Durable Client Workspace Setup (Onboarding)

Durable Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace on the Free plan and run the business description prompt

   Enter the client's trade, service area, and top three services into Durable's AI generator. The Free plan includes 300 AI credits, enough to produce the first site draft and logo set without committing the client to a paid seat. Time the draft so you know your real production cost before quoting the $1,800 Durable Quick Launch fee.

2. 02

   Review the generated site against the client's service menu before touching design

   Durable writes copy and picks images from the description alone, so check that every service the client actually sells appears and that nothing invented slipped in. Fix the service list here rather than after publishing, because the booking calendar and CRM forms inherit these entries.

3. 03

   Connect the custom domain and Google Business Profile

   Durable's documented integrations stop at Google Business Profile and Cloudflare, so this is the full external surface you can wire up. If the client asks for HubSpot or Salesforce sync, say no now rather than after the retainer starts.

4. 04

   Configure the booking calendar and sync it to the client's own calendar

   Set service durations, buffers, and availability windows in the booking module, then confirm the sync lands on the client's real calendar. Unlimited booking is included from the Launch plan at $25 monthly, or $22 monthly billed annually, so a Free-plan pilot will hit this wall.

5. 05

   Import the client's existing contacts into the CRM and publish lead capture forms

   The Free plan caps the CRM at 10 customers, which is fine for a pilot and useless for a working client. Move to Launch before import so the contact list does not need rebuilding.

6. 06

   Turn on the AI marketing agents and set an approval rule

   Durable's agents draft blog posts, social content, and review replies. Have the client approve every output for the first 30 days, then loosen to spot checks once their tone is stable. Launch includes 1,000 AI credits monthly, so budget roughly one post and a handful of replies per week.

7. 07

   Publish, then walk the client through the handoff guide

   Record a short screen walkthrough covering how to edit services, approve AI drafts, and read the booking list. The Durable Quick Launch deliverable list calls for this training walkthrough, and it is what keeps the client from emailing you for every text change.