Pipeline Prophet — Client Onboarding
Pipeline Prophet
Pipeline Prophet
Client Onboarding
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Welcome.
Let's build the system.

You just signed up for the engine that's going to run while you sleep. This is the entire setup. ~25 minutes, six sections, then we vanish into the back end and start building.

PP
Pipeline Concierge
I'll be in the bottom-right corner the whole time. Question? Stuck? Want to know what A2P stands for? Tap me. I don't sleep either.

First, let's confirm you

PP
Heads up
Recurring retainers run on Stripe. ACH/wire is free; credit adds a 3% processing fee.

Keys to the kingdom.

We need access to a handful of accounts to build. We won't redecorate, share passwords with anyone, or judge your folder organization. (Okay, maybe a little.)

Step 1 — Open your shared 1Password vault

For anything with a password, we use 1Password — never form fields, never email. We'll send the vault invite to your email the moment you finish this section.

🔒
Why 1Password
If you ever offboard us, you revoke vault access in one click and we're locked out. Cleaner than any "password reset" dance.

Step 2 — Mark each as you grant access

Tap each one when you've handled it.

GoHighLevel — admin access for [email protected]
Admin, not editor. Required for SMS provisioning.
Pending
Facebook Business Manager + Page admin
Page-editor isn't enough. Has to be admin.
Pending
Instagram Business — linked to FB Page
If it's not Business, we'll help you convert.
Pending
TikTok Business account
Skip if you're not active there yet.
Pending
LinkedIn — personal + company page
For the n8n attraction/outreach scrapers.
Pending
Google Business Profile — manager access
Required for review automation.
Pending
Domain DNS (GoDaddy / Cloudflare / Namecheap)
For SPF / DKIM / DMARC email setup.
Pending
Existing CRM — export ready to drop in Drive
Whatever you've got — CSV is fine.
Pending

The boring stuff SMS regulators care about.

A2P 10DLC is the SMS application carriers require. We submit it Day 1 because approval takes 1–3 weeks and we're not waiting on Verizon.

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Quick read
"Reply STOP" is required. Carriers reject submissions without it. We pre-typed it for you — leave it in.

Brand palette — pick your dominant color

This anchors all the landing pages we build. You can override later with hex codes.

We're about to clone you.

The AI voice agent learns from your writing and recordings. Paste a sample below — anything you wrote yourself. A few paragraphs is plenty.

Content library — where your audio lives

Voice agent training also pulls from existing audio. Drop podcast episodes, interviews, and recorded coaching here:

🎙️
Heads up
10+ hours of audio = a voice agent that genuinely sounds like you. Less than 2 hours and we'll be honest with you: it'll sound like your nephew.

Drop your CRM. We'll tell you how broken it is.

(It will be a little broken. They all are.) We dedupe, segment by value tier, and flag anyone we shouldn't touch.

Segmentation preferences

How do you want us to tier the database?

Last one. Protect your time.

Pick the times we'll guard like contracts. Filming, coaching, and weekly check-ins.

🗓️
Pipeline Concierge
Once you submit, calendar invites for all three drop into your inbox within 60 seconds.

Anything else we should know?

Kickoff confirmed.

Drew is reading this notification while pacing. The 48-hour clock starts now. We're going to build something you'll actually want to show off.

What happens in the next 48 hours

0h
1Password vault invite sent
2h
Calendar invites locked
12h
GHL account branded
24h
A2P 10DLC submitted
36h
Social channels wired
48h
First Loom recap sent
🎬
Welcome Loom
Drew recorded a 90-second walkthrough of what week 1 looks like. It's in your inbox + 1Password vault notes.

Your snapshot


  
PP
Pipeline Concierge
Online · trained on your engagement
Hey 👋 I'm the Pipeline Concierge. I know your contract, your scope, your timeline. Ask me anything about the buildout — or just say hi.