Onboarding Checklist

Log in to your Lead Fuel CRM account

Use the credentials provided in your welcome email.

Complete your Business Profile

Go to Settings → Business Profile. Fill in business name, address, logo, and website.

Complete your Personal Profile

Go to Settings → My Profile. Add your name, photo, phone number, and email.

Set your password

Update your password to something secure under My Profile.

Set up billing information

Go to Settings → Billing and add your payment method.

Connect your email account

Go to My Profile → Email and click Connect to sync your email inbox.

Set up your phone number

Go to Settings → Phone System. Import an existing number or get a new one (A2P registration required — join a support call for help).

Connect your social media accounts

Go to Settings → Integrations. Connect Facebook, Instagram, TikTok, and any other platforms you use.

Test your Conversations tab

Go to Conversations to confirm messages from phone, text, email, and social media appear in one unified inbox.

Connect your calendar

Go to My Profile → Calendar Settings and connect Google Calendar (recommended) or another provider.

Set your availability hours

Define your working hours so clients can only book when you’re available.

Connect Zoom or Google Meet (optional)

If you do video consultations, integrate your meeting tool under Calendar Settings.

Create your booking calendars

Go to Settings → Calendars. Create calendars for consultations, event bookings, and equipment checkout as needed.

Import your existing contacts

Go to Contacts → Import and upload your contact list (CSV file).

Import pipeline opportunities (if applicable)

If you have existing deals in progress, import them into your pipeline.

Set up contact tags

Create tags like "Customer," "Lead," "Past Client" to organize your contacts.

Review a contact record

Click into any contact to explore the full profile: communication history, notes, tasks, appointments, documents, invoices, and payments — all in one place.

Connect your payment provider

Go to Payments → Settings → Integrations. Connect Stripe or another payment processor.

Create your first invoice template

Go to Payments → Invoices to set up your invoice format.

Set up your contracts and templates

Upload your contracts under Payments → Documents & Contracts.

Create a payment link (optional)

Generate a payment link for quick online payments from clients.

Explore subscriptions & coupons

Set up recurring billing or promotional coupons under the Payments section.

Review your default pipeline

Go to Opportunities and explore your pipeline stages (e.g., New Lead → Contacted → Proposal Sent → Booked).

Customize your pipeline stages

Click Manage to rename, add, or reorder stages to match your sales process.

Create additional pipelines (optional)

If you have multiple business processes, create separate pipelines for each.

Add your first opportunity

Click Add Opportunity, enter a contact name and estimated deal value, and place it in the correct stage.

Review your funnel

Go to Sites → Funnels. Click into your funnel to see each step and the live URL.

Edit your funnel pages

Click Edit on any funnel page to customize text, images, and form fields.

Connect your custom domain

Go to Funnel Settings → Domain to connect your own domain name.

Build or edit a website (optional)

Go to Sites → Websites to create a full website inside Lead Fuel.

Create forms as needed

Go to Sites → Forms to build custom forms for loading info, questionnaires, etc.

Set up your chat widget

Create a chat widget under Sites → Chat Widget and install it on your website or funnel.

Explore the Automations section

Go to Automations to see how automated workflows are built.

Set up your lead follow-up automation

Create a workflow: New Lead → Send Text + Email immediately. This is the foundation of your booking system.

Review your 10-day follow-up sequence

Ensure you have a structured follow-up cadence with calls, texts, and emails over 10 days.

Test your automations

Submit a test lead through your funnel and confirm the automation fires correctly.

Set up your Social Planner

Go to Marketing → Social Planner and connect your social media accounts to schedule posts.

Explore Email Marketing

Go to Marketing → Emails to create email campaigns and send blasts to your contacts or leads.

Connect Google Ads (if applicable)

Go to Settings → Integrations → Google Ads to track ad performance inside your CRM.

Upload media assets

Go to Sites → Media Storage and upload your logos, photos, and videos for use across funnels and websites.

Connect Google My Business

Go to Reputation → Settings → Integrations and connect your Google Business Profile.

Connect Facebook Reviews

Link your Facebook page to pull in reviews alongside Google.

Explore Google My Business Optimization

Use the built-in GMB optimization tool to improve your local search visibility.

Visit the Launchpad

Click the Launchpad icon and browse 100+ app integrations. Connect any tools you already use.

Connect accounting software (optional)

If you use QuickBooks or Xero, connect them under Settings → Integrations.

Review all integration options

Go to Settings → Integrations for a full list of available connections.

Explore the Reporting tab

Go to Reporting to see Google Ads reports, call reports, appointment reports, and local marketing audits.

Customize your Dashboard

Return to your Dashboard and set up widgets to track sales, pipeline, and key metrics.

Download the Lead Connector mobile app

Search for "Lead Connector" in your app store. Manage your entire business on the go.