Now that we’ve determined what steps we have in our onboarding process, we need to decide what tools or tech we’re going to use. For Empowered CEO, we use an all-in-one platform called Kartra. It hosts the curriculum for our membership site, which is where people purchase the program. That is where we send our emails, everything is on that one platform.
I am going to go over some individual tools that you can use as well. If we’re talking about contracts, then there are several options. You can see from our example that we use HelloSign. There’s also DocuSign, or Adobe sign really any tool out there that collects or captures a digital signature is going to work perfectly for this for invoicing. You can use something like Wave Invoicing, Stripe invoicing, or PayPal invoicing. If you wanted an all-in-one, you could use something like Kartra, Dubsado, or honey book. Any of those will work for you!
When it comes to how you’re sending out emails, so we have two, the welcome email and the onboarding email, again, we use Kartra. There is also ActiveCampaign, ConvertKit, any email management system that you want to use, you can do that.
Another thing that I want to talk about is when you are starting out, you may want to do these things manually, you may want to use the free versions of some of these tools. And that’s totally fine. But something that I want to keep in mind in the back of our mind is eventually we’re going to want to get to the point where our onboarding happens 100% independent of you, how can we send those emails automatically send those contracts automatically.
As you grow, and as you get more and more clients into your programs, more and more clients into your offers or your services, then you’re going to want to automate this because you’re going to want to spend less time doing the admin. So we’re gonna think about how can this run independently of you.
When you’re thinking about how to automate contracts, for example, we have a template in HelloSign. It’s the same link every time, that’s the link that we include in our, in our onboarding email, so that they can just click it and sign the email versus sending out individual contracts for each person, something else that you could do is you can automate the email part of it. So once someone purchases or enrolls in your program, they get a specific tag, which starts the automation that sends those emails, and that way, once they’ve purchased it, it’s hands-off for you. Then there’s nothing that you have to do other than the follow-up and maybe the orientation call, or maybe you have someone else on your team, like your program coordinator doing that for you.
