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Client Delivery

AIESEC US — OGX Funnel

AIESEC US · nonprofit

Complete outgoing global exchange funnel: lead capture, qualification scoring, AI-personalized outreach, Brevo campaigns.

→ Scale-ready recruitment system. Used by volunteer-run chapters without full-time marketing staff.

live · notion.so · LearnFast integration

📊 Project Dashboard — December 2025

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📊
How to track hours: When you complete a task, change its Status to "Completed" in the task manager below. Then run a query to sum completed hours and update this dashboard. I'll help you calculate totals during our weekly check-ins.

📋 Current Tasks Overview

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🤝 Meetings with Dan

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✅ Task Manager

🗂️AIESEC US — TasksDatabase

🎯 Funnel Goals Overview

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🔄 OGX Funnel Overview

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📈 Lead Source Analysis

Digital Channels (199 of 680 Sign Ups = 29%)

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Non-Digital Channels (~71% of Sign Ups)

🏫
Local On-Campus Events — Primary lead source (perception-backed)

🏢 MC vs LC Performance

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🛠️ Tech Stack & Tools

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⚠️
Tracking Gaps

🌐 Digital Entry Points

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📱 Instagram Strategy

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🚫 Non-Viable Channels

❌
Cold Outreach

🎯 Key Improvement Areas

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📞 Discovery Call with Nandesh — Strategies to Consider

🎯
Goal: Increase Sign Ups while simultaneously improving SU → APL conversion rate through automation and reduced LC dependency.

Strategy 1: Speed-to-Lead Measurement & Optimization

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Discussion Point: Can EXPA provide timestamp data for SU creation vs. first contact? If not, what alternative tracking is needed?

Strategy 2: Automated Welcome & Nurture Flows

Remove LC dependency for initial lead engagement

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⚡
Quick Win: Implement instant auto-response within 2 minutes of sign-up with:

Strategy 3: Omnichannel Nurture Sequences (Email + WhatsApp)

Bridge the SU → APL gap with systematic touchpoints

Sequence Architecture
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Recycle Campaign (Non-Responsive SUs)
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Strategy 4: Funnel Cleaning at Each Stage

Implement automated stage progression and hygiene

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Automation Logic:

Strategy 5: Increase Sign Ups (Top-of-Funnel)

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Key Questions for Discovery Call

  • Data Access: Can we export SU timestamps from EXPA to measure speed-to-lead?
  • Tech Stack: What email/WhatsApp tools does AIESEC US currently have access to? (Mailchimp, SendGrid, WhatsApp Business API?)
  • Permissions: Can MC override LC processes to implement national automation?
  • Budget: Is there budget for automation tools (e.g., WhatsApp Business, n8n, Zapier)?
  • Quick Wins: Which 1-2 automations would have the highest immediate impact?

    • Recommended Priorities

    🤝 Meeting with Dan Lozano — December 16, 2025

    🎯
    Project Scope Confirmed

    🚨 Critical Issues Identified

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    🎯 Confirmed Strategy — 4-Month Roadmap

    Month 1 (December-January): Recruitment Campaign

  • Lead scraping: 10,000+ students from target universities
  • LinkedIn automation setup (Apify + Expandi)
  • Multi-channel nurture workflows (Email + WhatsApp + SMS)
  • Content calendar system in Notion

    • Timeline:

  • Start: Last week of December / First week of January (before semester)
  • Peak: January-February (campus events, interviews)
  • Campaign duration: 8-10 weeks

    • 🔗 LinkedIn Growth Strategy (Confirmed)

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    Scale Math:

    📱 Multi-Niche LinkedIn Strategy

    Confirmed Approach: Segment by program type with dedicated LinkedIn personalities

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    LinkedIn Content System:

  • Notion-based content calendar with automated posting
  • Copywriting formula integration (PASTOR, PAS, BAB)
  • Auto-tracking of views, likes, comments, engagement
  • Inbound + outbound strategy (content attracts, automation reaches)

    • ⚙️ Tech Stack Integration Plan

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    Integration Priority:

  • Connect Podio → GHL via API (centralize lead data)
  • Set up GHL workflows (email, WhatsApp, SMS sequences)
  • Integrate Apify → Clay → GHL (lead enrichment pipeline)
  • Deploy Expandi for LinkedIn automation
  • Build AI WhatsApp agent for 24/7 engagement

