Client Onboarding Kit
$489
$89
Say yes to the Client Onboarding Kit and say goodbye to that.
Here's what you get:
√ Four Core Modules with videos, client demos, handouts, templates, scripts, and swipe files. (Value $2000)
√ Lifetime access to all course materials and updates. Whenever the tech changes, as it will, I will provide updated videos and new + better solutions I may be validating. (Value $1000)
√ Bonus #1 - My Complete Trello System for Your Own HQ (Value $350)
√ Bonus #2 - Professionally Designed Canva Proposal Template (Value $89)
√ Bonus #3 - Professionally Designed Canva Client Welcome Kit (Value $89)
√ Bonus #4 - The Scripts You Need // How to Say No With Calm Confidence, How to Break Up With a Client Respectfully, and How to Have a Difficult Conversation Without PowerPlays (Value $289).
√ Bonus #5 - 8 Professionally Written Email Templates that you can copy, customize, and paste into your own client onboarding workflows including (Value $897):
- Email to send new leads after they book a chemistry call with you
- Email to send new leads after they confirm their virtual meeting
- Email to send new leads thanking them for the meeting but letting them know you won't be a good fit.
- Email to send leads who are a DREAM fit and excited to share that you're looking forward to starting to work together soon
- Email cover letter to accompany your proposal
- Email to leads who have not accepted or replied to your proposal
- Second email to send to leads who STILL haven't relied to a proposal after five days
- Email celebrating the acceptance of your proposal .