Relevant Connections

Relevant Connections

Client Onboarding

Prospect Inquiry

This tutorial provides a step-by-step guide for new prospects on how to complete the inquiry form located on the Contact Us page.

Last updated on 12 Jun, 2025

Step 1: Inquiry Form Completion

  • The form collects specific details from prospects, including:

    • First Name

    • Last Name

    • Primary Email

    • Primary Phone Number

    • Organization or Company Name

    • Organization Type

    • Position

    • Service Interest

Step 2: Select Service Option

  • Prospects must select one of the following options to proceed:

    • Grant Writing Free Resources

      • Selecting this option requires additional information related to the request.

    • Grant Writing Full Service

      • This option will open all conditional fields for further details.

    • Keynotes/Public Speaking Engagement

      • Specific questions related to the engagement will need to be answered.

Step 3: Submit Form

  • Prospects complete the form based on their selected service and submit it.

Step 4: Email Confirmation

  • After form submission, prospects will receive a confirmation email that aligns with their service selection.

Step 5: Email Delivery

  • All emails will be sent via SuiteDash, ensuring timely communication with prospects.


The email below is for someone who desires full grant writing services.

Subject: {{clientFirstName}}, Let's Get You Funded!

Hello {{clientFirstName}},

Thank you for your interest in Relevant Connections Grant Writing Services! We’re thrilled about the possibility of working alongside you to bring your vision to life. You can schedule a 30-minute session by clicking the link below:

SCHEDULE HERE

Please let us know if you have any questions!

Your Favorite Connector,

Charde’ & The Entire Relevant Connections Team

Relevant Connections, LLC

www.RelevantConnections.org

This email is sent to those who want free grant writing resources:

Subject: {{clientFirstName}}, We're Here To Support You!

Hello {{clientFirstName}},

On behalf of Chardé Hollins and the Relevant Connections team, we thank you for your inquiry!

We understand and respect your interest in exploring free resources at this time. Given our current focus and the nature of our services, we believe that our informative email newsletter will be an excellent resource for you. It’s packed with insights, tips, and updates that align with your grant interests and can provide significant value.

In light of this, we will add you to our newsletter subscription. This way, you can receive all the relevant information directly in your inbox. We are committed to providing quality content that can support your journey.

If in the future, you find yourself ready to invest financially in more personalized services please feel free to let us know. Thank you for your understanding, and we look forward to supporting you through our newsletter.

Your Favorite Connector,

Charde’ & The Entire Relevant Connections Team

Relevant Connections, LLC

www.RelevantConnections.org

This email is sent when someone inquires about keynote speaking:

Subject: {{clientFirstName}}, We'd Love To Connect!

Hello {{clientFirstName}},

Thank you for submitting your interest form. We have received it and will be reviewing shortly. Meanwhile, please schedule a 30-minute discovery call to learn more about our services and how we can best assist you.

SCHEDULE HERE

Looking forward to connecting soon!

Your Favorite Connector,
Charde’ & The Entire Relevant Connections Team
Relevant Connections, LLC
www.RelevantConnections.org

Step 6: Tracker & Follow Up

They will also automatically be added to the Lead/Keynote Tracker in The Connectors Hub via a Zapier trigger. This board is reviewed weekly by the Admin Team, and follow-ups are conducted based on the status of the lead.

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