Onboarding

    2 clients in onboarding

    Active Onboardings

    2

    With Blockers

    1

    Avg. Completion

    18%

    Deposit Pending

    0% Complete

    0/0 items

    Onboarding In Progress

    35% Complete

    1/5 items

    Complete intake form

    Basic business information

    Client

    Provide brand assets

    Logo, colors, fonts

    Client
    Overdue 4 Feb

    Grant Google access

    Business Profile & Analytics

    Client

    Share service photos

    High-res images of facilities

    Client

    CRM credentials

    For integration setup

    Client

    1 blocker requiring attention

    • • Provide brand assets — waiting on client