MaximizeifyPartners.com
The sales processStep 13 of 20
Deliver · Build and launchCustomer

Customer completes onboarding

The owner submits the onboarding form with content, photos and preferences.

Onboarding is where the website gets its substance: services, photos, hours, forms, colours and anything they want featured. A short nudge from you here speeds the whole build up.

What happens

  1. 1Send the onboarding link
  2. 2Explain what to prepare: photos, services, hours
  3. 3Check in if it is not finished within a few days
  4. 4Answer content questions
  5. 5Confirm the submission reached the build team

What to say

“This form is where your website gets its content — services, photos and hours. Ten minutes here saves us a round of revisions.”

Tools that help

Customer onboardingFollow-up remindersCRM

Avoid these

  • Assuming it will fill itself in
  • Chasing content for weeks
  • Uploading photos on the owner's behalf without permission

You're done when

The onboarding form is submitted and the build has everything it needs.

Customer owns this step

All 20 steps

Back to how it works
1Find a business2Contact the business owner3Open their industry page4Show what their website could look like5Show what it could do6Explain $150/month7Ask: would you like us to build yours?8Start new sale9Enter business information10Customer signs agreement11Customer enters payment12Sale confirmed13Customer completes onboarding14Maximizeify builds website15Customer reviews website16Maximizeify makes approved revisions17Website launches18Maintain customer relationship19Ask for referrals20Find next customer
Previous stepSale confirmedNext stepMaximizeify builds website

One customer at a time. Every week.

Follow the process and each sale adds $75 a month to your recurring commission run rate.

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