Onboarding
Portal map

Agency work and client onboarding are now separated.

Use the agency section for internal process. Send clients to the client section only.

/agency/Internal SOPs, launch checks, GHL workflow notes, and team-facing guidance.
/client/External client start page with two clear choices: guidance or intake.
/client/guidance/Instructions for giving account access without sharing passwords.
/client/intake/Information the client provides so the agency can launch faster.
New structure

Split internal operations from client-facing onboarding.

Send clients to /client/. Keep agency process notes under /agency/.

Internal

Agency onboarding guidance

Team checklist for account access, A2P, tracking, GHL handoff, QA, and launch readiness.

Open /agency/ ->
External

Client onboarding start

Client-facing hub with access instructions and intake forms.

Open /client/ ->