Onboarding Cold Outreach Template

{{contact.first_name}}! Welcome to the {{location.name}} Family!

We're thrilled to have you on board. Let's get started with a few simple steps to ensure a smooth onboarding process.

Step 1: Complete Your Onboarding Form

[Insert your onboarding form link here]

What happens next?

1. Once you submit the form, we'll begin crafting a personalized strategy to help you optimize your outreach and attract more clients.

2. Our team will review the details and set up your tailored onboarding experience.

Step 2: Join Your Slack Channel

[Insert your custom Slack channel link for the client]

Why this matters:

1. This channel is your direct line to us. While it may seem basic at first, we'll be creating a dedicated space for your company, where you and your team can connect with us directly.

2. Feel free to share this link with anyone from your team who will be involved.

Step 3: Access Your 'Client Success Kit'

[Insert custom client assets link here]

Inside the kit, you'll find:

1. An 'Onboarding Form SOP' to guide you through the setup—this will be further explained in your customized client hub.

2. Essential program materials that give you a head start on our methods for driving client growth.

3. Additional resources and freebies, which you can copy and use as needed.

4. The 'Avatar Optimization' and 'Creating a High-Ticket Offer' worksheet. Complete these before our onboarding call to maximize our session.

Important: Make sure to finish Step 4 before our onboarding call so we can dive into tailored recommendations for your business.

Step 4: Schedule Your Onboarding Call

[Insert your onboarding call meeting link here]

Last Steps:

1. Keep an eye out for your invitation to the client portal.

2. Get started with the content in your Client Success Kit so you're ready for our upcoming call.

We’re excited to collaborate with you and help you reach new heights in client acquisition! Thanks for trusting us—we're confident that great things are on the horizon.

To Your Success,

The {{location.name}} Team

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