KB-004: Client Onboarding Navigation Index
Purpose: Central navigation hub for all client onboarding documentation
This document serves as a navigation index to help team members find the right onboarding documentation quickly. The documentation is organized by purpose across multiple repository locations.
Quick Start
New to client onboarding? Follow this reading order:
- KB-001: Quick Start Guide - Platform fundamentals
- KB-002: Automation Ecosystem - The Big 5 modules
- Main Onboarding Procedure - Step-by-step implementation guide
Documentation by Purpose
Procedures (How-To)
| Document | Location | Description |
|---|---|---|
| Main Onboarding Procedure | 04-operations/sops/client-onboarding/client-onboarding-procedure.md | Complete 13-step implementation guide (authoritative) |
| Client Implementation Lifecycle | 04-operations/sops/client-onboarding/client-implementation-lifecycle.md | 6-stage client lifecycle overview |
| SEO One-Time Setup | 04-operations/sops/client-onboarding/seo-one-time-setup.md | SEO-specific setup procedures |
Platform Architecture (Technical Reference)
| Document | Location | Description |
|---|---|---|
| GHL Systems Integration | 05-platform/client-onboarding/ghl-systems-integration.md | Platform architecture and how components integrate |
| Snapshots Architecture | 06-team-training/platform-training/kb-009-agency-subaccount-architecture.md | Snapshot selection guide, lineage, and pipeline diagram (see Snapshot Pipeline Diagram section) |
| GHL Naming Standard | 08-reference/standards/sc-ghl-naming-standard.md | Naming conventions for snapshots, sub-accounts, workflows |
Knowledge Base (Training Materials)
| KB # | Document | Description |
|---|---|---|
| KB-001 | Quick Start Guide | Platform fundamentals and quick start |
| KB-002 | Automation Ecosystem | The Big 5 core modules explained |
| KB-003 | Custom Values Deep Dive | 98 custom values documentation |
| KB-005 | Systems Integration Architecture | Technical architecture deep dive |
| KB-006 | GHL Naming Standard | Reference to naming conventions |
| KB-007 | Decision Trees & Troubleshooting | Troubleshooting flowcharts |
| KB-008 | Visual Reference Guide | Visual diagrams and screenshots |
| KB-009 | Agency Sub-Account Architecture | Sub-account structure |
Templates (Reusable)
| Template | Location | Description |
|---|---|---|
| Client Profile | 04-operations/templates/client-profile-template.md | Standard client profile format |
| Implementation Checklist | 04-operations/templates/client-implementation-checklist-template.csv | CSV checklist for ClickUp import |
| Discovery Audit | 04-operations/templates/client-discovery-audit-template.md | Combined discovery and technical audit |
Verification Checklists (QA Passes)
These are milestone QA checklists -- run after completing master CSV stages to verify deliverables are correct before proceeding.
| Checklist | When to Use | Location |
|---|---|---|
| GHL Account Setup | After Stage 2 (SETUP) | 04-operations/checklists/ghl-account-setup-verification.csv |
| Client Onboarding | After Stage 3 (ONBOARDING), before training | 04-operations/checklists/client-onboarding-verification.csv |
| Client Website | After website build/migration, before go-live | 04-operations/checklists/client-website-verification.csv |
| Client E2E Functionality | After onboarding + website, before go-live | 04-operations/checklists/client-e2e-functionality-verification.csv |
Folder Structure Reference
04-operations/sops/client-onboarding/ ← Procedures (authoritative)
05-platform/client-onboarding/ ← Technical architecture
06-team-training/platform-training/ ← KB articles (training)
08-reference/standards/ ← Standards and conventions
04-operations/templates/ ← Reusable templates
09-clients/ ← Client-specific docs
Version History
| Version | Date | Changes |
|---|---|---|
| 2.0 | 2025-12-19 | Transformed from redirect into navigation index |
| 1.0 | 2025-01 | Created as redirect to new procedure location |