Wonder World

M A R K E T I N G



✨ Nonstop Notifications Onboarding Process ✨



ASSIGNED TO : Intern

STANDARD OPERATING PROCEDURE :

UNICORN GOALS : 

✨GOAL 1 : Support new Nonstop clients through the Onboarding Process.

✨GOAL 2 : Provide the clients with the resources they require.

✨GOAL 3 : Keep the data of clients organised and up to date.

STEPS :

STEP 1 : When someone enrolls in Nonstop Notifications, check that their payment was received in Stripe using the ‘Payments’ section. Look for their name and email details by clicking on their payment to confirm who it is, and send them a friend request on Facebook if you're not already friends.

Notes : If you’re still unsure of who they are, put a message in the Team Eunice chat to check.

STEP 2 : Check your emails to make sure the client has been added to Teachable. If you haven't received an email from Teachable to confirm this, log into your account and add them manually.

Notes : To do this, go into the Nonstop Notifications school, click the 'Users' section on the left hand side, and then select 'Add Students' in the top right. From there, you'll be able to manually add the client using their name and email address. Tick both checkboxes and choose Nonstop Notifications as the course.

STEP 3 : Create a new Empowerment Agreement in PandaDoc. To do this, click ‘Add Document’, and then select the Nonstop Empower Agreement PDF from your documents (make sure to have this saved to your computer first). Add the clients email address, first name and last name using their details from Stripe. Scroll through the agreement and drag the fillable fields from the right, adding them to each space the client needs to fill in. You should use ‘Text Field’ and ‘Initials’ as appropriate, and then ‘Signature’ and ‘Date’ at the bottom. You can also adjust the size of these fields to fit the spaces on the PDF.

STEP 4 : Click Send, and select the ‘Share via link’ option which will allow you to copy the link for the agreement, and then name the document ‘[Client Name] Nonstop Empowerment Agreement [Month] [Year]’.

STEP 5 : Send a welcome message to the client via FB Messenger. This should say: 

Heyyyyy [Client Name]! Congratulations and welcome to Nonstop Notifications!!!! 🎉

STEP 6 : Send a second message directly after, and add the link to the Empowerment Agreement. This should say: 

Here’s the link to your Empowerment Agreement. Please read and complete. Let me know if you have any questions before signing the agreement. 
👉 [Link]

STEP 7 : In Google Drive, make a copy of the MASTER COPY - Nonstop Self Assessment, and rename it to '[Client Name] - Nonstop Self Assessment'. Open the document, click ‘Share’, change the access to ‘Anyone with the link’ and then copy the link. Follow this same process for the MASTER COPY Nonstop Notifications Tracker, renaming the spreadsheet to '[Client Name] - Nonstop Notifications Tracker', and again changing the access and copying the link.

STEP 8 : Once you receive the signed Empowerment Agreement, send a new message to the client with their Self Assessment link. This should say:

Here's the link to your Nonstop Notifications Self Assessment. We recommend you complete this assessment before diving into the modules.
👉 [Link]

STEP 9 : Send a second message directly afterwards with the link to their Nonstop Notifications Tracker. This should say: 

Here’s the link to your Nonstop Notifications Tracker which will help guide you through the program.
👉 [Link]

STEP 10 : You can then let the client into the Nonstop Notifications group, if they’ve answered all of the membership questions. If they aren’t in the queue yet, send them the link to the group.

STEP 11 : Tag the client in the featured posts for the Wednesday call and the Friday call.

STEP 12 : Go to the events section of the group and invite the client to the next Rapid Results Alignment Session. You can also send them a message to tell them you’ve done this. This should say: 

I just let you into the members only FB group and tagged you in a couple of posts with the links to the Wednesday and Friday calls. For future reference, you can always find these links in the featured section of the group. 

I also invited you to the event for your Rapid Results Alignment Session. This will be on [Date]. You can find the link to the event here:
👉 [Link]

Once again, congratulations and welcome to Nonstop Notifications!!! 🎉
You’re exactly where you need to be to learn what you need to know to get where you want to go!

STEP 13 : Add the client’s DISC type to their contact in Quickbooks and attach a copy of their signed Empowerment Agreement. To do this, go to Sales > Customers and then find the client’s name from the list. When you click on their name, go to edit, scroll down to the ‘Notes and attachments’ section and upload their signed Empowerment Agreement (make sure to download it to your device from PandaDoc first). To add their DISC, scroll up to the ‘Name and contact’ section at the top and enter their DISC letters in the box labeled ‘Other’. The format for this should be ‘DISC - [Client’s DISC letters]. Click save.

STEP 14 : Add their details to the WW Onboarding spreadsheet using the labeled columns. You can find their birthday on their Facebook Profile, or by messaging them if they don’t have it displayed.

STEP 15: Create a Birthday Placard for the client by following the Birthday Placards SOP linked below.

STEP 16: Create a Nonstop Notifications Announcement Placard for the new client and post it to the Unicorn Client Attraction Secrets, Wonder Pony Alumni and Nonstop Notifications Facebook Groups. 

Use the following copy in Unicorn Client Attraction Secrets & Wonder Pony:

@[Name] is the next Unicorn to take the quantum leap into the next level of @Nonstop Notifications Unicorn Client Attraction Program!!!⚡️💪💖

And in the Nonstop group:

Heyyyy Unicorns! Please help me officially welcome @[Name] to Nonstop Notifications! 🎉
💖🦄✨

NOTES: Attach the relevant topic tags:

✨ #wonderwomenthrive in Unicorn Client 
        Attraction Secrets.
✨ #levelingup in Wonder Pony Alumni.
✨ #youareaunicorn in Nonstop Notifications.

STEP 17 : Add the Nonstop Placard to the @moneymakingunicorns Instagram story. This should include the Nonstop branded copy, a link to the Nonstop Notifications sales page and a couple of branded stickers. You should also tag the client's Instagram account and add the 'My Little Pony Meets Metal' music to the story.

NOTES: See image below for an example. 

Remember to use on-brand features, colors and fonts, such as the rainbow tag, the unicorn message statement and the font we use across the Instagram account.

Once you've uploaded the story slide, add it to the programs highlight.



Keep Crushing Unicorn Goals!