Order these books – FlyWheel & Traction

Sales Growth Workshop
Onboard new Client (Month 1 | Seen)
Asset Credential
Order these books – FlyWheel & Traction

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Onboard new Client (Month 1 | Seen)

Current Progress

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Step 1

STEP 2

STEP 3

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Instructor

Bethanie

Premium course

Asset Credential

Welcome Video from Bethanie

Setting Expectations & Client Agreement

Order these books - FlyWheel & Traction

Get Mailing Address

Ideal Avatar - Prework - Strat/Workshop

Send Thank you Card

Send Ideal Avatar Follow up

Setting Up Your Email Account

Setting Up GMass & Warming Up Email

Get Access to Email Setup Client CRM - Form

Schedule Workshop Date

Get 10 Objections & 10 Responses

Get 5 Client Success Stories

Send Flywheel & Traction Book & Exercise

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