Onboarding new clients
Onboarding new clients
Date: September 15, 2025
Date: September 15, 2025
What to expect when joining us.
Once you come on board, we take time to learn your business. What sets you apart, what’s working, and where we can make quick wins.
It’s not about rushing the setup, it’s about syncing every piece.
When everything talks, nothing gets lost.
The setup form and checklist make sure we have everything we need access
to accounts, goals, and brand info so we can build results immediately.
You’ll always know what’s happening and why. No confusion, no guessing
just clear steps.
We've dealt with some sketchy marketers who hide what they're doing.
Every account we build you will be with your email or an email account we
can make and give you the login. Never hiding anything we do.
Getting started with us is simple. Once you come on board, we take time to learn
your business and what makes you different, what’s already working, and where
we can create quick wins. You’ll always know what’s happening and why.
No confusion, no guessing, just a clear setup process that gets everything
connected before launch.
Getting Access + Setup
We start by collecting logins, goals, and brand info so we can connect
your systems. That means access to your Google Business Profile, website,
ads accounts, and email tools. We’ll use this time to collect all content we
can get: photos, videos, before/afters, testimonials, and projects.
Goal: get everything connected so your marketing can actually work together.
Building the Foundation
Once we’re in, we start wiring your No-Loss Office:
CRM setup, tags, automations, and tracking. We go into your system to see
where leads fall off. This is where we make sure every new lead is captured,
labeled, and followed up on automatically. We implement the branding kit
to ensure your image is consistent on every platform.
Goal: no more dropped leads or guessing where things stand.
Testing the Flow
We test every part of your funnel: forms, texts, calls, emails, dashboards.
You’ll see your first test campaign go live (usually a light ad or local visibility
push). Everything is tracked so we can see what’s working before scaling it.
Goal: launch with confidence knowing every system is synced & ready to scale.
Once the system’s solid, we go live fully.From there, you’ll start getting reports,
updates, and check-ins every week.
You’re not just being “set up.” You’re being positioned to scale.
When onboarding’s done right, everything that follows feels automatic.
How long does onboarding take?
We split onboarding into two parts:
Week 1 — Setup Phase: fast-turn essentials that get them live and confident
quickly. We handle all the essentials right away — connecting accounts, launching
your CRM + tracking, setting up automations, and getting your first campaigns or
profiles live. You’ll start seeing activity and reports within the first few days.
Weeks 2–4 — Build-Out Phase: the deeper SEO, backlinks, and automation polish
that make the system strong long-term.
Once everything’s connected, we move into the deep setup: SEO foundation,
backlinks, content optimization, and refining automations. It can take us up to
a month to have a clean functional system, depending on what we started with.
If you're only with us for a month we will leave you with a fully set funnel.
The setup form and checklist make sure we have everything we need access
to accounts, goals, and brand info so we can build results immediately.
You’ll always know what’s happening and why. No confusion, no guessing
just clear steps.
We've dealt with some sketchy marketers who hide what they're doing.
Every account we build you will be with your email or an email account we
can make and give you the login. Never hiding anything we do.
Getting started with us is simple. Once you come on board, we take time to learn
your business and what makes you different, what’s already working, and where
we can create quick wins. You’ll always know what’s happening and why.
No confusion, no guessing, just a clear setup process that gets everything
connected before launch.
Getting Access + Setup
We start by collecting logins, goals, and brand info so we can connect
your systems. That means access to your Google Business Profile, website,
ads accounts, and email tools. We’ll use this time to collect all content we
can get: photos, videos, before/afters, testimonials, and projects.
Goal: get everything connected so your marketing can actually work together.
Building the Foundation
Once we’re in, we start wiring your No-Loss Office:
CRM setup, tags, automations, and tracking. We go into your system to see
where leads fall off. This is where we make sure every new lead is captured,
labeled, and followed up on automatically. We implement the branding kit
to ensure your image is consistent on every platform.
Goal: no more dropped leads or guessing where things stand.
Testing the Flow
We test every part of your funnel: forms, texts, calls, emails, dashboards.
You’ll see your first test campaign go live (usually a light ad or local visibility
push). Everything is tracked so we can see what’s working before scaling it.
Goal: launch with confidence knowing every system is synced & ready to scale.
Once the system’s solid, we go live fully.From there, you’ll start getting reports,
updates, and check-ins every week.
You’re not just being “set up.” You’re being positioned to scale.
When onboarding’s done right, everything that follows feels automatic.
How long does onboarding take?
We split onboarding into two parts:
Week 1 — Setup Phase:
fast-turn essentials that get them live and confident quickly.
We handle all the essentials right away — connecting accounts, launching
your CRM + tracking, setting up automations, and getting your first campaigns or
profiles live. You’ll start seeing activity and reports within the first few days.
Weeks 2–4 — Build-Out Phase:
the deeper SEO, backlinks, and automation polish that make the system strong long-term.
Once everything’s connected, we move into the deep setup: SEO foundation,
backlinks, content optimization, and refining automations. It can take us up to
a month to have a clean functional system, depending on what we started with.
If you're only with us for a month we will leave you with a fully set funnel.
The setup form and checklist make sure we have everything we need access
to accounts, goals, and brand info so we can build results immediately.
You’ll always know what’s happening and why. No confusion, no guessing
just clear steps.
We've dealt with some sketchy marketers who hide what they're doing.
Every account we build you will be with your email or an email account we
can make and give you the login. Never hiding anything we do.
Getting started with us is simple. Once you come on board, we take time to learn
your business and what makes you different, what’s already working, and where
we can create quick wins. You’ll always know what’s happening and why.
No confusion, no guessing, just a clear setup process that gets everything
connected before launch.
Getting Access + Setup
We start by collecting logins, goals, and brand info so we can connect
your systems. That means access to your Google Business Profile, website,
ads accounts, and email tools. We’ll use this time to collect all content we
can get: photos, videos, before/afters, testimonials, and projects.
Goal: get everything connected so your marketing can actually work together.
Building the Foundation
Once we’re in, we start wiring your No-Loss Office:
CRM setup, tags, automations, and tracking. We go into your system to see
where leads fall off. This is where we make sure every new lead is captured,
labeled, and followed up on automatically. We implement the branding kit
to ensure your image is consistent on every platform.
Goal: no more dropped leads or guessing where things stand.
Testing the Flow
We test every part of your funnel: forms, texts, calls, emails, dashboards.
You’ll see your first test campaign go live (usually a light ad or local visibility
push). Everything is tracked so we can see what’s working before scaling it.
Goal: launch with confidence knowing every system is synced & ready to scale.
Once the system’s solid, we go live fully.From there, you’ll start getting reports,
updates, and check-ins every week.
You’re not just being “set up.” You’re being positioned to scale.
When onboarding’s done right, everything that follows feels automatic.
How long does onboarding take?
We split onboarding into two parts:
Week 1 — Setup Phase: fast-turn essentials that get them live and confident
quickly. We handle all the essentials right away — connecting accounts, launching
your CRM + tracking, setting up automations, and getting your first campaigns or
profiles live. You’ll start seeing activity and reports within the first few days.
Weeks 2–4 — Build-Out Phase: the deeper SEO, backlinks, and automation polish
that make the system strong long-term.
Once everything’s connected, we move into the deep setup: SEO foundation,
backlinks, content optimization, and refining automations. It can take us up to
a month to have a clean functional system, depending on what we started with.
If you're only with us for a month we will leave you with a fully set funnel.
