1Welcome
This guide gets you running fast after your onboarding call. Bookmark it and work through one chapter at a time.
Tip
Pin this page in your browser. You’ll come back to it often in your first week.
Find these links in your email:
- Appointment Tracker (Google Sheet)
- Tracker usage guide
- Slack invitation
- HighLevel CRM login
- Calendar sync instructions
- Call recording portal
1
View appointments
See name, address, phone, and local time for each appointment.
2
Listen to recordings
Use the Recording link in the tracker to hear the original call.
3
Update results (Columns P & Q)
Select the outcome in Column P and add a short note in Column Q explaining what happened at the visit.
Reminder
Keep updates current the same day as the visit.
1
Open the portal
Open the recording link from your welcome email.
2
Sign in
Copy and paste the username and password provided.
3
Return to your tracker
Once logged in, go back to your tracker and click the Recording link again on the row you want to review.
4
Play the audio
The recording opens in a new window; press play to listen.
5
Wrap up
No edits or uploads are required — simply close the tab when finished.
1
Join workspace
Use your invite, then verify your email and enable 2FA.
2
Say hello
Post in your dedicated channel and tag
@clientsuccess.6Communication Guidelines
- Post all requests in your channel and tag
@clientsuccess. - We reply within 2 business hours when tagged.
- Urgent? Post in Slack and tag; email is for non-urgent items.
1
Login & Verify
Download the mobile app and sign in with credentials from the welcome email.
2
Sync calendar (desktop)
Settings → My profile → Calendar Settings → Add New → Connect Google/Outlook.
Heads‑up
Appointment times in the CRM show in Eastern Time. Use the Google Tracker for local-time adjustments.
Only replaced if full outreach is documented.
1
Day 1
Send 3 text messages and make 3 phone calls within the first 24 hours.
2
Day 2
If no response, repeat the same sequence: 3 messages and 3 phone calls again during the next 24 hours. Then update the tracker (Column P) accordingly.
IMPORTANT
All outreach must be done through HighLevel to stay compliant. No exceptions.
9Quick Checklist
✓
Opened welcome email
✓
Joined Slack & tagged @clientsuccess
✓
Logged into HighLevel & synced calendar
✓
Verified access to Google Tracker
✓
Reviewed call recording link
✓
Ready to log outcomes after visits
10FAQ
Can I access this offline? ⌄
Save as a PDF from your browser or add to your mobile home screen as a web app.
Who do I tag for urgent issues? ⌄
Always tag @clientsuccess in your channel; include a short description and any links.
How to stay compliant with no‑shows ⌄
Ensure that 3 text messages and 3 phone calls are completed and documented within the first 24 hours. If there is no response, repeat the same sequence — 3 texts and 3 calls — during the following 24 hours. All outreach must be conducted exclusively through HighLevel to maintain compliance.