Cold Email System Onboarding

Onboarding

Let's Get Started

Onboarding

Welcome to your onboarding. Please make sure that you are on your computer, not your phone and that you have a couple of hours free at least.

First Name

Last Name

Your Email

Business

Website Link

Case Study Page

Confirmation Page

Who Will Be Taking The Sales Calls?

Are The Zapiers Setup & Did You Invite Us To The Sales-Calls Channel?

How Many Email Accounts Would You Like?

GoDaddy Login So We Can Purchase The Domains

Offer Overviews

Input all of your offers. These should be a mix of the service and niche with any guarantees. We'll focus on 1 or 2 to start.

How Many Offers Do You Have?

What Are All Of Your Offers? List The Services And Niches

Your Ideal Client

Here we'll pick 1 client avatar to focus on. Pick the ideal client that spends the most with you, that you have great results for, and that you are confident will close on the sales calls.

What Is Your Main Offer? Example: I Help eCommerce Stores Add An Extra 500k In 30 Days Or Their Money Back (Include Timeframes, Guarantees, End Result, Etc)

What's The Service? Example: Facebook Ads

What Niche Do You Offer That Service To? Example: eCommerce Brand Owners

What Are Your Case Studies? We Need A Text Version Of This With Before & After Results Plus Revenue Generated For Specific Brand Names. Example: I Helped The Ooodie Grow Their eCommerce Sales By Doubling Their ROAS From x3 To x6 Using Just TikTok Ads, Which Helped Them Go From Making $500K Per Month to $1.2M

What Is This Niche's Paint Points/Problems? Example: They Can't Scale Their Sales At A Consistent ROAS And They've Tried Facebook Ads Before Without Success

What Is It This Niche Wants? Example: Orders, Sales Calls, Clients, Cases, Leads

How Do They Speak? What Phrases, Terms And Words To Use Or Avoid?

How Do You Deliver Results With Your Process?

What Makes You Different To Your Competitors?

What Is A Qualified Lead To You? (Their Revenue Per Month And Any Other Variables)

Secondary Ideal Client

Here, we'll pick a secondary ideal client avatar that we may use if needed. This is required if you have another offer.

What Is Your Seconday Offer? Example: I Help eCommerce Stores Add An Extra 500k In 30 Days Or Their Money Back (Include Timeframes, Guarantees, End Result, Etc)

What's The Service? Example: Facebook Ads

What Niche Do You Offer That Service To? Example: eCommerce Brand Owners

What Is This Niche's Paint Points/Problems? Example: They Can't Scale Their Sales At A Consistent ROAS And They've Tried Facebook Ads Before Without Success

What Is It This Niche Wants? Example: Orders, Sales Calls, Clients, Cases, Leads

How Do They Speak? What Phrases, Terms And Words To Use Or Avoid?

How Do You Deliver Results With Your Process?

What Makes You Different To Your Competitors?

What Is A Qualified Lead To You? (Their Revenue Per Month And Any Other Variables)

Additional Information

More information to make sure we have everything we need.

Have You Done Email Outreach Before, If So, What Were The Results?

Add Any Extra Notes, Questions Or Information Here