Onboard a new client¶

This checklist takes a client from quote to a working, reported setup. Each step links to its page.

Before you begin¶

Collect from the client:

Business name and street address, for the number registration.
The email address of the person who will accept the quote and receive invoices.
The website domain, and the phone number that appears on the website.
The number calls should forward to, and the business's hours.
Whether calls may be recorded, and who should be told about it.
Access to the website or its Google Tag Manager container, and to the client's Google Ads, Google Analytics, Meta and HubSpot accounts as needed.

Create and send a quote with the client's details, website domain, forwarding number and plan.
Tell the client to expect an email from Enfonica and to accept within 30 days. See What your client sees.
Watch the quote's status on the Dashboard. Use Resend if the client loses the email.

When the quote is accepted, open the client from Clients.

Check Settings: the allowed domain and forwarding number from the quote are in place. Add www. or the bare domain if the website uses both. See Manage site settings.
If the business needs business hours, failover or voicemail, build a Flow and set it as the handler. See Business hours, failover and voicemail with Flow.

Create a number pool and its rules, one pool per number on the website.
Add numbers to the pool. Start with the plan's included numbers; see Size a number pool.
Add a static tracking number for each offline source you want to measure, such as the Google Business Profile listing.

Agree with the client that calls will be recorded and that callers will be told.
Turn on recording and the consent message.
Set up AI Call Insights with labels that match the client's definition of a good lead.

Push call conversions to Google Ads. Confirm auto-tagging is on and choose the conversion action.
Send call events to Google Analytics 4 and mark phone_call as a key event.
Connect Meta Ads, HubSpot or Zapier as needed.

Schedule email reports: weekly to your account manager, monthly to the client, daily missed calls to the business.
If the client wants to see calls themselves, invite the client's users as Viewers.
Walk the client through the call log and a call's attribution, and explain what No attribution and the confidence levels mean. See Why attribution can be missing or ambiguous.
After the first week, check the pool's health and the first weekly report.