Sales 2.0 Outreach and Convert – Warm and Cold Leads

This course used to be combined with Outreach and Convert – Past and Current Clients but has been separated out into two courses to make it easier on students.

Who wants more care plans?! In this course, we’ve compiled the four most common scenarios for outreach to secure more care plans from warm and cold leads. Everything in this course is step by step with video, task lists, templates and email copy making it foolproof to start your outreach immediately.

Everything you need:

  • Full email copy for every sequence
  • Video training for each major step of the process
  • Task lists for all steps in the sequences
  • Airtable base templates for organization 


  • Website and Products Set Up – 5 Video Lessons
  • New Client Outreach, Warm Referrals – 4 Video Lessons
  • New Client Outreach, Cold Contacts – 4 Video Lessons


  • Warming Cold Leads - Email Sequence
  • Convert to Care Plan - Email Sequence
  • Website Evaluation - Email Sequence
  • Connecting With A Referral - Email Sequence
  • Cold Lead Download Options
  • WordPress Evaluation - SOW
  • WordPress Boost - SOW
  • Referral Sales Page
  • Importance of Care Plans - Blog Post
  • Outreach and Conversion - Task Lists Google Sheet
  • Importance of Care Plans - Blog Post
  • Airtable Base – Leads and Referrals
Not Enrolled

Course Includes

  • 3 Lessons
  • 14 Topics