· Onboarding
The quality and speed of your launch depends on what you bring to the table. Whether you’re a law firm, a real estate team, a medical practice, or a construction company, this checklist mirrors exactly what FMS Studio needs during partner onboarding and activation — the more complete your inputs, the faster and stronger your system launches.
Business clarity
- The primary services you want to generate leads for first — be specific (e.g., "personal injury intake" or "commercial roofing estimates," not "everything we offer").
- Geographic boundaries you can profitably serve: city, county, metro area, or service radius.
- Proof points that build trust: bar certifications, contractor licenses, board credentials, client reviews, or guarantees we can truthfully reference in copy.
Offers and economics
- Your entry offer — free consultation, free estimate, free case review, discovery call — that makes sense for both paid traffic and organic search visitors.
- How you price and structure engagements (flat fee, hourly, contingency, project-based, subscription) so intake forms and copy match buyer expectations.
- Realistic capacity: how many new clients, projects, or consults you can handle per week without degrading service quality.
Brand and assets
- Logo files, brand colors, and tone-of-voice notes (even a brief paragraph describing how you want to sound works).
- Photos or video you can license for landing pages — real team or project photos outperform stock significantly in high-trust verticals like legal, medical, and construction.
- Domain access, Google Analytics or GA4 setup, and any ad accounts if we are wiring conversion tracking.
Booking and operations
- Calendar availability rules, blackout dates, and who owns confirmation and reminder communications.
- CRM, inbox, or case management system where qualified leads should land after capture.
- After-hours policy: how leads are handled when automation hands off to a human and no one is immediately available.
Expectations and iteration
Launch is iteration one, not the finish line. High-value industries — legal, real estate, medical, construction — require refinement of offers, copy, and qualification rules based on real prospect data. Plan for at least one structured review cycle within your tier’s regeneration allowance, and schedule a post-launch check-in via Calendly to assess what to optimize next.
More context: AI Lead Generation · Business Software · FAQ