This checklist is designed to ensure that every aspect of the client’s subaccount is functional and ready for lead generation.
1. Initial Setup
1. Create Subaccount
• Go to the Agency dashboard → Accounts → Add Account.
• Choose a snapshot (if applicable).
• Fill in client details (name, email, phone, address).
2. Connect Domain
• Navigate to Settings → Domains → Add a domain.
• Set up DNS records as instructed.
• Test and verify the domain connection.
3. Integrate Email
• Go to Settings → Email Services → Connect SMTP (Gmail, Outlook, or custom).
• Set up email signatures for the client.
4. Integrate Phone Number
• Purchase or port a phone number for the client.
• Assign the number to their subaccount.
5. Add Team Members
• Go to Settings → Team Management.
• Create users with roles and permissions for the client’s team.
6. Integrate CRM
• Set up client’s CRM integrations (if applicable, e.g., Salesforce, HubSpot).
• Import any existing leads or customer lists.
2. Lead Generation Setup
7. Funnel/Website Setup
• Customize a pre-built snapshot funnel or build a funnel from scratch.
• Connect forms, surveys, or calendars to the funnel.
8. Calendar Integration
• Go to Settings → Calendars.
• Sync Google or Outlook calendars.
• Set availability for client meetings and consultations.
9. Forms & Surveys
• Customize intake forms and surveys.
• Ensure forms are linked to funnels and workflows.
10. Pipeline Creation
• Navigate to Settings → Pipelines.
• Create stages (e.g., New Lead, Contacted, Proposal Sent, Closed Won).
• Set up automation to move leads through the pipeline.
3. Communication & Automation
11. Workflow Automations
• Go to Automations → Create workflows for:
• Lead nurture sequences.
• Appointment reminders.
• Follow-ups.
• Test workflows to ensure functionality.
12. Email Campaigns
• Build and schedule email campaigns for promotions or nurture sequences.
• Test email deliverability and formatting.
13. Text Message Setup
• Set up SMS campaigns for lead engagement.
• Test message templates for compliance (e.g., opt-out language).
14. Voicemail Drops
• Record and upload voicemail drops for missed calls.
15. Chat Widget
• Customize the chat widget.
• Install the widget on the client’s website.
4. Integrations
16. Facebook Ads
• Connect Facebook Ads Manager.
• Verify pixel tracking and custom audiences.
17. Google Ads
• Connect Google Ads account.
• Verify conversion tracking is working.
18. Zapier Integration
• Set up Zaps for external tools the client uses (e.g., spreadsheets, Slack, Trello).
19. Payment Gateway
• Connect Stripe or PayPal for invoicing or checkout funnels.
5. Analytics & Tracking
20. Connect Google Analytics
• Add Google Analytics tracking code to the client’s funnel/website.
21. Set Up Reporting Dashboard
• Customize the dashboard for key performance indicators (KPIs).
• Schedule weekly or monthly reports for the client.
6. Client-Specific Customizations
22. Branding
• Update logos, colors, and fonts to match the client’s brand.
23. Custom Fields
• Add custom fields to the CRM for specific client needs.
24. Permissions & Privacy
• Double-check team permissions.
• Set privacy and GDPR-compliant settings.
7. Quality Assurance
25. Test Entire System
• Perform end-to-end testing of the lead generation process.
• Check form submissions, funnel flow, and automation triggers.
26. Provide Client Training
• Schedule a walkthrough with the client.
• Share tutorials and login details.
8. Ongoing Management
27. Set Up Monthly Maintenance Tasks
• Regularly audit workflows, pipelines, and campaigns.
• Update reports and track performance metrics.