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ONBOARDING PROCESS, CLIENT PURCHASED THE PLAN - Coggle Diagram
ONBOARDING PROCESS
CLIENT PURCHASED THE PLAN
CREATE GOHIGHLEVEL SUB-ACCOUNT AT BACK-END AUTOMATICALLY FOR CLIENT AND SEND THEM LOGIN INFORMATION
FROM OUR AUTOMATION, SEND THEM THANK YOU EMAIL FOR PURCHASING THE PRODUCT
NOTIFY AGENCY ADMIN
GIVE ACCESS TO CLIENT TO OUR TRAINING PORTAL
SEND THEM ANOTHER EMAIL WITH SUPPORT & ADDITIONAL INFORMATION ABOUT THE PLATFORM
ADD THEM TO A POST PURCHASE SEQUENCE WHERE WE'LL REACH THEM OUT FREQUENTLY AFTER 2,3 DAYS ABOUT "HOW IT'S GOING?" ETC...
IF THEY PURCHASED
STARTER PLAN
ADD THEM TO SOFT NURTURING SEQUENCE TO GET UPGRADED THEIR SUBSCRIPTION TO HIGHER LEVEL
MIDDLE PLAN
ADD THEM TO SOFT NURTURING SEQUENCE TO GET UPGRADED THEIR SUBSCRIPTION TO HIGHER LEVEL
EXPERT PLAN
ADD THEM TO AFFILIATE PROGRAM AND SEND THEM EMAIL WITH THEIR LINK SO THEY CAN GET %s ON THEIR REFERRALS
ADD THEM TO THE PAID CLIENTS GOOGLE SHEET VIA ZAPIER
NOTIFY TECHNICAL TEAM
CONTACT THEM OR SEND THEM FORM TO GET THEIR PREFERENCES LIKE WHAT CITY, PHONE NUMBER THEY'D LIKE TO PURCHASE, THEIR DOMAIN ACCESS FOR EMAIL SETUP AND DOMAIN ATTACHMENT, THEIR CALENDAR CONFIGURATION, ETC...
BOOK ONBOARDING CALL WITH ADMIN (IF NEEDED)
GET THEM SIGN THE AGREEMENT
IF THEY DON'T SIGN THE AGREEMENT, SEND THEM REMINDERS