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Onboarding Month Timeline

Pre Set-Up

FIRST TIME SET-UP

RightHello + You

FIRST TIME SET-UP

You

Apply the right settings, connect your new inbox with our system

Double-check SPF settings and your domain

Footer review and improvement

First strategy draft based on your survey

Create new email address for campaigns only (preferably on GMAIL, best deliverability rates)

Set-up SPF based on our instructions

Suggest your own e-mail footer

Fill in a survey

Payment

Week 1

ONBOARDING CALL (30-60 min)

RightHello + You

ONBOARDING CALL (30-60 min)

You

Show you our app, describe our process, answer your questions

Work out the details of your strategy

Define your Unique Value Proposition

Define your Ideal Client Profile

Define first target market, and desired decision makers

Organise your first referral campaign

Plan your first trip campaign

Use social media and your website for leverage in your campaign

Deliver first email campaign copy drafts

Finalize set-up of your first campagin

Look through the database and search for your ideal prospects

Revise, and suggest changes to strategy

Give feedback on first campaign drafts

Week 2

FIRST OUTREACH CALL

RightHello + You

FIRST OUTREACH CALL

You

Plug your dedicated email account into our process

Run your first campaign and show you how everything is done

Upload first list of prospects

Resolve any potential spam issues

Show you best CRM practices

Show you our secret tactics for replying to emails in order to convert replies into leads

Delivery of first introduction emails in your campaign

Look through the database and search for your ideal prospects

Week 3

FIRST REPLIES & COPY CALL

RightHello + You

FIRST REPLIES & COPY CALL

You

Show you how to deal with “long yes” leads

Show you how to deal with “no” replies

Show you how to avoid problems from hard negatives

Key tips: how to follow-up efficiently, whether you should be patient or not, applying BANT to cold email sales

Deliver second campaign copy

Deliver final version of second campaign copy

Look through the database and search for your ideal prospects

Give feedback on copy

Week 4

SECOND OUTREACH CALL

RightHello + You

SECOND OUTREACH CALL

You

Campaign set-up review

Training: methods of keeping in touch with leads

Training: handling cold leads, dealing with brush-offs

Training: dealing with forwarded emails

Training: understanding the needs of your prospects, and best ways to engage them

Set-up the campaign

Look through the database and search for your ideal prospects

End of Onboarding Month