Overview

Welcome back, Jarrad. Here's what's happening.

ADMIN
Total Bookings
All time requests
New / Unread
Needs attention
Confirmed
Sessions locked in
Intake Forms
Free audits submitted
Messages
Contact inquiries

Booking Requests

Strategy sessions, AI classes, speaking engagements

Consultations

Full discovery & package consultation requests

Client Intake

Free business audit submissions awaiting review

Contact Messages

Direct messages from the contact form

Hub Submissions

Marketing hub ideas, products, and collaborations

Library Subscribers

Email signups from the Godmade IP Library page

Recent Activity

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Booking Requests

All consultation, AI class, and speaking booking submissions

Name Email Phone Service Package Preferred Date Status Submitted Actions
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Consultations

Discovery session & package consultation submissions

Name Email Phone Business Type Stage Preferred Date Status Submitted Actions
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Client Intake

Free business audit submissions — review and respond within 24–48 hrs

Name Business Email Industry Budget Services Needed Status Submitted Actions
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Contact Messages

Direct inquiries submitted through the contact page

Name Email Subject Message Preview Status Received Actions
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Hub Submissions

Marketing hub ideas, service listings, collaboration requests

Submitter Email Type Title Category Status Submitted Actions
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Library Subscribers

Email signups from the Godmade Intellectual Property Library page

Full Name Email Brand / Business Source Status Joined Actions
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Deliverables Tracker

Track every sales asset sent to every lead — proposals, welcome kits, IP audits, and more

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Total Sent
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Proposals
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Welcome Kits
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IP Audits
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Follow-Up Needed
Client Email Brand Deliverable Source Status Sent Date Notes Actions
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Email Templates

Pre-built email sequences for every stage of the client journey — copy, customize, send

 7-Step Automated Sequence

Day 0 — Immediately After Inquiry

Initial Response

Confirm receipt, set expectations, share discovery call link. Warm, personal, direct.

Day 2

Proposal Delivery

Send personalized proposal link with package breakdown and deposit terms.

Day 5

Value Follow-Up

Share a win story or insight. Reinforce the transformation they're investing in.

Day 8

Urgency Close

Limited availability reminder. Create urgency around booking. Soft deadline nudge.

On Booking

Booking Confirmation

Celebrate the decision. Confirm details, send deposit link, set next steps.

Day of Session

Welcome Kit

Send the full welcome kit with intake checklist, timeline, and what to prepare.

Day 30 Post-Session

30-Day Check-In

Follow up on progress, ask for a testimonial, introduce next service tier.