ONBOARDING ACCOUNT SET UP FOR SUCCESS - Interactive Workbook

ONBOARDING ACCOUNT SETUP FOR SUCCESS - ADMIN

Interactive workbook to get your system set up for success

Welcome to Your CRM Onboarding Workbook
Onboarding Progress
Complete your setup steps to download your workbook
How this workbook helps your setup

This interactive guide will help you complete each part of your CRM setup, track your progress, and provide helpful prompts and resources along the way.

Chat with Your CRM Coach
Get instant help with your setup questions and custom guidance
Open CRM Coach
Quick setup prompts
  • Coach, I need help connecting my email to the CRM, here's what I've tried so far [describe steps]
  • What's the best pipeline structure for a [your industry] business with [describe your sales process]
  • Help me plan my workflow for new leads that come through my website form
Account Setup, Your Foundation
Account essentials checklist

These are the core settings that form the foundation of your CRM system.

Sales Pipeline, Track Opportunities
Pipeline structure

Design your sales pipeline to match your business process from lead to close.

Lead Capture Forms, Convert Website Visitors
Form configuration

Set up forms to capture leads from your website or landing pages.

Automation Workflows, Save Time
Design your first workflow

Automate routine tasks to save time and ensure consistent follow-up.

Calendar Setup, Online Booking
Calendar configuration

Set up your booking calendar for client appointments.

On the Go Mobile, Access Anywhere
Mobile app setup

Configure your mobile app to manage your business from anywhere.

Team Setup, Collaborate Effectively
Team member configuration

Add team members and set appropriate permissions.

Prompt Library, Help When You Need It

Account Setup

Help me troubleshoot my email connection to the CRM. I've already [describe steps you've taken]. What should I check next?

Account Setup

What notification settings do you recommend for a [your role] who wants to stay on top of new leads but not be overwhelmed with alerts?

Pipeline Setup

What's the ideal sales pipeline structure for a [your industry] business with an average sales cycle of [timeframe]? Please include recommended stages and criteria for each stage.

Pipeline Setup

Help me create a forecast formula for my pipeline. I want to estimate revenue based on opportunity values and their current pipeline stage probabilities.

Form Setup

What are the essential fields I should include on a lead capture form for a [your industry] business? I want to qualify leads without making the form too long.

Form Setup

Write a clear, engaging thank you message for my form submission that confirms receipt and sets expectations for next steps. My company is [company name] and we offer [services].

Workflow Setup

Design a workflow for new leads that come through my website form. Include triggers, actions, notifications, and time delays to ensure proper follow-up.

Workflow Setup

Write an automated email sequence for new leads. Include 3 emails over 7 days that introduce my business, provide value, and encourage booking a call. My business is [describe business].

Calendar Setup

Help me design my ideal calendar availability for client bookings. I want to batch similar meetings and protect focus time. I typically work [your hours] and need [specific blocks] for deep work.

Calendar Setup

Draft a clear appointment confirmation email that includes what to expect, any preparation needed, and how to reschedule if needed. My business is [business name] and my appointment type is [type].

Mobile Setup

What are the most important pinned apps to have on my mobile dashboard as a [your role]? I need quick access to manage leads while away from my desk.

Mobile Setup

Help me create a daily check-in routine using the mobile app that will take less than 15 minutes but keep me on top of all important activity.
CRM Terms, Learn the Lingo
Search terms

CRM

Customer Relationship Management. Software that helps businesses track interactions with prospects and customers to improve relationships and drive growth.

Pipeline

Visual representation of your sales process that tracks opportunities as they move through stages from lead to closed deal.

Workflow

Automated sequence of actions triggered by specific events, saving time and ensuring consistent follow-up.

Trigger

An event that initiates a workflow, such as a form submission, new contact creation, or status change.

Opportunity

A potential sale or deal that is tracked through your pipeline, often with a value, probability, and expected close date.

Lead Capture Form

Online form that collects information from potential customers and automatically adds them to your CRM database.

Contact

An individual in your CRM database, typically including information like name, email, phone, company, and interaction history.

Conversation

A communication thread with a contact across various channels like email, SMS, or social media, centralized in your CRM.

Next Steps, Implementation Plan
30 day implementation plan
Success metrics

Download Your Completed Workbook

Save your personalized CRM Onboarding workbook with your notes, settings, and implementation plan.