Real Estate Affiliate Automation

A real estate influencer selling affiliate access to realtors was managing every step of the subscriber lifecycle by hand — onboarding, day-by-day personalized emails, and offboarding. The business was growing, but the operations weren't.

The Challenge

Every time a new affiliate joined, someone had to manually send personalized emails day by day throughout their onboarding journey. And every time someone cancelled, access had to be manually revoked. One missed step meant a paying customer got a broken experience — or a churned customer kept their access. With a growing subscriber base, the team was spending hours every week on tasks that should have taken seconds.

What We Built

Central affiliate database

Google Sheets as the single source of truth for all subscriber data

Automated onboarding flow

The moment someone subscribes, they get instant access to the affiliate map and resources

Day-based email sequencing

Personalized emails triggered automatically based on exactly which day each user is in their journey

Automated offboarding

When a subscription cancels, access is revoked instantly — no manual intervention

SMS notifications

Via Twilio for key communication touchpoints throughout the lifecycle

Full audit trail

Every action logged with timestamps for complete visibility

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