BOOKDIN
Client Onboarding Checklist
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Trial Scope
Setter:Dawud (no dedicated setter)
Niche:Dental clinics
Product:AI receptionist
Dialer + Leads:Client-provided
Deliverables:Scripts + email workflow
Not included:Closer training
Client Time Estimate (Before Dialing Begins)
Onboarding doc~15 min
Offer SOP~1–1.5 hrs
Asset handover (list + dialer)~1 hr
Script + workflow review~45 min
Kick-off call~30 min
Total client time
~3.5–4 hrs