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Accelerator: Monthly Check-In (Month 4-12) SOP

Monthly check-in (month 4-6) check-in checklist: 

 

  • Check to see if they are:
    • Are they using the course?
    • Are they updating their plan? 
    • Have they hit their goals?
  • Send Email using script (need to create scripts for this)
    • If they are updating, add a note about that
    • If they are not updating, add a not about that
  • Make sure each person is active on our email list
    • Open Active campaign
    • Search their email/name
    • REsubscribe them to PBP Accelerator list if not subscribed 

Month Four - Email:

If updating their plan (selection option that fits them best and/or add in something you see on their plan): 


SUBJECT: PBP - Checking in!

COPY:

Hey! 


Just looked at your business plan, great job keeping that updated! How are you feeling about everything?


If you want to chat, click here to schedule a call. Look forward to hearing how things are going!



If not updating their plan: 

SUBJECT:  PBP - Checking in!

COPY: 

Hey, 


I saw you have not been using your business plan and wanted to check in. How are things going?

Do you have some time to chat next week and review where things are at with your business? Click here to schedule a call.



Month Five - Email:

Template:

SUBJECT: How are things going with you?

Copy:

Hey There,

Checking in to see how things are going.

You are 5 months into the course now and I would love to talk about where you are compared to the goals you set. 


Are you hitting them? If not, where are you stuck and/or is there something we can help you with?


Click here to schedule a call so we can chat!


Month Six - Email:

SUBJECT: PBP - How can we Support You?


Copy:

Hey,


Checking in to see how business is going>


We are here to support you. What is your current focus right now and how can we help?


If you need to talk through anything, click here to schedule a call with me.



Month 7 (email):

SUBJECT: Have you joined a webinar recently? 


Hey! 


Wanted to check in and make sure you are using the resources available to you. Do you have time to join us for a webinar next week?

You can view the schedule in your membership area in the “Start Here” section under  “Live Webinar Schedule”


Also, if you need some support from me click here to schedule a call.


Month 8 (email):

SUBJECT: What are you focused on right now?


Hey!


Checking in! What are you focused on right now and how can we support you with it?

If you want to catch up or need any support from me, click here to schedule a call.


Month 9 (email):

SUBJECT: How are things going?

Hey,

Checking in! How is business going and what actions have you been taking lately?

If you need any support, please click here to schedule a call. Would love to catch up!


Month 10 (email):

PBP: Want to schedule a call to catch up? 


Hey,


It’s been a while since we talked. How are things going with you and your business? Are you still using the program?


We are here to support you and I would love to connect to see how we best do that. Do you have some time to chat this week? 


  1. Hunter’s next webinar is X.

Month 11(email):

Subject: PBP: Do you have time to connect? 


Hey,


You are approaching one year in the program and I would love to take some time to connect and hear how things are going? 


Do you have some time to chat next week? 


Also, what have you thought of the new webinars? Have you found them helpful in your business? 


One Year (renew process - what will this be?):

d I will email you to follow up.