Your Next Step
Starts Here.
Thank you for taking the first step. You're one step closer to creating
a healthier, more intentional relationship with your money. Complete
the short follow-up form below so we can learn a little more about
you.
Take the Next Step
Complete the short form below so we can learn a little more about you.
1.⭐This will send out your 5 star review request funnel (gate keeping negative reviews)
- customer will be reminded to leave you a 5 star review 4 times over a 4 week period (*automation will stop if they leave a review*)
👇
2.📱Customer will be put into your 1 year follow up sequence
-Customer will be texted every 2-3 months reminding them of your return customer discount + requesting refferals for the same discount
Fill in the information below👇👇👇
The Path Forward
01
Complete the Form
Answer a few quick questions so we can better understand where you are right now.
02
Review Your Information
Your responses help us understand what you're looking for and which support may be most valuable.
03
Take Your Next Step
You'll receive the appropriate next steps based on the information you provide.