Creating Prosperity Plan

Updated: 15th January 2026

PRE-WEBINAR SET UP

1. Sandy schedules the Prosperity Plan call on IT

a. Make sure that the Event Page has the correct year

2. Sandy tells VA to start the process of setting up the call

3. Check on GoDaddy.com if the main domain link has been created, for example: www.ProsperityPlan2024.com
a. If it's not yet created, let Sandy know so she can create
b. Forward the domain to the opt-in link (2):

4. Convert call date and time; for example
For 2024 Prosperity call, schedule will be on: January 4th 2024 at 11:00 AM Australia Brisbane

a. Go to https://www.timeanddate.com/worldclock/converter.html
b. Convert the date and time for these timezones:

5. Create a Campaign for the new prosperity call in Infusionsoft;
Either 'Add a Campaign' or 'Create your own':

How the campaign will look like and its component of the above campaign:

1. Campaign trigger
2. Sequence that sends out confirmation email and notification emails before the webinar starts
3. Send the email after the call as reminder of the replay

6. Edit the component of the campaign

1. Start with the starting 'goal': Web Form submitted ("PP2024 Jan4")
2. Follow up with a Sequence ("January 4, 2024") where it will have:

i. Apply 1 Tag ("PP2024-Jan4"): So it's on record that they joined this webinar
ii. Emails:
Confirmation email sent immediately after they opt-in confirming they opted in for the webinar
Notification emails are sent on schedule on the dates scheduled
iii. 1st Date Timer: to send out notification emails, ideally there's one sent:
2 weeks before the call
1 week before
3 days before
24 hours before
1 hour before
15 mins before

3. The emails that will be used for these notifications will be from previous email confirmations.
i. Create a new document copy-pasting from the previous call's then save the documents in a Dropbox folder:
2022 Virtual Assistant Team > PRODUCTS > Prosperity Plan
ii. Create a new folder for the year that the call will be held for, for example for the 2024 prosperity call:
2022 Virtual Assistant Team > PRODUCTS > Prosperity Plan > 2024
Make sure to edit these emails with the correct call dates, year, and call links

iii. Also get the promo emails sent from the previous year, add that/those to a new document and save that doc in the same folder as the campaign emails
Make sure to edit these emails with the correct call dates, year, and call links

7. Let Sandy know that the campaign emails and promo email/s are saved in the folder if she has anything update

8. Once Sandy says that the emails (promo and/or campaign emails) are ready to go, update the sequence with the ready-to-go emails

9. Create an Opt-in and thanks page on ClickFunnels

1. On the top-right corner of the Funnels dashboard, click the blue + Build a New Funnel for a Webinar
2. Choose WEBINAR > Registration and 'PP2023 OptIn' as the template:

3. Rename the funnel step: MonthDay OI (for Opt-in); e.g., Jan4 OI and the Path name to this funnel step:

4. Change the path name to the live page to the date of the call; e.g:

ii.

5. Start editing the Opt-in page as ready for registration

i. Countdown timer expiration date:

ii. Registration opt-in headline and the workbook graphics:

iii. Add the date and time in this format:

iv. Update registration pop-up

v. Change SEO Meta Data:
Settings > SEO Meta Data

vi. Update details:
Update with the below details
Link this social image: click here

viii. Make sure that CF doesn't send random emails

10. Edit the Prosperity Plan Workbook

a. Template here: Canva link

b. Update the cover on the 1st page; the last digit can be changed no need to change anything else

c. Change all the year to the correct ones

d. Download and save to your folder as PDF standard

Prosperity Plan Email Broadcasts

1. Make sure the promo emails are saved in the Dropbox folder (step: 6.3.ii)

2. After letting Sandy know that the promo email/s is/are available in the folder, Sandy will then update the email/s

3. Sandy will let VA know that the promo email/s is/are edited and ready to go out

4. Prepare sending out the email broadcast to contact lists

5. Send a test email to yourself first to make sure that the links are working. Check if 'www' or 'http' makes the link not workable. For example: video

6. After confirming that the links are working in the test email, send a test email to Sandy for checking of texts she might want to edit/change/delete

7. After Sandy confirms that the email is good to go, prepare to send out the email'

8. Confirm if Sandy has given the date/time to send out the email

9. Make sure not to send the email to people with the following tags:

DO NOT SEND (they are people who unsubscribed, or their email status is not 'Unconfirmed' or 'Confirmed')
PodHost (podcast hosts shouldn't get any email broadcasts)
Podcast Scheduler/Assistant (same as podcast hosts)
Podcast Affiliate (same as podcast hosts)
PP20##-Jan4 - change ## to the year of the prosperity call promoted,e.g., 2024, etc.
(this tag could be different each year; anyone opting in to the call will be given this tag and must be excluded from email broadcasts

10. If it's to be sent asap, then click 'Send Now'

11. If it's to be scheduled to a specific date/time, schedule the email broadcast to that date/time

Edit the ‘Free Stuff’ page on the main WW site: https://www.wildlywealthy.com/free-stuff/

1. Click the 'Edit with Elementor' link at the top

2. Click the top-right corner to edit the element:

3. Press CTRL+F on your keyboard then type the title and details of the webinar that's posted in the /free-stuff page to change it:
* Make sure it's on the 'Text' edit mode

4. Click Update (after we have adjusted everything and make it all live):

Ask Sandy after the call if we keep the call there or remove it

Image of this step here: https://sites.google.com/site/wildlywealthywiki/x-admin/x-setting-up-promo-webinar
* CTRL + F to go to this part directly: 1.12 Edit the ‘Free Stuff’ page on the main WW site

AFTER THE WEBINAR

Update the optin page once the call has been going for 30 mins
No need to wait until the end. Anyone who missed the first 30 mins needs to start from the beginning so they have to wait for the replay
Update the thanks page with the replay video:
• Edit the video if the audio and video are not synced correctly
• Upload the video to Wistia
• Get the video link then add it to the thanks page for the replay

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