Onboarding Checklist Tool

# Client Onboarding Checklist
Client: [Client Name]
Business: [Business Name]
Niche: [Niche]
Date: 5/20/2026

## Pre-Kickoff (Before First Call)
- [ ] GoHighLevel sub-account created
- [ ] Snapshot template deployed
- [ ] Stripe recurring billing set up ($997/month)
- [ ] Facebook Business Manager access requested
- [ ] Kickoff call scheduled

## Kickoff Call Agenda (15-20 minutes)

### 1. Welcome & Excitement (2 min)
- [ ] Congratulate them on taking action
- [ ] Remind them why they signed up
- [ ] Set positive expectations

### 2. Gather Assets (5 min)
- [ ] Logo (high-resolution)
- [ ] 3-5 photos of their work/location
- [ ] Service menu/pricing
- [ ] Any specific offers to promote
- [ ] Brand colors (if applicable)

### 3. Explain Lead Flow (5 min)
- [ ] Walk through lead capture process
- [ ] Explain notification system
- [ ] Demonstrate automated follow-up
- [ ] Show calendar booking system
- [ ] Emphasize 5-minute response time

### 4. Set Expectations (3 min)
- [ ] Ads go live within 24-48 hours
- [ ] First leads typically in 3-7 days
- [ ] 2-3 weeks to optimize
- [ ] Goal: 10-20 qualified leads/month
- [ ] Weekly reports every Monday

### 5. Answer Questions (2 min)
- [ ] Address any concerns
- [ ] Clarify process
- [ ] Confirm next steps

## Post-Kickoff Tasks

### Technical Setup
- [ ] Upload client logo to sub-account
- [ ] Update brand colors
- [ ] Customize email signatures
- [ ] Update business information
- [ ] Connect Facebook ad account
- [ ] Install Facebook Pixel
- [ ] Set up conversion tracking

### Ad Campaign Setup
- [ ] Research target audience
- [ ] Create 3-5 ad creative variations
- [ ] Write ad copy
- [ ] Design landing page
- [ ] Set up lead forms
- [ ] Configure thank you page
- [ ] Test lead capture flow
- [ ] Set initial budget ($10-20/day)

### Launch
- [ ] Submit ads for review
- [ ] Monitor approval status
- [ ] Verify pixel firing correctly
- [ ] Test lead notifications
- [ ] Confirm client receiving notifications

## First Week Monitoring
- [ ] Check ad performance daily
- [ ] Monitor cost per lead
- [ ] Verify lead quality
- [ ] Check landing page conversion rate
- [ ] Communicate with client about first leads

## Follow-Up Communication

### Day 1 Email (After Kickoff)
Subject: Your ads are launching! 🚀

Hi [Client Name],

Great talking to you today! Here's what happens next:

✓ Your Facebook ads will go live within 24-48 hours
✓ You'll start seeing leads within 3-7 days
✓ When a lead comes in, you'll get an instant notification
✓ Call/text them within 5 minutes for best results

I'll send you a weekly report every Monday with your numbers.

Questions? Just reply to this email or call me at [your number].

Let's do this!

[Your Name]

### Week 1 Check-In
- [ ] Send update on ad approval
- [ ] Share first lead metrics
- [ ] Answer any questions
- [ ] Provide encouragement

### Week 2 Optimization
- [ ] Review performance data
- [ ] Pause underperforming ads
- [ ] Scale winning ads
- [ ] Test new variations
- [ ] Update client on optimizations

### Week 4 Results Review
- [ ] Send comprehensive monthly report
- [ ] Calculate ROI
- [ ] Discuss results
- [ ] Plan next month's strategy
- [ ] Address any concerns

## Red Flags to Watch For
- [ ] Client not responding to leads quickly
- [ ] Client not following up with leads
- [ ] Unrealistic expectations about results
- [ ] Requesting features outside scope
- [ ] Payment issues

## Success Indicators
- [ ] Client responding to leads within 5 minutes
- [ ] Positive feedback on lead quality
- [ ] Appointments being booked
- [ ] Client excited about results
- [ ] Referrals to other business owners

## Notes
- Key insights:
- Special requests:
- Follow-up actions:
- Next review date: