Client Center

Onboarding

Every client and service being set up — ours and yours, in one place.

5
In progress
2
Blocked right now
3
Run by Brand & Brains
2
You run yourself
6 days
Average to complete
Blocking the start
2 onboardings stalled — nothing is being delivered or billed until these clear
  • Northgate Dental hasn't opened the onboarding form
    Sent 8 days ago — the website build cannot start without it
    B&B
    Northgate Dental
    8 days
  • Riverside HVAC access still outstanding
    Twilio A2P and domain DNS — both need Tom to act
    B&B
    Riverside HVAC
    6 days
Needs attention2
ND
Website Build
BRAND & BRAINSSERVICE ONBOARDING
Northgate Dental · Ordered 14 May · 8 days in onboarding
BLOCKED
  1. Service brief
    15 May
    COMPLETE
  2. Form sent to client
    15 May
    COMPLETE
  3. 3
    Client fills the form
    Sent 8 days ago
    NOT OPENED
  4. 4
    Access & credentials
    WAITING
  5. 5
    Kickoff call
    NOT BOOKED
Dr. Chen hasn't opened the form in 8 days. Nothing can start until it's back — the build is on hold and you're not billing yet.
RH
GHL Buildout
BRAND & BRAINSSERVICE ONBOARDING
Riverside HVAC · Ordered 17 July · 6 days in onboarding
ACCESS PENDING
  1. Service brief
    17 July
    COMPLETE
  2. Form returned
    19 July
    COMPLETE
  3. Kickoff call
    21 July
    COMPLETE
  4. 4
    Access & credentials
    3 of 5 received
    2 OUTSTANDING
  5. 5
    Build starts
    Est. 3 days after
    WAITING
Waiting on Twilio A2P registration and domain DNS access. Tom has both — we've asked twice.
You're running these2
PC
New client setup
YOU RUN THISCLIENT ONBOARDING
Palmer & Co Law · Started 12 July · you're running this
3 OF 5 DONE
  • Signed agreement received12 July
  • Brand assets and logo collected13 July
  • Website and hosting access15 July
  • Google Analytics reconnectedOverdue
  • Portal invite sent to SusanNot started
You last updated this 8 days ago. Two items still open.
SS
New client setup
YOU RUN THISCLIENT ONBOARDING
Sunset Roofing · Added 2 July · nothing started
NOT STARTED
  • Signed agreement receivedNot started
  • Brand assets and logo collectedNot started
  • Website and hosting accessNot started
  • Portal invite sentNot started
Added 3 weeks ago and nothing has moved. Use a template to get going quickly.