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The Blueprint Overview
Why these action items matter: get the setup done now so your onboarding call is spent on strategy, not downloading apps and connecting CRMs.
Welcome aboard.
Complete every step below before your onboarding call.
📅 Booked your onboarding call?
You should already have one scheduled. If not, message us in Slack so we can get you booked in.
⚡ Aim for 24 hours
Our most successful clients finish all of this within 24 hours of paying.
1
Start here · Required
Fill out your onboarding form
We need this from you first before anything else.
Open onboarding form →3
Set up Slack for communication
How we'll stay in touch day to day.
4
Set up Go High Level (your CRM)
Get your CRM account ready to go.
5
Download & use the LeadConnector app
Manage your leads right from your phone.
6
Set up your Facebook ad account
Create the ad account we'll run your campaigns from.