Let's Get You Onboarded.
A focused 1-hour session to get your account set up, your team trained, and your business ready to move.
Here's Exactly What to Expect
No surprises. No guesswork. Just a clear, guided path from zero to fully set up.
Before You Book
- ✦ Complete intake form
- ✦ Prepare your questions
- ✦ Set your top 3 goals
Technical Setup
- ✦ Users & calendars
- ✦ Domains & integrations
- ✦ A2P registration
Training & Walkthrough
- ✦ Forms & contact upload
- ✦ Products & account setup
- ✦ Live Q&A
You're Live
- ✦ Fully configured
- ✦ Team trained & ready
- ✦ Business running
Your Journey Starts Here
Everything You Need to Hit the Ground Running
One focused session. Technical setup done. Team trained. Business ready.
One-Time Investment
GRD Onboarding Session
$149
one-timeOne hour · Full setup · No recurring fees
Schedule My Onboarding →Booking confirmation sent immediately
Technical Setup
User Accounts & Calendars
Your team set up and ready to use the platform
Integrations & Domains
Email domain, phone numbers & integrations configured
Email & Phone Setup
Communication channels connected and verified
A2P Registration Initiated
SMS compliance registration started post-call
Training & Walkthrough
Forms & Contact Upload
We'll set up your forms and upload your contacts live
Products & Account Config
Products added and basic account settings configured
Live Q&A
All your questions answered in real time
Walk Away Ready
Leave the call fully set up and confident to run your business
3 Quick Steps Before You Join
Takes less than 10 minutes. Makes your session significantly more effective.
Complete Your Intake Form
We sent it to your email right after booking. Your answers help us customize your setup before we even start the call.
Gather Your Credentials
Setup happens live on the call. Having your logins ready means we don't lose time waiting — we can configure everything in real time.
Write Down Your Questions
You have one focused hour. Make it count. Write down everything you want covered so nothing gets left on the table.
Not sure what to write? Don't overthink it — show up with your logins, a few questions, and an open mind. We'll handle the rest.