When to use: The card just got charged on the sales call. The deal is closed.
How to use
- Confirm the payment landed (Stripe, GHL, whichever processor).
- Send the welcome text immediately, before the energy fades.
- Lock the onboarding kickoff date before ending the call, or send the scheduling options right after.
- Ask for a referral within 24 hours, while the relationship is still fresh.
Scripts
Immediate welcome text (right after the card charged)
Welcome to Lead LiftOff, {NAME}. Excited to get this rolling. I’ll send the kickoff invite and onboarding paperwork in the next hour.
Onboarding kickoff scheduling
If the kickoff date wasn’t pinned on the call:
Got a couple of openings for the kickoff, {DATE 1} or {DATE 2}, both at {TIME}. Which one works better?
Referral ask (within 24 hours of close)
Quick one, you know any other home-service business owners who might benefit from this? I’d love an intro if you do.
If they say yes:
Sweet. Easiest is if you put me and them in a group text. I’ll take it from there.
What’s next
Sales side is done. Onboarding takes over.