White Glove Onboarding That Gets You Set Up Right — Without the Headache

We don’t just hand you a login and wish you luck. Our white glove onboarding service gets everything set up for you — from integrations to automations — so your marketing system is ready to perform from day one.

🧤 What’s Included in Our White Glove Onboarding

🧭 Strategy Kickoff Call: Clarify goals, services, and the ideal setup for your business

🔗 Platform Integrations: We connect your website, forms, calendar, CRM, and ad accounts

🛠️ Custom Workflow Setup: Build lead capture forms, automations, follow-ups, and campaigns

🧰 Prebuilt Templates Installed: Plug-and-play forms, emails, and landing pages to save you time

📞 Lead Management & Pipeline Configuration: Get your CRM and dashboard organized for real-world sales tracking

🧑‍🏫 Personalized Walkthrough: Learn how to use your new setup confidently — without reading a manual

❤️ Why Business Owners Love Our White Glove Approach

We do the heavy lifting so you don’t have to
You get a fully working system — not a blank dashboard
No tech headaches or guesswork
One-on-one support from real humans, not bots
Perfect for busy business owners who want to hit the ground running

📍 Why Done-For-You Onboarding Matters More Than Ever

🕐 Most small business owners waste 10–15 hours trying to DIY their marketing tools

⚙️ Poor onboarding is one of the top reasons businesses abandon new platforms within the first 30 days

💸 A smooth setup process improves tool adoption and ROI by up to 60%

📈 Systems with automation set up from day one convert 2–3x more leads

🔐 A correct integration and tracking setup means you’ll never lose leads or miss insights

What Our Customers Are Saying About Us

🚀 Want a Marketing System That’s Built for You — Not by You?

Our white glove onboarding service sets up everything you need to succeed — strategy, tech, automation, and support — so you’re ready to grow right away.

👉 Book a Discovery Call

Smart Marketing That Works for You

Tools to Attract, Engage, and Convert Leads

The Only Platform You Need to Grow, Streamline, and Scale

More Than Just a Platform