Launch Coordinator
Onboarding Manual
Your complete guide to executing world-class client onboarding for $1M-$5M plumbing and HVAC companies.
Your Role as a Launch Coordinator
Lead the client from "we just bought" to "we know exactly what's happening, why it matters, and what we need to do next."
You understand their goals, priorities, and constraints. They feel seen.
You set timelines, milestones, and what "normal" looks like (so they don't panic).
You leave with everything needed to build, launch, and track results with no stalls.
The Real Purpose of the Launch Call
Not "collect access and explain services."
It's to create certainty so the client stays calm, aligned, and compliant for the first 90 days.
The Two-Call Onboarding Process
A strategic approach that separates alignment from execution, ensuring clarity and momentum from day one.
Purpose
Establish growth goals, set expectations, and align on the Digital Dominance Method. No technical details—pure strategy.
Key Outcomes
- •Client understands the "Accelerated Growth Model"
- •Revenue targets and KPIs are defined
- •Roles and responsibilities are clear
- •90-day execution plan is established
Purpose
Collect all access, assets, and technical requirements. This is the operational execution call.
Key Outcomes
- •Google My Business and Analytics access secured
- •Call tracking and CRM integration confirmed
- •Service areas and targeting defined
- •Go/No-Go checklist completed
⚠️ Critical Rule
Never combine these calls. For $1M-$5M plumbing companies, mixing growth alignment with 45 minutes of login gathering dilutes both. Keep them separate.
Download Resources
All presentation templates and facilitator guides in one place.