Automated upsell of relevant resources (books, digital downloads)

Purpose

1.1. Automate personalized upselling of relevant digital resources (e.g. astrology e-books, downloadable charts, meditation audios) to clients based on their astrology consultations or subscriptions.
1.2. Enable astrologers to generate passive income by automatically delivering targeted offers post-session or through triggered journeys.
1.3. Ensure timely, context-aware follow-ups to boost resource engagement and maximize upsell conversion via multi-channel automation.

Trigger Conditions

2.1. Completion of astrological reading or digital session booking.
2.2. User downloads/opens a free resource or completes certain content milestones.
2.3. Payment confirmation for sessions or events.
2.4. Specific zodiac sign, birthdate, or interest matched in CRM profile.
2.5. Scheduled intervals after first contact or periodic newsletter trigger.
2.6. Customer inactivity for defined period triggering re-engagement.
2.7. Positive feedback/review submission.

Platform Variants

3.1. Twilio SMS
• Function: Automates SMS delivery of relevant digital resource links post-session.
• Configuration: Triggered SMS API with personalization variables (name, resource, discount code).

3.2. SendGrid
• Function: Automator for transactional and marketing emails with dynamic content blocks.
• Configuration: Automatedly send upsell emails using dynamic templates via SendGrid’s Mail Send API.

3.3. HubSpot
• Function: Automates workflow-based email or in-app offers using deal stages or contact list segments.
• Configuration: Configure Workflow Triggers and Marketing Emails for targeted resource upsells.

3.4. ActiveCampaign
• Function: Automator for personalized upsell emails/sequences triggered by tags/events.
• Configuration: Automate Resource Recommendation Automation flow via contact tags and If/Else logic.

3.5. Salesforce
• Function: Automated journey builder for multichannel (email/SMS) upsell campaigns.
• Configuration: Configure Marketing Cloud Journey Builder with custom resource triggers.

3.6. Mailchimp
• Function: Automatable email series for segmented upsell delivery based on interests/behavior.
• Configuration: Set up Automations with Tag-Based Triggers for sending targeted digital resource offers.

3.7. Shopify
• Function: Automated product recommendation pop-ups or post-checkout offers.
• Configuration: Enable Custom Scripts and Automated Product Recommendations API.

3.8. Zapier
• Function: Multi-app automator to connect CRM, payment, email, and SMS for upselling in workflows.
• Configuration: Set up Zaps linking triggers (new client, purchase) to email/SMS actions.

3.9. Kajabi
• Function: Automates digital product drip and upsell emails following resource download/purchase.
• Configuration: Pipeline automation with Conditional Email Offers and Product Unlocks.

3.10. Teachable
• Function: Automated course/digital download upsell after lesson or module completion.
• Configuration: Automator Triggers (Lesson Completed) to Email Resource Offer API.

3.11. WooCommerce
• Function: Automates cross-sell of digital goods at checkout and via follow-up emails.
• Configuration: Enable Automated Emails and Cart/Checkout Upsell Plugins.

3.12. Intercom
• Function: Automated in-app messaging or email offers based on user profile and astrologer session logs.
• Configuration: Custom Events – Trigger Message/Email action for resource upsell.

3.13. Stripe
• Function: Automates follow-up offers post-payment using webhooks and email plugins.
• Configuration: Configure Webhooks → Receipt/Success → Email Resource Offer.

3.14. Notion
• Function: Automatable sharing of digital resource workspace links via email/SMS to target segments.
• Configuration: API-based link sharing automated via workflow triggers.

3.15. Google Sheets
• Function: Automatable tracking of client sessions and resource upsell offers based on sheet updates.
• Configuration: Script automation—New row triggers sending email offer with Sheet Data as variables.

3.16. Facebook Messenger (Meta API)
• Function: Automated chatbot flows for personalized resource pitches after live chat.
• Configuration: Set Persistent Menu with post-consultation resource upsell flows.

3.17. WhatsApp Business API
• Function: Automator for post-consultation resource links and promotional offers.
• Configuration: Template Messages API with Dynamic Resource Links, automatedly sent post-trigger.

3.18. Calendly
• Function: Automated delivery of digital resources based on booked session type.
• Configuration: Invitee Created trigger → automated send resource link via email/SMS.

3.19. Google Drive
• Function: Automates sharing of purchased download links to user email addresses.
• Configuration: Script/API-triggered Share after form fill or payment event.

3.20. ClickFunnels
• Function: Automates upsell resource funnel steps post-purchase or opt-in.
• Configuration: One Click Upsell setting, automatedly triggers after main offer checkout.

3.21. Pabbly
• Function: Automator for sequencing multiple app integrations—email, SMS, and digital delivery.
• Configuration: Automated Workflow using triggers for form fills, purchases, and sequential actions.

Benefits

4.1. Automated upsell increases digital product revenue with little manual intervention.
4.2. Personalization automates targeting, enhancing relevance and purchase likelihood.
4.3. Muli-channel automator approach ensures wider reach and repeated engagement.
4.4. Reduces manual follow-up, automating communications and freeing astrologer time.
4.5. Automated delivery provides immediate value, boosting satisfaction and conversions.
4.6. Easily scalable automation for growing client base in astrology services.