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Mastermind Integration

ApproveThis manages your Mastermind Integration approvals.

April 17, 2025

Integration Category: Education

When Course Creation Meets Approval Automation

Let's get real: selling online courses and managing mastermind groups is messy enough without adding approval bottlenecks into the mix. Between vetting new participants, validating sales, and handling opt-ins, your team's probably drowning in Slack pings and forwarded emails. That's where pairing Mastermind's course hosting with ApproveThis' approval automation turns "waiting on someone" into "already handled."

Mastermind helps you build and sell courses. ApproveThis handles the bureaucratic backflips required to keep things moving. Connect them through Zapier, and you've got a system where key events in Mastermind (like a new $5K mastermind sale) automatically trigger approval workflows - without making your team play email tag.

Why This Combo Doesn't Suck

Most approval tools act like needy exes - constant check-ins, complicated logins, endless "did you see my request?" nudes. ApproveThis works different:

  • Email approvals (even for external clients)
  • Auto-escalation when requests hit dollar thresholds
  • Delegate approvals when someone's OOO

Pair this with Mastermind's course sales and opt-in tracking, and you're looking at specific wins like:

For Operations: Auto-flag high-ticket sales that need CFO eyes before fulfillment. No more accidentally shipping $10K coaching packages that haven't been payment-verified.

For Marketing: Instantly approve/deny limited-access opt-ins for premium courses based on lead score thresholds. Stop letting unqualified leads clog your high-value cohorts.

For Finance: Set hard limits - any mastermind sale over $X gets auto-paused until accounting greenlights the client's credit terms.

Real-World Use Cases That Don't Feel Like Corporate Fluff

1. When Big-Ticket Masterminds Sell (And You Need to Not Screw It Up)

Scenario: A consulting firm sells $15K/year mastermind access. Their sales team's fired up, but legal needs to vet each client contract before onboarding.

The Zap: When Mastermind logs a sale → ApproveThis auto-creates a approval task for legal + finance with all deal details. Legal gets 24hrs to review contracts via email. If no response? Auto-escalates to VP.

Behind the scenes: Using ApproveThis' calculated fields, the system automatically checks if the sale amount exceeds $10K. If yes, route to senior leadership. If under, auto-approve and trigger fulfillment.

2. Filtering Opt-Ins Without the Manual Garbage

Scenario: A marketing agency offers free course opt-ins for their paid accelerator program. They need to weed out tire-kickers from serious candidates.

The Zap: New Mastermind opt-in → ApproveThis cross-checks lead score in CRM (via Zapier). Scores over 80 get auto-approved and sent scheduling links. Under 80? Routes to sales lead for manual review.

Secret sauce: Approval groups in ApproveThis let marketing and sales collaborate without stepping on toes. Sales handles maybes, marketing auto-greenlights hot leads, and vacation delegation prevents holdups during PTO season.

Setting This Up Without Losing Your Mind

If you can send a Slack message, you can build this integration:

  1. Grab your ApproveThis and Mastermind accounts
  2. Hit up Zapier, create a new Zap
  3. Pick Mastermind as trigger (new sale/opt-in)
  4. Select ApproveThis as action ("Create Request")
  5. Map Mastermind data to approval fields (keep it simple - name, price, contact info)

Pro tip: Use ApproveThis' conditional logic during setup. Example: If course price > $5K, require CFO approval. Else, auto-approve. Saves your exec team from inbox spam.

Who Actually Benefits From This?

EdTech Companies

Imagine: Your $2K/month coding bootcamp gets 50 new signups. Instead of HR manually verifying each student's eligibility, ApproveThis cross-references enrollment criteria and pings admissions only for borderline cases. Cuts onboarding time from days to hours.

Consulting Firms

When a new client signs up for your $20K strategy workshop, ApproveThis automatically:

  • Checks if they're past due on invoices
  • Verifies project scope matches available capacity
  • Routes contract to legal if non-standard terms exist

All before the sales rep finishes their celebratory coffee.

Corporate Training Teams

Internal compliance courses need sign-offs from department heads. ApproveThis nag-reminds managers via email, escalates unanswered requests after 48hrs, and auto-locks access for non-compliant employees. All synced with Mastermind's access controls.

Cool Features You'll Actually Use

Beyond basic approvals, this combo lets you:

Dynamic Pricing Approvals: Sales offers a 15% discount on a mastermind? ApproveThis checks against profit margins in real-time. If it's below threshold, auto-deny. No awkward "can I get approval to lose money?" convos.

External Client Approvals: Clients need to sign off on course content changes? They approve via email without needing a Mastermind login. (Your support team just high-fived.)

Audit Trails That Don't Lie: Every approval/rejection is timestamped with notes. Next time someone claims "I never approved that!" you've got receipts.

Common Objections (And Why They're Wrong)

"We just use email approvals." Cool. How's that working when Susan from accounting ignores your third follow-up? ApproveThis auto-escalates after set periods. Susan's inertia doesn't block your $50K deal.

"Our CRM does approvals." Really? Can it handle multi-department consensus where legal needs to approve terms while ops confirms capacity? Didn't think so.

"We're not technical enough." Dude, if you can set up a Mastermind course, you can connect two apps through Zapier. It's literally dropdown menus and copy-pasting field names.

Bottom Line

Mastermind handles selling knowledge. ApproveThis handles the bureaucratic sludge that slows knowledge delivery. Together, they make sure your high-value courses and masterminds move forward fast - without skipping crucial checkpoints.

Ready to stop herding approval cats? Register for ApproveThis or grab a demo. Your ops team will send you a thank you note. (Or at least stop CC'ing you on complaint threads.)

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Integrate with Mastermind Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Mastermind

Suggested workflows (and their Zapier components) for Mastermind

Create approval requests for new sold masterminds

This automation triggers when a mastermind is sold in Mastermind. It creates a new approval request in ApproveThis to review and validate the sale details, ensuring compliance and timely follow-up. *Note: Configure custom fields as needed.*

Zapier Components

Mastermind Logo

Trigger

Sold Mastermind

Triggers when a mastermind is sold.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for new opt in submissions

This automation triggers on every new opt in submission from Mastermind. It then creates an approval request in ApproveThis to verify and process the submission efficiently, reducing manual review efforts. *Note: Ensure correct field mapping during setup.*

Zapier Components

Mastermind Logo

Trigger

Opt in Submission

Triggers when a new Opt in Submission is created.

Action

Create Request

Creates a new request, probably with input from previous steps.