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!

COMING SOON

HERE’S WHAT YOU GET IN THE CAMPAIGN KIT

RECOURCES AND SUPPORT

WHAT’S INCLUDED

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

Your kit includes:

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Welcome call to get you started

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

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

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Fact Find landing Page content

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Fact Find Form (ready to go)

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

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

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

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Progress update call

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.

GET STARTED!

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

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…


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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.


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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.


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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.