Onboarding Checklist

CLIENT ONBOARDING CHECKLIST

Goal: Get a new client from signed contract → live system in 1–2 days.

Send welcome email with portal link / booking link

Collect client info:

Business Name

Owner Name / Contact info

Average job value / service pricing

Current phone system / CRM (if any)

Existing marketing channels

Explain the system spine: Lead capture → SMS follow-up → Appointment booked → Pipeline update

Create new sub-account for the client

Import Master Snapshot (TRENDR Appointment Revenue OS – v1)

Rename:

Pipeline stages (optional, niche labels)

Calendar (Service Appointments)

SMS messages (contextual tone & service type)

Buy / assign local phone number

Verify Twilio integration (via GHL)

Sync calendar with Google / client calendar

Test SMS delivery

Test Sequence 1 – Lead Recovery:

Call number → missed → SMS triggers → lead appears in pipeline

Ensure pipeline stage updates correctly

Optional: Prepare SMS variants for niche

Enter baseline metrics:

Missed calls per week

Appointments booked

Revenue per appointment

Record system version & date

Walk client through:

Dashboard (pipeline, SMS, appointments)

Meridian reporting overview

Confirm client knows how to view appointments & respond

Set reminders to check first week of leads & appointments

Input performance metrics into Meridian

Prepare before/after report for first month

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