Get this right first — it shows up in every email, file and invoice you'll ever send.

• Company info & detailsBusiness name, email, phone, timezone, address
• Branding: logo, colours & fontsApplied everywhere automatically
• Email signatureSo every email ends like you
• Smart File themeOne visual backbone for every file you send
• Client portalThe hub where clients see files, messages & payments
• Integrations & paymentsCalendar, email and bank connected

Someone raises their hand — make them feel acknowledged with a clear next step, instantly.

• Lead form (Lead Capture)Short, on-brand, embedded on your site + link-in-bio
• Discovery-call schedulerSo good-fit leads book a call with zero back-and-forth
• Instant autoresponder emailThe warm reply that beats every other vendor
• Pricing guide Smart FileServices & pricing, ready to attach
• "Let's talk" + "not-a-fit" repliesA warm yes and a kind no, both pre-written
• Follow-up for quiet leadsThe gentle nudge that recovers ghosted inquiries

All six of these emails are already written in the Playbook. Copy mine →

Make saying yes effortless: review → sign → pay in one sitting.

• All-in-one booking Smart FileProposal + contract + invoice in a single polished file
• Proposal emailThe warm walkthrough that goes with it
• "Not signed yet" nudgeOnly fires if the file sits unsigned

The moment they pay, make them feel instantly taken care of.

• Welcome emailSets expectations and keeps the excitement
• Client questionnaireEverything you need to start strong
• Kickoff schedulerIf you do a kickoff or planning call
• Portal handoff emailIntroduce the hub where everything lives

The months between booking and the big day — run on a countdown from the event date.

• 60-days-out questionnaireFinal details, gathered automatically
• 30-days-out timeline emailSo your client always knows what's next
• 1-week-out check-inThe calm final touch before the day

The Playbook has this whole sequence pre-written for your niche. Copy mine →

End with class — and quietly turn happy clients into reviews and referrals.

• Thank-you + sneak peek emailOne week after the event
• Final deliverables emailDeliver the work beautifully
• Review requestPerfectly timed, ~30 days after
• Referral emailMake it easy to send friends your way

Wire the pieces together so every email and file above sends itself.

• 101 · Inquiry automationLead form submitted → warm reply + nurture
• 201 · Booking automationFile viewed / not signed → the right nudge
• 301 · Onboarding automationPayment received → welcome + questionnaire
• 401 · Fulfillment automationDate-based countdown from the event
• 501 · Offboarding automationProject complete → thank-you, review, referral
• Test on yourself, then activateOne automation at a time