Client Onboarding

Set up right,
from day one.

Every new account comes with a guided onboarding — a live 1-on-1 walkthrough call, a personalized 7-day roadmap, and a real person on our team making sure your system is working before you're ever on your own.

$149 one-time onboarding · with any plan

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1-on-1 onboarding call Personalized 7-day roadmap A real human, not a bot We file your texting registration

What's included

Everything you need to go live

One flat onboarding that takes you from signup to a working system — with a real person guiding the way.

Live onboarding call

A 1-on-1 walkthrough of your account where we lay the foundation together. Bring your questions — there's nothing you can break.

Welcome packet

A branded guide to everything you now have, how the system works across your business, and your roadmap for the first 7 days.

Onboarding intake form

Tell us about your business once and we configure everything correctly the first time — details, branding, and what we need to turn on texting.

Getting-started checklist

Your setup in the right order — foundation first, then capture, then automation, then AI on top. Click-by-click in your portal.

Client Portal access

A guided hub inside your account: step-by-step setup, recommendations tailored to your business, and worked scenarios over time.

Texting registration, filed for you

Business texting needs carrier (A2P) approval. Give us the basics on your intake form and we file the registration on your behalf.

A real human on your team

Your onboarding is handled by a real person, not a bot. Reply to your welcome email anytime and it comes straight to them.

Your 7-day roadmap

A clear, paced path from signup to a system that's actually working — foundation, capture, automation, then AI, day by day.

The roadmap

Your first 7 days

A simple path to a system that's working for you. Do it yourself, or we'll walk it together on your call.

Day 0Today

You're in — welcome

Your account is live. Your welcome email carries your personal links: log in, your intake form, your call booking, and your Client Portal.

Step 15 min

Tell us about your business

Fill out your onboarding form so we configure everything correctly the first time — your details, branding, and what we need to turn on texting.

CallBook it

Your onboarding call

We walk through your account together and lay the foundation. Bring your questions — there's nothing you can break.

1–3Days

Foundation

Business profile & branding, your Brand Boards (design kit + brand voice), and your contacts in the CRM.

3–5Days

Capture & automate

Calendars and booking, forms on your site, and a first pipeline with simple follow-up so no lead slips through.

5–7Days

AI on top

Have a consultation with Ask AI, build your knowledge base, and explore your AI Agents — once your brand voice is set.

What we need from you

A few things to set you up right

Have these ready for your intake form — it takes about 5 minutes and saves a lot of back-and-forth.

Business detailsLegal & brand name, address, phone, email, website.
Your logo & brandLogo, brand colors and fonts — or just "match my logo."
Brand voiceYour ideal customer and the pain points you solve.
Texting infoIf you want SMS: EIN, business type, and a sample message.
Website needsPages, bios/photos, and your top customer FAQs (if a site is in scope).
Your #1 goalWhat you most want to accomplish in the next 90 days.

GRD+ · Done For You

Rather not set it up yourself?

Onboarding gets you live with a guided hand. If you'd rather skip the setup entirely, our team can build your pipelines, automations, AI training and integrations end-to-end inside your account — that's GRD+.

Explore GRD+ →