TOOL 2 · THE CREATE CONFIDENCE PHASE

First Week Sequence Builder

The first 7 days decide whether a client trusts everything that follows.

Fill in a few details below and this tool builds your 3-message first week sequence, ready to send.

REMEMBER

Most welcome sequences go warm for one sentence, then pivot straight to a task list. This one celebrates first, checks in before they'd have to ask, and names exactly who to go to, the three things most onboarding sequences skip.

What's your first name? (optional, used as the sign-off)

How do clients work with you?

What's the very first thing they need to do? (be specific)

Who should they contact with questions? (name and how to reach them)

When should the next two messages go out? (adjust to match your pace)

Day of check-in

Day of contact message

Want it in your own voice instead? (optional)

6 fields · under 2 minutes

This works so much better with the real details filled in, the first step and who to contact are what make the check-in and follow-up message actually useful instead of generic.

YOUR FIRST WEEK SEQUENCE

First Week Sequence Builder

A Letter From ICONIC™

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