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Welcome Communication & Email Template

 

Welcome Communication SOP

Process & Logistics:

  1. Doug Singer inputs new sign ups into the Member Success Tracking Sheet and tags us.
  2. Doug sends welcome email with membership log in info and FB link to request access
  3. We reply all with Welcome Communication. Here is the checklist: 
    • Create Business Plan File (link to 2025 version)
      • Share with same people
      • Make sure it is set to anybody with link is Editor
      • Save to “PBP Protected Files - 2025 Accelerator MBP Files”
    • Add File link to Success Tracker
    • Send Welcome Email (script below)
    • Add them to the Calendar invite
    • Be on the lookout for a Calendly invite for their welcome call 
  • Follow up if you do not get in touch with them within 2 days

Welcome Email Template:

 

Hey X,

Welcome to the PBP Accelerator Program! Here is everything you need to get started and dive into the program right away.

FIRST:

CLICK HERE To schedule an introduction call with me. 

NEXT: 

1) Review and save this document. 

2) Open and save Your Business Plan File.

3) Complete the below prep work before our intro call, bring any questions you have and we can work through it on our call as well.

  • Step 2: Complete your “Baseline” Stats in your business plan
      • This document is located in your welcome email
      • If you have any questions about this, let us know and we can help.
  • Step 3: Get familiar with your membership area and watch the “Start Here” videos.

For some people the program will be very quick and easy, for others, it might take a little time. 

We got your back and we’re going to make amazing things happen.

I look forward to connecting!

Best, 

Phil Pirtle

Member Success Manager 

Painting Business Pro

phil@paintingbusinesspro.com 

Call Process & Checklist:

  • Open their contact in Hubspot
  • Create a logged call - add in notes from the call
  • After call, create Week 2 Check In follow up task and add any relevant notes or next steps

 

What to go over on the call: 

  • Is now still a good time to chat? 

  • Tell me a little bit about yourself? Remind me where you are located and how long you have been in business? How did you hear about PBP?
  • What is your main obstacle right now? If you could pick one area to focus on, what would it be? 

  • Were you able to review the welcome email? Do you have the following? Any questions? 

    • Membership Area / Training Videos
    • FB Group (ERIC CHIMES IN AS WELL!) 
    • Welcome Document (PDF) 
    • Business Plan file (Use this file!)
  • How to use the webinars to get the full benefit 
    • When the next one is
      • Hunter’s Q&A (twice a month)
      • Facebook Ads weekly
      • Production weekly
      • Sales Roleplay - weekly
    • Where the schedule is located
      • “Start Here < Live Coaching Webinar Schedule”
  • Info about member success 
    • Your accountability and support
    • Save my number
  • Do you have any questions for me?

Common Questions & Answers on this call:

Do we get 1:1 training from the coaches?

  • There is no 1:1 time with the coaches, however you will get coaching directly from our coaches on each webinar, in a group setting. This allows you, and others, to get insight into what everyone else is asking and to learn from each other, in addition to the coach. You also can reach out to me at any point for guidance. 

What actions should I take first/next?

  • New Business - Watch the “Start Up” section of the course and make sure all that is done 
  • Set your goals in the business plan file - to do so watch the “Build your Business Plan” section of the course and let me know when you have set your goals