Read the transcript
Tags. Emails. Automations. Courses. Community levels. Once your hub sells more than one thing, it turns into a spider web.
And one wrong thread costs you. Buyers get pitched what they already own. A bonus email quietly stops sending. And nothing warns you.
So we mapped ours. Every tag: where it comes from, what it starts, and what it stops. One click, and the whole web makes sense.
Mapplane does that for your hub. Answer a few plain questions, and it plans your tags, emails and automations, with the build steps to match.
Then it checks your live CRM for broken links, and for emails that pitch people what they already have.
Try Mapplane free, with no sign-up, at ebiz123s.com/apps/mapplane.
How it works
Three steps, the first two free
Tell it what you sell Free
Answer a few plain questions: your offers, which ones come with others, and where people find you. Already built a CRM? Run the free audit and it fills this in from what you have.
Read your map Free
Every tag, email series and automation, plus a cross-promotion chain that introduces each offer one a week with owners skipped. Pick any journey to see exactly what that person receives, day by day.
Build it Free or paid
Build it yourself from the map, or let the paid side do the work: every email drafted in your voice, the click-by-click build pack, and a Claude skill that builds it, updates it when you add a product or promotion, and checks it for you.
You are looking at a worked example for a made-up coaching business. Type your own business name in the first question and the map below becomes yours, one answer at a time.
Already built, and it is tangled? · free
Audit what you have first
A free Claude skill walks your eStage CRM and your website with Claude in Chrome, reading only. First it draws your System Map: one page of the hub as it is today, every tag traced from where it comes from to what it does. Then it lists what is broken (email steps that cannot send, pitches reaching people who already bought, series that overlap or never end, stop rules that cannot work, pages still mentioning offers you retired) and what is missing (a buyer series, cross-promotion, a newsletter, a refund path). Then it hands back your offers so Mapplane can draw the clean map beside what you have now.
- Download the skill and upload the zip in Claude: Customize, then Skills, then + Add and Upload skill. Code execution must be on: Settings, then Capabilities. Step by step, with a video
- Open your hub's CRM from your eStage dashboard in Chrome with Claude in Chrome, and say "run the Mapplane audit". New to Claude in Chrome? Set it up here.
- Paste the "Your offers" block it gives you below, or upload the .json file it saved.
Version 1.4 · updated 13 Nov 2026
Step 1 · question 1 of 6
Who is this map for?
You are looking at a worked example. Typing here starts your own map.
The emails are signed by you.
Step 2 · your Automation Map
Bright Path Coaching: how it all connects
- tags
- 45
- email series
- 26
- emails
- 55
- promos in the chain
- 6
Rule check
- OK15 series end with the newsletter tag, every pitch has an ownership check, bonuses count as owned, 6 promos run one a week with owners skipped, every paid offer has a not-owners segment for broadcasts, every stop helper sits beside the series it stops.
Email series
Each one starts when a tag is added, sends its emails, and ends by handing people to your weekly tips.
Folder: Morning Routine Guide
- Send email: Morning Routine Guide 1 - Here it is
- Delay 1 day
- Send email: Morning Routine Guide 2 - Use it today
- Delay 2 days
- Send email: Morning Routine Guide 3 - Common mistake
- Delay 2 days
- Condition: has any of [member-inner-circle, refund-inner-circle, ex-member-inner-circle, pitched-inner-circle]. YES: Delay 1 day, then Add tag tips-weekly. NO: continue.
- Add tag pitched-inner-circle
- Send email: Morning Routine Guide 4 - Next step
- Delay 1 day
- Add tag tips-weekly
Cross-promotion chain
One door opens it, the first time someone reaches your weekly tips. Then one offer a week, in this order, with your main offer last. Anyone who already has an offer, refunded it, or was pitched it in their welcome series skips that week's email and passes straight to the next.
- wk 1Focus Course
- wk 2Habit Tracker
- wk 3Planner Templates
- wk 4Complete Bundle
- wk 5Notion for Coachesaffiliate
- wk 6Inner Circle
Community: courses and levels
Courses open by tag, so buying (or reaching a level) opens the door on its own. A level's Point Reward adds the tag; a series starts only when reaching that level unlocks something.
