Kickoff toolkit
Welcome video, program roadmap, tech setup instructions, and a quick start worksheet to prime clients before the first call.
Get sample files →The resource vault houses assets for every stage of the client journey—pre-enrollment, in-program, and alumni expansion. Use this hub to deliver value, reduce manual emails, and give clients self-serve wins.
Welcome video, program roadmap, tech setup instructions, and a quick start worksheet to prime clients before the first call.
Get sample files →Weekly lesson videos, implementation checklists, and accountability prompts delivered via automated drip.
View module lineup →Case studies, alumni interviews, and advanced playbooks ready to upsell graduates into higher-touch offers.
Peek at the vault →Segment leads by pain point and send tailored mini-lessons with calendar nudges. Automations move hot leads straight into consult booking.
Weekly recaps fire after each session, pulling in dashboard metrics and celebrating wins to keep clients engaged.
Graduation emails trigger testimonial requests, referral campaigns, and invitations to the Momentum Circle mastermind.
Slack bot posts share new resources automatically, while tagging engaged members for future ambassador outreach.
Plug Momentum's vault structure into your coaching platform, swap in your frameworks, and keep clients supported around the clock.
Customize the vault