OLD OLD onboarding for new clients

1

My name is blanks * . My website is blank *

Do not close or exit this form unless you are finished.
If you do, you will have to restart because the form does not remember what you've answered.
When the form is finished, it will remember your answers once you hit "submit" on the last question.

2

Tell us more about your brand story. Why did you create it? How does your brand help your customers? What are you proud of? Also, if you have a blog or a website where we can learn more about your business, link it below. Anything helps!* This field is required.

3

Do you have Klaviyo setup?* This field is required.

YESNO

4

Please add the emails provided to you in the onboarding document as "manager or admin." So we can start creating the emails for you.

https://youtu.be/RsthldlRsTs < Klaviyo tutorial for how to add us as "manager or admin."

5

Please, create an account with Klaviyo. https://youtu.be/DedvPxNJjd4 watch the video if you don't have an account with Klaviyo, if you do, there is no need to watch it).

After successfully creating an account, add the emails I provided to you as "manager" or "admin."

https://youtu.be/HGeOzctvat4 << Tutorial on how to add the emails as a "manager or admin" on Klaviyo.

p.s. If you want, you can create an account with my affiliate link (click here if you're going to create a Klaviyo account with my affiliate link) - I get a small percentage (10%) of a monthly Klaviyo cost.

6

Please add the emails provided to you in the onboarding document with permission for Shopify.

So we can create dedicated coupon codes and scripts.

https://youtu.be/BhoLT6TwWYM << Tutorial for Shopify.

If you know where the permissions are, just take a look at this image:

7

Who are your top 3 main competitors?* This field is required.Name one at least.

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Your ideal Customer Persona* This field is required.A brief description of your ideal customer

9

What benefits does your product(s) have?* This field is required.For your bestseller or in general.

10

What problems does your product(s) aim to solve?* This field is required.For your bestseller or in general.

11

What is your brand's Unique Selling Proposition (USP)?* This field is required.At its core, a USP should quickly answer a potential customer's most immediate question when they encounter your brand: "What makes you different from the competition?"

12

What questions could a potential customer have?* This field is required.Before he/she buys, are there any questions (objections) that he/she might have?

13

What results does your customer hope to achieve with your product(s)* This field is required.A brief description of what pain or problem will be gone after using your product(s)

14

What communication tone resonates with your customers?

15

Brand Guidelines* This field is required.Your website color palette. What colors would you like us to use in the emails (CTA, text highlight, background colors, font.). Brand logo in all its current format and styles. If possible provide the images in a PNG format on a transpirate background. The typography you use. Font styles, sizes, spacing. Voice and tone - how the brand uses language and emotion. And whatever else you feel like we need to know. Share the link with this email: marco@theemailwizards or drop the link below - where we could find all of these, or just type everything out.

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Brand Assets* This field is required.All the photos, illustrations, PSDs, icons, videos, GIFs, product testimonials, social proof, customer testimonials, mission statement (the core of what your brand does) - the more the better. And whatever else you feel like we should have/use. Share files with this email: marco@theemailwizards.com OR drop a link below.

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Legal Complications* This field is required.Are there any legal complications we should know?

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Social Links* This field is required.Please include social links you wish your customer to see in the emails (Facebook, Instagram, Twitter, etc...)

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Do you agree that you won't create, edit, send, delete any flow, campaign, list, segment without consulting with us. We are the experts at email marketing, and anything you do without telling us prior could impact your email revenue and the results we promised to you* This field is required.

YESNO

20

Why do you disagree?* This field is required.

21

Let us know is there anything else we should know?* This field is required.

22

NOTE: Click on SUBMIT, but make sure you open the link below in a new tab to watch the video and end the onboarding.

Don't open in the current tab; if you close or exit the form, everything will be lost.

If you want to be 100% sure and don't want to risk it, click on submit, and in the slack channel, say, "Hey, send me the video link for the end of onboarding."

Open this link in the new tab BEFORE clicking SUBMIT.