Client Onboarding Checklist

Client Onboarding Checklist

Complete the steps below to finish your onboarding.
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Overview

Dashboard

Conversations

Contacts

Contact Tags

Business Profile Setup

My Profile Setup

Opportunities

Billing

System Fundamentals

Website Builder

Website / Funnel Domain Connection

Payments

Memberships

Reputation

Full Email Setup

Calendars

Sites Tab

Marketing

Automations Recipes

Automation Settings

Automation Examples

Automation Actions

Automated Lead Followup

Conditional Branches

Trigger Events

Google Reviews Automation

Landing Pages

How to Use the Funnel Builder

Funnel Examples

Page Themes

Optimizing Your Landing Page

Split Testing Funnels

Ads & Marketing

Google Ads Setup

GMB Setup and Optimization

GMB Integration 1

Keyword Research

Creating Facebook Ad Creatives

Advanced Facebook Ads Setup

Full Phone Setup

AI Generated Text and Images

Tools & Integrations

Integrations

AI Chatbot Setup