Client Intake Checklist
Path A/B Client Onboarding checklist. AMs must complete all sections to gather necessary assets for the design and production team.
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Path A/B Client Onboarding checklist. AMs must complete all sections to gather necessary assets for the design and production team.
Fill out this step-by-step client profile blueprint. This document is attached directly to the exported client configuration file to build context and overview.
DNS credentials and initial GHL integrations setup tasks conducted by the technical delivery team.
Configure the star-rating rules and automated response parameters for Google & Facebook reviews.
Define autopilot settings, crawler resources, and Question-Answer pairs to train the Aria assistant.
Tick off training modules completed with the client's administrative team.
Confirm the launch verification checklist to ensure all automations trigger correctly.
Upload final brand graphics and sign-off on the GHL configuration before handoff to the technical team.
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Logos, Guidelines, Fonts (Max 25MB)