Growtheon Client Workspace Setup (Onboarding)

Growtheon Client Workspace Setup (Onboarding)

1. 01

   Create a new subaccount from the Agency Dashboard

   Navigate to the Subaccounts section and click 'Add New'. Enter the client's business name and assign a unique subdomain for their white-label portal.

2. 02

   Configure white-label branding in the subaccount settings

   Upload the client's logo, set their brand colors, and customize the login page URL to match their domain. This ensures the portal appears as their own product.

3. 03

   Set up the client's CRM pipeline

   In the CRM module, create custom deal stages (e.g., Lead, Contacted, Proposal, Closed) and enable lead scoring to prioritize high-intent contacts.

4. 04

   Build a landing page using the drag-and-drop builder

   Select a template, customize copy and images, and connect a custom domain. Publish the page and embed the tracking pixel for analytics.

5. 05

   Create an email/SMS automation sequence

   In the Automation section, design a follow-up sequence triggered by form submissions. Set up A/B testing for subject lines and schedule sends based on lead behavior.

6. 06

   Integrate payment processing for SaaS rebilling

   Connect the client's Stripe or PayPal account in the SaaS Manager. Configure auto-invoicing and set the monthly retainer amount to bill the client automatically.

7. 07

   Train the client's staff on the portal

   Schedule a walkthrough session covering contact management, pipeline updates, and reporting. Provide access credentials and a quick-start guide.