Welcome to Your Portal!

This custom and private portal was created just for you to hopefully make this process a lot simpler and clearer for you. View it as the hub that has it all! Important links such as, a digital copy of your welcome packet and a link to your private Slack channel where Haley will be checking in with you weekly. You’ll also find your payment schedule and a timeline of your program which will be updated weekly so you know exactly what has been completed.

Lastly, but perhaps most importantly, you’ll find a section of to-do’s that we will need you to complete prior to your start date. If you have any questions regarding your to-do list, please reach out to Haley in your private Slack channel, linked below.

Important Links :

  • Welcome Packet

  • Slack channel

Your Payment Schedule :

  • Deposit : $1,500

  • 9/1 : $1,170

  • 10/1 : $1,170

  • 11/1 : $1,170


To-Do’s :

Schedule Your Onboarding Call : Your onboarding call will happen during our first official week of working together and will kick off your 12 week Align & Activate journey. Visit our scheduling link [ADD LINK] to schedule your call. Keep in mind this call will be roughly 2 hours long. We can’t wait to get started!!

Onboarding Questionnaire : Visit this link here [ADD LINK] to complete your questionnaire prior to our onboarding call. It’s roughly 50 questions long, so grab a cup of your favorite coffee, take your time and relax while you fill it out. Please be as thorough as possible with your responses.

Share Documents : You may notice in your questionnaire, there’s several files we’ll need access to. You can drop all those files and documents into your Google drive folder [ADD LINK] .

Share Passwords : Also in your questionnaire you’ll find instructions for securely sharing your passwords with us. If you missed those step by steps, here they are below.

  1. Register for LastPass here: https://lastpass.com/f?18617052 (FYI: by using that link we get a free month)

  2. Fill in all of your usernames and passwords

  3. Refresh the page (because sometimes it glitches and won't let you see everything you have)

  4. Click "share" on select usernames you want your team members to know (team@shecancoterie.com)

  5. Download the browser extension

Here is a list of the login credentials you will need to share :

  • All social media accounts

  • Canva

  • Website

  • Email marketing platform

  • Google analytics

  • Link in Profile/LinkTree/Link.Bio

  • Dubsado, Monday, etc.

  • Asana, Trello, etc.

Schedule Your Delivery Call : Your delivery call will happen during the 12th and final week of your Align & Activate journey. We’ll meet via Zoom and on this call you can expect for us to share our findings, present your custom strategy, and lay out your exact next steps for implementation. Visit our scheduling link [ADD LINK] to schedule your call. This is going to be so good!


Your Align & Activate Timeline

The Audit Phase : Weeks 1-6 - September 1 - October 12

Week of Sept 1 : Onboarding

  • Onboarding questionnaire is completed prior to onboarding call

  • Essential logins and other information is shared with our team

  • Onboarding call with you and your team to dive deep into your brand messaging, strengths, struggles and where you feel stuck

Week of Sept 8 : Audit

  • Lead Generation: Brand Positioning and Brand Voice

  • Client Experience: Client Experience Vision

Week of Sept 15 : Audit

  • Lead Generation: Website and Brand Copy + Brand Voice Cohesion Between Web and Social

  • Client Experience: Lead Tracking and Management + Proposal

Week of Sept 22 : Audit

  • Lead Generation: Google Analytics and Search Console Review + Email Marketing

  • Client Experience: Client Onboarding + Client Offboarding

Week of Sept 29 : Audit

  • Lead Generation: Content Inventory and Optimization + Automated Sales Sequence

  • Client Experience: Client Project Management Systems and Workflow

Week of Oct 6 : Audit

  • Lead Generation: Social Media Platforms

  • Client Experience: Client Follow Up (Post-Offboarding)

 

The Strategy Phase: Weeks 7-11 - October 13 - November 16

During the next 4 weeks our team will work together to structure your custom Relationship Diamond.
At each stage you will receive at least one strategy unique to YOU and your brand.

STEP ONE : First Hellos -- One Strategy

After gathering information during the audit and discovering more about you and how you best show up, we’ll determine the ONE core place you should be putting your all into.

