BigWelt Client Workspace Setup (Onboarding)

BigWelt Client Workspace Setup (Onboarding)

1. 01

   Create a sub-account for the client inside your agency's BigWelt partner dashboard.

   Use the white-label branding option to apply the client's logo and custom domain before any content is generated. This keeps the client from ever seeing BigWelt's own branding, which matters when the retainer is sold as your agency's own platform.

2. 02

   Feed the AI website builder a plain-language description of the client's business.

   Write the prompt around the client's actual service list, location, and primary call to action. The builder generates a complete site from that description, so a vague prompt produces a vague site that costs delivery hours to repair later.

3. 03

   Connect the client's WhatsApp Business account to the WhatsApp AI inbox.

   Confirm the number is verified and that automated reply flows fire on first inbound message. Test with a real message from a phone outside the agency before handover.

4. 04

   Link the client's Meta Ads account so Facebook lead forms write directly into the shared CRM.

   Map each form field to a CRM field at this stage. Unmapped fields arrive as blank rows and break the pipeline view the client sees in monthly reporting.

5. 05

   Build the lead-capture workflow: form submission, CRM entry, automated WhatsApp reply.

   Run one end-to-end test lead through the full path and screenshot each stage. This screenshot set becomes the onboarding deliverable that justifies the setup fee.

6. 06

   Configure the eCommerce store builder only if the client sells physical or digital products.

   Set up checkout and inventory before launch, not after. Store configuration is the step most likely to be skipped on a website-only retainer and then requested mid-month as unpaid scope.

7. 07

   Hand over credentials and a one-page operating guide to the client contact.

   Include the WhatsApp reply flow logic, CRM pipeline stages, and who to contact for support. Note in the handoff that BigWelt support responsiveness is a known risk, so your agency is the first line of response.