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White-Glove Onboarding Included

Most platforms sell you software and leave you to figure it out. We don’t.

Our “White-Glove Onboarding” is included with your monthly subscription, at no extra cost.

When you join Clientflow, you’re not just getting access to a platform - you’re getting a dedicated expert who migrates your data, replicates your systems, and sets everything up so it works from day one.

No guesswork.

No “figure it out yourself” tutorials.

No breaking your business while you learn.

We handle the heavy lifting so you can focus on running your business.

Complete Migration & Setup

We move everything across - so you don’t have to.

Your dedicated onboarding specialist handles:

Data Migration

  • Contacts, companies & opportunities from your existing CRM, including all tags and custom fields

  • Sales pipelines & stages replicated exactly as you had them (or improved, if you’d like)

  • One online course migrated from your current learning platform (more than one if your current platform is one that our automatic importer supports)

  • Booking calendars from tools like Calendly, fully configured and embedded in funnel pages

System Configuration

  • Standard forms (contact us, newsletter signup, lead magnets) rebuilt in Clientflow with follow-up workflows attached

  • Email templates for common scenarios: new client welcome, affiliate onboarding, course access, invoices

  • Tax rates & invoice templates customised for your business

  • DNS & email deliverability setup - all 6 forms of email authentication (SPF, DKIM, DMARC, BIMI, MTA STS and TLS RPT) on both your main domain and Clientflow subdomain, so your emails actually reach inboxes

Why This Matters

You’re not starting with a blank slate. You’re not risking your contact database or breaking your funnels mid-migration. We replicate what’s working, improve what’s not, and hand you a system that’s ready to go - tested, verified, and optimised.

5 Hours of 1-on-1 Training

Book sessions whenever you need them - at your own pace.

Once your system is set up, you have 5 hours of dedicated one-on-one time with your onboarding specialist. These aren’t generic webinars or canned tutorials. They’re focused, hands-on sessions designed around quick wins that build your confidence and momentum.

You control the schedule:

  • Book sessions whenever suits your availability

  • Move through onboarding as quickly or as carefully as you prefer

  • Focus on the features and workflows most important to your business

  • Get answers to your specific questions - not someone else’s

Common topics clients use these sessions for:

  • Workflow automation and campaign setup

  • Customising templates and forms

  • Reporting and analytics

  • Advanced features (memberships, communities, AI tools)

  • Strategy sessions: “How should I structure this funnel?”

Use your hours however you need - intensive sprint sessions to launch fast, or spaced-out calls as you grow into the platform.

Ongoing Support from People Who Know Your Business

Fast answers from the team that built your setup.

After onboarding, you’re not handed off to a generic support queue. You have direct access to the same team that migrated your data and configured your account.

What this means for you:

  • No re-explaining your business from scratch

  • No timezone delays or language barriers

  • No junior staff reading scripts

Your support team already knows your products, funnels, and workflows. They troubleshoot faster, suggest improvements, and help you implement changes without the usual friction of ordinary software vendor support.

Plus, you get:

  • Fortnightly group Q&A training - live, interactive sessions

  • Pre-built campaign templates you can deploy immediately

  • AI-powered tools for content, workflows, and optimisation

  • Ready-to-launch campaign "snapshots" from our library

Timeline

We move at your pace, not ours.

Once you join, you’ll receive a booking calendar to schedule your onboarding sessions. Book them back-to-back for a fast launch, or space them out as your schedule allows. No pressure, no expiry, no penalties for taking your time.

Typical onboarding flow:

  1. Week 1: Data migration and system replication (we handle this)

  2. Week 2-4: Training sessions and hands-on setup (you control the pace)

  3. Ongoing: Weekly group training, support access, and continuous optimisation

Most clients are fully operational within 2-4 weeks.

The Bottom Line

You’re not buying software. You’re hiring a team.

When you join Clientflow, you get comprehensive migration, expert setup, personalised training, and ongoing support from people who know your business. Everything is handled by the same team that’s been supporting small businesses with their marketing since 2015.

No overwhelm. No guesswork. No “good luck figuring it out.”

Just a system that works - set up by experts, customised for your business and ready to scale.

For full details on what's included in your subscription, see our Pricing →

Ready to get started?

Book a call to discuss your needs, plans and goals.