Penguin Agents · Body Contouring · Proof template

The Seasonal Price-Drop Event

Presented exactly like the $0.99 Appointment Engine campaign — the same 8-tab experience and the real funnel WALK — across five brandings. A dated event with real scarcity. Flip the switch to re-skin the entire funnel.

● PROOF TEMPLATERestrained private preview · price hidden

Seasonal Price-Drop Event — Marchand

A dated event RSVP into a booked, event-priced consult and an ongoing plan. Built exactly like the $0.99 Appointment Engine — same 8-tab experience, same real funnel walk. Real scarcity — a fixed deadline and finite seats, never a fake resetting timer.

OfferDated event · real deadlineAudienceMost-aware + lapsedObjectiveBooked, event-priced consultsTrafficMeta list-blast + cold + retarget

A dated Seasonal Price-Drop Event — an RSVP against a real deadline + finite seats that re-activates a most-aware / lapsed list. The reframe: you don’t need a reason to decide — the season and the deadline are the reason, and a surgeon confirms candidacy at the consult.

The live offer — matched to this funnel’s page-walk
✓ Live · the entry offer
Seasonal Price-Drop EventDated · through Oct 31

A time-boxed event RSVP driven by a real, fixed, non-resetting deadline + finite seats — not a quiz. AXIS locks a legible $800 off; Marchand extends a private Autumn Preview (priority scheduling + preferred consideration, price hidden). The full page-walk is built — event landing → RSVP → slot → confirmed → thank-you.

Future tests — offers we can layer on next
Future test
$50 price-lock hold as tripwiremicro-commit

Lean harder on the AXIS refundable hold as a paid micro-commitment to read willingness-to-act before scaling spend.

Future test
Financing pre-qual (AXIS)soft check

A no-credit-impact pre-qualification that turns the event price into a weekly number on the confirmation screen.

Future test
Waitlist / next-event captureevergreen

Capture the post-deadline “join the next one” list honestly — an evergreen feeder between dated events.

Future test
The build + monthly runretainer

The full engine built in the clinic’s name, then run 2–4 events a year — the back end of the model.

Why it converts — the value equation

Dream outcome

A body-contouring result at the season’s best terms

Likelihood

Board-certified surgeon confirms candidacy at consult

Speed

RSVP in 60 seconds; a consult booked inside the window

Effort

A few taps, no diagnosis, an optional no-pressure hold

The real, brand-skinned pages — walk it Event Landing → RSVP → Slot → Confirmed → Thank-You. In-page CTAs step the walk too.
Open full ↗

Conversational AI Layer — Swift & Starling

One brain, two surfaces on the Seasonal Price-Drop Event spine. Swift handles chat, SMS & DM; Starling handles voice. They share one event-RSVP spine, objection library, calendar, field map and compliance guardrails — a lead who RSVPs on chat and continues on a call is one continuous record, never re-asked. No diagnosis, no health questions — this funnel captures an RSVP against a real, dated event, not a medical quiz.

The one job

Turn any contact into a booked, event-priced consult inside the window — then keep event pricing from lapsing before they book. Speed-to-lead in minutes (first touch < 5 min; Starling outbound often < 60s). The real deadline (through Oct 31) and finite seats are the whole reason to act — the bots reinforce it honestly, never a fake resetting timer. Never a dead end.

The bots

Swift — Site / DM Chat Widget

Chat

Event coordinator on the site chat widget, SMS and IG/FB DMs. Runs GHL native Conversation AI. Its job is to lock the RSVP and claim a slot in the window — not to diagnose.

Event-RSVP spine (one step at a time)
  • Confirm intent — "reserve your place in the event / lock event pricing"
  • Capture name / email / mobile + consent (partial-capture armed)
  • Offer a consult date inside the window (every option ≤ Oct 31)
  • Offer the optional hold → confirm → arm the deadline cadence

Swift (AXIS): "Happy to lock the $800 off for you — it holds for consults on or before Oct 31. Want me to grab your details and reserve a date inside the window?"

