Excellent question!
The first thing I do when I get a new PSA is I send out a welcome email to the email address they signed up with. In this email I introduce myself and welcome them to SFI.
Then I explain to them about the to-do list. I advise them to begin with clicking on the Gray Start button at the top right corner of their homepage. This gives them some basic information and leads them to more information.
I advise them to work through the "Getting Started Actions" on their to-do list first. This gets their profile done so that I can see what their goals are and how I can help them. This also ensures that they whitelist SFI so they get my weekly emails. They get the valuable VP needed to reach EA status and it also helps them attain the Fast Track badge and 200 bonus VP.
From there I tell them about the daily tasks and how to go about completing them on a daily basis, and I explain to them about how that can help them with VP. I explain the importance of setting aside a little time each day to do their daily to-do list so they can continue to earn their daily VP.
From there I tell them about the LaunchPad training exercises. I advise them to do only one LaunchPad training per day, so that they don't get overwhelmed by the wealth of information that is offered. I tell them that I would like for them to give SFI an honest chance by giving SFI one full month of daily activities and one LaunchPad lesson per day so they can get as much out of the training as possible without getting overwhelmed and leaving. I have found that if someone takes the training one lesson a day, with daily activities and getting started actions, they tend to stay with SFI because they take the time to learn the business.
Each email I send out has all of my contact information and the offer of assistance if they need it. I also explain that I send out weekly emails so that they are aware of the continuing emails that they will receive from me.
I also tell them that if they give SFI one full month to learn the business then decide that it is not for them, they can contact me and I can give them information to opt-out. The reason I do this is because I want them to feel like they have the option (which they do), and if they do give an honest chance to learn the business then find that for whatever reason it is not for them, they don't feel they have to stay with it and get emails each week that they really don't want.
I have found that this seems to work much better because they know that they are not alone in feeling overwhelmed. It also lets them know that I am there to offer assistance if they need it, and I have gotten several emails asking for help and guidance.
I hope this helps!
less
Excellent question!
The first thing I do when I get a new PSA is I send out a welcome email to the email address they signed up with. In this email I introduce myself and welcome them to SFI.
Then I explain to them about the to-do list. I advise them to begin with clicking on the Gray Start button at the top right corner of their homepage. This gives them some basic information and leads them to more information.
I advise them to work through the "Getting Started
...
more