Book Your 1-on-1 Onboarding Call
Your Agency Kit includes a private 60-minute onboarding call with our team. Choose your preferred booking method below.
Pre-Call Intake Form
Complete this form before your call so we can make the most of your 60 minutes together. Data saves to your browser.
60-Minute Call Agenda
Share this agenda with your client before the call so everyone comes prepared.
0:00–5:00
👋 Welcome & Introductions
Brief introductions, confirm recording preferences, outline today's agenda and goals.
5:00–15:00
🎯 Review Client Goals & Challenges
Deep-dive into the client's business situation, revenue goals, current challenges, and what success looks like for them.
15:00–30:00
🛠️ Live Walkthrough of Key Tools
Screen-share tour of the most relevant tools based on client goals. Focus on AI Prompts, Funnel Builder, Email Sequences, and Commission Calculator.
30:00–45:00
🎨 Customization & Setup Guidance
Walk through rebrand guide if applicable. Discuss hosting options, customization priorities, and any technical questions.
45:00–55:00
💰 Resell Strategy (If Applicable)
Review the sales page template, pricing recommendations, distribution platforms, and first-sale action plan for clients who plan to resell.
55:00–60:00
✅ Action Items & Next Steps
Summarize key takeaways, assign specific action items with deadlines, schedule follow-up if needed.
Call Notes
Take notes during your call. Auto-saved to your browser every 3 seconds.
Follow-Up Email Templates
Three ready-to-use follow-up templates. Click "Copy" to copy any template to your clipboard.
📧 Template 1 — Post-Call Summary
Subject: Your Onboarding Call Summary + Next Steps 🚀
Hi [Client Name],
It was great connecting with you today! Here's a quick summary of what we covered:
✅ Goals discussed: [Their main goals]
✅ Tools walkthrough: [Which tools we reviewed]
✅ Key recommendation: [Top 1-2 recommendations]
Your action items this week:
1. [Action item 1]
2. [Action item 2]
3. [Action item 3]
Resources we mentioned:
• [Tool/link 1]
• [Tool/link 2]
I'm confident you're going to make great progress. If you have any questions as you get started, just reply to this email.
Looking forward to hearing about your results!
[Your Name]
[Your Contact Info]
📧 Template 2 — 7-Day Check-In
Subject: Quick Check-In — How's It Going? 👋
Hi [Client Name],
It's been a week since our onboarding call, and I wanted to check in on your progress.
Quick questions:
• Have you had a chance to try the [specific tool] we discussed?
• Any roadblocks I can help you clear?
• Any early wins you want to share?
If you haven't started yet, no worries — here's the one thing that will make the biggest difference in your first week: [Specific recommendation]
Reply and let me know where you're at. I'm rooting for you!
[Your Name]
📧 Template 3 — 30-Day Results Follow-Up
Subject: 30 Days In — Let's Celebrate Your Progress 🎉
Hi [Client Name],
Can you believe it's already been 30 days since we connected? I wanted to reach out and hear about your progress.
I'd love to know:
• What wins have you had in the past month?
• Which tools have been most valuable to you?
• What's your biggest challenge right now?
• What does the next 30 days look like for you?
Your feedback also helps me improve the toolkit for future users, so I really appreciate you sharing.
If you're happy with your results so far, would you be open to sharing a quick testimonial? It would mean the world and help other marketers make the same great investment you did.
Either way, keep up the amazing work. You've got this!
[Your Name]
[Your Contact Info]
Quick Resource Links for the Call
Open these during your call to walk your client through the key tools.