How It Works — The Slate Method
The Process

Six steps from
first call to
pipeline running.

You hand us the contacts. We build the system, load the sequence, and run it every month. Here is exactly what that looks like, from discovery call to the day your pipeline starts working without you.

01 The Process

Built once.
Runs continuously.

The onboarding process is designed to ask as little of you as possible. Three onboarding forms. One review. One approval. After that, the system takes over and our team keeps it running every month.

Timeline at a glance
Discovery call 30 min
Sign + onboarding form Day 1
Build + customize Week 1–3
Review + approval Week 3
Pipeline goes live Week 4
01
Step One 30 minutes
Discovery Call
We start with a focused conversation, not a sales pitch. Michelle walks through the system, asks about your contacts and your business, and confirms whether The Slate Method is the right fit. If it is not, she will tell you.
What you need to bring: a rough sense of how many contacts you have, what kind of business you run, and what you want referrals to look like. That is it.
02
Step Two Day 1
Sign + Setup Fee
Agreement signed, setup fee collected, and your dedicated account is created inside The Slate Method's GHL agency. From this point, the system is yours and our team starts building.
Your account lives under The Slate Method agency. We control the infrastructure. You own the outcome: the contacts, the relationships, the results.
03
Step Three Day 1–2
Onboarding Forms
You complete three onboarding forms. Your contact list, a few notes about your voice, how you naturally talk to clients, what feels like you and what does not. This is the last time the system needs significant input from you before it goes live.
No technical knowledge required. No platform access needed. You answer a short set of questions. We take it from there.
04
Step Four Weeks 1–3
Build + Customize
We create your account, personalize every email in the Welcome Series to match your voice, import and tag your contacts, and activate all three workflows. Each touchpoint is reviewed for authenticity. It should read like it came from you because it represents you.
The emails are written to open conversations, not close sales. Referrals come from relationships, not pitches.
05
Step Five Week 3
Test + Approval
You review the system before anything goes out. Read through the emails, confirm the voice feels right, and approve the sequence. We test every workflow end to end to confirm everything is functioning exactly as intended. Nothing goes live until you say so.
If anything does not feel like you, we adjust before launch. This is not a rigid template. It is built around who you actually are.
06
Step Six, Ongoing Every Month
Retainer Begins. Pipeline Runs.
Monthly management starts. Our team runs the send, monitors the system, keeps contacts updated, and delivers a brief monthly report so you know what is working. Your job is to respond to the conversations the system creates and close the business that comes your way.
Your pipeline runs whether or not you are thinking about it. That is the whole point.
02 Your Role

What you do.
What we handle.

The entire system is designed to ask as little of you as possible. Your job is to show up for the conversations it creates, not to run the machine.

Here is your complete list of responsibilities once the system is live.

Your monthly tasks
1
Review and approve the monthly send
We draft it. You confirm it sounds like you. Takes about 5 minutes.
2
Respond to replies that come in
When the emails generate conversations, you handle them. That is the point.
3
Review your monthly report
A short summary of what went out, who opened, and what conversations were generated.
Everything else — the build, the send, the monitoring, the maintenance — is handled by our team. That is what the retainer covers.

Ready to hand us
the contacts?

Start with a discovery call. Thirty minutes to confirm fit, walk through the system, and answer any questions before you commit to anything.

Book a Discovery Call
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Spokane, Washington