15 Course Modules + 3 Pipelines + n8n AI Chatbot — Philippines Life Insurance
End-to-end recruitment and training system for financial advisors in the Philippines life insurance industry — a dual-purpose build serving both recruitment of new agents AND client acquisition for insurance prospects. From a 5-page sales funnel to 15 gated course modules with assessments, 3 pipelines tracking every stage from lead to licensed agent (including licensure exam scheduling and pass/fail tracking), nudge automations for stuck recruits across all 15 modules, and an n8n-powered AI chatbot that scrapes Google Sheets to deliver real-time insurance quotations with formatted image responses during live conversations.
// Training Portal — 15 Gated Modules
The LMS is built using GoHighLevel's membership/course system with 15 modules. Each module contains categories, lessons, and assessments. The key: module gating — each module is locked until the previous one is fully completed. No skipping ahead.
// Module Structure
15 modules with multiple categories, lessons, and assessments per module
Module gating: locked until previous module is 100% complete
Automation waits for completion trigger before unlocking next module
// 3-Day Stuck Nudge
If recruit is stuck on a module for 3 days — tagged and sent a nudge email
Nudge automation applies to all 15 modules — not just the first
All 15 modules completed = eligible for licensure exam
Pipeline stage: "Ready for Next Steps" — exam scheduling begins
// 3 Pipelines
// Pipeline 1 — Recruitment (6 Stages)
New Lead — entered via funnel or referral
Video Onboarding + Live Onboarding stages
6 stages total tracking recruit from lead to course access
// Pipeline 2 — Training (8 Stages)
8 stages tracking progress through the 15-module course
Some stages are automation-driven (not all are visible pipeline stages)
Course completion triggers "Ready for Next Steps"
// Pipeline 3 — Exam & Licensing
Exam Scheduled — recruit has booked their licensure exam
Passed / Failed outcomes tracked
Revalidation stage — verification check before licensing as an agent
// 5-Page Sales Funnel
// Funnel Pages
Sales page — main recruitment landing page
Video page — onboarding content and pitch
Booking page + Thank you page + Terms & Conditions
// CJ's Role
Funnel copy and strategy by CJ — pricing, stacking, attack strategy
Funnel design built by staff member
GHL build, automation, and pipeline strategy by CJ
// Pricing Strategy
Pricing and stacking strategy designed by CJ for course advertising
Payment links integrated with T&C page
// n8n AI Chatbot — Insurance Quotations
The n8n chatbot handles real-time insurance quotation queries. Built by a staff member (CJ handled the GHL strategy and pipeline side), it connects GHL webhooks to n8n workflows that scrape Google Sheets for pricing data and respond with formatted image quotations in real time during conversations.
// Chatbot Flow
GHL webhooks fire into n8n on prospect interaction
n8n scrapes Google Sheet for insurance pricing/quotation data
Qualification QA step — validates prospect data before quotation
// Real-Time Image Responses
Multiple images sent with formatted quotation tables
Delivered in real time while prospect is chatting with the bot
Prospect gets instant pricing without waiting for a human agent
// Team Roles
n8n chatbot built by staff member — specialized in n8n workflows
GHL strategy, pipeline architecture, funnel copy, and pricing by CJ
Collaborative build — strategy + execution with clear ownership