    • 🎯 Lead Magnets & Nurture Assets

    Confirmed Lead Magnets:

  • Employability Assessment (ScoreApp quiz)
  • Career Readiness Quiz
  • Volunteer Impact Assessment

    • Nurture Sequences:

  • Post-signup automation (currently manual → needs automation)
  • Abandoned application recovery
  • Pre-interview reminders (email + WhatsApp + SMS)
  • Post-acceptance engagement
  • Event attendee follow-up

    • 🧑‍🤝‍🧑 Member-Led Manual Outreach (Hybrid Approach)

    Strategy: Blend automation with personal touch

    👥
    Member Networking Program

    Process:

  • Provide initial lead lists to membership
  • Each member sends 20-30 personalized connections/week
  • Track acceptance rates and responses
  • Scale with automation tools once process validated

    • 📋 Project Management & Accountability

    Weekly Cadence:

  • Meetings: Every Tuesday, 11:00 AM (Bangkok time)
  • Hours: 8 hours/week (32 hours/month)
  • Communication: Daily text updates + ad hoc calls for urgent issues
  • Tracking: Notion dashboard (hours, deliverables, KPIs)

    • Payment:

  • Managed by Sophie (Finance)
  • Biweekly or monthly payments
  • Contract + NDA to be finalized

    • Success Metrics:

  • Lead flow volume (scraping targets met)
  • Funnel conversion rates (SU → APL → ACC → APD)
  • Engagement metrics (LinkedIn: profile views, connections, messages)
  • Zero manual follow-ups (automation handles all touchpoints)
  • Response rates and show rates

    • 🚀 Immediate Next Steps (December 2025)

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    💡 Key Strategic Insights from Meeting

    🎯
    Primary Bottleneck: Converting existing leads through funnel, NOT generating more top-of-funnel leads
    🔍
    Student Motivation Segmentation:
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    Long-Term Vision:

    📞 Discovery Call with Nandesh — Strategies to Consider

    Long-Term Vision:

    Create competitive advantage through automation and user experience

    📞 Discovery Call with Nandesh — Strategies to Consider

    Long-Term Vision:

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    🎯 Project Priorities — Confirmed Scope

    ⭐ Priority 1: Recruitment Campaign (Dec-Feb)

    🚀
    Focus: Build recruitment pipeline and launch LinkedIn + email outreach

    Deliverables:

    1. Lead List Building (Apify + Expandi)

  • Scrape target universities (Florida International, etc.)
  • Segment by: year, major, volunteer keywords, career interests
  • Enrich with contact data (LinkedIn, email)
  • Tag by motivation type (professional vs community vs both)

    • 2. Recruitment DMs Campaign (Expandi)

  • Profile views → Connection requests → DMs
  • 50 messages/week per LinkedIn account
  • Multi-account strategy for scale
  • Personalized messaging by segment

    • 3. Cold Emails (Clay + Brevo)

  • Email scraping and enrichment via Clay
  • Multi-touch email sequences via Brevo
  • Segmented messaging (GTA vs GV vs GT)
  • Track opens, clicks, replies

    • 4. Recruitment Content Funnel

  • Notion content calendar system
  • LinkedIn posts (3-5/week per niche)
  • Content themes: student success stories, program benefits, application tips
  • Copywriting formulas (PASTOR, PAS, BAB)

    • 5. Job Posts Strategy

  • LinkedIn job post creation and optimization
  • Target keywords and hashtags
  • Lead capture from job post engagement
  • Track applicants and engagement

    • ⭐⭐ Priority 2: Exchange Lead Nurture System (GHL)

    💬
    Focus: Build multi-channel automation for exchange leads

    Deliverables:

    1. GHL WhatsApp + SMS + Email Workflows

  • Post-signup welcome sequence
  • Application reminders (multi-channel)
  • Abandoned application recovery
  • Pre-interview preparation sequences
  • Post-acceptance engagement

    • 2. Recycle Recruitment → Exchange Leads

  • Identify recruitment leads not converting
  • Re-segment for exchange programs
  • Automated re-engagement campaigns
  • Cross-program nurture flows

    • ⭐⭐⭐ Priority 3: Exchange Lead Generation

    🌍
    Focus: Build outbound systems for exchange programs

    Deliverables:

