Client Onboarding

73 Elements · 11 Categories

The actual 11-category onboarding system we run with every client we take on. Not a checklist someone built on a whiteboard. Every step has been run in the field, tested against real timelines, and adjusted based on what actually happened.

Close & Collect
1DMODemo Call
2LPYLive Payment
3PLKPayment Link
4STFSetup Fee
5B3030-Day Billing
6SAWAgreement Walkthrough
7AGSAgreement Sent
Compliance & Legal
8SIGAgreement Signature
9A2PA2P Registration
10EINEIN Verification
11LBNLegal Business Name
12CRACarrier Approval
13NRPNo-Refund Policy
Internal Automation
14SAPSub-Account Provisioning
15CLKClickUp Task
16PKGPackage Checklists
17DEPTask Dependencies
18GDFGoogle Drive Folder
19APFAgreement PDF
20TWNTeam Notification
21TCMTouchpoint Confirmation
Quick Start: Setup
22EXPExpectation Setting
23SACSub-Account Access
24MAPMobile App
25TMATeam Members
26BPVBusiness Profile
27PHNPhone Number
28OFPOnboarding Form Preview
Quick Start: Connections
29GBPGBP Connection
30SOCSocial Connections
31GCLGoogle Calendar
32ADSAds Accounts
33REPReputation Setup
34SPLSocial Planner
35INTIntegrations Sweep
36NTFNotification Settings
Pre-Build Setup
37RAIReviews AI
38URDUnanswered Review Drip
39DNSDomain Setup
40PBWPre-Build Work
Information Gathering
41OBFOnboarding Form
42BDTBusiness Details
43BNUBuild Nuances
44CLRClarification Contact
45BCKBuild Clock
Build Execution
46BEXBuild Phase
47QARQA Review
48BCNBuild Complete Notice
49LOSLive Onboarding Scheduled
50BSPBuild-Specific Scope
Training & Enablement
51LOCLive Onboarding Call
52MATMobile App Training
53CDVConversations Deep Dive
54TRVTeach Review Requests
55PPTPipeline Training
56QABQuick Actions Bar
57BWKBuild-Specific Walkthrough
58TMTTeam Training
59NUSNo Upsell
Support Infrastructure
60HLPHL Pro Tools
61LOMLoom Walkthroughs
62ZMEZoom Escalation
63STKSupport Tickets
64DRCDirect Contact
65POVPage Overlays
66KNBKnowledge Base
Post-Launch & Growth
67T1515-Day Touchpoint
68T3030-Day Touchpoint
69CKQCheck-In Questions
70CLBCalendar Link
71STQStrategic Questioning
72NUPNatural Upsell
73FLXFluid Process

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