Overview Process payments for Boot Camp attendees who filled out physical order forms on-site but whose orders were not completed in real-time. Why Physical Forms? Physical forms are used intentionally for psychological reasons: the act of filling out and signing a paper form creates stronger buyer commitment at the event. Forms in Scope Three forms require payment processing: Flight School Solo: $497/mo x 12 months Flight School Elite 2.0: Tiered ($897/$1,397/$1,897/mo depending on rep count) Myrtle Beach Bootcamp (Jan 2027): $799 GA / $999 VIP
One form is tracking-only (no payment processing yet):
- Flight School Elite + Triple S (Sales Success Squadron): Triple S is application-only. Just track interest for now.
Process Primary Path (On-Site) Staff hands out physical forms during Boot Camp Attendees fill out forms with their details and card info Staff collects completed forms Ashlee processes payment immediately using the GHL payment link we provide (one link per product) Fallback Path (Ashlee Busy) Ashlee photographs or uploads the completed form to the customer's GHL contact record (can be done from her phone) Ashlee adds a product-specific tag to the contact Tag triggers a GHL workflow that notifies backend via: Slack notification ClickUp task creation Backend team opens the tagged contact in GHL Locates the uploaded form document Enters the customer's payment details into the appropriate GHL payment link Processes the order as the customer Tags (One Per Form Type) bootcamp-form-fs-solo (Flight School Solo) bootcamp-form-fse (Flight School Elite 2.0) bootcamp-form-myb (Myrtle Beach Bootcamp) bootcamp-form-sss (Triple S application, no payment)
Using one tag per form type so we know what product it's for and can trigger additional tagging/automations downstream. Technical Questions (Paul) Can a document upload to a GHL contact trigger a workflow, or only the tag? Build workflows: tag-added triggers Slack notification + ClickUp task creation Create GHL payment links for each product at the Boot Camp pricing Notifications Slack notification (#bootcamp-gc) Auto-created ClickUp task for each order to process Owner / Processor TBD: likely Mich or Sherrie. Ashlee handles primary path on-site. Timing Deadline to have this workflow built and tested: before Tues Aug 25 (event deadline on forms) Processing continues until all tagged contacts are handled cleanly (payment confirmed + enrollment emails sent + tag updated) Source Source meeting: Top Rep Updates - 08/20/2026 Forms attached to this task.
Due 2026-08-25