This checklist will walk you through the essential first steps to get your account ready. Follow along in order and by the end, youll have everything connected, branded, and working smoothly.
Use our bonus resources to source images, write your copy or learn about marketing your business
Funnels | Websites | Webinars | Stores | Quizzes | Forms | QR Codes | Surveys
Social Media | Email Campaigns | Countdown Timers | Affiliate Marketing
Workflows and automated email nurture
Client Portal | Courses | Communities
Shop | Offers | Payments
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It stores every contact, tracks every interaction, and gives you a complete view of your client journey in one place. When configured properly, your CRM removes manual admin, reduces missed follow-ups, and keeps your practice organised as you grow. This Playbook walks you through how to structure, clean, and confidently use your CRM from day one.
Website, funnel, courses, client portal, calendar links, form links - the all need your domain name connected
Spend more time with your patients than on admin with automations
Connect in other software for a streamlines process
Get a business number to call and send sms
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