Fill this in live on the onboarding call. It saves as you type, so a refresh won't lose anything.
Who they are and how to reach them.
Both matter equally. "What they don't do" stops the setters booking out-of-scope jobs.
Search a suburb or click the map to drop a pin, then set how far they travel. The media buyer targets from this and the setters check postcodes against it.
No pins yet. Add at least one.
Tells the CSM how much hand-holding the client needs.
Extra people get invited to both Slack and GoHighLevel (the owner is invited automatically). Then choose call centre or standard.
Their main contact. The onboarding call gets booked in this person's calendar.
