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Intermediate
Client Onboarding Playbook
Step-by-step playbook for agency operators deploying a new sub-account: snapshot import, branding, phone setup, pipeline configuration, and go-live checklist.
Instructor: Avery Northstar4.8654 enrolled
What you'll learn
- Deploy a snapshot with custom branding
- Configure telephony and conversation channels
- Run a structured go-live review with clients
Curriculum
1Kickoff call framework
10 min2Snapshot deployment
15 min3Branding and domains
12 min4Core automations
13 min5Go-live checklist
10 min