Onboarding sequence for a Non-Profit Coach

Onboarding Email Sequence for a Non-Profit Coach

This 4-part onboarding sequence was written for an non-profit coach to welcome new sign-ups to a conference she was hosting.

Email #1

When to send: Immediately upon registration

Subject: Welcome to The Make It Happen Conference [your details inside]!

Body:

 

Hey {{first name}}, 

 

I’m so excited to welcome you to the Make It Happen Conference November 16-17th!

 

[Insert waiving pic or some other excited gif]

 

Get ready to divulge in topics like:

  • How to become a money magnet without pricing yourself into poverty
  • How to find your “flow”  – learn how to work smarter not harder by staying in your zone of genius
  • How to do squirm-free selling while overcoming barriers like board of director approvals
  • How to nurture your leads and take your prospects from ice cold to red hot

As a reminder, here’s the sessions you’re getting: 

 

Day 1 | November 16 | 8am PST – 4:30pm PST

 

8am PST / 11am EST

Diane Mayor – How to Make The Money You Want and Have The Time Off To Enjoy It

9am PST / 12pm EST

Katy Prince – 6 Secrets to Squirm-Free Sales Success

10am PST / 1pm EST – 

Panel with Rachel Bearbower, Germeen Greene, & Paulette Piñero – 

3 Types of Different Business Models

11am PST / 2pm EST 

Lisa Rigoli – Lead Gen 101: How To Effectively Nurture Your Audience During a Launch

12pm PST / 3pm EST Networking Lunch + Break

1pm PST / 4pm EST 

Yessy Downs – Brand Voices for Bad Bitches

2pm PST / 5pm EST 

Panel with Mallory Erickson,  Jessica Cohen, + Rhea Wong – How They Scaled featuring super-successful coaches and consultants

3:30pm PST / 6:30pm EST

Natalie Johnson – Money Mindset: Don’t price yourself into poverty

 

Day 2 | November 17 | 9am PST – 1pm PST

 

9am PST / 12pm EST

Panel with Stefan Gartrell, Jaycina Almond, + Heather Hooper – The Real Buyers of non-profit coaches and consultants

 

10am PST / 1pm EST 

Surprise Session

 

11am PST / 2pm EST 

Getting Visible – 3 Ways To Get Your Name Out There

 

12pm PST / 3pm EST

Partnership Networking

 

Here’s what you need to do now:

  • Add the events to your calendar

The talks will be happening in real-time so you’ll need to show up! The speaker line is up is lit – you don’t want to miss a thing! Use the easy buttons below to add the event to your Google calendar. 

 

[Day 1 Google Cal ] [Day 2 Google Cal]

 

  • Join the pop-up Facebook Group!

Get an opportunity to get to ask speakers questions, get to know each other, and be first in line for special surprises. Click here to join the FB group.

 

  • Get excited!

Check the speaker line-up, make sure you have their time allotted for yourself and get excited for some epic content. 

 

{{First name}}, I’m so excited to welcome you to The Make It Happen Conference: Your two-day virtual conference built for nonprofit coaches and consultants that specifically serve non-profit clients. The goal of this conference is to help you walk away feeling like you have the tools to work smarter, not harder through experts who just happen to be 10 steps ahead of you. So let’s do it!

 

-Jess

Out In The Boons, Inc.

 

P.S. Do you know what The Rolodex is? I’ll tell ya! It’s the best online directory of vetted and trusted nonprofit coaches and consultants. All these amazing business-builders at your disposal! Check it out here.

Email #2

Subject: 2 days. 15 speakers. All yours.

 

Body: 

 

I love conferences, retreats, and of course summits, {{first name}}. 

 

In my in-house  position, I was the Director of Development – asking donors for  money to power nonprofits I loved was literally all I did. 

 

But after having my daughter, I knew I needed a change. 

 

And over the years, leaders and development professionals were still reaching out to me…”How do I…?”, “Where do I start…?”

 

And it clicked. 

 

Now, I help people reach their goals and celebrate their contributions to causes bigger than themselves – both inside and outside of the nonprofit arena.

 

Putting together The Make It Happen Conference has been such fun for me and I want to make it super impactful for you – so I gathered these speakers to help make sure you have the tools to build a booming nonprofit coaching business. 

 

Are you ready?! {{first name}}, I can’t wait! 

 

-Jess

 

P.S. I want to make sure you know about The Rolodex – an online directory of vetted, high-performing, results-getting nonprofit coaches and consultants (like you!) across various fundraising specialties. Are you interested in being featured IN The Rolodex? Apply here today!

