When someone requests your free guide through your opt-in page, ClinicMonk™ sends it to them automatically. Here’s what they receive next.
What a new lead receives
Immediately: “Your guide,” with the guide they requested and a link to book a free consult.
3 days later: “Start small,” with a reminder that change can begin with one small step and an invitation to book a consult.
2 days after that: “You don’t have to do this alone,” with another invitation to take the next step and book. This is 5 days after they received the guide.
The guide is delivered when they request it. The 2 follow-up emails are on the path for people who agree to ongoing emails through the opt-in page.
What a new client receives
Clients receive 1 immediate email, “Your Welcome Resource,” with the same guide. It is positioned as extra support as they begin therapy.
The client email does not include a consult-call booking link, and clients do not receive the 2 short lead follow-up emails.
What happens after that?
For people who agree to ongoing emails, the monthly nurture emails follow. Nicole has written 12 emails with useful tips and strategies to help your practice stay top of mind.
For a lead, the first monthly email arrives 30 days after the short follow-up sequence finishes. For a client, it arrives 30 days after the welcome resource. The next email follows every 30 days, for 12 emails in total.
Lead emails include a free-consult booking link. Client emails cover the same topics without that booking invitation. If a lead becomes a client during the monthly sequence, the remaining emails use the client version.
Will they receive the guide again?
Once someone requests the guide, ClinicMonk™ marks it as received so the other follow-up emails don’t keep offering it. Sending someone the opt-in link alone does not mark the guide as received.
Watch the walkthrough or edit your emails
Watch Nicole’s lead magnet and email marketing walkthrough, or read How Your Lead Magnet Helps You Nurture Leads and Clients for the purpose of the guide, opt-in page and monthly emails.
To change the wording, follow Edit Your Automatic Messages. You can also see the monthly nurture schedule and what your team does when someone requests the guide or replies.
Need support?
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