Onboarding

Here you will see the Client Onboarding Process.

Onboarding Checklist (what we need to get started)

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1) Business Details

• Business Legal Name

• Business Email Address

• Business Phone Number

• Business Country of Registration

• Business Address

• Business City

• Business State/Community

• Business Postal Code

• Type of Business Tax ID (EIN, VAT, etc.)

• Business Tax ID Number

• (Optional) Mercantile Registry (State/Country + Registration Number)

2) Corporate Email (to create accounts)

• Corporate email (for CRM, Calendly, and associated tools). Example email: [email protected]

3) Funnels and Marketing Assets (all active funnels)

For each active funnel, share:

• Landing Page

• Opt-in Form (access or direct contact with whoever manages the registration/forms tool: ActiveCampaign, GHL, etc.)

• VSL

• Thank You Page Post Booking

Goal: Map funnels and ensure the opt-in automatically updates the CRM.

4) Sales Team

• Full names of the sales team + role.

• Corporate emails for each person (if they exist; if not, indicate whether they can be created).

5) CRM (Close)

• Access to the current CRM so we can export leads.

• If you do NOT have Close with the previously provided email, we will create it and share the login credentials.

• After creating the account, someone on the team must add the card to activate the Growth plan ($109/month).

We will migrate all leads into Close.

6) Calendly

• Access to Calendly

• If it already exists: share access

• If it doesn’t exist: we create it with the corporate email, share the login credentials and then you add a card to activate the Teams plan.

7) Service Information and Processes (for all active offers)

For each active service/offer, share:

• Brief description of the service and where it is hosted (platform)

• Current onboarding flow (main steps)

• Current cancellation/access removal flow (offboarding), if applicable

• Access to the platform (e.g., Kajabi); we will use it to automate onboarding and offboarding.

We will automate onboarding and offboarding for all offers.

8) Platform Access (as applicable)

• Meta Business Manager: access for attribution and tracking of completed sales to optimize ad campaigns.

• Contract tool (e.g., PandaDoc): access if you use contracts

• ManyChat / Respond: access if you use these tools for setting

9) Website and DNS (subdomain for tracking)

• Access or contact of whoever manages the website/hosting DNS, to create a subdomain and use more precise tracking links (with multiple UTMs) without losing link aesthetics.

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Many tools will be connected to our Zapier. If any account is sensitive (for example, Meta Business Manager, PandaDoc, etc.), we can do it in two ways: either we connect the account, or your team connects it by logging into our Zapier without sharing credentials with us.

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iDealOps 101: Essentials for Clients

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You’ll learn the essentials in under 25 minutes. By the end, you’ll know exactly what you need. We’ve put together the key resources below — start here:

• C Suite Crash Course

• How to Use the Payments 🤝 Input Table

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