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First 90 Days [Template]

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Copy this document for every new use. Update as needed for everyone to pick up new changes

🟨 Weeks 1 and 2
🟩 Weeks 3 and 4
🟦 Weeks 5, 6 and 7
🟪 Weeks 8 and 9

Implementation Services

Five one-on-one (at least) sessions with a small business strategy expert
Customized strategy that identifies and maximizes your opportunities for growth
Help to build game-changing automations right in the app

Onboarding (Jeff)

Launch Pad
Domain Information
Web
CRM (Email, Bulk Email, etc)
A2P
A2P Brand Verification
A2P Campaign
Verify customer sms works!
Verify customer email works

Web (Jeff → Upwork)

New Website
Wordpress
SEO Review
Security (Firewall)
Chat (A2P and Email domain has to be completed first)
Contact Page
Forms
Appointments
Social Media
Blog
Reporting
Website Translations

CRM (Ronald)

Phone / SMS / Email
Propose Yext listing
Pipeline / Opportunities / Funnels
Contacts
Core Workflows
Support Setup
Calendars
Social Media Planner
AI Content Generation (3rd plugins) - Note: AI Content gets charged per word
Reviews
AI Auto reply - Note: AI Content gets charged per word
Landing Pages
Workflow/Campaigns
Email Marketing
Custom Workflows
1 a month
AI Chat (Optional)
Separate Charges Apply
3rd Party AI
Separate Charges Apply
Custom Reporting

Custom / Operations / Plug Ins

Leads Generation
Linkedin
Contractor Sites
Auto Blog Posts
AI Workforce
Auto Social Media Posts - 30 Day
AI Workforce
AI Voice Conversations (Optional and Additional Charge)
Separate Charges Apply
Brand AI

Notes

Cancel anytime
Move to DIY (after 30 days)
If you cancel Keep your website ($39.99 month)
All plugins included
SEO
Security
Keep the CRM ($99 /month)
5 users
10,000 Contacts
SMS, Phone, Email Marketing, AI Usage
Pay Per Use
$50 in usage credit

Resources

⁠
New Customer Onboarding | Keap - Small Business CRM & Automation
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