Offering to 3 month Cash Flow | A Simple repeatable universal 7-Step Promotion Flow Template

Clean. Repeatable. Works for every offer, every niche, every price point.
Plus the best tool to use at each stage.

This is your general template to apply to mentoring, consulting, events, workshops, retreats, books, courses, or community offers.

THE WHOLE OS ON ONE LINE
Invite
→ Register
→ Confirm
→ Prepare
→ Deliver
→ Learn
→ Thank

Repeat next quarter.
Each cycle builds clarity, demand, trust, and cash flow.

THE SIMPLE TEMPLATE
Copy. Paste. Use for ANY offering.

1. Invitation
   How will people hear about this offer?
2. Registration
   How will they sign up or apply?
3. Confirmation
   What do they see and receive after signing up?
4. Preparation
   What do they need to feel ready?
5. Delivery
   How will you deliver the value?
6. Feedback
   How will you gather insights and testimonials?
7. Thank You
   How will you continue the relationship?

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SIMPLE 7-STEP PROMOTION FLOW
The skeleton under every successful launch.

Use this for:
• Mentoring
• Consulting
• Events
• Workshops
• Retreats
• Books
• Courses
• Communities

Everything follows the same rhythm.

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INVITATION
Invite people into your world.
Goal: reach aligned people and spark interest.

Typical actions
• Email
• Social posts and reels
• Ads
• DMs
• Partner mentions
• Affiliate shares
• Landing page pop-ups
• Event invitations

Best tools
• Lovable (offer pages)
• Canva + Opus.pro (videos)
• Blotato (auto-post across platforms)
• Gmail/ConvertKit/MailerLite
• Instagram, TikTok, YouTube, LinkedIn

Track
• Reach
• Clicks
• Cost per lead
• Invite to registration rate

Example Offerings

1. Service: Mentoring
2. Service: Speaking
3. Product: Book
4. Community: Online Community "Skool"

⸻

REGISTRATION
They raise their hand and say “I’m in.”

Typical actions
• Google Form application
• Checkout page for paid offers
• Free opt-in
• Waitlist
• Ticket purchase

Best tools
• Google Forms
• Stripe checkout
• Calendly booking
• Lovable registration pages

Track
• Registrations
• Cost per registration
• Conversion from click → sign-up

⸻

CONFIRMATION
Reassure them and give the next step.

Typical actions
• Thank-you page
• Confirmation email or SMS
• Calendar link
• WhatsApp or Slack group invite
• VIP or bonus upsell
• Login instructions

Best tools
• Gmail automated emails
• Google Calendar
• WhatsApp community
• Lovable thank-you pages
• Zapier/Make for automation

Track
• Email open rate
• Group join rate
• Upsell take-up

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PREPARATION
Build readiness, trust, and momentum.

Typical actions
• Warm-up emails
• Pre-work questions
• Onboarding form
• Tech checks
• Reminders
• Payment plan collection

Best tools
• Google Forms
• Email automations
• WhatsApp broadcast
• Google Drive (resources)
• Calendly reminders

Track
• Show-up rate
• Pre-work completion
• Response rate
• Cancellation rate

My 8 step onboarding example - Skool

Lifestyle Medicine

Nourish your mind, body, heart & soul through ancient wisdom & modern science. Join our tribe of self-care enthusiasts. 1% daily. Transform your life.

⸻

DELIVERY
Deliver the transformation.

Typical actions
• Coaching call
• Workshop
• Event
• Retreat
• Group session
• Curriculum delivery
• Next-step offer
• Upsell or renewal

Best tools
• Zoom
• Google Drive
• Notion or Sheets (progress tracking)
• WhatsApp group
• Stripe for upgrades

Track
• Attendance
• Engagement
• Sales conversion
• Average order value

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FEEDBACK
Learn. Improve. Collect social proof.

Typical actions
• Survey
• Testimonial prompts
• Quick form
• Video reviews
• Internal debrief

Best tools
• Google Forms
• Trustpilot
• Notion/Sheets (tracking testimonials)
• Canva (turn reviews into assets)

Track
• Satisfaction
• NPS
• Testimonials
• Upgrade rate

Rory Callaghan is rated “Excellent” with 4.7 / 5 on Trustpilot

Do you agree with Rory Callaghan’s TrustScore? Voice your opinion today and hear what 31 customers have already said.

TrustpilotHelene Ringuette

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THANK YOU
Complete the loop. Invite the next step.

Typical actions
• Personal thank-you
• Bonus or gift
• Next-step invitation
• Referral ask
• Add to nurture sequence

Best tools
• Gmail
• WhatsApp
• ConvertKit/MailerLite
• B1G1 for impact gifting
• Google Drive (next-step resources)

Track
• Referrals
• Repeat buyers
• Long-term engagement

Home - B1G1: Business For Good

Welcome to B1G1, a global business giving movement on a mission to create a world full of giving. Learn about our Business for Good movement today.

B1G1: Business For Good

"EVERY TIME SOMEONE JOINS OUR COMMUNITY, SOMETHING GREAT HAPPENS IN THE WORLD. This is why we exist. Impact is our living legacy, together as one."

Impact

Did you know that every time someone joins our community, shares a post with a friend, or buys a book or course? Something good happens in the world? And all the funds go to building this ecosystem to have an even bigger impact together.

SelfCare | Lifestyle MedicineSelfCare Global Collective

BEST TOOLS AT EACH STAGE (SUMMARY)

Invitation
Lovable, Canva, Opus.pro, Blotato, IG/TikTok/YT/LI, email.

Registration
Google Forms, Stripe, Calendly, Lovable registration pages.

Confirmation
Gmail automations, Google Calendar, WhatsApp/Slack groups.

Preparation
Google Forms, Drive, email sequences, payment reminders.

Delivery
Zoom, Drive, Notion/Sheets, WhatsApp group, Stripe upgrades.

Feedback
Google Forms, Trustpilot, Canva, internal review process.

Thank You
Gmail, WhatsApp, B1G1 gifts, ConvertKit nurture sequence.

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