KICK START ONBOARDING

LAUNCH YOUR ONBOARDING TODAY

If you’ve been thinking about building an onboarding process for clients but it feels like a major project, use this starter campaign option. It ties in when your new client signs up, and begins the process of building them into the very best kind of client!

BUY NOW FOR £495

COMING SOON

HERE’S WHAT YOU GET IN THE CAMPAIGN KIT

Kick-Start-Onboarding-model_new_v2_cropped

RECOURCES AND SUPPORT

WHAT’S INCLUDED

You get all the basics you’ll need to get an onboarding process set up.

Your kit includes:

Welcome call to get you started

Step by step written and video instructions so you can set everything up

Email content to drive a new client to a Fact Find Form

Fact Find landing Page content

Fact Find Form (ready to go)

Videos files x 2 for the landing page and email, and video pointers to record your own

Content for a “thank you” landing page when the Fact Find has been completed

Thank you, next steps email (on completion of Fact Find)

Progress update call

BUY YOUR KIT TODAY

HOW MUCH IS IT?

The full kit is a one-time fee of £495. The one-time fee includes ALL the standard kick start items, as well as an onboarding call (see what we did there?) with one of the PF team.

There’s a little work required, but it’s literally laid out for you step by step.

And if at any point during the process you discover you could use a little help – custom images designed, unique content written, video intro/outro files to smarten up all the videos you record – we’re here.

SIGN ME UP

GET STARTED!

Get started with your onboarding with everything on the Kick Start package! Sign up today and get instant access.

Your details
Name*
First Last
Firm name*
Email address*
How would you describe your onboarding system right now?*
Here's everything you get in the kit:
Welcome call, step by step written and video instructions, Email content, Fact Find landing page & form, Video files & instructions, Thank you landing page & email content, Progress update call. (All content is standard for you to edit.)
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Kick Start Onboarding campaign*
- £495
We'll confirm your member status directly with GoProposal.
GoProposal and MAP have contributed to the content of this package, and that's reflected in the special pricing for members and those who attended Xerocon. However, the content is not focused on the use of GoProposal, so the DIY package is applicable no matter what software you use.
Your payment details
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- I understand this suggested currency conversion is an ESTIMATE ONLY, and PF invoices in GBP£. Actual currency conversion may vary for my invoice.
Are you in the UK? We are required to charge VAT if your business is registered in the UK.
- Yes, I am in the UK.
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STILL DECIDING? NEED MORE INFO?

YOUR QUESTIONS ANSWERED

We get it, there’s loads you’re wondering before you buy this amazing kit! Read the FAQ to get the answer to questions like…

What if I don’t have a website built on WordPress?

There is a least one training and coaching deep dive session per month and the time of each session varies. We’ll keep you up to date on Slack and by email on all upcoming sessions so you can come along to as many as you want to. There is also a monthly group coaching call which runs on the last Friday of every month at 12pm.

Can I update the elements myself as my process develops?

If you can’t make the live session, the recording will be posted in Slack and in your CustomerHub so you can go back and watch it in your own time.

Can I change the design in the demo emails?

Your marketing will be more powerful when your team is involved so if you have a team, we recommend you sign up for the team membership option. This means your whole team can come to every session and they will be a part of the Slack community.

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