client onboarding

Launch the CRM pipeline before the lead goes cold.

This is the client start page for getting the offer, assets, booking route, and follow-up rhythm into one urgent pipeline.

Start onboardingView checklist
Speed matters.Every new lead needs a stage, an owner, and the next contact attempt.
Proof matters.Every delivery step should create a reusable trust asset.
Setup order

Four moves before the pipeline is useful.

01

Confirm the offer

Service, location, ideal buyer, pricing edge, and booking promise.

02

Drop the assets

Logo, photos, service proof, reviews, contact route, and existing links.

03

Open the pipeline

Lead stages, owner task queue, follow-up rhythm, and delivery handoff.

04

Launch the first push

One campaign, one response path, one daily review loop.

Handoff

Send the details that start the first pipeline move.

Launch request

Open the onboarding loop.

Send the minimum details needed to stage the business, offer, contact route, and first urgent move.