What's Next

What's next

Your onboarding roadmap

Four phases take you from kickoff to launch. Here's exactly what we cover on each call and who you'll work with.

  1. 1
    StrategyDay 1Andy

    Kickoff call with Andy

    Your onboarding strategist, Andy, walks you through the plan, confirms your goals and offer, and sets the timeline for every phase that follows.

    • Confirm your goals, KPIs, and definition of a qualified lead
    • Review your current pipeline, offers, and pricing
    • Agree on messaging angles and launch timeline
    • Introduce your build team (Heather, copy, design)
  2. 2
    Technical setupDays 2–4Heather

    Tech setup with Heather

    Heather stands up the backbone of your system — your LeadConnector sub-account, integrations, calendars, and the automations that power it all.

    • Provision your LeadConnector sub-account and user seats
    • Connect domain, email, and SMS deliverability
    • Configure calendars, pipelines, and workflow automations
    • Wire FunnelCentrix into your CRM
  3. 3
    MessagingDays 4–6Copy team

    Copywriting collaboration call

    Our copy team works with you to craft the messaging that fills the funnel — landing pages, nurture sequences, and offers that sound like you on your best day.

    • Define your voice, tone, and key differentiators
    • Write landing page and funnel copy
    • Build nurture email & SMS sequences
    • Review and refine until it's on-brand
  4. 4
    LaunchDays 6–8Andy + Heather

    Final website & system review call

    We walk you through the finished system end-to-end, test every path a lead can take, and hand over the keys with training.

    • Full walkthrough of site, funnels, and automations
    • End-to-end testing of every lead path
    • Confirm tracking and reporting dashboards
    • Go-live checklist and launch confirmation

Haven't booked your kickoff call yet?

Phase 1 starts the moment you book with Andy.

Book a call with Andy