Onboarding with every plan
You won't set this up alone.
Every LeadDragon account starts with a 1-hour, 1-on-1 onboarding call. By the time you hang up, your phone, texting and lead sources are connected and your follow-up is on. Normally $500, included with every plan.
On the call
What happens in your hour.
- 1
First 10 minutes
Your business and your goals
How you get leads, how you sell, and what a win looks like in your first 30 days.
- 2
Next 20 minutes
Phones, texting and lead sources
We connect your number, start your texting registration and bring your lead sources into one pipeline.
- 3
Next 20 minutes
Your follow-up, turned on
We set up the follow-up that matters most for your business first, like missed-call text-back, instant replies and appointment reminders.
- 4
Last 10 minutes
Your plan for week one
What to do this week, which playbooks to use next, and when to bring questions to office hours.
Before the call
Have these handy.
Not sure about something? Come anyway. We'll work it out together.
- Your business phone number, or a new one we set up for you
- Where your leads come from today: website, Facebook, Google, Angi and so on
- Your Google or Outlook calendar login
- Your legal business name and EIN for texting registration
- Logo and website login, if you have them
After the call
A team in your corner.
Weekly live office hours
Bring any question, any week. Learn what other businesses are setting up and get unstuck fast.
24/7 live chat
Real answers from our support team, day or night. When it's easier to show you, we hop on a quick Zoom.
Playbooks and done-for-you
Step-by-step playbooks for what to build next, and a team that can build it for you when you'd rather not.
30-day money-back guarantee
Go through onboarding and put it to work. If LeadDragon isn't right for your business, tell us within 30 days and we'll refund your payment in full.
Onboarding questions
How long is onboarding?
One 1-on-1 call of about an hour, scheduled right after you sign up.
Is onboarding included?
Yes. It's normally $500 and it's included with every plan.
What if I need more help after the call?
You have weekly live office hours, 24/7 live chat, step-by-step playbooks, and our team can build anything for you.
I already have HighLevel or another CRM. Do I still get onboarding?
Yes. We help move your funnels, workflows and contacts over, and set up what's missing on the same call.
Start answering every lead this month.
$97/month with a 1-hour onboarding call and a team on call after. Prefer to talk it through first? Book a demo.
Month to month. 30-day money-back guarantee.