Email #3

 

Subject: Are these some of YOUR worries? 

 

Body: 

 

Hey {{first name}}, 

 

You know that feeling when you realize you’re not where you want to be with your business?  You might look back and wonder if all the work you’re putting in is worth it. Maybe it feels like you’ve hardly made any progress getting the reach you truly deserve. 

 

I’ve been there. We’ve all been there. 

 

And that’s why I put together the Make It Happen Conference and YOU’RE COMING! We’re just a few days from the start of the conference and we are so excited! 

 

But we wanted to touch on some of worries we see nonprofit coaches struggling with: 


  • Sales feel icky. 

 

Everyone needs to sell to stay in business. But how do you do it in a way that doesn’t feel so slimy? 

 

If that’s you, then you’ll want to be sure to check out these presentations: 

 

  • How to Make The Money You Want And Have The Time Off To Enjoy It, with Diane Mayer
  • 6 Secrets to Squirm-Free Sales Success, with Katy Prince



  • You’re overwhelmed.

You’re overwhelmed with what actions to take to make your business work

Where to start. You’ve started, but what do you do next? These speakers have the info for you!

 

  • 3 Types of Different Business Models, a panel with Rachel Bearbower, Germeen Green, and Paulette Piñero
  • How They Scaled featured super-successful coaches and consultants, a panel with Mallory Erickson, Jessica Cohen + Rhea Wong
  • The Real Buyers of Non-profit coaches and consultants, a panel with Stefan Gartrell, Jaycina Almond + Heather Hooper



  • Business growth is stagnant.

 You’re not seeing the reach you need to grow your business. You aren’t sure if your stuff is speaking to your audience in a way that makes them want to buy. These ones are for you:

 

  • Lead Gen 101: How To Effectively Nurture Your Audience During a Launch with Lisa Rigoli
  • Brand Voices for Bad Bitches, with Yessy Downs
  • Getting Visible, 3 Ways to Get Your Name Out There, with Jess Campbell (me!)
  • The Partnership Networking

 

So, be sure you have the dates in your calendar and you’ve joined the Facebook group. We can’t wait to see you soon!

 

-Jess

Out In The Boons, Inc.



P.S. Be sure to check out The Rolodex – a directory of non-profit coaches and consultants. These are vetted, high-performing nonprofit coaches that are experience across various fundraising specialties. Be sure to check it out!

Email #4

Subject: We start tomorrow for the Make It Happen Conference.

Body:

 

Grab your notebook, your beverage of choice, and get ready to learn some of the most real deal Holyfield (aka most helpful) ways to build and scale your business., {{first name}}. 

 

The Make It Happen Conference starts tomorrow at 8am PST / 11am EST! 

 

As a reminder, here’s your line-up:: 

 

Day 1 | November 16 | 8am PST – 4:30pm PST

 

8am PST / 11am EST

Diane Mayor – How to Make The Money You Want and Have The Time Off To Enjoy It

9am PST / 12pm EST

Katy Prince – 6 Secrets to Squirm-Free Sales Success

10am PST / 1pm EST – 

Panel with Rachel Bearbower, Germeen Greene, & Paulette Piñero – 

3 Types of Different Business Models

11am PST / 2pm EST 

Lisa Rigoli – Lead Gen 101: How To Effectively Nurture Your Audience During a Launch

12pm PST / 3pm EST Networking Lunch + Break

1pm PST / 4pm EST 

Yessy Downs – Brand Voices for Bad Bitches

2pm PST / 5pm EST 

Panel with Mallory Erickson, Jessica Cohen, + Rhea Wong – How They Scaled featuring super-successful coaches and consultants

3:30pm PST / 6:30pm EST

Natalie Johnson – Money Mindset: Don’t price yourself into poverty

 

Day 2 | November 17 | 9am PST – 1pm PST

 

9am PST / 12pm EST

Panel with Stefan Gartrell, Jaycina Almond, + Heather Hooper – The Real Buyers of non-profit coaches and consultants

 

10am PST / 1pm EST 

Surprise Session

 

11am PST / 2pm EST 

Getting Visible – 3 Ways To Get Your Name Out There

 

12pm PST / 3pm EST

Partnership Networking

 

Here’s your link to watch: 

 

{INSERT LINK/BUTTON TO JOIN}

 

And turn on notifications for the FB Group so you don’t miss alerts and special surprises!

 

See you there!

 

-Jess

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