GOAL

Set up a complete, values-driven opt-in system in Kit that delivers your freebie (or pulls them into your newsletter), respects subscriber choice, welcomes new subscribers, and establishes a strong foundation for future email marketing while reflecting the professionalism of your work.

WHAT’S INCLUDED

Here’s what I’ll do:

✅ Form / Landing Page Connection

• Setup of one opt-in form (embedded or landing page created in Kit), including all of the settings.
• Integration with your chosen freebie (PDF, video, etc.) if any.
• Guidance on thank-you page options (you’ll provide/create the page itself).

✅ Freebie Review

• Brief review of your opt-in / lead magnet OR newsletter messaging to confirm it’s aligned with your goals and fits into your opt-in journey.

✅ Freebie Delivery

• Automation to deliver the freebie instantly (or skip if setting up a newsletter)
• Setup of single vs. double opt-in (with coaching on which is best for you).

✅ Tagging & Segmentation

• Creation of tags and/or fields to track new subscribers.
• Setup of a Newsletter Segment so you can easily email the right people who aren’t currently in your welcome sequence

✅ Welcome / Onboarding Flow

• Automation buildout to send up to 5 automated welcome emails (you provide the copy; I’ll set them up in your Kit account).

✅ Training & Handoff

• Loom walkthrough of your new setup.