Client Setup Guide

    Let's Get Your Account Ready

    Complete the steps below so Patterson Growth can connect, test, and prepare your system for launch.

    You only need to complete the items Patterson Growth assigned to you.

    How This Works

    01

    Complete your assigned connections

    Select the items from your Account Ready email and follow each step.

    02

    We build and test your system

    Patterson Growth configures, connects, and tests everything behind the scenes.

    03

    We confirm when it's ready

    You'll receive a launch confirmation once the full system is tested and approved.

    Your Setup Tasks

    Select only the items named in your Account Ready email.

    What Patterson Growth Handles

    You focus on completing your assigned connections. We take care of everything else.

    System Configuration

    Account setup, CRM, pipelines, and AI assistant configuration.

    Automations & Workflows

    Lead response, follow-up sequences, and notification routing.

    Testing

    Full lead journey testing and final adjustments before launch.

    Final Launch Approval

    We confirm everything is ready and send your launch notification.

    Finished Your Steps?

    Confirm that every assigned task is complete, then notify Patterson Growth. We will test the system and let you know when it is ready.

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