WordPress Funnel & MailerLite Build

Capture the email address of every reader who buys the book, deliver their free workbook automatically, and bring website newsletter sign-ups into the same list. Everything is built on tools Kim already has, so there are no new monthly costs.

Reader journey

• Print-ready, dynamically updatable QR code: watermark-free, high-resolution PNG and PDF files, tested on iPhone and Android. Because it routes through your permanent link, it is fully updatable—it doesn't have to stay pointed at the same destination forever, and we can dynamically redirect it whenever needed without reprinting. The short web address is printed underneath for anyone who can't scan.
• A permanent link you own: [YOURWEBSITE]/workbook. The QR code points here, so it never needs reprinting, even if you change email platform in future.
• Workbook landing page in MailerLite: branded to the book, collecting name, email and permission to email.
• Instant download: a thank-you page with the workbook download. The PDF is stored inside MailerLite, so nobody needs access to your Google Drive.
• Two automatic emails: the first sends the workbook straight away, and the second is a check-in about two weeks later. I draft both and you approve them.
• Email sending setup: domain authentication (a one-off setting that gives your emails the best chance of reaching the inbox rather than spam).
• Website newsletter form: your website's newsletter button currently goes to a Google Form. I'll replace it with a MailerLite sign-up form so every contact lands in one place.
• Full testing on iPhone and Android before launch.
• Handover: a recorded video walkthrough plus a one-page quick guide showing how to edit the page, swap the PDF, change the emails and send a newsletter.

Timeline notice: 10 working days total. This turnaround is based on how quickly you respond to approvals and send files (assumes replies within 2 working days). Faster replies keep us ahead of schedule; delays simply shift the finish date accordingly.

Access (please don't email passwords; you can remove my access after handover)

• MailerLite: Account settings > Users > Invite user > enter ryan@ezaiagency.com > choose Administrator > send the invite.
• WordPress: Dashboard > Users > Add New (or Add New User) > enter ryan@ezaiagency.com > role: Administrator > save.
• Domain (wherever your web address is managed, e.g. GoDaddy or your hosting company): either add me through their team or delegate access, or we do a 15-minute screen-share where you log in and I guide you.

Files and details

• Final workbook PDF (ideally under 10MB)
• Exact book title and subtitle, plus a cover image
• Your logo and brand colours, if you have them
• Your publisher's QR code requirements (size and file format) and their deadline
• The book's Amazon link, once it's live
• The name and email address your emails should come from (e.g. kim@[YOURWEBSITE])
• A postal address for the email footer (US anti-spam law requires one; a PO box is fine)

• MailerLite's free plan covers up to 250 subscribers and 2,500 emails a month. Above 250, automatic emails pause until you upgrade. Paid plans start from $12/month, and your nonprofit discount takes 30% off. Readers still get the workbook from the thank-you page either way.
• Please check with me before bulk-importing existing lists, such as your Google Groups. They count towards the 250 limit, and MailerLite requires everyone on your list to have agreed to hear from you.
• The printed QR code relies on your website address, so keep the domain renewed and don't delete the /workbook link.
• Scan the QR code on your publisher's printed proof before approving the final print run.
• The workbook page will be public, so anyone could get the workbook free. It's worth deciding whether you still want to sell the $14 PDF version.
• The check-in email is a natural place to ask for an honest Amazon review. Never offer anything in return, as Amazon doesn't allow incentivised reviews.

• Launch team page
• "Buy the book" page for adverts
• Importing or cleaning existing contact lists
• Writing or sending your regular newsletters
• Fixes or updates to your existing WordPress site (theme, plugins, hosting). If anything needs updating before the form can go in, I'll tell you and quote first.
• MailerLite plan fees, domain renewals or publisher costs

1. 1Reply to confirm you're happy to go ahead
2. 2Click Accept below to complete the onboarding form
3. 3Send the access and files listed above
4. 4I'll confirm your start date and get going