Gundo Client Portal Launch (Onboarding)

Gundo Client Portal Launch (Onboarding)

1. 01

   Select the Coach / Nutritionist Pro plan in the Gundo billing settings

   Confirm the $150 monthly tier supports up to 20 active clients and includes AI-powered nutrition and training plans, client management tools, and professionalized digital brand management.

2. 02

   Configure the white-label branding in the platform settings

   Upload the client's logo, set brand colors, and assign a custom domain so the portal appears as the client's own digital brand platform.

3. 03

   Activate the AI meal planning module

   In the modular feature list, enable AI meal plan generation and input the client's product catalog data to allow the system to diagnose and enrich nutritional data from their offerings.

4. 04

   Set up the client portal with progress tracking

   Customize the portal to include progress tracking, messaging, and appointment booking features, ensuring client health data inputs (allergies, preferences) are configured for personalized plans.

5. 05

   Create a pilot onboarding workflow for one client

   Use the client management tools to design a test onboarding, defining how client health data is entered and how the AI generates the first meal plan, then verify the end-to-end flow.

6. 06

   Package the platform as a service offering

   Determine the retainer fee structure, starting at $100/month per coach tier, and document the deliverables such as branded portal setup, AI meal planning, and ongoing support.

7. 07

   Launch the branded portal and monitor usage

   Go live with the client, then use the analytics dashboard to track client engagement, progress, and platform performance, scheduling a monthly usage summary review.