Client Onboarding • InnerShift360 Business Systems

Welcome. Let’s build the system that protects your opportunity.

You have taken the next step toward a more consistent, trackable, human-centered business system. This onboarding page explains what happens next, what we need from you, how we communicate, and how we move from strategy into implementation.

Complete Onboarding Form Schedule / Confirm Kickoff

Core promise: We are not here to make your business less human. We are here to automate the repetitive pieces, strengthen the follow-up, protect your opportunities, and free you for the conversations that actually build trust.

What Happens First

You complete the onboarding form, provide access and brand details, and confirm the kickoff call so we can finalize your implementation path.

What We Build

Depending on your package, we may build forms, funnels, CRM pipelines, workflows, calendars, nurture campaigns, reporting dashboards, and SOPs.

What Stays Human

Strategy, final recommendations, sensitive conversations, high-trust sales, and relationship management remain human-led.

Your onboarding path

Follow these steps in order. The faster we receive accurate information, the faster we can build, test, and launch your system.

1. What Happens Next

Complete the client onboarding form below.
Provide any required access, assets, and brand information.
Confirm your kickoff call.
We review your current process, lead sources, offers, and follow-up gaps.
We create your implementation map based on the package purchased.
We build the agreed-upon system.
We test the system internally.
You review and approve the system before launch.
We train you or your team on how to use it.

Important: Please do not send passwords by text or unprotected email. Use secure sharing wherever possible, or create user access/invites inside your platforms.

2. What We Need From You

Business Information

business name
website URL
business address
primary contact
phone number
industry

Brand Assets

logo
brand colors
preferred fonts
headshots/photos
social links
existing copy

Business System Details

current CRM
website platform
calendar tool
email/SMS tools
current lead sources
current follow-up process

3. Access Checklist

Depending on your package, we may need access to some or all of these platforms.

GoHighLevel / CRM access.
Website access: WordPress, Squarespace, Wix, Shopify, or other platform.
Domain/DNS access if tracking or integrations are needed.
Email platform access.
Calendar access or availability settings.
Google Analytics / tracking access, if applicable.
Meta Pixel / TikTok Pixel / Google Ads access, if applicable.
Existing lead spreadsheet, CRM export, or contact list.
Review link: Google Business Profile, Facebook, Yelp, or industry-specific review platform.
Payment processor link, if payment integration is included.

Best practice: Create us as a user or collaborator instead of sharing your primary login wherever possible.

4. Timeline Expectations

Package	Estimated Timeline After Intake Is Complete	Typical Deliverables
DIY Toolkit	Immediate access to 1 business day	Templates, scripts, checklists, worksheets.
Automation Setup	7–14 business days	CRM, form, pipeline, calendar, basic workflows, reminders.
Growth Systems Buildout	21–30 business days	Funnel, nurture, reactivation, review/referral systems, dashboard, SOP.
Full Business System	45–90 days depending on scope	Offer ladder, multiple workflows, CRM architecture, SOPs, reporting, training.
Monthly Support	Ongoing monthly cadence	Optimization, reporting, workflow updates, strategy review.

Timelines begin once onboarding information, access, assets, and payment/deposit are complete.

5. Communication Expectations

Primary Communication

Email will usually be the main communication channel for project updates, approvals, deliverables, and next steps.

Fast Questions

SMS may be used for short reminders, quick confirmations, or urgent scheduling issues.

Strategic Decisions

Major decisions, pricing, launch approval, and strategy changes should be confirmed in writing.

Please respond to requests for access or approval within 1–2 business days when possible.
Please consolidate feedback instead of sending scattered changes across multiple channels.
Please identify one primary decision-maker for approvals.
Please notify us immediately if compliance, legal, brand, or industry restrictions apply.

6. What We Automate vs. What Stays Human

We Usually Automate

lead capture
first-response email/SMS
appointment reminders
missed-call responses
basic nurture sequences
review requests
referral prompts
pipeline movement
internal task reminders

We Usually Keep Human

sales calls
trust-building conversations
sensitive client issues
final recommendations
pricing decisions
complex objections
relationship repair
strategic partnerships

Good automation should not make your business colder. It should create enough consistency that your best human moments are not crowded out by repetitive tasks.

Complete Your Onboarding Form

This is where your implementation begins. Replace the placeholder below with your GoHighLevel onboarding form embed code.

Before You Submit

Please gather the following before completing the form:

website link
logo and brand assets
current tools/platforms
current lead sources
primary offer/service
calendar availability
access/invite information
desired launch date

Estimated time: 10–20 minutes depending on your package.

Embed GHL Client Onboarding Form Here

Replace this box with your GoHighLevel form embed code.

GHL → Sites → Forms → InnerShift Business Systems — Client Onboarding Intake → Integrate Form → Copy Embed Code

Kickoff Call

Your kickoff call confirms scope, timeline, priorities, and the first implementation steps.

Kickoff Agenda

Confirm package purchased.
Review onboarding answers.
Confirm business goal and primary offer.
Confirm lead sources and current follow-up gaps.
Confirm what should be automated first.
Confirm what should stay human.
Confirm access needs.
Confirm timeline and approval process.

Add Kickoff Calendar Link Here

Replace this placeholder with your GHL calendar booking link or embedded calendar.

GHL → Calendars → Client Kickoff Call → Copy Booking Link / Embed

7. Client Responsibilities

To keep your project moving, please be prepared to:

Complete the onboarding form fully.
Provide accurate access or user invitations.
Approve copy, design, or workflow decisions in a timely manner.
Identify one primary decision-maker.
Provide compliance restrictions that may apply to your industry.
Review test links before launch.
Attend scheduled calls or provide notice if rescheduling is needed.

8. Launch Approval Checklist

Before anything goes live, we will work through a launch checklist.

Forms tested.
Calendar tested.
Email/SMS messages reviewed.
Tracking reviewed, if included.
Workflow triggers tested.
Pipeline stages tested.
Payment links tested, if included.
Mobile view checked.
Client approves launch.

Automate the repetition. Humanize the relationship. Protect the opportunity.

That is the center of this work. We are building systems that help your business respond faster, follow up better, nurture more consistently, and create more room for the human conversations that matter most.