🎉 Welcome to HeartFunnels! ❤️

Here is everything you need to know (and a few things to do)

First off, welcome Amy 🙂

Congratulations on taking your business to the next level. Our mission is to help you build a thriving business that…

Aligns with your vision
Meets your goals (personal, financial etc)
Frees you up to focus on the areas you love
Fills your calendar with your ideal prospects
Automates the tedious stuff that sucks your energy
Gives your clients an unforgettable experience

I’m going to hold of on sending you a celebratory gif with someone dancing and spraying Champaign. While it’s tempting, we’ll save that for when we get some results.

My goal is to eliminate the almost inevitable buyers remorse that humans experience after making an investment in themselves.

So, hear me when I say, I got you. We are committed to supporting you and your business and we’ll go to war with you if we have to.

Okay, now that the masculine has said what it has to say…Our journey together will be full of surprises and I can’t wait to show you what we can do together.

I’ve got a few important things for you to do before we move forward.

👇 Please go through the list below in order. 👇

1. Watch this short video 📺

1. Fill out this short form ✍️

Use ‘Enter’ or the down arrow to progress through the form. Once you complete the 10 questions, move on to Step 2.

2. Watch this really cool video about what to expect + timelines 📅

3. Get set up with Trello (Project Managment Tool) 🌟

We will be using Trello as our Project Management tool to stay on track. Click the button below to open our Trello board and then save it to your browser for easy access. If you’re unfamiliar with Trello, here is a guide. It’s super easy and intuitive!

4. Google Drive Shared Folder 📂

We will be using Google drive to consolidate, organize, share, and collaborate. I've created a shared folder titled "Amy Harper" that we will both have access to.
Please take a few minutes to add any folders, assets, images, logos, documents etc. that you feel will be helpful. If you don't have any, that's pefectly fine too. I will guide you on what we need moving forward. Try your best to keep it organized.
Save this folder to your browser.

5. Communication 🦜

Trello is where tasks and requests will mostly be made. For example, if you need something done (in scope), add it to the queue column (column 1) and add me to the card and/or tag me.
Zoom for our strategy sessions.
Loom.com is an amazing free tool that allows you to screen record (like the videos above). I will be using this often to explain things for you visually. Feel free to use it yourself as well.
For anything else, email me at miles@myheartfunnel.com - I will respond within 24 to 48 hours.

Just to make it extra clear, you will be guided through this process. You don’t have to worry about what to do and when to do it as I will spell everything out for you and keep us on track 🙂 But…if you ever feel like there is a gap, email me.

Yay! You’ve made it to the final and most important step…