OS Onboarding Messages

Onboarding Scheduled

Onboarding Call | Scheduled | Email 1 📞

Subject: {{contact.first_name}}, Congrats On Booking!

Preview Text: Onboarding Call Confirmed.

Body:

Hey {{contact.first_name}},

Congrats you’re booked in.

Every user who attends the onboarding call gets results 2x as fast.

Make sure you're going through the Academy and have filled out your onboarding surveys for us to best collaborate with you.

Think about your number 1 goal and use this time to get clarity and coaching on your next steps.

Zoom Link: {{appointment.meeting_location}}

Make sure you’re on a computer, and in a quiet place, we’d love to not need to reschedule our call on you.

Start Time: {{appointment.start_time}}

Please show up 5 minutes before the call to ensure everything is working.

Add the call to your calendar below.

You can add your google calendar here: >> Google Calendar

Or to your outlook/ical here: >> Outlook Calendar

See you soon,

Onboarding Call | Scheduled | Email 2 📞

Subject: {{contact.first_name}}, 24 Hours Till Lift Off!

Preview Text: Onboarding Reminder.

Body:

Hey {{contact.first_name}},

Just a friendly reminder that your call with our team over at OS is starting in just 24 hours from now!

Zoom Link: {{appointment.meeting_location}}

Make sure you’re on a computer, and in a quiet place, we’d love to not need to reschedule our call on you.

Start Time: {{appointment.start_time}}

Please show up 5 minutes before the call to ensure everything is working.

Add the call to your calendar below.

You can add your google calendar here: >> {{appointment.add_to_google_calendar}}

Or to your outlook/ical here: >> {{appointment.add_to_ical_outlook}}

See you soon,

Onboarding Call | Scheduled | Email 3 📞

Subject: {{contact.first_name}},1 Hour Until Game Time!

Preview Text: Reply with "Confirmed", to lock in your call.

Body:

Hey {{contact.first_name}},

Just a friendly reminder that your call with our team over at OS is starting in just 1 hour from now. Reply with "Confirmed", to lock in your call.

Zoom Link: {{appointment.meeting_location}}

Make sure you’re on a computer, and in a quiet place, we’d love to not need to reschedule our call on you.

Start Time: {{appointment.start_time}}

Please show up 5 minutes before the call to ensure everything is working.

Add the call to your calendar below.

You can add your google calendar here: >> {{appointment.add_to_google_calendar}}

Or to your outlook/ical here: >> {{appointment.add_to_ical_outlook}}

See you soon,

Onboarding Call | Scheduled | Email 4 📞

Subject: {{contact.first_name}}, 10 Minutes Till We’re Live!

Preview Text: Onboarding Reminder.

Body:

Hey {{contact.first_name}},

Zoom Link: {{appointment.meeting_location}}

Make sure you’re on a computer, and in a quiet place, we’d love to not need to reschedule our call on you.

Start Time: {{appointment.start_time}}

Please show up 5 minutes before the call to ensure everything is working.

Add the call to your calendar below.

You can add your google calendar here: >> {{appointment.add_to_google_calendar}}

Or to your outlook/ical here: >> {{appointment.add_to_ical_outlook}}

See you soon,

Onboarding Call | Scheduled | SMS 1 📞

{{contact.first_name}}!

You're all set for your onboarding call at {{appointment.start_time}}!

Here is the link: {{appointment.meeting_location}}

Add it to your Google calendar here: {{appointment.add_to_google_calendar}}

Or to your outlook/ical here: {{appointment.add_to_ical_outlook}}

See you soon,

Onboarding Call | Scheduled | SMS 2 📞

Hey {{contact.first_name}},

Just a friendly reminder that your onboarding call with our team over at OS is starting in just 24 hours from now at {{appointment.start_time}}

Here is where the call will be hosted:

See you soon,

Onboarding Call | Scheduled | SMS 3 📞

Hey {{contact.first_name}},

Just a friendly reminder that your call with our team over at OS is starting in just 1 hour from now at {{appointment.start_time}}.

Reply with "Confirmed", to lock in your call.

