SETUP GUIDE

Automation Stack Setup Guide

Follow these step-by-step instructions to connect Gumroad, Kit, Zapier, and Buffer — the four tools that will run your business on autopilot.

How the Automation Flows

👤Visitor lands on your site
📧Opts in for the free 5-Minute AI Audit
📬Kit delivers the PDF automatically
⚡7-day email sequence begins
💳Subscriber buys the $49 Prompt Pack on Gumroad
🔗Zapier tags them as 'Buyer' in Kit
✅Kit removes them from the sales sequence
📱Buffer keeps posting content to drive new traffic
Step 1

Gumroad

Your Storefront & Payment Processor

Open Gumroad
  1. 1
    Create a free account at gumroad.com
  2. 2
    Go to Products → New Product and select "Digital Product"
  3. 3
    Name your product "AI Productivity Prompt Pack" and set the price to $49
  4. 4
    Upload the PDF file of the Prompt Pack
  5. 5
    Paste your landing page sales copy into the product description
  6. 6
    Publish the product — Gumroad now automatically emails the PDF to every buyer
💡 Pro Tip: Gumroad charges 10% on free plans or $10/month for a flat fee. For $500/day revenue, the flat fee plan is significantly cheaper.
Step 2

Kit (ConvertKit)

Your Email Marketing & Automation Engine

Open Kit (ConvertKit)
  1. 1
    Create a free account at kit.com (free up to 10,000 subscribers)
  2. 2
    Go to Grow → Landing Pages & Forms and create a simple email opt-in form for your 5-Minute AI Audit
  3. 3
    In the form settings, set up an "Incentive Email" that automatically attaches the PDF when someone subscribes
  4. 4
    Go to Automate → Visual Automations and create a new automation triggered by the form opt-in
  5. 5
    Add the 7-day email sequence (from the Email Funnel page) with a 1-day delay between each email
  6. 6
    Add a conditional: if subscriber has tag 'Buyer - Prompt Pack', exit the sequence (prevents selling to existing buyers)
💡 Pro Tip: Kit's visual automation builder is drag-and-drop. The free plan includes unlimited automations and sequences.
Step 3

Zapier

Your Automation Connector (Gumroad ↔ Kit)

Open Zapier
  1. 1
    Create a free account at zapier.com
  2. 2
    Create a new Zap and select Gumroad as the Trigger app. Event: "New Sale". Connect your Gumroad account.
  3. 3
    Select Kit (ConvertKit) as the Action app. Event: "Add Tag to Subscriber".
  4. 4
    Create a tag in Kit called "Buyer - Prompt Pack" and map the customer email from Gumroad to the Kit subscriber field.
  5. 5
    Turn on the Zap — it will now automatically tag every buyer in Kit, removing them from the sales email sequence.
  6. 6
    Test the Zap by making a test purchase to verify the tag is applied correctly.
💡 Pro Tip: Zapier's free plan allows 5 Zaps and 100 tasks/month — more than enough to start. Upgrade when you hit 100+ sales/month.
Step 4

Buffer

Your Social Media Scheduling Engine

Open Buffer
  1. 1
    Create a free account at buffer.com
  2. 2
    Connect your social media profiles (Instagram, Twitter/X, LinkedIn, TikTok)
  3. 3
    Navigate to the 30-Day Content Calendar page on this platform
  4. 4
    Copy each post and paste it into Buffer's scheduling queue
  5. 5
    Set each post to publish at your audience's most active times (typically 9am or 6pm local time)
  6. 6
    Once all 30 posts are loaded, your social media runs itself for an entire month
💡 Pro Tip: Buffer's free plan supports 3 channels and 10 scheduled posts per channel. The Essentials plan ($6/month) removes all limits.

Launch Checklist

Gumroad product created and published at $49
Kit opt-in form live and connected to lead magnet
7-day email sequence loaded into Kit automation
Zapier Zap connecting Gumroad → Kit buyer tag
30 social posts scheduled in Buffer
All [LINK] placeholders replaced with Gumroad URL
Test purchase completed to verify full automation flow
CEO Dashboard bookmarked for weekly KPI review