🔄 Onboarding Pipeline

When a step is completed, the next step automatically activates. The system flows.

Pro Handyman Renovation Standard Florida Mortgage Boynton Beach Medical Center The Rx Spot

Completed

In Progress

Pending

30%

Complete

✓

Phase 0: Close

3/3

✓

Send MSA to Pierre

Email Master Services Agreement to drtallerie@yahoo.com via e-signature system

👤 Guy

✓

Pierre signs MSA

Pierre reviews and signs the MSA online

👤 Pierre ✅ Jul 17, 3:45pm

✓

Collect business info

Get BBMC address, EIN, what services they provide, staff directory

👤 Guy ? Pierre ✅ Jul 17, 4:00pm

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Phase 1: Foundation

2/3

✓

Select domain name

👤 Laura ✅ Jul 17, 4:00pm

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Set up business email

Create professional email (e.g. info@boyntonbeachmedicalcenter.com) via Google Workspace

👤 Laura ✅ Jul 17, 4:00pm

✓

Set up PBX phone number

Create NuSo extension for BBMC, assign phone number, enable SMS

👤 Cesar ✅ Jul 17, 4:00pm

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Phase 2: Discovery

0/3

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Discovery call with Pierre

Ben calls Pierre to understand: what does BBMC do, who are their patients, what do they need from us

👤 Ben

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HIPAA assessment

👤 Guy

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Marketing strategy

Define lead sources, target patient demographics, marketing plan specific to BBMC

👤 Guy

✓

Phase 3: Build

1/1

✓

Build BBMC CRM

Deploy CRM with contacts, pipeline, scheduling, SMS, patient intake forms

👤 Guy ✅ Jul 17, 4:00pm

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Phase 4: Launch Prep

0/2

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Build website

👤 Laura/Guy

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Set up Google Business Profile

Claim + optimize Google listing for BBMC

👤 Guy

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Phase 5: Integration

0/3

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Connect PBX to CRM

Wire phone number into CRM so calls + texts log automatically

👤 Guy

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Set up SMS texting

Configure cold outreach + nurture sequences for BBMC patients

👤 Guy

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Set up BAA if required

If BBMC handles PHI, sign Business Associate Agreement + move to HIPAA hosting

👤 Guy/Pierre

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Phase 6: Automation

0/2

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Social media setup

Create FB + IG pages for BBMC

👤 Guy

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Review automation

Set up automated review requests after patient visits

👤 Guy

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Phase 7: Go Live

0/3

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Reveal meeting with Pierre

👤 Ben

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Go live

👤 Guy

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Schedule weekly check-ins

Set up weekly status calls with Pierre for first 30 days

👤 Guy