New sub-account launch checklist

The basics

• Business profile complete: name, address, time zone, logo.
• Users added with the right role and permissions, and each has logged in once.
• Custom values filled in so templates don't go out with blank business details.

Phone and email

• A phone number is assigned, and calls route to the right person with voicemail set.
• Texting registration is submitted or approved, so messages aren't blocked on day one.
• A sending domain is set up for email, and a test email lands in the inbox, not spam.

Capture and booking

• Forms and surveys submit correctly and create a contact with the right fields.
• Calendars show real availability, and a test booking sends its confirmation and reminder.
• The website or funnel is on the client's domain and looks right on a phone.
• Chat widget and missed-call text back are switched on if the client wants them.

Pipeline and automation

• Pipelines and stages match how the client actually sells.
• Workflows are published, and each trigger points at this account's forms and calendars, not the snapshot's originals.
• Integrations connected: Google, Facebook, and the payment provider where needed.

One full run-through

Act as a new lead from start to finish: submit the form, receive the follow-up, book a time, get the reminder, move through the pipeline. Anything that doesn't happen is fixed before handover.

Handover

The client gets a short note: what's set up, how to log in, what to do first, and who to contact. We keep our own record of what was configured, so the next request starts from facts.