What's included?

This onboarding campaign starts you off with everything you need…but at every stage, we’ll help you make it yours. Includes the following (with support to customise each one):

– Welcome page with onboarding fact-find form – Example here

– Thank you landing page for when a new client has submitted the form

– Content for “Thank you” email (on acceptance of the proposal)

– Content for “Thank you” email on completing the fact-find form

– Design of email template in Mailchimp or Infusionsoft

– Set up of basic email automation

– Embedding thank you and/or welcome videos (use standard ones, or send us your own to embed)

Optional extras you can bolt-on to the custom campaign

You can bolt-on extras to give your client a more unique experience to you and your firm.

– How we work page: Talk about what prospective clients can expect when working together, including everything from systems to values – Example here.

– Onboarding summary page: Instead of a simple fact-find form, get a separate welcome page that explains the whole process, giving a warm welcome to your new clients – Example here.

– Xero onboarding page: Xero has kindly put together a page of tutorial videos to get your client up to speed. Take this content as is, or work with us to add your own sections and wording, giving a personal touch – Example here.

– Video intro & outro: Custom designed intro and outro video clips to add to any videos you record – Example here.

– Mailchimp setup: We’ll open an account, import your contacts, and segment your list ready for future use. More info here.

Eligibility requirements

The pre-priced package is available to accountants who fit the following criteria.

Here’s what you have:

– Clearly defined brand: you can upload your logo  and tell us your brand values.

– WordPress website: Your website is built on WordPress, with the Gravity Forms plugin installed (we can provide a tutorial on how to do this if needed.)

– Video: You have the facility (and willingness) to record and send us video. Your website allows for embedding videos on pages.

– Email system: You’re using either Mailchimp or Infusionsoft for your email marketing.

– Pricing system: You’re using GoProposal as your proposal tool.

You’ll be asked to confirm all these when you sign up.

If you don’t qualify, you can still have the package, but the cost will be slightly higher. Fill in the application form regardless, and we’ll take it from there!

Kick Start Onboarding campaign

Want to simply get started yourself? The starter campaign option includes all the basics including standard content, fact find form, and demo videos to use. Step by step instructions will guide you to set it all up yourself.

You’ll get a welcome call with one of the PF team, and you can always decide later to upgrade to the custom package if that saves you time.