Starling — Voice Agent

Voice

Inbound 24/7 + outbound speed-to-lead, deadline-reminder calls, and no-show recovery. GHL native Voice AI (inbound) or Vapi/Retell (outbound).

Opening lines
  • Inbound: "Thank you for calling {{brand}}, this is Starling — are you calling about the event?"
  • Outbound (RSVP): "Hi {{first_name}}, this is Starling from {{brand}} — you RSVP'd for our event; I can lock your date before the window closes."
Voice-specific
  • Natural latency, barge-in allowed, short turns
  • Recording / AI disclosure where the state requires it (verify-live)

SMS / DM Auto-Responder

Speed-to-lead

Swift's instant first-touch (< 60s) on a new RSVP, plus native Missed-Call-Text-Back on the clinic number. Message-matched to the event and the deadline.

First-touch behavior
  • Opt-out on the first message; respect STOP / HELP + quiet hours
  • Never sends SMS without sms_consent
  • Wait 15 min, check reply → hands to Swift to claim a slot in the window

RSVP first-touch (AXIS): "You're in — $800 off is reserved. Reply with a date that works and I'll lock it before Oct 31. — AXIS Body Co."

Booking Bot

Booking

Both bots read the one event-consult calendar, which only offers slots inside the window. Confirms, writes consult_datetime + event_slot — the deadline cadence enrols automatically.

Window-aware slotting
  • Every offered slot falls on or before the Oct 31 deadline
  • Optional hold locks the slot + pricing (AXIS $50 refundable / Marchand no-fee courtesy)
  • Finite inventory: a claim decrements real seats, honestly

Swift: "I have Tue Oct 14 or Fri Oct 17 open — both inside the event window. Which works?"

Deadline Cadence & No-Show Recovery

Retention

The F4-specific engine: a dated reminder cadence keeps event pricing from lapsing on unbooked RSVPs; the reminder ladder + Starling recovery call save the no-show. Never guilt, never a fake re-arm.

Deadline cadence (unbooked RSVPs)
  • RSVP'd, no slot booked → "3 days left" → "final day" SMS/email
  • Booked → confirmation → T-24h prep → T-2h SMS → T-1h "Reply C"
  • No-show → +5min one-tap rebook (still in window) → +1d → +3d

Starling / SMS (Marchand, 3 days left): "A quiet note — the Autumn Preview closes Friday. May we hold a preview time for you before it does?"

Two brand voice skins — same spine, non-swappable words

Marchand — "The Autumn Preview"

Clinical-Luxe · Archetype A/B softer

Register: concierge, understated, precise, unhurried

The "saving": access + privilege — priority scheduling, preferred consideration; never a dollar figure

Deadline: a quiet dated line ("closes Friday, October 31"), no ticking-clock talk

CTA: "Reserve your place." / "Confirm a time."

AXIS — "The Autumn Sculpt Event"

Bold-Modern · Archetype C

Register: confident, energetic, direct, benefit-led

The "saving": a hard number — "$800 off", "from $27/wk*"; financing front-and-center

Deadline: the live countdown — "ends in Xd Xh", "lock it before Oct 31"

CTA: "Lock my event price." / "RSVP & lock event pricing."

Human handoff & medical red-flag rules

Escalate to a human immediately (tag bot:handoff-human, notify coordinator, pause bot) on:

  • Any medical / clinical question — symptoms, medications, complications, "am I safe to…", pregnancy, existing conditions → bot:red-flag, immediate human, never answer
  • A confirmed booking, or a buying signal on a high-value plan (humans close big cases)
  • Explicit request for a human · frustration / repetition · anything outside event-terms + booking
  • Graceful fallback, never fabricate: "Great question — let me have the coordinator confirm that and text you right back, well before the window closes."
  • Never reveal "AI/bot" — Swift & Starling are presented as clinic staff
Compliance guardrails

No medical advice

Never diagnose, treat, or give outcome guarantees. Candidacy is confirmed by a board-certified surgeon at the consult.

