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Send Welcome Email

Send within 24 hours of a confirmed enrollment (signed agreement + first payment in). The personalization note is the part that makes this email yours — read it back once before sending and make sure it sounds like you wrote it personally, not a marketing email.

This sentence becomes the second paragraph of the email. Without it, the email reads like a template. Pull from your notes from the sales call.

Preview the welcome email body
Hi [first name],

You made a good call. The fact that you're willing to look honestly at your
business and invest in building it the right way already puts you ahead of
most people in this industry.

[Your personalization note — the per-client callback]

Here's how the next few days work.

Step 1 — Fill out the intake form.
[link if provided, or "I'll send it separately"]

Step 2 — Book our first session.
[link if provided, or "I'll send it separately"]

Step 3 — Save this email.

Here's how we work together:
- Sessions are [X] per month, [60] minutes each, by video call
- Prep note 24 hours before each session
- Short recap after each session with commitments for the week
- Between sessions, reach me at hello@fromthefloorup.co

One thing before we start: the discomfort that brought you here is not a
sign that something is wrong with your business. It's a sign you've
outgrown the version of it you built. That's exactly what we're here to fix.

Talk soon.

— Daris
From The Floor Up
hello@fromthefloorup.co