Peak Scale Academy

Onboarding Phase

Status:

Progress 62%

18 of 29 tasks completed

Deliverables Missing

Required before completion

Waiting on Client

Pending proof assets & EIN

Waiting on LP7

Technical & funnel QA

Active Blockers

No blockers

Client Profile & Engagement Intake

Foundational business identity, contact methods, and commercial offer specifications.

Client Full Name

Company / Coaching Brand Name

Primary Contact Person

Title / Executive Role

Email Address

Phone Number

Preferred Communication Method

Time Zone & Business Hours

Primary Commercial Website URL

Niche / Coaching Vertical

Business Model / Type

Main Target Audience

Registered Business Address (Required for A2P 10DLC & Email Compliance)

Main Commercial Offer

Offer Price Point & Model

Primary Conversion CTA

Primary 90-Day Engagement Goal

Onboarding Notes & Specific Exclusions

Service Needs & Scope Matrix

Determine in-scope capabilities. Marking items as 'Not Needed' keeps the onboarding checklist concise.

Scope Manager

Setup Capability	Applicability	Specific Scope Purpose	Assignee

GoHighLevel Sub-Account & Telephony

Sub-account provisioning, multi-user permissions, dedicated numbers, and A2P 10DLC registration.

Sub-Account Setup Requirements

Done	Requirement	Status	Assignee	Acceptance Criteria	Location ID / Evidence

GHL Authorized User Logins

Coach and team members requiring direct access to the CRM sub-account.

Full Name	Email Address	Role	Access Level	Status

Telephony & A2P 10DLC Brand Compliance

Phone Configuration Type

Country / Desired Area Code

Assigned Phone Number

A2P 10DLC Carrier Status

Webinar Strategy & Funnel Architecture

Presentation delivery format, video hosting, and high-converting funnel pages.

Webinar Needed?

Webinar Details

Webinar Master Title

Core Transformation / Hook

Webinar Delivery Format

Webinar Delivery Engine

Lead Presenter

Target Duration

Replay / Master Video Source Link

Lead Assignee

Funnel Pages Checklist

Every required funnel page to design, connect, and test.

Done	Page Name	Status	Assignee	Domain / Path	Forms / Integration	Tested

Calendars, Stripe & Workflows

Scheduling integration, payment processing, and core automated workflows.

Strategy Session Calendar

Calendar Name

Host / Calendar Owner

Duration & Buffer

Meeting Link Provider

Test Booking Status

Payment & Stripe Checkout

Payment Processor

Primary Product & Pricing in GHL

Verification Transaction ($1 Test)

Automations & Workflows

Initial onboarding automations, notifications, and reminders.

Done	Workflow Name	Trigger	Actions	Status	Assignee	Tested

Brand Assets & Content Repository

Collect logos, color codes, photography, and proof assets needed for design.

Master Assets Google Drive / Dropbox Folder

Asset Name	Status	Assignee	Format Details / Notes

Onboarding Completion Gate

Confirm all required client intake items, access tokens, and foundational setups are in place.

Confirmed	Onboarding Milestone	Responsible Lead	Status	Acceptance Criteria

Onboarding Sign-Off & Confirmation

Implementation Lead Sign-Off

COO / Operations Verification

Client Intake Complete Date

COO Implementation Tracker

Execution governance matrix sourced directly from the COO New Account Implementation Sheet.

Lead Time Sprint

Standard 3-Week Implementation Timeline (Days 1 – 21)

Current Phase:

Week 2: Build & Configuration

Sign-Up / Contract Date: 2026-09-22 Day 8 of 21 elapsed Target Go-Live: 2026-10-13

Filter Department:

Done	ID	Dept	Sprint Phase	Activity Description	Assignee	Status	Acceptance Criteria (Definition of Done)	Blocker / Action	Evidence Link

Days 1 – 5

Week 1: Kickoff & Discovery

Focus: Kickoff call, locking deliverable scope, zero-password vault delegation, and collecting brand assets.

Done	ID	Week 1 Task	Assignee	Status	Acceptance Standard

Days 6 – 10

Week 2: Build & Configuration

Focus: Sub-account setup, DNS authentication, A2P 10DLC submission, webinar funnel build, and reminder automations.

Done	ID	Week 2 Task	Assignee	Status	Acceptance Standard

Days 11 – 21

Week 3: QA, Testing & Handover

Focus: $1 Stripe verification, end-to-end user journey test, client acceptance (UAT), and steady-state transition.

Done	ID	Week 3 Task	Assignee	Status	Acceptance Standard

Tasks by Assignee

Filter deliverables across the entire engagement by team member or client role.

Select Team Member

Assignee:

Task Description	Department	Assignee	Status	Acceptance Criteria	Blocker / Action

Peak Scale Academy

Client Profile & Engagement Intake

Service Needs & Scope Matrix

GoHighLevel Sub-Account & Telephony

Sub-Account Setup Requirements

GHL Authorized User Logins

Telephony & A2P 10DLC Brand Compliance

Email Setup, DNS Authentication & Secure Vault

Email Authentication & DNS

Access & Secure Credential Delegation

Webinar Strategy & Funnel Architecture

Webinar Details

Funnel Pages Checklist

Calendars, Stripe & Workflows

Strategy Session Calendar

Payment & Stripe Checkout

Automations & Workflows

Brand Assets & Content Repository

Fathom Meeting Notes & Recordings

Onboarding Completion Gate

Onboarding Sign-Off & Confirmation

COO Implementation Tracker

Standard 3-Week Implementation Timeline (Days 1 – 21)

Week 1: Kickoff & Discovery

Week 2: Build & Configuration

Week 3: QA, Testing & Handover

Tasks by Assignee

Select Team Member

Add New Client Account