Onboarding Guide

Thank you for choosing us as a partner to help grow your business!

We're thrilled to have you onboard. Let's get your CRM configured, branded, and generating new leads for your team in no time.

What to Expect

Estimated time: 15–20 minutes

There are two phases to your onboarding. To make it as streamlined as possible, please set aside 15–20 minutes to complete these steps.

ℹ️We have a few different systems working with your signup data, so you may be asked to re-confirm basic details once or twice during this process.

Review and sign our master service terms. A PDF copy will be emailed to you immediately.

Select your preferred billing currency (NZD, AUD, USD) and confirm your subscription package.

Enter any promo codes and confirm purchase with instant payment receipt generation.

Provide domain details, branding assets, social media handles, and staff email preferences.

Pick a slot on our calendar to configure domain DNS, email routing, and lead workflows.

System configuration & integrations

Clarify any issues and walkthrough the system

Back with Heidi: clarify any questions and how to make Juicy work for your business

Heidi & Chris, your dedicated JuicyCRM implementation partners