Client Onboarding
Pre-meet prep, the onboarding call and post-launch activation for new client accounts.
Account Setup Checklist
The Day 7 ramp checklist for assembling a launch-ready account end to end: coverage, commercials, delivery and integration, and agency readiness, plus an honest account of anything that would move the launch date.
Expectation Setting Script and Account Note
The Day 9 ramp asset for the two habits that prevent most escalations: an expectation-setting script written as speech across eight topics, and an account note written to the standard framework.
Handoff Review Checklist
The checklist an account manager runs against every new account before accepting the sales-to-AM handoff. It covers what a complete handoff contains, how to log the gaps with an owner and a date, and how to test the expectations sales has already set.
Onboarding Discovery Question Bank
The Day 8 ramp asset for building the onboarding call in your own voice: an eight-stage running order with a transition line for each stage, and the discovery questions to ask before any talk of states, filters or budget.
Ramp Self Assessment and Scorecard Review
The Day 1 baseline for a new account manager: a weighted 1 to 5 self-rating across the nine Call Quality Scorecard categories, the Day 30, 60 and 90 ramp standards, and a log for the three recorded calls assigned before Day 2.
Client Onboarding SOP
The standard operating procedure for onboarding new clients onto the GOAL platform, in three phases: pre-onboarding preparation, the onboarding meeting, and post-onboarding activation. It covers the end-to-end process from signup through launch to the 30-day post-launch review.
Sales Training/Onboarding
Sales training and onboarding notes on how the pay-per-click model differs from traditional pay-per-lead vendors, and what that changes about pricing and lead handling. Covers the branded consumer journey, the Money Page consent stack, campaign filtering, Allstate lead routing workarounds, AI call monitoring and the cost per household thresholds that separate profit from loss.
New AE Training Schedule
An intensive 2.5-week onboarding program for two new account executives, built from real GOAL training transcripts, demo recordings and SOPs. The five core modules run across days 1 to 8, followed by two days on operations SOPs and three days of shadowing, co-pilot calls and a first solo live demo.