Client onboarding

Fill this in live on the onboarding call. It saves as you type, so a refresh won't lose anything.

Admin

Who they are and how to reach them.

Business owner name *

Business name *

Email *

Phone — main contact *

The owner handles the leads

Lead handler name *

Lead handler number *

Website * No website

Billing email * Same as email

Google review profile

Instagram page

Facebook page

Leave any of these blank if they don't have one: Monday shows N/A.

Services

Both matter equally. "What they don't do" stops the setters booking out-of-scope jobs.

What they DO *

What they DON'T do *

Service area

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.

Find a suburb or town

No pins yet. Add at least one.

Area notes

Tech setup help

Tells the CSM how much hand-holding the client needs.

Facebook Business setup

Business portfolio, page, ad account

Needs helpAll good

Slack

Installed on phone and desktop

Needs helpAll good

GoHighLevel

App installed, notifications on

Needs helpAll good

Their team and our call centre

Extra people get invited to both Slack and GoHighLevel (the owner is invited automatically). Then choose call centre or standard.

Call centre *

Default is call centre.

Call centreOur setters qualify and book their leads. StandardThe client handles their own leads.

Sales rep on the account *

CSR1CSR2CSR3

Customer Success Manager

Their main contact. The onboarding call gets booked in this person's calendar.

AaronJames

Fathom call recordings

Paste the share links so the team can hear the calls. Viktor writes the call breakdown from them.

Sales call *

Sign-up call

The sales call wasn't recorded

Send the client services agreement

Emailed from GoHighLevel with the welcome email. Untick for clients on no lock-in terms.

Call centre onboard

An existing client comes onto our call centre. The opposite of the offboarding form's "Call centre only" option.

Client *

Live clients not on the call centre yet.

CSR seat *

CSR1CSR2CSR3

Setter Status *

Full timeTemporary Sprint

From *

CSM *

AaronJames

Notes for the CSR

The form sets Monday's Setter Status and Assigned Setter, puts the client on the Call centre side of the Overview and in Setter Desk's queue, turns the setter view on with the CSR, opens a ticket for the GHL side (CSR user, workflows) and the playbook, and tells #pm-new-clients and #csr-general.

Client onboarding

Admin

Services

Service area

Tech setup help

Their team and our call centre

Customer Success Manager

Call centre onboard

Onboarding saved