Agiled Client Workspace Setup (Onboarding)

Agiled Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and set branding under workspace settings

   Upload the client logo and pick portal colors before any data entry, because the branded client portal is what the client sees first and re-branding after invoices are issued means re-sending every document.

2. 02

   Import contacts and accounts via CSV against the plan contact ceiling

   Starter caps at 500 contacts and 250 accounts, Pro removes the contact and account limits. Check the client's list size before choosing the tier, since a 900-contact import on Starter will fail partway through.

3. 03

   Build the first deals pipeline and map the client's stages

   Starter and Pro both allow 3 pipelines, so reserve one for the client's live sales flow and keep the other two for internal agency use rather than burning all three on a single client.

4. 04

   Connect the scheduling calendar and payment gateway

   Starter includes 1 calendar connection, Pro includes 3. Wire Google Calendar and Stripe at setup so booking pages and payment links work on day one instead of being retrofitted mid-retainer.

5. 05

   Configure automated invoice sequences tied to tracked time

   Starter allows 100 invoices and 25 docs, Pro is unlimited on both. For a client billing more than 100 invoices a year, quote Pro from the start rather than absorbing an upgrade mid-contract.

6. 06

   Set up the client portal and assign client-side user access

   Give the client view-only access to projects, invoices, and documents. Confirm white-label portal treatment is available on the plan you sold, since it is limited to Premium and above.

7. 07

   Run a test transaction end to end and hand off credentials

   Create a dummy deal, generate an invoice, take a test payment, and confirm the client sees it in the portal. Then hand over login details and a one-page walkthrough of the daily workflow.