Knowledge BaseGetting StartedAutomated Booking System Onboarding Process
    Getting Started

    Automated Booking System Onboarding Process

    Automated Booking System Onboarding Process

    Welcome to the Lead Fuel Automated Booking System. This guide walks you through the complete onboarding process so you can get your system up and running as quickly as possible. We have done this for over 200 customers and we have seen the patterns of success. Follow each step carefully and commit to the process — the more time you invest, the faster you will see results.

    Step 1: Create Your Lead Fuel Account

    Your first step is to create your Lead Fuel account. This is the foundation of your entire automated booking system. Once your account is created, you will have access to all the tools you need to start generating and converting leads automatically.

    Step 1:Visit the Lead Fuel sign-up page and enter your business information.
    Step 2:Choose your plan and complete your registration.
    Step 3:Log in to your new Lead Fuel dashboard for the first time.
    Step 4:Familiarize yourself with the main navigation and dashboard layout.

    STEP 2: WATCH THE QUICKSTART VIDEO AND INTEGRATE YOUR ACCOUNTS

    After creating your account, watch the Quickstart video. This video gives you a complete overview of the system and shows you how to connect all your accounts. Integrating your social media and email is critical because the automated booking system works across all your communication channels.

    Step 1:Watch the Quickstart video from start to finish. Do not skip ahead.
    Step 2:Connect your Facebook account.
    Step 3:Connect your Instagram account.
    Step 4:Connect any other social media platforms you use for your business.
    Step 5:Connect your business email account.
    Step 6:Verify that all integrations are active and showing a green status in your dashboard.

    Tip: Take your time with the integrations. Making sure everything is connected properly now saves you from troubleshooting later. If any integration shows an error, disconnect it and try again.

    Step 3: Fill Out the Onboarding Form

    The onboarding form tells our team everything we need to know about your business so we can configure your automated booking system correctly. The more detail you provide, the better your system will perform from day one.

    Step 1:Navigate to the onboarding form from your dashboard or the link provided in your welcome email.
    Step 2:Fill in your business name, industry, and service area.
    Step 3:Describe your ideal customer and the services you offer.
    Step 4:Provide your availability preferences for appointments.
    Step 5:Include any specific messaging or branding guidelines you want used in your automated communications.
    Step 6:Submit the completed form.

    Tip: Be as specific as possible. The onboarding form is how we tailor the system to your exact business needs. Generic answers lead to generic results.

    Step 4: Join the Daily Call On Zoom

    This is where everything comes together. Join our daily call on Zoom at either 12 PM or 5 PM. We will have your system fully set up within five days. You must attend the call each day in order to fast-track your success.

    Step 1:Download Zoom or access it through your browser.
    Step 2:Join the daily call at 12 PM or 5 PM (choose whichever time works best for you).
    Step 3:Attend every day for the first five days while we build and configure your system.
    Step 4:Ask questions during the call about anything you do not understand.
    Step 5:Follow along as we walk you through how to use the system and Google Ads.

    Why the Daily Calls Matter

    The daily calls are not optional if you want to succeed. Here is what we have learned from working with over 200 customers:

    • The most successful people in this program post in the Facebook group and interact with others regularly.
    • The more time you spend inside the system, the better you will learn it.
    • If you only depend on us to do everything for you, you will fail.
    • The daily call is where we show you how to use every part of the system, including Google Ads.
    • Success comes from active participation, not passive observation.

    Patterns of Success We Have Seen

    After onboarding over 200 customers, clear patterns have emerged that separate those who succeed from those who struggle:

    • Attend every daily call for the first five days without exception.
    • Post questions and wins in the Facebook group.
    • Interact with other members who are going through the same process.
    • Spend time exploring the system on your own between calls.
    • Implement what you learn on each call before the next one.
    • Do not wait for someone else to do the work for you — take ownership of your system.

    Your Five-day Onboarding Timeline

    Day 1: Account setup verification, integrations review, and system walkthrough.

    Day 2: Automated booking flow configuration and calendar setup.

    Day 3: Google Ads overview and campaign structure.

    Day 4: Lead follow-up automations and messaging templates.

    Day 5: Full system review, Q&A, and launch readiness check.

    Common Questions

    What if I miss a daily call?

    You can attend the other time slot (12 PM or 5 PM). If you miss both, you will fall behind on your setup timeline. Reach out to the team so we can help you catch up.

    Do I need to know Google Ads before starting?

    No. We teach you everything you need to know during the daily calls. Come with questions and a willingness to learn.

    How long until I start seeing results?

    Most customers who follow the full onboarding process and attend every call start seeing booked appointments within the first two weeks after setup is complete.

    What if I get stuck after the five-day onboarding?

    The Facebook group and support team are always available. Post your question in the group — chances are someone else has had the same issue and can help.

    Tip: Treat the first five days like training for a new job. The more seriously you take the onboarding process, the faster your automated booking system will start working for you. Show up every day, engage with the community, and put in the effort. We have the system — you bring the commitment.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group