Let's Get Your Visibility System Built.
You're in. Here's what happens next — what we need from you, how discovery works, and when build work begins. The faster we have the right information and access, the faster we can build the system correctly.
From signup to launch — and beyond.
Eight simple steps. Discovery and onboarding information come first, then build work begins. You're never left guessing what happens next.
Welcome / Get Started
You're in. This page walks you through what happens next — what we need from you, how discovery works, and when build work begins. Keep it simple: the faster we have the right information and access, the faster we can build the system correctly.
Discovery
First we learn your business — what you offer, who your ideal customer is, what problem you solve, what you should be known for, your current messaging and positioning, your key offers, and where your marketing is strong or missing. This is the foundation everything else is built on.
Assets & Access
We'll ask for the assets and access we need — grouped, not one giant checklist. You may not have everything on day one, and that's fine. We'll help you gather what's missing as we go.
Technical / System Setup
Depending on your package and existing setup, we configure the pieces — SmartHub website or funnel, CRM, email, SMS, AI receptionist, Google Business Profile, tracking, analytics, forms, calendars, automations, and review systems. Only what applies to you.
Build / Configuration
Once discovery and access are complete, we begin building and configuring your visibility system around your business — messaging, pages, pipelines, content, and automations.
Review / Approval
You'll review key messaging, pages, branding, and setup items where your approval is needed. We'll keep the loop tight so you always know what's waiting on you.
Launch / Go Live
Approved systems are connected, published, or activated as appropriate. Your visibility system goes live and starts doing its job.
Ongoing Marketing
After launch, ongoing work continues based on your package — social media, SEO and AI search, blog content, Google Business Profile, automation, reviews, reporting, campaigns, video, and advertising support.
What we may need — grouped, not overwhelming.
You won't have everything on day one, and that's fine. Here's what we typically request, organized by category. We'll help you gather what's missing as we go.
Brand & Visuals
- • Logo
- • Brand colors
- • Photos
- • Reviews / testimonials
Web Presence
- • Domain access
- • Website access
- • Google Business Profile
- • Social media profiles
Analytics & Tracking
- • Google Analytics
- • Google Tag Manager
- • Search Console
CRM & Marketing
- • CRM or contact data
- • Existing marketing materials
We configure the pieces — only what applies to you.
Depending on your package and existing setup, we configure the parts of the system you need. Not every item applies to every client.
Getting your AI receptionist right.
Where an AI receptionist is part of your package, we'll ask a few key questions so it handles calls the way your business actually works.
Building a site that's genuinely yours.
For website and SmartHub builds, discovery covers the essentials — so your site reflects your real business, not a template.
Discovery comes before production.
Discovery and onboarding information need to be completed before major production work begins — that's what keeps the build accurate. The faster we have the right information and access, the faster we can build the system correctly.
Ongoing marketing, based on your package.
Once your system is live, the work continues. Here's what ongoing marketing may include — depending on your package.
A collaborative process.
Successful onboarding depends on a few simple things — and they go both ways.
Who does what during onboarding.
Humans handle
- • Strategy, messaging, judgment, and client communication
- • Deciding what to build, why it matters, and in what order
AI helps with
- • Research, setup, production, monitoring, and follow-up
- • Accelerating the work so the human team can focus on direction
AI is leverage — it accelerates the work so the human team can focus on strategy and direction.
Complete Your Onboarding Questionnaire
Tell us about your business so we can start discovery. A real person reviews it — this isn't an automated form.
Need Something Else?
This is one piece of a connected system.
The Web Mavericks system connects your messaging, website, search presence, social, ads, follow-up, and AI tools into one engine. You don't buy this piece in isolation — it works as part of the whole.
Onboarding — FAQ
Ready to get started?
Complete your onboarding questionnaire and we'll begin discovery. The faster we have the right information, the faster your visibility system comes to life.