STEP TWO : Go Deeper -- Two Strategies

We’ll create TWO strategies that will help you focus on your message, tell your audience more about yourself, and engage in conversation. This may look like an opt-in and email newsletters.

STEP THREE : Engage & Invite -- Three Strategies

We’ll create THREE strategies that will help you deepen your new relationships. This could look like building a Facebook Group, attending networking events, and 1-on-1 coffee chats. We’ll make sure you’ve got the right systems in place so the invitations you send get joyful, prequalified RSVPs!

STEP FOUR : Invite Them In -- Onboarding Experience Roadmap

Hooray! Someone has booked your services. We’ll build a custom onboarding experience roadmap that will make your clients feel at home. This will include a strategy for things like proposals, a welcome packet, and sending client gifts.

STEP FIVE : Throw a Great Party -- Two Strategies

We’ll create TWO strategies to help you fulfill expectations and deliver your services on time, while surprising and delighting your clients with bonuses along the way!

STEP SIX : Keep the Friendship Strong -- One Strategy

We’ll create ONE strategy to help you keep engaging with and serving your past clients. They’ll become part of your brand advocacy as you build your movement, which will lead to strong referrals and other great connections down the road!

 

The Delivery : Weeks 12 — November 17 - 22

At the end of our 12 weeks together our whole team will meet with you via Zoom to share our findings, present your custom strategy, and lay out your exact next steps for implementation.

 

Beyond Week 12 : 90 Days of Continued Slack Support + 90 Minutes of SOS Call Support (through Feb 25, 2020)

After the big presentation, we’ll stay on call while you or your team implements your strategy. Reach out anytime with questions. We’re here to help!


Your Team

HALEY HATCHER  Personal Account Manager haley@shecancoterie.com  Haley has been a part of the She Can Coterie family for a while, transforming alongside the business. She began as the Social Media Manager, moved into Podcast Management, and is now at home as the Head of Client Experience and Account Manager. She prides herself on her resiliency and ability to connect with each client and can't wait to meet YOU! Haley's favorite forms of self-care are cuddling with her daughter, bingeing her current TV show obsession, or finding new ways to use essential oils. She's always ready for a new adventure!

HALEY HATCHER
Personal Account Manager
haley@shecancoterie.com

Haley has been a part of the She Can Coterie family for a while, transforming alongside the business. She began as the Social Media Manager, moved into Podcast Management, and is now at home as the Head of Client Experience and Account Manager. She prides herself on her resiliency and ability to connect with each client and can't wait to meet YOU! Haley's favorite forms of self-care are cuddling with her daughter, bingeing her current TV show obsession, or finding new ways to use essential oils. She's always ready for a new adventure!

KAYLAN THOMPSON  Marketing Director kaylan@shecancoterie.com  Kaylan is a bluegrass Kentucky girl, wife, mama, dog mom and She Can Coterie’s resident Gilmore Girl. She uses her Bachelors in Creative Writing, her passion for the well-written word, and her years as a reporter and content strategist to map strategic marketing plans to help clients turn goals into accomplishments. She loves answering the question, “What if…” and dreaming up new ideas. After a full day of juggling a laptop and her sweet mini-me Millie, you’ll find her walking in the park hand-in-hand with her husband, David, with Millie and their pup, Rory (yes, Gilmore Girls), in tow.

KAYLAN THOMPSON
Marketing Director
kaylan@shecancoterie.com

Kaylan is a bluegrass Kentucky girl, wife, mama, dog mom and She Can Coterie’s resident Gilmore Girl. She uses her Bachelors in Creative Writing, her passion for the well-written word, and her years as a reporter and content strategist to map strategic marketing plans to help clients turn goals into accomplishments. She loves answering the question, “What if…” and dreaming up new ideas. After a full day of juggling a laptop and her sweet mini-me Millie, you’ll find her walking in the park hand-in-hand with her husband, David, with Millie and their pup, Rory (yes, Gilmore Girls), in tow.

