Hi Amanda,
Great call today. Here is your full recap and the plan for April.
Your Meeting Recap & April Plan
Everything we covered today: what we built, the scheduling workflow, email nurture tracks, what you need going forward, the agreement, action items for both of us, and the week-by-week April deliverables.
View Your Recap
What We Agreed On
- $1,200/month -- Operations + Growth, starting April 1
- Month-to-month, no contract
- $500 already processed. The remaining $700 invoice is below. Your card is on file -- with your permission I can set the $700 to draft automatically on the 1st as well. Just reply confirming and I will set it up.
- Meetings shift to monthly
April Invoice -- $700.00
Remaining balance for April (Operations + Growth retainer)
Pay Invoice
Your Action Items
- Start testing Dakota scheduling via Telegram midweek (I will let you know when she is live)
- Upload PT orders to the PT Scheduling Folder
- Film 3 social media scripts next week (scripts coming this weekend)
- Let me know how the clinician interview goes tomorrow
What I Am Delivering This Week
- Dakota scheduling live on Telegram by Wednesday
- Scheduling connected to your calendar and email domain by Friday
- 3 myo video scripts delivered this weekend
- Stripe connected to workbook page
- lastinglanguagetherapy.com domain forwarding added
- SEO and content calendar plan delivered
Your Landing Pages
Paid Workbook ($50) -- full Therapy Companion guide
Free Condensed Guide -- going live this week with Stripe connection
April is going to be a great month. Talk soon.