Onboarding a client into your CRM system is crucial in ensuring smooth communication and efficient management of their data. This process involves setting up a sub-account, configuring phone systems, adding the client as a user, and customizing settings to match the client’s needs. This guide will walk you through each step to ensure that your client’s account is properly set up and fully operational.

Creating a Sub-Account #

The first step in onboarding a client is to create a sub-account within your agency. This sub-account serves as the foundation for managing your client’s data and activities within the platform.

Add a Sub-Account #

Navigate to the Sub-Accounts section from Agency View. If you haven’t created a sub-account before, this section will appear empty. Click on the option to add a new sub-account to initiate the creation of a dedicated space for your client.

Select a Snapshot #

Decide whether the account should be a SaaS account or regular account, then choose a pre-made template (snapshot) that best aligns with your client’s industry.

Fill in Client Details #

Manually enter your client’s information or utilize the search feature to automatically populate fields.

For the Client Information, fill in the client’s details, including:

• First Name
• Last Name
• Email
• Business Name
• Business Niche
• Business Phone
• Address, City, State, Country (e.g., United States)
• Zip Code
• Website URL
• Time Zone

If necessary, toggle the option to add sample data to the sub-account. After ensuring all information is correct, click Add Sub-Account to create the Sub-Account.

Customize Sub-Account Settings #

Click the Manage Client option from the sub-account actions dropdown.

Here, you can set usage limits, enable or disable features, rebill or resell products, and configure advanced settings.

Ensure that you save your settings before proceeding to the next step!

Integrating Phone Systems #

Integrate phone systems to streamline the way your client connects with their customers. Systems like Twilio or LeadConnector can enhance the user experience. To do so, head to the Phone Integration Settings and locate the sub-account from the list.

Decide whether to use the built-in phone system or an external service provider like Twilio for client communications.

Follow the prompts to link the chosen phone system. This may require logging into an external account or entering API keys for integration.

Adding Your Client to the Sub-Account #

Once the sub-account has been configured, the next step is to add your client, enabling them to access and manage their dashboard.

Navigate to Settings #

Within the sub-account, go to the settings menu to begin configuring user access. Under the “My Staff” section, click the option to add a new employee. This will be the client’s user profile.

Enter their details and set permissions based on the level of access they need.

Save #

After filling in the required information in each section, save your changes to finalize the setup.

Integrating Social Media Accounts and Other Settings #

Head to the Launchpad to ensure that the client’s account is fully operational by setting up social media platforms, integrating payment systems, and more, to facilitate business transactions.

• Connect Social Media and Google My Business: Link your client’s social media accounts and Google My Business profile to the CRM for seamless account management.
• Integrate Payment Systems: Set up a payment processor, such as Stripe, to handle invoices, orders, and subscriptions.
• Add Team Members: If your client has a team, add them as users with appropriate permissions to ensure collaborative access to the sub-account.

Set Up Marketing Campaigns #

Head to the Marketing tab to create email campaigns, social media posts, configure brand boards, and other promotional materials to support your client’s marketing efforts.

By following these detailed steps, you will ensure that your client’s account setup is efficient, customized to their needs, and ready for use.

Frequently Asked Questions #

I can’t add my client to the sub-account. What should I do? #

Ensure all required fields are filled out correctly and that the proper user role is assigned.

How do I customize permissions for my client? #

Within the “My Staff” section, you can set specific permissions for each user, controlling access to various features and settings in the CRM.

What is the first step in onboarding a client? #

The first step is to create a sub-account within your agency from the Sub-Accounts section in Agency View, which serves as the foundation for managing the client’s data.

How do I choose the right starting template for a client? #

When creating the sub-account, decide whether it should be a SaaS or regular account, then select a snapshot that best aligns with your client’s industry.

What phone system options are available during onboarding? #

You can use the built-in phone system or an external provider like Twilio. Linking an external system may require logging in or entering API keys.

How do I make a client’s account fully operational? #

Use the Launchpad to connect social media and Google My Business, integrate a payment processor like Stripe, and add team members with the appropriate permissions.