ALI CRANMER  Operations Director ali@shecancoterie.com  Ali is an Ohio native residing in Florida, mama to a spunky little gal and lover of all things systems and processes. She's known as the member on the team who has her hands in everything. It's her passion to make every one of our client's experiences smooth and memorable. If she's not in front of her laptop chatting with clients or making sure the team are happy busy bees, then you can find her sharing about mamahood on her Instagram or spending the afternoon getting ice cream with her sweet family of three.

ALI CRANMER
Operations Director
ali@shecancoterie.com

Ali is an Ohio native residing in Florida, mama to a spunky little gal and lover of all things systems and processes. She's known as the member on the team who has her hands in everything. It's her passion to make every one of our client's experiences smooth and memorable. If she's not in front of her laptop chatting with clients or making sure the team are happy busy bees, then you can find her sharing about mamahood on her Instagram or spending the afternoon getting ice cream with her sweet family of three.

LAUREN MADDOX  Content Marketing Strategy lauren@shecancoterie.com  Lauren is a proud firefighter wife from Texas, who is blessed with three amazing kids. She feels refreshed after running or barre class, both of which allow her to indulge her sweet tooth with less guilt! She sips coffee daily, reads autobiographies, and feels most prepared with a bright-colored sharpie pen in hand. Lauren holds a degree in Journalism and French from Sam Houston State University. She’s inspired by people who show grit, growth, and resilience. Everyone has a story, and it’s her joy to utilize her journalism skills to help clients share theirs.

LAUREN MADDOX
Content Marketing Strategy
lauren@shecancoterie.com

Lauren is a proud firefighter wife from Texas, who is blessed with three amazing kids. She feels refreshed after running or barre class, both of which allow her to indulge her sweet tooth with less guilt! She sips coffee daily, reads autobiographies, and feels most prepared with a bright-colored sharpie pen in hand. Lauren holds a degree in Journalism and French from Sam Houston State University. She’s inspired by people who show grit, growth, and resilience. Everyone has a story, and it’s her joy to utilize her journalism skills to help clients share theirs.

KRISTEN ACHZIGER  Brand Strategy kristen@shecancoterie.com  Kristen holds a Bachelors degree in Communication and has been writing for brands since 2012. She's passionate about creating strong sales copy that does the heavy lifting for her clients, so they can spend more time up-leveling their businesses, serving their communities, and enjoying their families. Kristen is committed to using ethical persuasion techniques in everything she writes and the T.A.R.E.S. Test is her favorite ethical copy evaluation tool. When she's not writing, you can find her taking a drive to her local Dutch Bros. for an iced CocoMo!

KRISTEN ACHZIGER
Brand Strategy
kristen@shecancoterie.com

Kristen holds a Bachelors degree in Communication and has been writing for brands since 2012. She's passionate about creating strong sales copy that does the heavy lifting for her clients, so they can spend more time up-leveling their businesses, serving their communities, and enjoying their families. Kristen is committed to using ethical persuasion techniques in everything she writes and the T.A.R.E.S. Test is her favorite ethical copy evaluation tool. When she's not writing, you can find her taking a drive to her local Dutch Bros. for an iced CocoMo!

ARIONA MICHAEL  Pinterest Strategy ariona@shecancoterie.com  Ariona is a dreamer and creative with a passion for digital marketing. She holds a Bachelor of Science in Interdisciplinary Health Services and will complete her Master’s in Business in 2018. She enjoys creating visuals that communicate a meaningful message with metrics to prove it. During her free time she enjoys blogging, hoarding pretty notebooks and decorating.

ARIONA MICHAEL
Pinterest Strategy
ariona@shecancoterie.com

Ariona is a dreamer and creative with a passion for digital marketing. She holds a Bachelor of Science in Interdisciplinary Health Services and will complete her Master’s in Business in 2018. She enjoys creating visuals that communicate a meaningful message with metrics to prove it. During her free time she enjoys blogging, hoarding pretty notebooks and decorating.


How are we doing? Tell us all about it…

We’d love to hear from you! You can visit this link here to tell us how we’ve best supported you since becoming a part of your team.