GoDitach Client Onboarding Checklist
GoDitach Client Onboarding Checklist
Welcome to your GoDitach portal! Complete this checklist to fully activate your system, launch automations, and prepare for your Kickoff Call. This ensures a smooth and successful onboarding process tailored to your business.
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🔐 Step 1: LaunchPad Integrations
Connect Google Business Profile
Connect Facebook Business Page
Connect Instagram Account
Link Google Calendar
Connect Gmail / SMTP
Connect Stripe for payments
Connect WhatsApp (if applicable)
Add Website Domain (optional)
Download GoDitach mobile app
⚙️ Step 2: Business Profile Setup
Upload Business Logo
Enter Friendly Business Name
Enter Legal Business Name
Enter Business Email
Enter Business Phone
Add Branded Domain
Enter Business Website URL
Define Business Niche / Industry
Select Business Type
Enter Registration ID Type
Enter Registration Number
Add Business Regions of Operation
Add Business Street Address
Add City, ZIP Code, State, Country
Set Time Zone
Set Platform Language
Set Outbound Communication Language
Enter Authorized Representative Info
👤 Step 3: My Profile Setup
Upload Profile Image
Enter First and Last Name
Add Login Email & Phone Number
Add Signature (name, title, etc.)
Update/Change Password
Connect 2-Way Email Sync
Copy BCC Sync Email Address
📅 Step 4: Calendar Configuration
Connect Google Calendar
Select Linked Calendar
Add Conflict Calendars (if needed)
Enable/Disable Private Mode
Set Weekly Availability
Choose Meeting Location
Confirm Time Zone
🔔 Step 5: Notification Settings
Enable All Conversation Notifications
Enable Task Notifications & Reminders
Set Daily Task Summaries
Enable Facebook/Google Review Alerts
💳 Step 6: Billing Dashboard
Add Payment Method
Update Billing Address
Check Payment History
Verify Billing Email
👥 Step 7: Team Management
Review Existing Users
Add New Users with Roles
Assign Correct User Types
Confirm Login Email & Phone
📅 Step 8: Kickoff Call Preparation
Review & Complete Entire Checklist
Submit a Test Funnel/Form
Prepare Questions for Your Team
Book Your Kickoff Call
Book My Onboarding Call