Here is where the call will be hosted:

See you soon,

Onboarding Call | Scheduled | SMS 4 📞

Hey {{contact.first_name}},

Just a friendly reminder that your call with our team over at OS is starting in just 10 minutes from now at {{appointment.start_time}}.

Here is where the call will be hosted:

See you soon!

Onboarding Cancelled

Onboarding Call | Canceled | Email 1 📞

Subject: {{contact.first_name}} - Let’s Reschedule Your Call

Preview Text: {{contact.first_name}}, let’s reschedule your onboarding call.

Body:

Hi {{contact.first_name}},

We noticed you cancelled your recent call with OS. We understand life get's busy, but we imagine it is important to get your account up and running during this free trial.

Are you opposed to replying here with a date and time that works for you?

Or, you can reschedule here: Onboarding Calendar

We look forward to speaking with you!

With Gratitude,

{{location.name}}

Onboarding Call | Canceled | Email 2 📞

Subject: Are You Opposed to Learning How to Maximize OS?

Preview Text: {{contact.first_name}}, Let’s Pick a New Time

Body:

Hi {{contact.first_name}},

We noticed you cancelled your recent call with OS. We're committed to supporting you and your business goals.

Let's find a new time that works, you can reschedule here: Onboarding Calendar

We look forward to speaking with you!

With Gratitude,

{{location.name}}

Onboarding Call | Canceled | Email 3 📞

Subject: Are You Against Rapid Results?

Preview Text: {{contact.first_name}}, Let’s Pick a New Time

Body:

Subject: Are You Against Rapid Results?

Hi {{contact.first_name}},

We noticed you cancelled your recent call with OS. We hope everything is okay! We have seen rapid results for our users after the onboarding call, and want to help you achieve the same.

Let's find a new time that works, you can reschedule here: Onboarding Calendar

We look forward to speaking with you!

With Gratitude,

{{location.name}}

Onboarding Call | Canceled | SMS 1 📞

Hi {{contact.first_name}},

We noticed you canceled your recent call with OS. We understand life gets busy, but it’s important to get your account up and running to hit your goals.

Are you opposed to replying here with a date and time that works for you?

Or, you can reschedule here: {{appointment.reschedule_link}}

Looking forward to speaking with you!

With Gratitude,

Onboarding Call | Canceled | SMS 2 📞

Hi {{contact.first_name}},

We noticed you canceled your recent call with OS. We're committed to supporting you and your business goals.

Let's find a new time that works. You can reschedule here: {{appointment.reschedule_link}}

Looking forward to speaking with you!

With Gratitude,

Onboarding Call | Canceled | SMS 3 📞

Hi {{contact.first_name}},

We noticed you canceled your recent call with OS. We hope everything is okay! We have seen rapid results for our users after the onboarding call and want to help you achieve the same.

Let's find a new time that works. You can reschedule here: {{appointment.reschedule_link}}

Looking forward to speaking with you!

With Gratitude,

Onboarding No Show

Onboarding Call | No Show | Email 1 📞

Subject: We Missed You, {{contact.first_name}} - Let’s Reschedule Your Call

Preview Text: {{contact.first_name}}, Reschedule Inside!

Body:

Hi {{contact.first_name}},

We noticed you missed your recent call with OS. We imagine it is important to get your account up and running.

Are you opposed to replying here with a date and time that works for you?

Or, you can reschedule here: Onboarding Calendar

We look forward to speaking with you!

With Gratitude,

{{location.name}}

Onboarding Call | No Show | Email 2 📞

Subject: Are You Opposed to Learning How to Maximize OS?

Preview Text: {{contact.first_name}}, Reschedule Inside!

Body:

Hi {{contact.first_name}},

We noticed you missed your recent call with OS. We're committed to supporting you and your business.

Let's find a new time that works, you can reschedule here: Onboarding Calendar

We look forward to speaking with you!

With Gratitude,

{{location.name}}

Onboarding Call | No Show | Email 3 📞

Subject: Are You Against Rapid Results?

Preview Text: {{contact.first_name}}, Reschedule Inside!

Body:

Hi {{contact.first_name}},

We noticed you missed your recent call with OS. We hope everything is okay! We have seen rapid results for our users after the onboarding call, and want to help you achieve the same.

