Launch Coordinator
Onboarding Manual
Your complete guide to executing world-class client onboarding for $1M-$5M plumbing and HVAC companies.
Watch: Onboarding Overview
Get a comprehensive introduction to the Launch Coordinator role and the two-call onboarding process.
Complete Manual Overview
Your comprehensive guide to all 7 sections of the Launch Coordinator Onboarding Manual.
The Onboarding Process
A strategic approach that separates alignment from execution, with an optional third call to activate quick wins.
⚠️ Critical Rule
Never combine these calls. For high-value clients, mixing strategic alignment with technical setup dilutes both. Keep them separate.
Complete System Overview
See how all 8 phases and 3 tools work together in the complete client launch system.
Quick Access
Jump directly to the resources you need.
Presentation Templates
Google Slides templates for all three onboarding calls
Call Training
Facilitator guides and best practices for each call
Your Role
Complete role definition, SLAs, and responsibilities
Client Portal
The actual onboarding hub clients use for forms and scheduling