Onboarding Checklist

OB Checklist of Items:

• OB Brief 

• Trial duration / MRR - Sales to confirm

• GTM Access (Publisher Level - clients@commversionlivechat.com)

• GA Access (View Only - analytics05@commversionlivechat.com)

• Emails for Lead sending (if no CRM / Form)

• Website Form + Fallback (if no CRM)

• Email Parser + Emails
  

• KB Queries (if any)

Special Considerations (Optional)

• Cookie policy - Needs to be checked

• Bot on website - Needs to be removed

• Split test

• Scheduler - Timings / Days to be confirmed

• Pages for chat to be excluded
   

Add Ons Checklist

1. CRM Integration -

• Type of CRM integration

• Discovery Call

• API Access

• Fallback email

2. Instant Connect -

• Non-IVR Numbers

• Time Slot to make IC calls

• Public Holiday - Can we make calls?

• Call Routing (to check)

• IC Summary email

• IC Demo Call booked

• IC Call line testing

3. Google Ads -

• Account ID (from client)

• Manager Access Sent (CV)

• Client Accept Manager access
  

4. GA4 Integration -

• API Secret

• Measurement ID

Pre-Launch Checklist

• Check the widget is firing on all devices (Mobile & Desktop)

• Check the position of the widget on both Desktop and Mobile (Ensure not covering any CTAs on the clients website)

• KB pushed Live + Special Considerations checked out 

• Pre-launch notification email to the client

Launch

• Go-Live Email

https://docs.google.com/document/d/1wc5QzV2vXYc47a6iBfAi3iKAwUUsp7MyGIwzBfNyFGY/edit?tab=t.0