▢ Send and prepare welcome emails. Sample Here.

▢ Send them a Welcome Flyer. Template Here.

▢ Ask for permission to add them to the FB group.

▢  Welcome them to the team in a post. Example Here.

▢  Tag them in the welcome post pinned to the top of the Facebook group.

▢ Add them to our consultant chat pod if interested

▢ Set them up with their first 10 tasks to set up their business via the Onboarding Website, or text "Onboarding" to (825) 425-1120

▢ Walk with them through First Steps, Next Steps and Resources.

▢ Follow up / check in with them as per their request (daily, x times per week, etc)