Step 1: Initial Outreach
Hi [First Name],
We have a system designed to turn your personal story + business expertise into more clients, podcast interviews, and even media features. Would it be okay if I shared a short video explaining how it works?

• If they say no, great—they likely aren’t a fit.
• If they say yes, send the link:
  Great! Here’s the video: https://youtu.be/I_BLC6LcAFE

Step 2: Qualify Them
P.S. We offer a free consult via Zoom. First, I’d need to confirm: Are you a coach, consultant, or online business owner?

• If they say no, end the conversation.
• If they say yes, move forward:

Open to a quick 7-10 minute chat?

Step 3: Send the Typeform
Great! If you fill out this short questionnaire, that will lead you to our calendar. Does that work for you?

• If they say no:
  I completely understand. Are you available for a quick chat right now?
  • If yes, add Monique to the chat.
• If they agree:
  Great! Here is a link to a short questionnaire that will help us serve you better.
• Send them to this link: https://form.typeform.com/to/wp6nNvF9
• Confirm: Let me know when you’ve filled it out.

Step 4: Follow-up
Thanks for filling that out, [First Name]! On your final screen, did you book a phone call?

• If they say no, ask them if the form gave them a link to book a call:
  • If they say no, it sent them a link to the Skool Community, say:
    I thought you were interested in sharing your story and growing your business?
    • If they say no:
      Okay, it sounds like our Skool community would be a great place for you to practice sharing your story.
    • If they say yes, look at their answers on Slack:
      It shows here you answered _____ to this question. Is that correct?
      • If they say no, ask them to fill out the form again with the correct info.
      • If they say yes:
        Okay, it sounds like our Skool community would be a great place for you to practice sharing your story.
  • If they say yes:
    Great! Someone from our team will be excited to talk with you.