Onboarding & Fulfillment

Accelerator Program

Phase 1: CRM Fulfillment Process

A structured four-stage process for setting up the client’s CRM, building their funnel, implementing automation, and preparing them for Phase 2.

⚑ Program Phases
1 Phase 1: CRM
2 Phase 2: BOT
3 Phase 3: ADS

Client Entry Flow

1

Sold Through
Sales Floor

›
2

CSA
Signed

›
3

Added to ClickUp
as Tasks

›
4

Assigned to LC Lead Consultant

›
5

Onboarding
Call

›
6

Roadmap
Call

›
7

Assigned to
Automator Specialist

›
8

Phase 1
Fulfillment Begins

Phase 1 Timeline

◎ Target Completion: 4 Weeks
CRM1

System Setup

3-Way Setup Call LC + Client + Automator Specialist
  • Set up the CRM and core integrations
  • Email services
  • Phone number
  • Facebook and Instagram
  • Google Calendar
  • Google Business Profile
  • Payment processor
  • Calendar configuration
  • Subdomain and domain connection
CRM2

Funnel Build

The assigned Automator Specialist builds the funnel identified by the Lead Consultant.

  • Built from the Roadmap Document
  • Uses client resources and approved assets
  • Applies the client’s branding and offer
  • Creates forms, surveys, and booking pages
  • Connects the appropriate calendar
  • Prepares pages for lead capture or offer delivery
  • Reviews desktop and mobile layouts
CRM3

Automation

Workflows and automations are built and connected to the funnel created during CRM2.

  • Configured from the Roadmap Document
  • Connects automations to the CRM2 funnel
  • Email and SMS follow-up
  • Appointment confirmations and reminders
  • Pipeline and opportunity actions
  • Tags, notifications, and assignments
  • Workflow testing by the Automator Specialist
CRM4

Empowerment Call

The Lead Consultant presents the completed Phase 1 deliverables and prepares the client for the next phase.

  • One-on-one handoff call with the client
  • Reviews the completed CRM system
  • Presents the funnel and automations
  • Answers client questions
  • Documents outstanding items
  • Introduces Phase 2: BOT
  • Automator Specialist attends when requested
4
Included Revision Policy

Up to Four Rounds of Revisions

Clients may provide feedback and revision requests without requiring formal approval before the project moves forward. Requests must remain aligned with the Roadmap and agreed fulfillment scope.

Important Information

Process Notes

01

Client approval is not required before moving forward.

02

Feedback and revision requests are collected during fulfillment.

03

ClickUp Current Stage is tracked as CRM1, CRM2, CRM3, or CRM4.

04

There is currently no separate quality assurance stage.

05

The Automator Specialist is responsible for testing their work.

06

Out-of-scope requests are escalated to the Lead Consultant.

Timeline Protection

Managing Client Delays

The four-week target depends on the client providing access, assets, information, and feedback within the requested timeframes.

1 Specialist documents the blocker
→
2 Lead Consultant follows up
→
3 Timeline is adjusted as needed
→
4 New expectations are communicated

Primary Roles

Strategy & Communication

Lead Consultant

Manages onboarding, the Roadmap Call, client communication, follow-up, scope questions, and the Phase 1 handoff.

Technical Fulfillment

Automator Specialist

Completes system setup, funnel creation, workflow automation, revisions, testing, and ClickUp stage updates.

Access & Participation

Client

Provides account access, business information, branding assets, content, feedback, and attendance for required calls.

Phase 1 Completed

Client Transitions to Phase 2: BOT

→
Have a Phase 1 question? Ask the Accelerator support assistant.