Onboarding
Review Engine

ONBOARDING

Our goals during this step:

  1. Gain Manager access to your Google Business Profile (GBP).

  2. Obtain your customer list to activate the tool effectively.

LET'S GET STARTED 🚀

Goal is to have at least 2 minutes of rapport.

  1. How are you doing today?

  2. Where are you located today?

  3. Do you have any questions or concerns?

I'm going to make sure I get you set up and that's my goal to make it quick and easy for all of us. I'll try my best to get in under 50 minutes.

  1. Google My Business

  1. Upload Client List

  1. Upload Personalized Images

  1. Connect Social Media Accounts

  1. Connect CRM

  1. Meals vs. Giveaways

  1. Add Credits to Wallet

Thank the client, assure that we'll get the reviews rolling within the next few days.

Call Notes

Notes must be submitted separately from the form.

Time Duration Clock

Time Duration Clock

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