Six Figure Systems Playbook & SOPs

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Six Figure Systems Playbook & SOPs

Six Figure Systems Playbook & SOPs

Onboarding SOP

About

Get a new client ready for the 1st call and working with you

Get payment confirmation email

New Client name and email address

Email Provider

Onboarding Email Template

Appointment Availability

Scheduler (ex. Acuity, Calendly, etc.)

Copy the onboarding template into a new email to the client

Customize the onboarding template and send it to their clients

Add their sessions to your booking scheduler

Take the time off of their availability

Email to client

Appointments Calendered

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