Introduction:
The Intensive Client Onboarding experience is designed to help clients become proficient with HighLevel through four key calls. These calls focus on setup, learning the platform, troubleshooting, and optimization. While we don't build or create for the client, we provide guidance, support, and coaching throughout the process, ensuring they understand how to use the system to its full potential.
Client Onboarding Calls:
1. Tech Call (First Agency Onboarding Call)
Objective: Set up the foundational systems and ensure everything is working correctly.
What We Do:
Guide clients through the account setup and ensure everything is connected (domains, calendars, email, phone, integrations, etc.).
Provide a platform tour and help orient clients based on their goals.
Outcome: Clients leave this call with a fully set-up account, ready to begin A2P submission and start using the platform.
2. Implementation Call #1 (Usually 1-2 Weeks In)
Objective: Dive deeper into core features and start using tools relevant to the client’s business.
What We Do:
Walk clients through key tools like automations, pipelines, forms, booking calendars, and more based on their needs.
Address any specific questions and help clients start using the platform effectively.
Outcome: Clients are equipped with a deeper understanding of the platform’s core features and are able to implement key tools.
3. Implementation Call #2 (Around Week 3)
Objective: Troubleshoot, optimize, and fill in gaps for the client’s current setup.
What We Do:
Focus on troubleshooting any issues and refining processes or tools that aren’t working smoothly.
Introduce and explain tools that the client may not have explored fully.
Outcome: Clients will have an optimized setup, and any issues will be resolved for smoother operations.
4. Optimization Call #1 (Around Week 4)
Objective: Ensure the client is confident, consistent, and ready to scale.
What We Do:
Review the client’s current setup and make any final tweaks to ensure it’s optimized for their goals.
Address advanced questions and help with scaling the platform for their business needs.
Discuss how clients can continue getting support beyond onboarding if needed.
Outcome: Clients leave with a finalized, optimized setup and the knowledge they need to continue using the platform effectively.
Frequently Asked Questions (FAQs):
Q1: What does the Tech Call cover?
A1: The Tech Call focuses on setting up your systems—connecting domains, calendars, email, phone, and integrations. It’s a foundational setup where we provide a tour of the platform and orient you based on your business goals.
Q2: Do you build or create things for the client during onboarding?
A2: No, during onboarding we guide and support clients in setting up the platform, but we don’t do any builds or create workflows. We show you how to do it and coach you through the steps.
Q3: How long does each onboarding call last?
A3: Each call typically lasts about 60 minutes, depending on the client’s needs. The Tech Call is primarily a setup call, while the Implementation Calls focus on exploring the platform and troubleshooting. The final Optimization Call ensures everything is working smoothly.
Q4: Can we continue to get support after the onboarding calls?
A4: Yes, after the onboarding process, clients can continue to get ongoing support as needed. We’ll discuss how you can access additional support beyond the onboarding phase during the Optimization Call.
Q5: What happens if we miss one of the onboarding calls?
A5: We highly recommend attending each call as it builds on the previous one. However, if you miss one, let us know, and we can schedule a follow-up to ensure you’re on track.