Client flow

shift, build, launch

Onboarding

Website Purchase CTA Directs to Alanna Stripe Checkout

Checkout Alanna Stripe

  • Agree to TOS [add]

  • Payment

    • Confirmation from Stripe [switch to look for welcome email]

  • Welcome From Honeybook - Manually Sent by Molly

  • Access to Client Portal

  • Welcome/Info/Questionnaire

  • Select Template

  • Schedule 1st Call on Alanna’s Calendar [link]

  • Access to Sacred Shift & Soul’s Journey FB Community

Week One

  • 1st Strategy Session - Alanna & Molly (Mondays)

    • Include Brief Portal Tutorial

    • Walk through Timeline & Expectations/Deadlines for Materials (screenshare a welcome presentation - go thru all steps)

    • At End of Call Set Week 2 Call w/Alanna - Alanna Manually Sends Invite

    • Post-Call Molly Send HB Email w/ Content Planner

      • Planner Includes Link to Schedule Week 3 With Molly

  • Thought: Should we schedule all weekly meetings during this meeting and send them invitations rather than rely on them to schedule as we go?

WeekTwo

  • 2nd Strategy Session - Alanna

    • Schedule Week 4 Strategy Call During Session; Alanna to Send Link

  • Complete Content Planner

Week Three

  • Call With Molly to Review Site Draft

    • Review Domain & SS Plan Information

  • Edits Via E-Mail

  • End of Week Send HB Approval Email

    • Includes Link to Schedule Launch for End of Week 4

  • After Approval Received

    • Send Invite from Squarespace for Contributor

    • Send “Let’s Get Your Website Account Set” Email to get SS Plan

Week Four

  • Launch Strategy Call With Alanna

  • Any Final Edits, Tech Stacking

  • Friday Go Live

LINKS

ALANNA 90-MINUTE STRATEGY: https://calendly.com/alannagreen/business-strategy-session?month=2025-04

ALANNA SBL WEEK 01: https://calendly.com/alannagreen/shift-build-launch-intake-session?month=2025-05

SOUL’S JOURNEY COACHING COMMUNITY: https://www.facebook.com/groups/thesoulsjourneycommunity/?rdid=PIOzhEEqrrM9XvFm&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2Fg%2F167Nz2xuhS%2F

THE SACRED SHIFT: https://alannagreen.ca/members

emails

WEEK 3

🚀 Let's Get Your Website Account Set!

Hey there!

You're doing great! We hope you're enjoying this process. :)

You should have received an invitation from Squarespace to be an administrator on your website. Please accept this invitation and create your Squarespace account. 

In preparation for going live, please subscribe to the Core Plan with Squarespace - this will enable all the features provided by Squarespace as your website host. 

Here's a quick video tutorial for how to set up your subscription: Subscribe to Squarespace.

Please notify Molly once this is complete. :)

Let us know if you have any questions!

Best, 

Alanna & Molly

Shift, Build, Launch

ONBOARDING

Welcome to Shift, Build, Launch [sent from Honeybook]

Welcome!

We’re truly delighted to be partnering with you on the launch of your business.

To begin, we’ve prepared a comprehensive onboarding process to ensure a smooth and successful start to your project. 

As part of this, you’ll find a detailed questionnaire designed to help us gather the key information we need. While it’s thorough, it’s also a vital step in laying the foundation for the next four weeks. 

Please complete it at your earliest convenience, as our project timeline officially begins once we have all the necessary details from you.

We look forward to supporting you as you Shift Your Mindset, Build Your Business, and Launch with purpose.

Warm regards,

 
Alanna & Molly
Shift, Build, Launch

[START NOW] Link to Honeybook Welcome Presentation

  • Includes Link to Alanna’s Calendar to Schedule Week 1 Strategy Call

WEEK ONE

Post-Meeting Sent from Honeybook

🌺 Your Website Content Planner

Hello!

Great job completing your business and branding information — we’re off to a fantastic start!

While we get to work on your website, we have a little homework for you.

Attached is your content planner, designed to help you write the copy for your website — including your offer descriptions, bio, FAQs, and more. Don’t stress about making it perfect; we’ll review everything and polish it as needed.

If you have any questions along the way, please contact Molly through your Client portal.

Warm regards,

Alanna & Molly

Shift, Build, Launch

[CONTENT PLANNER] Link to Honeybook Presentation

  • Includes Link to Molly’s Calendar to Schedule Week 3 Call