet (QA)

8 steps

Reporting Audit for the Master Tracking Sheet (Task)

17 steps

Weekly UTM Source Check (Task)

7 steps

Allowance Limit Monitoring (Task)

The goal of this task is to regularly monitor the current progression of subscriptions for ActiveCampaign, Zapier, and Typeform.

21 steps

Postmaster Tool Weekly Report

This task is done weekly. Keeping track of a report helps monitor the High Achiever Society Domain

19 steps

[PIPELINE] 7FA 1/1 Upsell Calls

7 steps

[PIPELINE] Closing Pipeline

7 steps

[PIPELINE] HA-DFY Strategy Call Setting Pipeline

7 steps

[PIPELINE] HAS Accountability Buddy

7 steps

[PIPELINE] HAS Book a Call Pipeline

7 steps

[PIPELINE] HAS Book a Call Pipeline - No Call Booked

7 steps

[PIPELINE] HAS No Typeform

7 steps

[PIPELINE] HAS Strategy Call Setting Pipeline

7 steps

[PIPELINE] HAS WhatsApp Setters

7 steps

[PIPELINE] High Achiever Society DFY Closers

7 steps

[PIPELINE] New Outbound Setting Pipeline

7 steps

[PIPELINE] Outbound Closing Pipeline

7 steps

[PIPELINE] Outbound Setting Pipeline

7 steps

[PIPELINE] Untapped Potential

7 steps

[PIPELINE] Setting Team Typeform 2

7 steps

[PIPELINE] Setting Team Typeform 1

7 steps

[PIPELINE] Setting Team 1

7 steps

[AUTOMATION - HAS] Email Opens Segment

9 steps

[AUTOMATION - HAS] Optin (Did Not Buy Free Trial)

13 steps

[AUTOMATION - HAS] Elite Buyers

10 steps

[AUTOMATION - HAS] Free Trial Buyers

10 steps

[AUTOMATION - HAS] Any List To Master List

9 steps

Campaigns Scheduled Audit (QA)

The goal of this task is to ensure that all marketing campaigns are scheduled accurately and timely, with proof provided daily. This is crucial because missing a campaign can cost our client thousands of dollars and potentially risk losing them. This task is a daily responsibility on weekdays, with an additional requirement on Fridays to include the weekend campaigns.

8 steps

Campaigns Scheduled Audit (Task)

16 steps

Delete Old Test Records in ActiveCampaign (QA)

The goal of this task is to delete old test records from ActiveCampaign (both CRM and HAS). Why: To ensure we keep the system clean and reduce the contact bill. When: This task is to be performed every 2 weeks on a Tuesday

8 steps

Delete Old Test Records in ActiveCampaign (Task)

23 steps

Software Users Check (Task)

The objective of the "Software Users Check" task is to conduct a bi-weekly audit of all users in key software applications used within our operations. By logging into these platforms, capturing screenshots of the current user lists, and consulting with Phil's team managers, we aim to ensure that only current team members have access. This process helps manage operational costs effectively and maintains security by ensuring former team members no longer have access.

21 steps

Campaign Segmentation Audit (QA)

The goal of the "Campaign Segmentation" task is to check that we have segmented the email campaigns correctly, with proof provided daily. This is crucial as sending emails to the wrong subscribers causes increased spam reports which can hurt our clients email reputation/deliverability. This has a direct impact on the clients revenue. It also causes complaints from subscribers which cause the client to lose confidence in our services.

19 steps