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Six Figure Systems Playbook & SOPs
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    • Planning SOP
      • PLANNING S.O.P.
    • Marketing SOP
      • MARKETING S.O.P.
    • Managing Leads SOP
      • MANAGING LEADS S.O.P.
    • Sales SOP
      • SALES S.O.P.
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      Onboarding SOP
      • 4 Onboarding Email
    • Templates
      • Simple SOP Template
      • Advanced SOP Template
Six Figure Systems Playbook & SOPs
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Onboarding SOP
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Onboarding SOP

4 Onboarding Email

About

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

Trigger

Get payment confirmation email

Inputs

New Client name and email address
Email Provider
Onboarding Email Template
Appointment Availability
Scheduler (ex. Acuity, Calendly, etc.)

Action:

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

Outputs: (The results of the process)

Email to client
Appointments Calendered

About
Trigger
Inputs
Action:
Outputs: (The results of the process)
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