Let's find a new time that works, you can reschedule here: Onboarding Calendar

We look forward to speaking with you!

With Gratitude,

{{location.name}}

Onboarding Call | No Show | SMS 1 📞

Hi {{contact.first_name}},

We noticed you missed your recent call with OS. It’s important to get your account up and running to hit your goals.

Can you reply with a date and time that works for you?

Or reschedule here: {{appointment.reschedule_link}}

Looking forward to speaking with you!

Best,

Onboarding Call | No Show | SMS 2 📞

Hi {{contact.first_name}},

We noticed you missed your recent call with OS. We're committed to supporting you and your business.

Let's find a new time that works. You can reschedule here: {{appointment.reschedule_link}}

Looking forward to speaking with you!

With Gratitude,

Onboarding Call | No Show | SMS 3 📞

Hi {{contact.first_name}},

We noticed you missed your recent call with OS. We hope everything is okay! We have seen rapid results for our users after the onboarding call and want to help you achieve the same.

Let's find a new time that works. You can reschedule here: {{appointment.reschedule_link}}

Looking forward to speaking with you!

With Gratitude,

Onboarding Call Internal Slack

Onboarding Scheduled Instant

{{contact.name}}! Just Booked an Onboarding Call for {{appointment.start_time}}!

Nice win!

Onboarding Call Answers:
Email: {{contact.email}}

Instagram:
{{ contact.instagram }}

Website:
{{ contact.website }}

Partner:
{{contact.referrer_name}}

Package:
{{contact.os_type}}

Goal Next 7-30 Days:
{{ contact.if_you_could_wave_a_magic_wand_and_get_1_project_complete_with_os_in_the_next_730_days_what_would_that_be_ie_launch_a_funnel_set_up_instagram_automations }}

Business Type:
{{ contact.what_is_your_business_type }}

MRR:
{{ contact.what_is_your_current_monthly_revenue }}

How long have you been in business for?
{{ contact.how_long_have_you_been_in_business_for }}

Skillset:
{{ contact.what_is_your_skillset_when_it_comes_to_tech }}

Team Skillset:
{{ contact.do_you_have_a_skilled_technical_team_that_is_familiar_with_the_os_platform_ }}

Onboarding Scheduled 1 Hour Before

{{contact.name}}! Onboarding Call starts in 1 Hour At {{appointment.start_time}}!

Complete Prep!

Onboarding Call Answers:
Email: {{contact.email}}

Instagram:
{{ contact.instagram }}

Website:
{{ contact.website }}

Partner:
{{contact.referrer_name}}

Package:
{{contact.os_type}}

Goal Next 7-30 Days:
{{ contact.if_you_could_wave_a_magic_wand_and_get_1_project_complete_with_os_in_the_next_730_days_what_would_that_be_ie_launch_a_funnel_set_up_instagram_automations }}

Business Type:
{{ contact.what_is_your_business_type }}

MRR:
{{ contact.what_is_your_current_monthly_revenue }}

How long have you been in business for?
{{ contact.how_long_have_you_been_in_business_for }}

Skillset:
{{ contact.what_is_your_skillset_when_it_comes_to_tech }}

Team Skillset:
{{ contact.do_you_have_a_skilled_technical_team_that_is_familiar_with_the_os_platform_ }}

Onboarding Call Result

Hey Team!

Did {{contact.name}} show up for the onboarding call?

Yes: {{trigger_link.XnYLI1SBgrawcfKJGCl8}}

No: {{trigger_link.5eZ1oiYditN5dxxdWjFQ}}

Keep it up!

Onboarding Call No Show Instant

{{contact.name}}! Did Not Show To Their Onboarding Call!

They have been contacted to schedule a new call.

Onboarding Call No Show Final

{{contact.name}}! Did Not Show To Their Onboarding Call!

They have not responded in 3 Days, Reach out!

Onboarding Call Cancelled Instant

{{contact.name}}! Canceled Their Onboarding Call!

They have been contacted to schedule a new call.

Onboarding Call Cancelled Final

{{contact.name}}! Did Cancelled To Their Onboarding Call!

They have not responded in 3 Days, Reach out!