Stop Scrambling Every Time a Client Signs Up

Why this episode matters

• You do it all by hand, so someone who said yes on the sales call can wait two or three days to hear from you.
• Doing it all by hand is stressful, and you never get the time to sit down and fix it.
• The kit shows you how to set up one automation that sends each new client your welcome email, your form and your terms straight after the sales call.
• Each new client hears from you straight after the sales call, without you copying and pasting a thing.

Inside The New Client Welcome Kit

• The step-by-step guide and checklist, so you know exactly what to do, in order
• The prompts and templates, to copy, paste and use: the words to say at the end of the sales call to book the first session, the welcome email and the questions for your new-client form (no prompts in this one)
• The method on one page, so you can see the whole thing at a glance

The 6 downloads for this episode

Start the 7-day free trial and you can download all 6 straight away.

• WordLockedTemplates and scriptsThe presumed close, The welcome email
• PDFLockedChecklist19 steps, to print and tick off
• ImageLockedDiagram 1The journey, drawn
• ImageLockedDiagram 26. The automation
• PDFLockedThe full guideEvery step from this episode, to keep or print
• TextLockedTranscriptEverything said on the episode, word for word, with timecodes

The step-by-step guide

8 steps, in the order you do them.

1. Onboarding is not a welcome email

2. Build the ending in at the beginning

3. The journey, drawn

4. 1. Map it before you build it

5. 2. On the sales call

6. 3. The intake form

7. 4. The welcome email

8. 5. T&Cs and contracts

9. 6. The automation

10. 7. The pipeline

11. 8. Publish, then test on yourself

12. The touches that cost almost nothing

13. The end, done properly

14. Your next hour