Introduction:
This checklist helps you ensure that every client is set up with all the necessary tools and resources for a smooth start. Follow this guide to get new clients fully integrated into our systems.
Steps:
- Account Setup
- Ensure the client’s account is created in GoHighLevel, ClickUp, and Google Workspace.
- Verify email accounts, CRM pipelines, and task management tools.
- Platform Access
- Confirm the client has access to the right folders and tools in Google Drive, Slack, and other internal systems.
- Training Session
- Schedule a session to walk through our systems, focusing on the key tools they’ll use.
- Follow-up
- Set reminders to follow up after 1 week and 30 days to ensure the client is comfortable.
Conclusion:
Keep this checklist handy to ensure all steps are completed during the client onboarding process.