Onboarding form to onboarded code · 9 onboarding steps

How it works

The client does the first half, in the form. The team does the second half, in the app.

1. The client opens their own form link. It is in the welcome email and in Fidel's welcome message.
2. The form has four pages: Your Details, Your Market, Your Offer and Access. A review page comes last.
3. Each Continue saves the page. The client can leave and come back to the same link later.
4. Two people can fill in the same form. For each answer, the last save wins.
5. The Access page asks for the ad account details. It also asks who to invite to the Slack channel, one email per line.
6. The client checks the answers and presses Submit. After that, the link shows that the client sent the form.
7. The form finds the client:
   1. The client's own link names the client. Most forms match here.
   2. If not, the form tries the email, a phone with a name, the names, close spellings and AI.
   3. Not sure → a "pick the client" message goes in the thread, best guesses first. One pick links the form.
8. The form posts Onboarding form submitted in #onboarding-forms. Every question and answer goes in its thread.
9. When the form has a client, the server does these steps one time per form:
   1. Replace a stand-in company name with the form's company name. Fill in an empty client name.
   2. Share the client folder with the email on the form.
   3. "Yes, it is done" for ad account access → post the Viktor message and its steps in the #onboarding thread.
   4. That message tags Fidel and Paulo. It gives the ad account, the Business Portfolio and the Facebook Page.
   5. "Not yet" for ad account access → post one line that asks Paulo to deal with it on the call.
   6. Send a Slack Connect invite to each listed email, 10 at most. Each email gets a ✓ or ✗ line.
10. In the app, open the client page. Under Onboarding Step Details, three steps have a Mark done button:
    1. Onboarding call booked → the client moves to 40 - Call Booked.
    2. Onboarding call takes place → the client moves to 50 - Call Taken. The app asks first.
    3. This also tells the team that the call is done. It starts the 24-hour clock on the two follow-up steps.
    4. Ad account access obtained → mark it only when Viktor can read the ad account.
11. A Fathom call that matches the client can also tick the two call steps by itself.
12. To close, press Confirm & close under Onboarding Call Details. The client moves to 100 - Onboarded.
13. If no call is on record, use the Move to button under Onboarding Details. It moves the client on one stage.
14. Then the team waits for the first footage. The Editing Pipeline takes over from here.

The moving parts

The form has its own small server. It hands the slow work to LeadLift's server. The app shows the result.

What you can safely change

Green: change it in the app. Amber: ask Claude in the LeadLift code folder, then check the result. Red: do not change it. Call us.

What connects to this

This tab shows what feeds this part and where the client goes next.

If something looks wrong