Client Onboarding Timeline — Payment to Go-Live

BruhForge by BruhLogic

Payment Info Collected Integrations QA & Testing Go Live Ongoing
Complete
In Progress
Upcoming
DAY 0
Payment Received
  • Setup fee collected via GHL payment link
  • Workflow A fires: tag applied, sub-account created, Slack alert sent
  • Intake form email sent to client
DAY 1 - 3
Business Info Collected
  • Client completes Business Info form
  • Workflow B fires: custom fields populated, Vapi agent provisioned (Elite)
  • "Connect Your Accounts" email sent
DAY 3 - 7
Integrations Connected
  • Client connects: Google Business Profile, Facebook/Instagram, Google Ads (if applicable)
  • Workflow C monitors: 2-day reminder if stalled, 5-day escalation
  • Schema markup deployed to website
DAY 7 - 10
QA & Testing
  • All automations tested (missed call SMS, lead capture, nurture sequences)
  • Voice agent tested (Elite clients)
  • Review request flow verified
  • Dashboard populated with initial data
DAY 10 - 14
Go Live
  • Production workflows activated (Workflow D)
  • Client receives "You're Live" email
  • First 30-day check-in scheduled
  • Slack notification: "[Business] is now live!"
DAY 30+
Ongoing
  • Monthly performance review
  • Optimization based on analytics
  • Quarterly strategy call