5 Email Templates You Need When Onboarding Clients

YESSSS, a potential client has just said she wants to move forward with working you! First, do a little jig (yep, I’m feeling particularly inspired by all things Celtic today) to celebrate and then get cracking on onboarding them.

 

What’s the point of onboarding, you ask?


The entire onboarding experience exists as a means to having clear communication so you can do your best work and the client knows exactly what to do to help you deliver that best work.

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Leave an Impression on Potential Clients Before, During and After the First Call

You’ve started getting leads for free calls through your website and email list, and now that you have some of them on your calendar, what can you do to leave a positive impression before, during and after the first call?


Here are five ways to delight potential clients and help them make an easier decision on whether or not you’re the best person to work with.

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

3 Examples of Warm & Inviting Automation Sequences

When I sign up for someone’s list, to get their freebie or just to be in their online space, it is not a simple sign-up process for me. I become a scientist of these sequences. I want to know what language they’re using on their thank you pages, what kind of formatting they’ve done for their double-opt in emails, and if I get lucky, what the first email in their automation sequence talks about.

In short, I am obsessed with the details of automation sequences. I take screenshots of everything, and when I see a particularly good setup, I want to not only capture, but to talk about it and share what I think they’re doing right. 

So, here I have 3 examples of email sequences that are warm, inviting and useful, and I’m willing to bet that they have higher open rates + higher click rates, because that’s how email marketing works in my world, lovely people. People want to read stuff from people they like.

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Craft a "Where'd You Go?" Email Sequence

If you haven’t heard from a close friend in a while, what would you do? Most likely, you’d send a quick text, email or perhaps even call just to check in with them and see how they’re doing. After all, the fact that they’re not in touch does not immediately mean they don’t want you as a friend anymore (although yes, that can happen), but it most likely means they are just occupied with a full schedule. 

The same thing happens to a majority of your readers who stop opening emails. They signed up to receive your weekly notes with the best of intentions, but inboxes get really full and overwhelm is a very real problem. 

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Craft a "Where You At?" Email Sequence

When a new reader starts following The Iceberg Project, my site for learning Italian, he could come in as a beginner, an intermediate student, or someone who’s  advanced that just wants to keep the language fresh. If I take advantage of the varying skill levels, it’s likely that I’ll be able to create content and products or services that are more specific, and therefore more attractive, to that audience.

The most painless way that I can do this is through a series of emails — the first one asking what level each reader is at. 

Now, just because the example I’m using is for learning a language, which is built-in with varying levels, this concept can be applied to all different industries. For example, parents in the first trimester of pregnancy, business owners who are just starting out, or burlesque aficionados who are ready to put together their own routine. 

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Craft a "Level Up" Email Sequence

Let’s say that you teach women how to become more confident through burlesque dancing. A lot of your market is beginners who are just becoming interested in the craft and they’re nervous about even trying to put together a routine. Your first product is all about how to put together your first burlesque routine — for your partner & on stage. When they finish the course (via their study plan sequence, of course), the next product, or the next level up, would be to start putting their entire act together. That means they would learn all about how to brand themselves as a burlesque dancer, how to get slots for performances, and how to get their costume together, so you want to be able to introduce this course to them only after they’ve completed the first one. Here’s how that would look in an automation email sequence.

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Craft a "Study Plan" Email Sequence for Your Digital Courses

A variety of factors could have contributed to you never finishing these courses, and while there isn’t a magic spell that will help you or any of the people who buy your courses finish them 100% of the time, there are smart safeguards you can put into place to encourage your customer to finish your course. After all, they bought it to alleviate their suffering or enrich their lives in some way and so you, as the creator of that experience, want to give them the best chance possible to achieve those results.

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Craft a "Hey, Look! Here’s How I Can Help!" Email Sequence

Yes, you’re here to serve your audience and contribute in a way that makes the world a more beautiful, livable place, but you’re also here, in business, to make money, so you need an email sequence that sells for you. 

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.

How to Craft a "Freebie Time" Email Sequence

You’ve followed the advice and created your PDF, email course, or some other great freebie for your opt-in, and now, how can you make the most of it? 

This email sequence is designed to deliver your freebie while also helping you get to know your new subscriber, so you’ll see a lot of overlap with the “Get to Know Each Other” email sequence. 

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Hi, I’m Cher!

I write about the place where business + social responsibility meet. When I'm not researching whatever my latest obsession is, you can find me re-watching Remember the Titans, posting on Insta @___whatthehale, or hiking somewhere in the PNW. If you're interested in working with me on a marketing or PR campaign, I do that, too.

Click here to find out more.