    1. Lead List Building for Exchanges

  • Scrape exchange-focused audiences
  • Target professionals, recent grads, gap year students
  • Different personas than recruitment
  • Enrichment and segmentation

    • 2. Cold Email Campaign

  • Exchange-specific messaging
  • Program benefits and ROI
  • Application process education
  • Multi-touch nurture sequences

    • 3. LinkedIn Outbound

  • Expandi campaigns for exchange leads
  • Professional network targeting
  • Alumni and referral outreach
  • Engagement and conversion tracking

    • ⭐⭐⭐⭐ Priority 4: LinkedIn Organic Growth

    📈
    Focus: Build inbound lead engine via LinkedIn content

    Deliverables:

    1. LinkedIn Content Funnel

  • Niche-specific content strategies (GTA, GV, GT)
  • Leadership profiles as LinkedIn influencers
  • Value-driven educational content
  • Lead magnets and CTAs in posts

    • 2. LinkedIn Viral Systems

  • Content formulas for engagement
  • Hashtag and tagging strategies
  • Comment and engagement pods
  • Repurposing and amplification tactics
  • Track viral metrics (views, shares, comments)

    • ⭐⭐⭐⭐⭐ Priority 5: Webinars & Workshop Automations

    🎓
    Focus: Build webinar funnel for high-intent leads

    Deliverables:

    1. Webinar Registration & Reminder System

  • Landing pages for webinar registration
  • Multi-channel reminders (email + WhatsApp + SMS)
  • Countdown sequences (1 week, 1 day, 1 hour before)
  • No-show recovery sequences

    • 2. Workshop Automation Flows

  • Post-webinar follow-up sequences
  • Recording delivery and engagement
  • Application CTAs and booking links
  • Attendee → applicant conversion tracking

    • 📊 Success Metrics by Priority

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    📞 Discovery Call with Nandesh — Strategies to Consider

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    📋 Quick Links

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    📝 Discovery Call Notes

    A. Funnel and Goals

    How do you currently define and track each stage of your OGX funnel?

    Using EXPA with daily routine checking SUs, APLs, ACCs, APDs, REs, FIs, COs. LCVPs are supposed to do this but consistency is unknown. Term metrics: 1,135 SUs, 329 applicants, 41 accepteds, 40 APDs.

    Main bottleneck?

    Contact → Sign Ups and SU → APL. LCs don't do enough on-campus activities. No reliable digital stream. Organic OGTa sign-ups often apply to misaligned opportunities and ghost follow-ups.

    B. Tracking & Lead Source Structure

    How is lead source captured?

    Global aiesec.org form (often missing phone). Podio form on aiesecus.org with full name, email, phone, age, city. No UTMs. LinkedIn handled by Yokelvy. Instagram uses Linktree. Few events. No cold outreach (cultural barrier).

    Lead breakdown:

  • MC vs LC: 20-25% MC, 75-80% LC
  • Campaigns: Only national (Black November, IXP, etc.)
  • Digital sources (199/680): Search 55, TikTok 39, Instagram 32, LinkedIn 27, Other 20, Email 9, X 2
    • C. Main Lead Sources

    Where do most Sign Ups come from?

    Local on-campus events (booths/tabling) — perception backed by observation. Digital top 3: search engine, TikTok (lost access), Instagram.

    D. Website / Landing Pages

    Main digital entry points?

    aiesec.org (primary), aiesecus.org, GT/GV pages. Most visited: homepage, Global Current (visa), Global Talent, Global Volunteer.

    E. Instagram

    How is Instagram used?

    Mix of informative, entertaining, testimonies. Linktree link. Celebrity/trend content performs best (+22k views, +200 likes/shares on Taylor Swift and annual recap posts).

    F. LinkedIn

    Not handled by me — managed by Yokelvy as MCVP iGTa/ER (B2B).

    📄Global Talent Cold Email — Setup + Copy Library
    📄AIESEC Membership Recruitment — Setup + Copy Library
    📄Reactivation Campaign — Old Leads (Opportunities + Story-led)
    📄Tools and Pricing
    📄📊 Hours Summary
    🗂️Funnel OS — AIESEC USDatabase

    Pulled live from Notion via official API · rendered by custom React · cached 5 min · updates on next visit after page edit.