FREE CHECKLIST
SOMEONE JUST SAID YES TO YOUR FREEBIE. NOW WHAT?
The first 10 minutes after someone opts in decide whether they become a warm lead or one more email address sitting quietly in your list. This checklist walks you through that window step by step, from the thank-you page to the next thing they hear from you, so you can find the gaps before they cost you anyone else.
WHAT YOU'LL WALK THROUGH
1. The thank-you page, and whether it tells people what happens next
2. The delivery email, and whether it actually lands where they’ll see it
3. The first win, and how fast they get something useful
4. The next step, and whether you keep the conversation going while they still care
5. The behind-the-scenes pieces, like tags, automations, and consent, that make sure the right people hear the right thing
HI, I'M CASS.
I’m a marketing strategist in Kelowna, BC who spends a lot of time in the space between "we should do this" and "it’s live." Opt-in flows are one of my favourite places to find quick wins, because small fixes there tend to pay off for everything that comes after. And if you’d rather have me take a look at yours, you know what to do.