Welcome Tour
All members
Focus Course lessons
Buyers of Focus Course · customer-focus-course, customer-complete-bundle
Inner Circle Library
Buyers of Inner Circle · member-inner-circle
Starter0 points
Unlocks nothing yet · adds level-starter
Regular100 points
Unlocks Focus Course lessons · adds level-regular
Core500 points
Unlocks nothing yet · adds level-core
What will this person receive?
Pick a journey and read every email they would get, day by day, with the plan's rules applied. Change the questions above and this updates.
- day 0● Signs up for Morning Routine Guide
- day 0✉ Morning Routine Guide 1 - Here it is
- day 1✉ Morning Routine Guide 2 - Use it today
- day 3✉ Morning Routine Guide 3 - Common mistake
- day 5● Buys Focus Course
- day 5· Habit Tracker does not start (has customer-focus-course)
- day 5✉ Morning Routine Guide 4 - Next step
- day 5✉ Focus Course 1 - Welcome
- day 6✉ Weekly Tips 1 - Tip 1
- day 7✉ Focus Course 2 - Quick win
- day 10✉ Focus Course 3 - Get the most from it
- day 10· Promo: Focus Course: has customer-focus-course, takes the YES path
- day 10· Promo: Habit Tracker: has customer-focus-course, customer-habit-tracker, takes the YES path
- day 12✉ Review request 1 - A quick favour
- day 13✉ Focus Course 4 - Next step
- day 13✉ Weekly Tips 2 - Tip 2
- day 17✉ Promo: Planner Templates 1 - Why Planner Templates
- day 17· Promo: Complete Bundle: has pitched-complete-bundle, takes the YES path
- day 20✉ Weekly Tips 3 - Tip 3
- day 24✉ Promo: Notion for Coaches 1 - Why Notion for Coaches
- day 24· Promo: Inner Circle: has pitched-inner-circle, takes the YES path
- day 27✉ Weekly Tips 4 - Tip 4
- day 34✉ Weekly Tips 5 - Tip 5
- day 41✉ Weekly Tips 6 - Tip 6
- day 48✉ Weekly Tips 7 - Tip 7
- day 55✉ Weekly Tips 8 - Tip 8
19 emails over 8 weeks
Never more than two emails in a day, promos a week apart, nothing pitched to someone who has it.
Tags at the end
lead-morning-routine-guide, lead, customer-focus-course, direct-focus-course, customer-habit-tracker, buyer, pitched-inner-circle, tips-weekly, pitched-complete-bundle, pitched-planner-templates, pitched-notion-for-coaches, tips-complete
Stop helpers
They send nothing. They take people out of a series that no longer fits, and each sits in the same folder as the series it stops.
Notion for Coaches link reminders Stop: bought
Someone who claims a Notion for Coaches purchase leaves the reminders.
Focus Course Stop: upgraded
Someone who buys Complete Bundle leaves the Focus Course series.
Focus Course Stop: refunded
A refund of Focus Course ends its series.
Habit Tracker Stop: upgraded
Someone who buys Focus Course or Complete Bundle leaves the Habit Tracker series.
Habit Tracker Stop: refunded
A refund of Habit Tracker ends its series.
Planner Templates Stop: upgraded
Someone who buys Complete Bundle leaves the Planner Templates series.
Planner Templates Stop: refunded
A refund of Planner Templates ends its series.
Complete Bundle Stop: refunded
A refund of Complete Bundle ends its series.
Inner Circle Stop: refunded
A refund of Inner Circle ends its series.
New Members Stop: joined Inner Circle
People who take Inner Circle leave the free welcome series.
How the tags are organised
Every tag sits in one layer. Product tags say what someone has. The general tags (buyer, refunder and the rest) say who they are across everything, so one tag reaches every buyer.
