Focus on Framework, Not Just Tools

The welcome email sequence plays a crucial role in onboarding by familiarizing new clients with services and resources. It guides them through available support options, from free content to direct engagement or full service. Future strategies may include targeting different freebies to promote courses or consultations. A key concern arises about relying on a single tool, such as ClickUp, and the potential risks if it were to disappear. The emphasis, however, lies not on the tool but rather on the underlying systems and frameworks established for workflow management, ensuring operational continuity regardless of specific software changes.

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