What does onboarding look like?

Created by Edward Langer, Modified on Fri, 5 Sep at 2:19 PM by Edward Langer

Smooth Start

Onboarding at Heavy Duty Advertising kicks off with clarity and purpose—right after contract signing, you receive a warm welcome email outlining your personalized kickoff process. This includes access requests, a project timeline, and a setup checklist of assets we’ll need—everything from logos and service details to Google Business Profile and social media credentials. By laying this foundation, we ensure your path to launch is fast, organized, and stress-free.

Discovery & Strategy Alignment

Next, we deep-dive into understanding your business during a collaborative kickoff call. We explore your key services, market challenges, and growth goals, so our strategy fits the unique demands of your shop. We might ask things like: What services bring the most traffic? Which locations or hope areas do you want ranking? This conversation ensures alignment, transparency, and a marketing plan rooted in your real-world priorities.

Rapid Setup & Implementation

As soon as we have access and your input, our team activates your HeavyDutyAdvertising.com platform. In the first 1–2 weeks, we configure your CRM pipelines, integrate automation workflows (like missed-call text-back sequences and appointment reminders), and layer in AI SEO, schema markup, and Google Business updates. During this phase, we also prepare foundational content—service and location pages, FAQ blocks, and review funnels—so your marketing engine starts firing on all cylinders.

Testing & Going Live

By week 3, we move into testing and polishing. We walk through each automation—confirming that leads are captured, follow-ups are triggered, and appointments sync smoothly. We also test schema, track performance reports, and fine-tune messaging. Once everything looks strong, we flip the switch and launch the system live. Your lead generation, bookings, and review collection start working automatically—in the background.

Optimization & Ongoing Support

Onboarding isn’t just launch—it’s just the beginning. Starting week 4, we enter optimization mode. We monitor performance metrics like lead flow, conversion rates, AI search signals, and review velocity. We’ll adjust automations, add content, refine SEO targets, and scale your location coverage as needed. You also get a clear monthly dashboard, easy communication channels, and quarterly planning sessions—so your marketing system stays dynamic and effective as your business grows.