Onboarding

Onboard sequence for new clients from first touchpoint


Opt-In Report Sequence

Subject: How did you like your recipe book?

Hello {first_name},

I’m touching base about the report you downloaded from our website today. I wanted to find out what you thought and whether you have any questions for me.

Please feel free to reply to this email if you have any questions about the report, how you can use it to improve your health, or to find out more by booking an appointment. I love hearing from clients and please don’t hesitate to reach out if you have any questions.

Thank you so much for your time- I look forward to hearing from you, {Firstname},

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PS -If this email did not land in your Inbox first time, please open it and label it as “Not SPam” or “Mark as Safe/Important”. Then please add my email address (<email>) to your Contacts List as that will ensure safe delivery in future.

Days Until Sending Next Email
2 Days After

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Subject: I imagine you have a few questions for me...

Good Day {first_name},

It’s been a few days since you downloaded the sample report from our website. I’d love to hear what you think of it!

I’d be happy to follow up with you if you have any questions about what I do and how it can help you.

Again, feel free to reply to this email with your questions.

I will respond personally to your questions!

Thanks again,

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P.S. If you are interested in booking an appointment, click here https://app.acuityscheduling.com/schedule.php?owner=11402773

Days Until Sending Next Email
6 Days After

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Subject: Touching base

Hello {first_name},

I want to share with you some details of my life… for a very specific reason. I think this will be of great benefit to you as you work to get healthier!

  • I have been in practice for X years
  • I focus on helping my clients [achieve this benefit]
  • I love the color blue!

I like to only email those who are receptive to improving their health. So if these emails are an intrusion to you, you can unsubscribe at any time by clicking the “unsubscribe link” that accompanies every email I send out. But I really believe you’ll want to continue, as I truly want to help you achieve your goals.

And thanks for reading today’s email.

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P.S. If you are interested in booking an appointment, click here https://app.acuityscheduling.com/schedule.php?owner=11402773

Days Until Sending Next Email
3 Days After

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Subject: Do you do any of these?

Hi {first_name},

Thanks again for checking out the report from my website.

I just wanted to pass along 2 links to articles that can give you more ways to become healthier.

“15 Easy Ways to Be Healthier”

http://life.gaiam.com/article/15-easy-ways-be-healthier

 

“5 Benefits of Healthy Habits”

http://www.healthline.com/health/5-benefits-healthy-habits#1

 

And if you have any feedback, please reply to this email! I’d really like to address it.

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P.S. If you are interested in booking an appointment, click here https://app.acuityscheduling.com/schedule.php?owner=11402773

Days Until Sending Next Email
3 Days After

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Subject: Can I ask a quick favor?

Hello {first_name},

The main reason I’m sending these emails is to help you get the results you desire. As you might have noticed I often give lots of good information and helpful resources.

But I always want to help more. So this is where you come in. I’d love to give you exactly what you want over the next few weeks… and the best way I know is to simply ask you what you want.

So here is the favor I ask of you. Can you take a quick moment to reply to this email? Just hit reply and write a few words about topics you’d love to know more about. I will make sure to cover those things. Sound good?

Thanks,

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P.S. If you are interested in booking an appointment, click here https://app.acuityscheduling.com/schedule.php?owner=11402773

Days Until Sending Next Email
3 Days After

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Post-Booking Sequence

Subject: Thank you for booking your appointment

Hello {first_name},

Appointment Scheduled

Your appointment for has been successfully scheduled. To view your appointment details please visit the site

Please complete your intake form before our first visit. It was available right after you booked your appointment.

If you haven’t yet filled it out, please visit This link [%viewlink%]

Thank you

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