New Client Roadmap

Our Proven Process

New Client Roadmap

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

Days 1 – 10

Getting Started

Complete the account setup process.

Complete The Setup Profile

Simply enter your business information that will appear on all of your marketing materials. Live Chat Support is available in the bottom right corner of the screen.

Setting Up Your DNS

DNS (Domain Naming System) is a very important technical setting that better ensures your emails are delivered to your prospects and clients, instead of SPAM or bouncing.
Use this guide to provide the information we need from you. Our team will confirm when the settings are ready to go (within 2-3 business days)!

Additional Assistance

Need more assistance? Book a 15-minute check-in with a Technical Support Specialist.

Learn It! Workshop

Register for the Learn It! Workshop or watch the on-demand recording. Learn the proven strategy behind the Cold-to-Gold Framework and plan how you’ll use it each month. By the end, you can start marketing by launching the First-Time Marketing Intro Email, and start wowing your prospects and clients.

Days 10 – 30

Your Next Steps

You will get immediate value from your membership by progressively launching campaigns from each part of the Cold-to-Gold Framework.

Launch It! Session

We will walk through launching our recommended campaigns from our Monthly Marketing Mix live every Thursday at 2 pm EST. Each week is a different campaign, so come back often!

Marketing Workshop

Want to learn more about our Cold-to-Gold Framework? Attend our monthly Marketing Workshop to learn how to implement the proven strategies behind the Cold-to-Gold Framework and put them to work for you by using our Marketing Mix and platform features. Register for our workshop on the first Wednesday of the month at 2 PM EST.

Ask Me Anything Hour

Want more information? The Engagement Team will be hosting a live Ask Me Anything Hour to answer your questions about growing your business using the Cold-to-Gold Framework, launching content, and best practices.

Connect with the Engagement Team

Our most successful clients are getting the best results when they communicate with their clients regularly. Launching 2-5 campaigns a month and using the the Cold to Gold Framework will help you grow! Feel free to schedule 1-on-1 time with our Engagement Team.