Complete Company Profile 2 Min
Fill out business info to auto-populate marketing materials.
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Where to go:
Settings > Business Profile
Sales Suite Local Business Launch
Your 40-Step Sales Suite Setup Checklist
Phase 1: Foundation
Core account and business setupAdd Your Business Logo 1 Min
Brand your funnels, emails, and all client-facing assets.
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Where to go:
Settings > CompanyConnect Your Domain 10 Min
Crucial for branding funnels and improving email deliverability.
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Where to go:
Settings > DomainsSet Up Email Service 5 Min
Integrate a service like Mailgun for reliable email sending.
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Where to go:
Settings > Email ServicesGet a Phone Number 2 Min
Enables two-way texting, call tracking, and recording.
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Where to go:
Settings > Phone NumbersConfigure Call Forwarding 1 Min
Forward calls from your Sales Suite number to your business phone.
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Where to go:
Settings > Phone Numbers > EditAdd Team Members 3 Min
Create user accounts for your staff with appropriate permissions.
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Where to go:
Settings > My Staff > AddSet Up Your Calendar 5 Min
Configure your availability for the online booking system.
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Settings > CalendarsIntegrate Google 2 Min
Manage reviews and messages directly from Sales Suite.
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Where to go:
Settings > IntegrationsConnect Socials 2 Min
Link your social pages for messaging and post scheduling.
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Where to go:
Settings > IntegrationsPhase 2: Lead Capture
Set up your lead generation machineCreate a Web Form 5 Min
Build a simple "Contact Us" or "Request a Quote" form.
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Where to go:
Sites > Forms > BuilderBuild a Lead Magnet Funnel 15 Min
Offer value (like a PDF guide) in exchange for contact info.
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Where to go:
Sites > Funnels > New FunnelBuild an Appointment Funnel 10 Min
Direct potential customers to your booking calendar.
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Sites > Funnels > New FunnelActivate Chat Widget 3 Min
Customize and install the chat widget on your business site.
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Where to go:
Sites > Chat WidgetSet Up Internal Notifications 5 Min
Notify your team via SMS/email whenever a new lead comes in.
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Where to go:
Automation > Create WorkflowCreate a Lead Auto-Reply 5 Min
Instantly send an SMS & email to new leads confirming receipt.
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Automation > Create WorkflowActivate Missed Call Text-Back 1 Min
Automatically text missed callers to save the lead.
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Where to go:
Settings > Business ProfileBuild a Review Request Template 3 Min
Create a pre-written SMS or email to ask for reviews.
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Where to go:
Marketing > TemplatesSet Up Review Request Workflow 2 Min
Automate sending review requests after a job is completed.
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Where to go:
Reputation > RequestsImport Existing Customers 5 Min
Upload your current customer list into the CRM.
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Where to go:
Contacts > Bulk ActionsPhase 3: Automation
Nurture leads and streamline tasksCreate a Nurturing Campaign 15 Min
Automatically follow up with new leads over a few days.
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Where to go:
Automation > Create WorkflowSet Up Opportunities Pipeline 5 Min
Customize your sales stages from "New Lead" to "Job Won".
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Where to go:
Opportunities > PipelinesCreate Pipeline Automations 10 Min
Set triggers to automatically move leads through the pipeline.
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Where to go:
Automation > Create WorkflowBuild a Long-Term Nurture Flow 10 Min
Create a simple monthly newsletter to stay top-of-mind.
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Where to go:
Automation > Create WorkflowUse Triggers for Contact Tagging 5 Min
Automatically tag contacts based on their source or actions.
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Where to go:
Automation > TriggersCreate Appointment Reminders 5 Min
Automate confirmations and reminders to reduce no-shows.
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Where to go:
Automation > RecipesSet Up Post-Appointment Follow-Up 5 Min
Automate a follow-up to ensure client satisfaction.
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Where to go:
Automation > Create WorkflowUse the Unified Conversation View 2 Min
Manage SMS, email, and social DMs from one central inbox.
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ConversationsCreate Canned Responses 5 Min
Save frequently used messages as templates for quick replies.
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Conversations > Canned ResponsesSchedule Social Media Posts 5 Min
Use the Social Planner to maintain an active online presence.
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Where to go:
Marketing > Social PlannerPhase 4: Optimization
Scale with advanced toolsSet Up Call Tracking 2 Min
Use different numbers to track which ads generate calls.
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Where to go:
Reporting > Call ReportingCreate a Simple Website 20 Min
Build a modern, mobile-friendly site with the Sales Suite builder.
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Where to go:
Sites > Websites > NewConnect Facebook Lead Forms 5 Min
Instantly pull new leads from FB Ads into your CRM.
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Where to go:
Settings > IntegrationsBuild a Reactivation Flow 10 Min
Send an offer to your old customer list to win new business.
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Where to go:
Automation > RecipesUtilize the Mobile App 2 Min
Use the Sales Suite mobile app to manage your business on the go.
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Where to go:
App Store / Google PlaySet Up Basic Reporting 2 Min
Track key metrics like lead sources and conversion rates.
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Where to go:
Reporting > DashboardsCreate Custom Fields 5 Min
Store business-specific information on your contact records.
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Where to go:
Settings > Custom FieldsSet Up Invoicing 3 Min
Create templates to bill clients directly from Sales Suite.
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Where to go:
Payments > InvoicesConnect a Payment Gateway 3 Min
Integrate Stripe to accept credit card payments for services.
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Where to go:
Payments > IntegrationsUse "If/Else" Workflows 10 Min
Build smarter automations that perform actions based on criteria.
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Where to go:
Automation > Workflows > If/Else