New Client Checklist — Conduit Trades

Conduit Trades

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Client Onboarding

New Client Checklist

Complete every item before marking a client live. Do not skip sections.

Client Name

Primary Contact

Install Owner

Target Launch Date

Onboarding Progress 0 / 0 Complete

01 — Access & Permissions Collected

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Google Business Profile access confirmed

Facebook page / Business Manager accessOnly if Facebook lead ads are included at launch

Domain / DNS accessOnly if a branded booking page or funnel is being connected

Sending email / domain details collected

Website or form access if needed for integration

Correct client contact for access approvals confirmed

Internal notification recipient confirmed

Calendar owner / appointment owner confirmed

Access Rule: Do not collect passwords through forms or email unless there is no other option. Prefer access invitations, user permissions, or screen-share setup.

02 — Business Assets & Info Collected

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Legal / business name

EIN (Federal Tax ID)Required for A2P 10DLC carrier registration — same number as on their tax returns

Business structure typeSole Prop, LLC, or Corp — required for A2P brand registration

Public-facing business nameIf different from legal name

Primary phone number

Business email

Website URL

Service area

Trade type

Logo files received

Brand color confirmed

Services offered documented

Business hours confirmed

Estimate calendar availability confirmed

Google review link captured

Preferred booking destination confirmed

03 — Required Custom Values Completed

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business_name filled

business_logo filled

brand_color filled

business_phone filled

business_email filled

business_website filled

trade_type filled

booking_link filled

google_review_link filled

contractor_notification_phone filledThe number that receives internal SMS alerts — not the GHL business line

contractor_notification_email filledThe email that receives internal alerts — not the sending email address

owner_first_name filledFirst name only — appears in lead follow-up SMS as a personal touch

schedule_call_link filledCallback calendar URL — configure the callback calendar first

hours_of_operation filledPlain text — write out days and times fully e.g. Monday–Friday, 8:00 AM–5:00 PM

service_area filledPlain text — contractor's geographic service area as they describe it to customers

business_address filledFull physical address — required for CAN-SPAM compliance in all email footers

privacy_policy_url filledEnter: https://conduittrades.com/legal/privacy-policy

terms_url filledEnter: https://conduittrades.com/legal/terms-of-service

04 — Core Assets Installed

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[CT CLIENT] Customer Pipeline present with all 10 stages

Estimate booking calendar configured and tested

[CT TEMPLATE] Contractor Lead Form present

05 — Required Tags Present

0 / 4

ct-new-lead

ct-contacted

ct-estimate-booked

ct-not-ready

06 — Required Workflows Installed

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[CT CLIENT] Intake — Website Lead Form

[CT CLIENT] Intake — Facebook Lead Form

[CT CLIENT] Intake — Manual New Lead Entry

[CT CLIENT] Missed Call Text Back

[CT CLIENT] New Lead Follow-Up System

[CT CLIENT] Estimate Booking + Reminder System

[CT CLIENT] Automated Review Request System

[CT CLIENT] Review Received Notification

[CT CLIENT] Callback Calendar

07 — Workflow-Specific Checks

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Website form applies ct-new-lead

Facebook lead form configuredIf applicable

Manual New Lead stage applies ct-new-lead

Follow-up applies ct-contacted and uses correct booking link

Follow-up exits when ct-estimate-booked exists

Follow-up applies ct-not-ready on final no-booking path

Booking applies ct-estimate-booked

Booking confirmation SMS works

Booking confirmation email works

Booking reminder sequence works

Job Completed triggers review request system

Review request SMS works

Review request email works

Opportunity moves to Review Requested

Reminder SMS works

New Google review notification is active

08 — End-to-End Tests Passed

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Website lead form test — submits, enters pipeline, triggers follow-up

Manual-entry lead test — contact added to New Lead stage, workflow fires

Facebook lead testIf applicable

Missed-call test — call goes unanswered, text-back fires

Booking test — booking link works, confirmation SMS and email send

Silent-lead handoff test — ct-not-ready applied correctly

Review request test — Job Completed triggers review request workflow

Review notification testWhen available for testing

09 — Google Business Profile

0 / 5

GBP access confirmed

Profile reviewed — core business info correct

Categories and services checked

Photos and logo reviewed

Google review link captured and entered in custom values

10 — Client Handoff Complete

0 / 5

Client informed of everything that was installed

Client knows how leads enter the system

Client knows which pipeline stages require human action

Client knows who receives notifications

Support path explained — what to contact Conduit Trades for

11 — Final Launch Approval

0 / 4

All required systems installed

All links tested

All workflows published

Client ready for launch

Final Launch Approval

All systems installed, all links tested, all workflows published. Client is ready for live.