THE OPTIONAL ADD-ONS

THE INVESTMENT

THE INCLUSIONS

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UTILIZE THE FULL FUNCTIONALITY OF FLODESK TO ATTRACT, ENGAGE, AND NURTURE YOUR AUDIENCE

List Launch Essentials

a complete strategy

THE FAQS

ALLISON PARKER | DASH & RAMBLE

Kaytee really helped me to understand the finer points of email marketing and how to make it work more efficiently for my business.


rave reviews

I WANT IN!

THIS SERVICE INCLUDES:

List Launch Essentials

PERFECT FOR: ADVISORS WHO WANT TO CONVERT LOOKERS INTO BOOKERS THROUGH CREATIVE INBOX ENGAGEMENT

service inclusions

Additional post-project resources: success checklist, personalized account audit and more

A recorded post-project training to review your new setup so that you can confidently navigate and manage your new Flodesk assets with ease

A 3-email automated nurture sequence that welcomes new subscribers and introduces you, your business, the value you provide, and more

One branded opt-in landing page for rapid list growth that easily directs traffic to your most important links on the world wide web

A custom newsletter template with graphics, copy prompts, and more so that consistently creating future newsletter content is a breeze

A pre-project questionnaire to capture all of the necessary details for your project, follow by a 60 minute project kick-off call

Imagine snapping your fingers and suddenly having a comprehensive email marketing strategy magically in place. What would it look like?

Would it feature on-brand opt-in forms, an engaging quiz designed to captivate and segment potential clients effortlessly, and automated email sequences so personalized your clients might think you sat down to write each one just for them?

Picture this: As you wrap up an intake call with one client, your nurture sequence is already engaging another inquiry, all without any extra effort on your part. For a client teetering on the edge of commitment, a targeted and personalized email, perfectly aligned with their desires and pain points, might be the gentle nudge they need toward your intake form. Sounds like a dream, right?

Achieving your very own branded, relevant, and evergreen automated system isn’t just a fantasy. When structured and implemented correctly, a robust email marketing strategy becomes a lead-generating powerhouse, propelling your business to new heights without adding to your ever-growing task list.

Your Email List Could Make You Money While You Sleep

ATTRACT, AUTOMATE, NURTURE

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The List Launch Essentials service was built to be a scalable, customizable service. At minimum, you'll receive a robust and fully automated email marketing setup, fully built out in your Flodesk account. With up to six additional add-ons, you can continue to elevate your package with the creation of a quiz lead magnet, powerful segmentation, and additional automated sequences for even more audience engagement.

Investment Details

PROJECT TIMELINE | THREE WEEKS

+ PAY IN FULL: SERVICE BEGINS AT $1,295
+ TWO PAYMENTS: SERVICE BEGINS AT $1,095

flexible payment options available

PAUL GRAHAM | WISH LIST TRAVEL

I highly recommend Kaytee's email marketing services. She possesses extensive knowledge and professionalism, making her an excellent choice for your marketing needs. Her templates are user-friendly, and her video instructions simplify the learning process, making it easy to revisit and reinforce your skills.


rave reviews

If you have a team that uses Flodesk and the same branding, this option is the perfect fit for you. The creation of individual opt-in forms and segmented lists creates a cohesively branded yet personalized email marketing experience for each advisor and their client lists.

TEAM SETUP

It's not quite the same as BYOB, but it's almost as much fun. If you have a lead magnet gathering dust in your Canva account, or if you have a quiz you've already created but haven't implemented, you can choose to weave that in to your project at no extra cost!

BRING YOUR OWN LEAD MAGNET

Gathering emails at an event feels like an Olympic sport: handing out paper forms is too old school, and queueing up a line at a single iPad is chaos. Round out your project with a branded QR code that's linked to you opt-in form or quiz, and make your next event a list-building breeze.

BRANDED QR CODE OPT-IN

If you choose to add a quiz to your project, you will have the option to include additional automated emails in your nurture sequence. Once your new lead completes their quiz, an automated quiz result email, keeping them engaged with your growing list.

QUIZ RESULT SEQUENCE

Quizzes are one of the most powerful tools for list growth, with conversion rates far surpassing traditional lead magnets. This optional adds immense value to your email marketing strategy. Please note that this add-on is only offered in Interact.

QUIZ CREATION

Ready to commit to Flodesk? If you're moving over from another email marketing platform, this add-on will make the transition seamless. Simple submit your CSV file from your current email marketing platform and let me handle the rest.

FLODESK MIGRATION

Once you receive your proposal for the List Launch Essentials service, you'll be able to choose from a comprehensive selection of optional add-ons. The cost of your chosen add-ons will be applied to your invoice and chosen payment plan.

The Optional Add-Ons

elevate your list launch experience

The assets created during this project will go through one round of revisions. After your assets are created, you'll have a few days to look everything over and provide your feedback for revisions! Once revisions have been made, you'll sign off on the changes before the final pieces are assembled for the delivery of your project.

DOES THIS SERVICE INCLUDE Revisions?

Once you've applied for the service, you will receive a proposal, contract, and invoice. During your onboarding, you'll receive all of your pre-project homework, as well as a link for your pre-project kick off call and all relevant due dates. We'll meet the week prior to your project before kicking things off over the span of three weeks. Over that time, I'll be in touch with your assets for feedback, final wrap up, and your 1:1 Flodesk training. 

WHAT IS THE TIMELINE FOR THIS PROJECT?

This service is only offered for advisors who have a Flodesk account. If you're currently working from another email marketing platform, I can assist in migrating your list over to Flodesk! If you add-on the quiz creation option, you must have an Interact subscription. Advisors who enroll in the service must have a brand kit, and it is preferred that you are not traveling during the three week project timeline.

WHAT IS REQUIRED FOR THIS PROJECT?

This service is a perfect fit for any advisor: from newbie to industry veteran, anyone who has a business will benefit from the List Launch Essentials. For those who are ready to fully invest, you may select as many add-ons as you like. For advisors on a budget, the base package will meet every need you have to grow your list confidently.

WHO IS THIS SERVICE GOOD FOR?

frequently asked questions

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                   NUTURE YOUR CLIENTS ALL THE WAY TO YOUR

inquiry form?

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Ramsay Leimenstoll

“A small list that wants exactly what you’re offering is better than a bigger list that isn’t committed.”

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