← All StepsStep 9 of 10
9 · 2-3 hours
Close & Onboard Your First Client
Run the demo with ROI math, close, collect payment, and onboard in under an hour.
Why this matters
The demo does the selling — when the owner watches the AI answer their missed call live, they close themselves. Then onboarding speed builds trust: client live in 48 hours with a visible result in week one.
Step-by-Step Checklist
- 1.Demo flow: their missed-call math (ROI calculator) → live AI demo → pricing → ask for the sale
- 2.Handle objections with the 3-step framework (Acknowledge → Reframe → Close)
- 3.Collect payment before starting setup (setup fee + first month)
- 4.Onboard: sub-account from snapshot → custom values → phone + forwarding → client A2P → review automation on
- 5.Train the owner on the LeadConnector app (15 minutes)
ROI Calculator
Show a prospect exactly how much money missed calls cost them.
Lost per month
$6,000
Lost per year
$72,000
The pitch: they're losing $6,000/month. Your system costs a fraction of that. You're not selling a service — you're preventing revenue loss.
⚡ Onboard them — with The Onboarder
Client Onboarding Package Generator
Enter a new client's details. This builds their entire personalized onboarding package — custom values, message copy, and the exact GHL run sheet — instantly.
Business name, industry, and city are required.