LaunchPad Standard Onboarding Call Checklist (60 Minutes)

Objective: Activate the core features needed to retain the user and get them functionally live with lead tracking, communication, and payment tools.

• [ ] 0. Start of Call (5 min)
  • Ask user to record the call for future reference.

_“Can you go ahead and start recording? That way you’ll have this walkthrough saved for later.”

• Personalize the Agenda by asking the user which features are relevant to them:

“We’ll just cover the things that matter to you—if we finish early, we can revisit anything else.”

• Ask user to allow remote desktop access

  “Please share your screen and click ‘Allow’ on the remote control request so we can move through setup quickly and efficiently.”

• [ ] 1. Sales Pipeline Setup + Basic Automations (15 min)

• Create or modify a simple pipeline:

  • New Lead → Contacted → Proposal Sent → Closed Won → Closed Lost

• Demonstrate drag-and-drop functionality

• Add basic automations:

  • New Lead → Send follow-up message
  • New Lead → SMS/email to user with Lead info

• [ ] 2. Lead Source Integrations & Platform Connections (10 min)

While on their screen…

• Link Google Account (for Gmail + Calendar sync)
• Connect Zoom (if applicable)
• Build/setup Zaps or native integrations for external lead sources
• Test lead flow: Confirm leads appear in Contacts and are properly tagged