New Member Roadmap

Our Proven Process

New Member Roadmap

Take one step at a time. There’s no need to rush. Thoroughness is more important than speed.

Days 1 – 7

Step 1 – Account Setup

Complete the account setup process.

 Complete The Setup Profile

Simply enter your business information that will appear on all of your marketing materials. If you need assistance you can let us know using our live chat button in the bottom right hand corner of the platform.


Setting Up Your DNS

This is one of the more difficult steps in the onboarding process. Learn what DNS is and why it is so important to set up.


Additional Assistance

Need even more help? Book a one-on-one meeting with an technical specialist.

Days 3 – 14

Step 2 – The Fundamentals

Learn the basics of Snappy Kraken.

 Book Your Partnership Kickoff Call

Once your profile is completed. Sign up for your Partnership Kickoff meeting with your dedicated Success Specialist. This meeting will establish goals and expectations while creating marketing strategies.


 Intro to Success Workshop

Sign up right away for our Intro to Success Workshop offered every Monday at 2 pm EST.


 The Fundamentals

Navigate to our Success Center where you can watch on-demand training videos and access our knowledge base.

Days 5 – 21

Step 3 – The Essentials

Lay a foundation for success by activating essential campaigns.

Launch Your First Campaign

Send your First-Time Marketing Intro Email to prime your existing list.


Engage Your Prospects

Activate your 8-Week Prospect Nurturing Campaign for the new opt-ins you’ll be getting.


Initiate A New Onboarding Experience

Activate your 90-Day New Client Campaign to wow new clients and increase referral rates.

Days 14 – 31

Step 4 – The Fun Begins

Start launching fresh content for clients and prospects.

Lead Generation Launch

Launch your first Lead Generation campaign to your prospect list and social media followers.


Newsletter Launch

Launch your first Newsletter campaign to your client list and social media followers.


Smile For The Camera

Launch your first Personal Connection Video campaign to your clients and prospects.

Days 31 – 60

Step 5 – Consistency

Make Snappy Kraken part of your routine.

 Continually Launching

Log in weekly to review your results and queue up fresh content for launch.


Attend Marketing Workshops

Real marketing experts, helping you maximize your impact! Attend our Success Workshops learn about new content releases, platform features, and strategies.


 Quarterly Business Review

Meet with your dedicated Success Specialist to discuss your overall marketing strategy.

Days 60 – Infinity

Step 6 – The Growth Never Stops

Explore advanced strategies to accelerate your results.

 Reach a Wider Audience

Attend the online advertising workshop and learn how to generate fresh leads.


Nurture, Nurture, Nurture

Activate specialized lead-nurturing sequences.


Launch Event Campaigns

Promote a in-person or virtual event for clients or prospects.