Onboarding Menu

Master list of all active Onboarding pages.

100K JAN CHALLENGE ONBOARDING

After client has purchased the 100K January Challenge page.

LIVE WEBSITE ONBOARDING

After client’s website is LIVE. Show client their new website and a flow chart walk through.

PLACEMATS ONBOARDING

After client buys placemats course. Walk client through initial steps and explain the strategies.

WEBSITE SETUP ONBOARDING

After client buys web design. Walk client through items needed to complete site setup.

DISPOSITIONS ONBOARDING

After PhoneBurner dispositions have been setup. Show client where everything is.

LOCAL SEO ONBOARDING

After client buys Local SEO page. Walk client through items needed to complete setup.

PRESENTATION CRITIQUE ONBOARDING

After client buys Presentation Critique. Walk client through how critique will go.

WEBSITE TRAFFIC ONBOARDING

Before purchased traffic package is LIVE walk client through reminders to ensure they are ready and confident.

EMAIL SIGNATURE SETUP ONBOARDING

After client buys email signature. Walk client through items needed to complete setup.

ONBOARDING PAGE SETUP

After client buys Onboarding page. Walk client through items needed to complete setup.

RX AGENT ONBOARDING

After prospect has signed up to become an Rx Membership Agent, walk them though how to quickly grow their team and check!

WEB DESIGN REFERRAL PAGE

You can add an optional coded web design referral page to earn 10% commissions.

LEADS ONBOARDING

After client buys leads package. Show client initial fast start strategies and what to do next.

PAYMENT PAGE SETUP ONBOARDING

After client buys Payment page. Walk client through items needed to complete setup. Add template to new page on their site to modify.

SALES FUNNEL ONBOARDING

After client buys Sales Funnel Review. Walk client through my check list explaining everything between initial contact and the sale.

LINK TREE PAGE SETUP ONBOARDING

After client buys Link Tree page. Walk client through items needed to complete setup. Add template to new page on their site to modify.

PhoneBurner TRAINING SESSION ONBOARDING

After client buys PB training session. Walk client through 62 point checklist.

WEB REFERRAL ONBOARDING

After client buys web design referral page. Walk client through items needed to complete setup.