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Your Logo Here
Your Company Name
Client Name
You're Officially A VIP!
www.yourdomain.com
Hello & Welcome!
Welcome to your VIP Portal! This is where you can find everything you will need to prepare for our big day.
Also expect a special gift in the mail.
QUICK START LINKS
Start Here
Getting Started
VIP Day Intake Workbook
Here's the fun part, completing your workbook! Please fill out this workbook to the best of your ability. If there is any delay in this important pre-project workbook, we may have to reschedule your VIP Day. I will need this workbook submitted to me no later than 5 days before our VIP Day.
File Sharing
We will need to have a place to share files before our VIP Day. This is where you will upload your intake workbook, documents or any other files that you need to send to me. Please create a Google Drive Folder for this and invite me to share it with you.
Support
After our VIP Day you will have 30 days of email support if you have any questions or need additional help. I'm here for you! You can email me at name@yourdomain.com.
Rescheduling
Should you need to change the date of your VIP Day for any reason at all, you must do so at least 7 days prior to your scheduled date. This allows me time to adjust my schedule, and fill the space with another client.
important links
Pre-VIP Day Exercises
How the Day will Flow
VIP Day Kickoff Call
VIP DAY
Timeline
Total time
4hrs 45 minutes
SESSION 1: 60 minutes 8:30 to 9:30 MST
Position yourself as an expert
BREAK 9:30 to 9:45 MST
SESSION 2: 60 minutes 9:45 to 10:45 MST
Package Your Services
BREAK 10:45 to 11:00 MST
SESSION 3: 60 minutes 11:00 to 12:00 MST
Price Your Packages
BREAK 12;00 to 12:15 MST
SESSION 4: 60 minutes 12:15 to 1:15 mst
Wrap up and finishing touches. Schedule post VIP day support.
Client Checklist
Below you will find a checklist of what you will need and how to prepare for our VIP Day
Tools YOU WILL NEED
Excel or google sheets
A free Canva Account
A free Zoom Account
Google drive to upload and share files
A laptop or desktop
- Water/Beverages easily accessible
- Snacks ready to go
- Notebook/Pen/Pencil
- Ear buds
ITEMS To have on hand
How to Prepare
Have a quiet area for your VIP day free of interruptions.
Get everything set up and make sure all your tech is working an hour prior to our start time so you'll have time to smooth out any glitches.
Make sure all phones are turned off or muted , and turn off notifications on your computer so there are no distractions.
If you have children or pets, you will want to make arrangements for them to be set up if they need it.
COMMUNICATION
We will communicate primarily by email at name@yourdomain.com. You may also send short messages via Facebook Messenger, Voxer, or Gmail Chat. I kindly ask that you refrain from sending me project-related or confidential information via text. I’d hate to drop the ball on something that gets lost in my daily sea of personal messages.
VIP DATE
mm/dd/yyyy
start time 8:30 MST
PRE-VIP Day TUTORIALS
CLICK ON THE ICON ABOVE TO VIEW
Tools/Resources
06
Stripe