Real scarcity, honestly

The deadline is a single fixed date; seats are finite. Bots never invent a new deadline or "re-open" a closed event — the ended state is honest.

TCPA / A2P

Opt-out on first SMS; honor STOP/HELP + quiet hours; outbound only to consented contacts.

PHI — none collected

This funnel takes an RSVP + a date only; no health field ever to an ad pixel. Demo pricing (AXIS $800/$27/wk) flagged as placeholder.

GHL Back-End — Seasonal Event Journey

The GoHighLevel automation layer behind Funnel-4: one acquisition pipeline built backwards from the north star (RSVP → booked, event-priced consult inside the window → ongoing series), the F4-defining deadline reminder cadence, three more leak-point workflows, an event-tied tag/field taxonomy, and the pixel_safe gate. Every stage has a buyer-action entry and a named exit for both the positive and the leak case — and the whole thing is timed against a single, real, non-resetting deadline.

Pipeline — 7 stages + 2 exit lanes
1
RSVP

Partial or full event RSVP fires

leak → speed-to-lead ①

2
Slot Claimed

Date picked inside the window

leak → deadline cadence ②

3
Reminder Sent

"3 days left" / "final day" fired

leak → unbooked retarget ③

4
Consult Booked

Event-priced slot on calendar

leak → no-show ladder ④

5
Consult Shown

Appt status = Showed

6
Plan / Series Presented

Event pricing applied; series shown

undecided → Deciding

7
Won

Deposit / date set → series

→ review/referral ⑤

Next-event nurture (exit lane)

RSVP'd but the window closed, or "not this season." Honest — held for the next event, re-offered when it opens. No fake re-arm of a closed deadline.

Disqualified (exit lane)

Not a fit, or a bot bot:red-flag. Polite low-touch redirect; dnd if requested.

The leak-point workflows — timed to the deadline
1

Speed-to-Lead

Leak: no first contact · first touch < 60s

Trigger: event RSVP submitted / partial-capture, or Missed-Call-Text-Back.

Channels: instant SMS + Starling outbound call + owner notify.

  • T+0s event-matched SMS: "you're in — lock a date before Oct 31" (opt-out on first msg)
  • T+0s Starling call attempt (consent-gated)
  • Wait 15 min, check reply → route to slot-claim, or hand to Swift
2

Deadline Reminder Cadence ★

The F4-defining workflow · unbooked RSVPs, dated to the real close

Trigger: event-rsvp present, consult-booked absent, as the fixed deadline approaches.

Timing is anchored to the real close date (Oct 31), not to signup time:

  • T-7 days: "one week left to lock event pricing"
  • T-3 days: "3 days left" — the core nudge
  • T-1 day: "final day" SMS + email, one-tap slot link
  • Deadline passes → honest "event ended, join the next one" → next-event nurture. Never re-arms a closed deadline.
3

Unbooked-RSVP Retarget

Leak: RSVP'd, never claimed a slot · paid + owned

Trigger: event-rsvp, slot-claimed absent after ~1h.

Sequence — one reason per touch, all deadline-framed:

  • +1h "pick a date inside the window" one-tap link
  • +1d proof: before/after (LP-only) + seats remaining
  • +3d the hold reframe (AXIS $50 refundable / Marchand no-fee courtesy)
  • Meta/IG retarget audience of unbooked RSVPs until the deadline
4

No-Show Ladder + Recovery

Leak: booked, didn't attend · still inside window if possible

(a) Reminder ladder — pre-empts the no-show:

  • Confirmation on book → T-24h prep → T-2h SMS → T-1h "Reply C"
  • Reschedule link (window-aware) in every message; hold protects the price

(b) Recovery — status = No-Show:

  • +5min zero-guilt one-tap rebook (a date still inside the window) → +1d → +3d
5

Review + Referral

Post-Won · CSAT-gated

Trigger: closed-won + a satisfaction milestone (not day 1).

  • 1–10 SMS CSAT gate first
  • ≥9 → public review link (Google / RealSelf)
  • ≤8 → route to coordinator to save the relationship (no public ask)
  • Then referral ask + early access to the next event

Universal guard steps

Baked into every outbound step — race-condition + double-message fixes

  • Exit if human-handled present (a human already acted)
  • Exit if the next-stage tag already fired (e.g. consult-booked)
  • Exit if the deadline has passed (route to next-event nurture, not another nudge)
  • Exit if dnd / bot:opted-out
Lead scoring, tags & custom fields

Custom fields — the RSVP payload (no health data)

event_season
autumn-2026 — which event this contact belongs to
chosen_date
the slot inside the window (e.g. oct14 / week-of-oct20)
pref_time
morning / midday / afternoon-evening
hold_status
none / courtesy (Marchand) / $50-refundable (AXIS)
seats_left
finite, honest event inventory at claim time
lead_score
behavioral integer — priority within the RSVP pool
lead_temp
hot / warm / cold — who Starling calls first before the deadline
sms_consent
bool + timestamp — gates every SMS
pixel_safe
default true — gates the CAPI step

Prefix-namespaced tags

Brand (routes voice skin):
brand:marchandbrand:axis

Event: f4-seasonalevent-autumn-2026

Offer / hold: offer:800-offhold:refundablehold:courtesy

Stage / behavior: event-rsvpslot-claimedconsult-bookedno-showclosed-won

Routing / suppression: next-event-nurturequalifieddnd

The pixel_safe gate — no health data, ever, to Meta Pixel / CAPI

  • This funnel collects no diagnosis and no health data — only an RSVP contact, a chosen date, and hold status. Fire only non-PHI events: Lead, Schedule, CompleteRegistration.
  • The pixel_safe boolean gates the CAPI step; the mapped payload physically cannot reference a health field.
  • Verify zero PHI in the event map before launch (HIPAA + Meta policy).
Event RSVP → CAPI: Lead / CompleteRegistration (no health field) Slot claimed → CAPI: Schedule (date only, no procedure) Consult booked → CAPI: Schedule (no plan/area)
Calendar & compliance spine

Event-consult calendar (window-aware)

Embedded on the confirmation screen (peak intent, no dead-end). Only offers slots on or before the deadline; round-robin across coordinators/surgeon, 30–45 min, 10-min buffer.

Optional hold (AXIS $50 refundable / Marchand no-fee courtesy) locks the slot + pricing — the strongest no-show reducer here.

Two-way SMS confirm ("reply C"); window-aware reschedule link in every message.

Compliance spine

Real scarcity: a single fixed deadline (Oct 31) + finite seats. Workflows honor the honest ended state; nothing re-arms a closed event.

TCPA / A2P 10DLC: per-clinic Trust Center registration; consent checkbox + timestamp; quiet hours ~9am–8pm local. Email-only until A2P approved.

Demo pricing / dates: $800 off, $27/wk, $2,999, $50 hold and the Oct 31 date are placeholders — set per clinic and confirm partner terms (Cherry / PatientFi / CareCredit) live before launch.

Drag-pan · zoom · click a node for its spec.

Permissioned, platform-native social proof mounts here across the funnel. Shown as an illustrative demo placeholder — real, consented reviews are set per clinic at onboarding.

Illustrative reviews placeholder
Demo · illustrative review placeholder

Demo / proof template for a Penguin Agents build. Marchand Aesthetic Surgery and AXIS Body Co. are fictional brands, not real practices. Body contouring is a cosmetic, elective procedure — not weight loss; individual results vary; nothing here is medical advice or a diagnosis; candidacy is confirmed only by a board-certified surgeon at consultation. The event is a genuine, dated, limited promotion — a real deadline (October 31) + finite appointments, never a recurring or resetting timer. AXIS financing figures ($800 off, $27/wk, $2,999, $50 hold) and the dates are demonstration placeholders.

creative