- What they have
- One per product, membership, affiliate offer or course. Added on purchase (or your claim form), removed on refund or cancel. Pitch checks read these.customer-focus-course, customer-habit-tracker, customer-planner-templates, customer-complete-bundle, member-inner-circle, bought-notion-for-coaches, direct-focus-course, direct-habit-tracker, direct-planner-templates
- Who they are
- A handful of general tags, one meaning each, never removed. Use them for broadcasts, ad audiences and reports.lead, buyer, refunder, client, free-member
- Where they came from
- Added once, by the form or page they first signed up on. Shows which channel brings buyers, not just sign-ups.src-youtube, src-facebook-group, src-podcast
- What they want
- Added by the free offer or quote they asked for. Lets you send the right offer to the right people.lead-morning-routine-guide, quote-done-for-you-setup, lead-notion-for-coaches
- What happened
- Records of events that should change what you send: refunds and cancellations. Cleared only if the person buys that offer again.pitched-inner-circle, refund-focus-course, pitched-complete-bundle, refund-habit-tracker, pitched-focus-course, refund-planner-templates, refund-complete-bundle, ex-member-inner-circle, refund-inner-circle, pitched-notion-for-coaches, pitched-habit-tracker, pitched-planner-templates
- What they have done
- Level reached in your community (the level reward adds it). Add one when reaching a level should start something.level-starter, level-regular, level-core
- List care
- Newsletter, re-engage and cross-promotion state. Keeps the list healthy and the promos spaced out.xp-focus-course, xp-habit-tracker, xp-planner-templates, xp-complete-bundle, xp-notion-for-coaches, xp-inner-circle, tips-weekly, tips-complete, reengage-sent, sunset-due
Tag explorer
Morning Routine Guide
Focus Course
Habit Tracker
Planner Templates
Complete Bundle
Inner Circle
Services
Affiliate offers
Cross-promotion
Membership
Community
Orders and refunds
Email list care
Contacts
src-youtube
First came from youtube
- Added by
- Every sign-up form on pages you send youtube traffic to
- Starts
- Nothing
- Skips or stops
- Nothing
Keep your map
No account needed. The link rebuilds this exact map; nothing you typed is stored by us.
Step 3 · build it
Sorts your emails and automations, then builds the ones that sell
Every email drafted in your voice, including the cross-promotion chain that introduces each of your products and affiliate offers to the people who do not have them yet, one a week, owners skipped. Every click written down in eStage order, and a Claude skill that builds it in your own browser with Claude in Chrome, asking before it changes anything. Add a product or a promotion later and the plan shows exactly what to add, change or retire; the same skill updates your live CRM and checks it whenever you like.
| What you get | Free | Paid |
|---|---|---|
| The interview: what you sell and how people arrive | ✓ included | ✓ included |
| The full map: tags, email series, automations, stop helpers | ✓ included | ✓ included |
| The cross-promotion chain: one offer a week, owners skipped, planned for you | ✓ included | ✓ included |
| Starter templates, your community courses and levels, launches | ✓ included | ✓ included |
| "What will this person receive?": every email, day by day, for any journey | ✓ included | ✓ included |
| The rule check and the share link | ✓ included | ✓ included |
| The audit skill: reads the CRM you have now and loads it into the map | ✓ included | ✓ included |
| Repair mode: the fixes your audit found, made in your hub with Claude in Chrome after one yes | — not included | ✓ included |
| Every email drafted in your voice, promos and launches included | — not included | ✓ included |
| The build pack: every click in eStage order, product actions, broadcast segments | — not included | ✓ included |
| The Claude skill that builds it in your browser, asking before it changes anything | — not included | ✓ included |
| The update: add a product or promotion later and get exactly what to add, change or retire | — not included | ✓ included |
| The health check for your live CRM, whenever you change something | — not included | ✓ included |
| The client-ready report (Unlimited) | — not included | ✓ included |
One hub · one payment
$47
The drafts, the build pack, the skill and the health check for the hub you run. Upgrade to Unlimited later for the difference.
Buy for one hub · $47Unlimited hubs · one payment
$97
Every hub you run, including the ones you build for clients. A fresh build pack and health check for each.
Buy Unlimited · $97Founder members
Included
Unlimited hubs plus every other member app. Got eStage through our link? Your Founder Status already includes it.
Early prices for eStage members while eStage is invite-only. They go to $97 and $197 when eStage opens to the public. 30-day money-back guarantee. It opens on this page as soon as you have paid.
Checkout · Mapplane for one hub · $47
Checkout · Mapplane Unlimited · $97