Convertkit Client Workspace Setup (Onboarding)

Convertkit Client Workspace Setup (Onboarding)

1. 01

   Create a new Kit account for the client

   Use the client's business email to sign up at kit.com. Choose the Newsletter plan ($0/month) to start, which supports up to 10,000 subscribers and unlimited landing pages and forms.

2. 02

   Configure account settings and branding

   Navigate to Settings > Account to set the sender name and email. If the client is on the Creator plan ($33/month annual), enable 'Remove Kit branding' to hide Kit logos from public forms and landing pages.

3. 03

   Set up audience tags and segments

   In the Audience section, create tags for lead source, interest, and purchase intent. Use these tags to build segments for targeted broadcasts and automations.

4. 04

   Build a branded landing page

   Use the Landing Pages builder to create a page with a custom domain and matching client branding. Add an opt-in form and connect it to a tag for lead capture.

5. 05

   Create a welcome automation

   In Automations, start a new Visual Automation. Set the trigger as 'Subscribes to a form' and add a 5-email sequence with conditional logic based on tags (e.g., if tag 'Product Interest' then send product-focused email).

6. 06

   Import existing subscribers

   Use the Subscribers > Import feature to upload a CSV of existing contacts. Map fields to Kit's custom attributes and assign tags to maintain segmentation.

7. 07

   Test and document the workflow

   Send a test broadcast to a test subscriber to verify deliverability. Document the setup in an SOP for the client, including how to send broadcasts and view analytics.