6 – Exit

Note – All links open a Google doc and open in a new tab Tasks Website Training Call The website training is done in two phases:  Handwritten Notecards Client Bonuses Emails Script

5 – Site Launch

Note – All links open a Google doc and open in a new tab Tasks Tools We Use Emails Final Review and Approval When the client says the site is ready to go live, go to HelloSign templates and select the template called “Final Site Launch Approval”. 

Client Education White Papers

Our Client management system has a series of “white papers” or educational documents that are “client bonuses” to assist the client. ie. Management client decides they want to add a newsletter Opt-in. We send them the white paper called, “Anatomy of an Opt-in” and encourage them to read this thoroughly as we prepare to do…

2 – Onboarding

Note – All links open a Google doc and open in a new tab.  Tasks Tools/Worksheets and Resources We Use Email System A. To Clients B. Design Strategy Call Automation At the end of the main automation, the client is funneled into another automation to schedule their design strategy call with a link to Calendly…

3 – Design

Note – All links open a Google doc and open in a new tab Tasks Tools/Resources we use Client Bonuses Email System A. To Clients B. Automation Notifications to RWP C. HelloSign Template When the design is ready for approval, log into HelloSign and to the Templates section. (Log in using Google and use the [email protected]