Lesson 1, Topic 1
In Progress

Convert to Care Plan – Past Client

After providing your past client a WordPress Boost and presenting the care plan as the next step, you can head into the same convert sequence as previous lessons for casual follow ups, soft close and hard close. You know your client best, so if you want to tweak the sequence or avoid the hard close, that’s up to you. You just need to attempt to close the care plan in 30 days with a solid understanding of why they are not moving forward if they don’t convert.

For Google Docs, make a copy to your Google folder so you can edit:

For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects: