Client Signed Up! 🎉 Do These First!

Workflow Flowchart

insert illustration here soon

Call Client Immediately, Get These

• company name, and more details (?)
• logo, if any
• do you want to give out incentive? 
• set a date and time for onboarding call

Onboarding Call

• integration> connect GBP / add BCC from their outgoing emails
• to connect automation to their CRM/Hubspot/SaaS using Pabbly
• do i need to add locations? (❌ only use if got multiple locations)

MISC

generate 3rd party link (Google review) / or I can do this myself?