Use this SOP when onboarding a new buyer of The Style System
- Call the new buyer asap
- Make an introduction and ask if he was able to login successfully to the course. Ask for his goals and expectations before taking the course.
- Send the welcome email.
- Add the new student’s info in this sheet-.
- Determine how much the user paid for TSS. Check the receipt and order in Infusionsoft and add the necessary details in the sheet above.
- https://docs.google.com/spreadsheets/d/1loxeRgn5YRjpqpBTERKjwrP8b5mS4oI9_auQd9vQwj4/edit#gid=88405016
Sample Welcome Email:
Subject: Welcome To The Style System
Hi XXX,
Welcome to The Style System! This is Kat, Antonio’s assistant.
I just wanted to check if you were able to log in successfully – can you please confirm? There’s a welcome video from Antonio in the “Course Overview” under course registration please watch it so you can familiarize yourself with each part of the course. I will reach out to you when you complete 75% of the main course so I can set up your 1-on-1 meeting with Antonio. 🙂
We’re excited to see you grow in the next few days and enjoy the course!
Best,
Kat
P.S. Please make sure to whitelist our email address. Here’s the guide: How to Whitelist An Email
For installment buyers we send this welcome email:
Hi XXX,
Welcome to The Style System! This is Kat, Antonio’s assistant.
Just wanted to check if you were able to login to the course successfully? There’s a welcome video from Antonio in the “Course Overview” under course registration please watch it so you can familiarize yourself with each part of the course. If you have any questions as you go through the course just let us know.
We’re excited to see you grow in the next few days! Have a great day and enjoy The Style System!
Best,
Kat
P.S. Please make sure to whitelist our email address. Here’s the guide: How to Whitelist An Email
- Follow up with TSS Buyers
- Go this sheet
- Check tasks accomplished by users
- Send follow up emails once a week.
- Set up the 1-on-1 meeting with Gavin when they reach 75% of the main course (full-priced buyers)
- Graduates – send a graduation certificate
Here’s the Plan of action for customer service for 2020 https://docs.google.com/document/d/1VuIxsvotdv72x56Bj_wThr-IONfOVjzfFUEAb9HB__8/edit