Onboarding emails for an online mentor marketplace

Welcome Email

Goal: Create excitement, minimize buyer’s remorse, tell them what to expect over the next 14 and 60 days.
Subject A: 🎉 Welcome to {company name redacted}, {{name}}
Subject B: 🎉 Welcome {{name}}…your life is about to change

👋 Hey {name} – you made one of the smartest decisions in your pursuit for success.

You’re going to be saving time and money by working 1:1 with mentors to overcome your challenges.

But first, I wanted to give you a timeline for the next few weeks – so you’ll know what to expect.

Your Homework and What to Expect

The first 2 weeks:

🧑 User Setup
Everyone likes to put a face to a name.

Fill out a few personal details in your {company name redacted} profile to give mentors an idea of who you are.

🏨 Company Setup
Fill out details about your company.

What it is you do, your customer persona, their pain points that you solve, your metrics, and other details.

🎯 OKR Setup
Make sure to fill out your Objectives and Key Results.

What are your business goals?

This will give mentors a better idea of where you are right now and where you want to be.

👨‍🏫 Explore Mentors
Dive into and browse our pool of talented mentors.

Follow mentors that stand out to you.

And book a call with the individuals who resonate the most with the challenges you’re facing.

3rd week

📞 Preparing for your First Call 
By now, you should have booked a call with at least one mentor.

In a future email, we’ll show you exactly how to prepare for your call to get the most value out of your conversation.

🧠 Compounding the value
After your first call, you may feel a lot of different emotions.

You’ve pulled back the curtain of success.

Now you run with it.

We’ll tell you exactly how keeping up that level of energy and momentum.

Note: If you get lost in the coming weeks, come back to this email for a little boost of clarity.✨

{name} – that’s all for now.

But stay tuned and buckle in – you’re going to break through the noise and learn a lot in the next few weeks.

On your side,

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{client name redacted}
CEO & Founder
{company name redacted}.Co


Use Cases Email

Goal: inform customers about different ways that they can utilize {company name redacted}. For example, landing page review, advertising account audit, agency selection, agency audit, fundraising pitch practice.
Subject A: 🚀 How to use {company name redacted} for maximum value
Subject B: 🚀 Getting the most out of {company name redacted}

Hey {name} – I realize having a mentor may be “old hat” to you – or it could be an entirely new experience.

I’m here to open your eyes to a world of possibilities when it comes to mentorship.

How to Get the Most Out of {company name redacted}

Here’s just a few things you can get help with on our platform with our team of knowledgeable mentors.

🖥 Landing Page Reviews
Got a landing page built for your targeted offer, but not quite sure if it’s going to convert?

Fast track your design + messaging and get straight to success with one of our CRO mentors.

💸 Advertising Account Audit
Have a sinking suspicion that your ad accounts aren’t as optimized as they could be?

Let one of our expert mentors be your backseat driver and give you peace of mind + save you money in the process.

👔 Agency Audit
Feel like your agency is running a little rougher than it should be?

Want to instantly know what parts of your agency’s processes need refined?

Talk with one of our agency experts and get instant revenue-generating clarity to fast track your way to success.

🌎 And much, much more
These examples are just a few of the possible problems you can get help with on {company name redacted}.

Check out all the skills our ready-to-teach mentors have available

{name}, once you find the mentor that aligns with your goals – I know you’re going to go far.

Stay tuned and talk soon,

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{client name redacted}
CEO & Founder
{company name redacted}.Co


How to Prepare for your First Call Email

Goal: Create excitement, teach them what they should do to get the most of the call (ie, you drive the session, not the mentor, prepare questions, respect time, etc.).
Subject A: 📞 Your first call? (ACTION NEEDED)
Subject B: 📞 You’re almost there (Your First Call)

Hey {name} – I’m pumped you booked your first call.

But you’re not at the finish line yet.

I know – it’s easy to click that Book Now button, sit back, and wait for the magic to happen. 🧙‍♂️

But it just isn’t the case.

This phrase is such a cliché, but it’s said for a reason…

“An ounce of prevention is worth a pound of cure”

{name} – I’m going to ask you to do a tiny amount of work, so you can get a massive amount of results.

I promise this won’t hurt 🙂

How to Make the Most of Your First Call

📝 Prepare Questions
I can’t tell you how many times I’ve heard about people go into a session with a mentor and “wing” it.

You’re setting yourself up for failure and frustration when you do this.

{name} – will you promise me something?

Will you sit down, get rid of distractions, and really think on what your challenges are right now?

Before the call happens.

Here’s a few questions to get your brain working on questions to ask relating to your struggles and challenges…

  • What’s stopping you from getting where you want, right now?
  • What is your biggest challenge with X? (X being what’s important right now)
  • What struggle do you think you’re about to face that you want to prepare for?

🏎 Understand you’re in the driver’s seat
{name}, you’re in control of the flow of the session.

Want to talk about sales? Cool!
Want to talk about marketing? That’s cool too!

But you’ve got to be the one to steer the conversation.

Yes, they’re the experts.

But they’re not mind readers. 🔮

So you’ve got to help them help you. 😃

The mentor values your time, which brings me to my next point.

⌚ Respect the time allotted

While we wish we could stop time and let our mentors give you all their wisdom…

…the world keeps turning.

Your mentor has other people just like you that they’re helping.

And they obviously aren’t doing this for free.

Time is money to everyone.

So, this is just a friendly reminder to be respectful of the time allotted for your session.

If you still have more questions, then just book another session.

Your mentor will be that much more eager to talk to you and help you – knowing that you respect their time.

And hey, one day, you might be the mentor who is renting their wisdom and time for money.

And that’s it {name}!

Do these few things, and I guarantee you’re going to see an exponential gain in the actionable insights you get out of each call.

Until next time,

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{client name redacted}
CEO & Founder
{company name redacted}


Compound Value Email

Goal: persuade them that the 2nd call will be better than the 1st and the 3rd will be better than the 2nd, etc.
Subject A: 🤔 You had your first call, now what?
Subject B: 🔮 What’s next after the first call?

Hey {name} – Congrats on having your first call with your mentor.

I hope it was everything you wanted it to be and more.

I’ve got some good news and bad news for you though.

I’ll start with the bad news…

…you ready?

🧱 You’re going to get stuck again.

But here’s the good news.

👍 That’s okay.

It’s expected even.

For now, you’ve pulled back the curtain of success for your next steps.

Now you run with it.

🏃‍♂️ And you keep running until you hit another road block.

Because that’s what our mentors are here for.

To get you unstuck.

Once you book that 2nd call, it’s going to give you so much more value than the 1st call.

And the 3rd, will be so much more valuable than the 2nd.

📈 And so on…and so on…

Why is that?

Why does each subsequent call give you more value?

🥇 Because you’re playing the game at a higher level.

You’re pulling your level of knowledge up further and further to that of your mentor.

Conquering those roadblocks along the way.

👨‍🏫 Why does every good story have a master and an apprentice?

Because it’s the way that characters worthy of being written are made.

It’s how you – {name} – can achieve great heights.

I want to leave you with a quote that means a lot to me.

“A mentor is someone who sees more talent and ability within you, than you see in yourself, and helps bring it out of you.” – Bob Proctor

Continually rooting for your success,

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{client name redacted}
CEO & Founder
{company name redacted}.Co