Onboarding / Liberty Safe Portland
Onboarding management
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8 Alerts
3 sync conflicts 5 critical issues
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Sync conflicts (3)
Liberty Safe Denver — [[phone]] variable conflict
Portal vs MarketSnare · last-write-wins applied · 2 min ago
View →
Model 1 Atlanta — [[streetaddress]] conflict
Portal vs MarketSnare · awaiting review · 1 hr ago
View →
Critical issues (5)
Broken link — Carey Moving Nashville /rates (404)
AI site audit · detected today
Fix →
Missing [[email]] variable — Liberty Safe Las Vegas
Forms not routing · required field empty
Fix →
SSL certificate expiring in 3 days — Belmont Gardens
HSL · expires March 29 · renew immediately
Fix →
2.2.H
Onboarding dashboard
Liberty Safe Portland · Mike Chen · 4 days active · 37% complete
2.2.H-client
LS
Liberty Safe Portland Liberty Safe Sales-assisted 4 days active
Mike Chen · mike@libertysafeportland.com · Dealer Pro + Marketing Pkg · $600/mo
37%
Customer
Internal
2.2.H-client — Client summary bar shows plan, billing, progress, and entry mode at a glance
2.2.VT
2.2.VT — Step view: 8 cards (one per step). Task view: ~19 individual task cards.
2.2.DND — Production: drag-and-drop changes task status. Dragging customer task to Complete triggers 'act as client' confirmation.
Not Started 3
2.2.CB
Step 6Customer
Connect accounts
Unlocks after profile complete
Status
Waiting for Step 5 (Complete profile) to finish before this step unlocks.
Accounts to connect
Google Business Profile · Google Analytics · Search Console · Facebook · Google Ads · Instagram
Step 7Internal
Setup in progress
6 tasks · waiting on profile data
Internal tasks (6)
DNS cutover & SSL · Call tracking setup · Birdeye listing sync · Website build · GHL pipeline config · Satellite provisioning
Step 8Customer
Review & launch
Website approval + go-live
Spec
Client reviews their website and approves launch. Requires Step 7 complete.
2.2.CH
In Progress 1
Step 4Internal
Kickoff call
Scheduled Apr 3, 2:00 PM
JD
Jane Doe
Task detail
Assigned toJane Doe Reassign →
ScheduledApr 3, 2:00 PM Change
StepStep 4 — Kickoff call
AsanaSynced ✓
NotesStaff notes…
Waiting on Client 1
Step 5Customer
Complete profile
Unlocked 2 days ago · 68% filled
⏱ 2 days waiting
Auto-reminder at 48h
Profile completion status
Business identityComplete
Location & service areaComplete
Hours of operationNot started
Photos & mediaOptional
About your businessOptional
Social media profilesOptional
Actions
Completing on behalf will notify Mike Chen and log the action.
2.2.DP-cust
2.2.ESC — Escalation threshold is program-configured. Default: 5 days.
Complete 3
Step 1Customer
Plan & payment
Dealer Pro + Marketing Pkg · $600/mo
Mar 25
Completed
Completed byMike Chen (client)
Date & timeMar 25, 10:42 AM
DataComplete Marketing Package · $600/mo · $500 ad budget · Visa 4821
2.2.DP-done
Step 2Customer
Account created
mike@libertysafeportland.com · Visa 4821
Mar 25
Completed
Completed byMike Chen (client)
Date & timeMar 25, 10:47 AM
DataEmail + password set · Payment Visa 4821 · GHL subaccount auto-created
Step 3Customer
Business verified
3 sources · address + phone confirmed
Mar 26
Completed
Completed byMike Chen (client)
Date & timeMar 26, 9:14 AM
SourcesGBP + Website + Public Records · No conflicts
2.2.AL
Recent activity
Today
Auto-reminder queued — profile incomplete (48h threshold)
Mar 26
Client scheduled kickoff call — Apr 3, 2:00 PM with Jane Doe
Mar 26
Client verified business info — 3 sources matched, no conflicts
Mar 25
GHL subaccount auto-created · Auto-lookup ran (GBP + website + SOS)
Mar 25
Client signed up — Complete Marketing Package ($600/mo) · Visa 4821
2.2.AL — Activity log auto-populates from system events. Color coding matches track legend.
2.2.REM — Reminders sent via email + SMS (Twilio). Auto-reminders at 48h and 72h. Escalation flag at 5+ days.
Reminder sent to Mike Chen