Client Onboarding Process

Thank you for coming on board as a “Professional Service” client!

This is a “Done-For-You” Internet Marketing Service where I become your Personal Direct Response Internet Marketer… for up to 10 hours per month.

This page helps us set up your program up and running quickly.

My team and I are here to help you manage your marketing, build your campaigns and create your funnels – which ultimately help you grow and systemise your business!

Here are the next 7 Steps:

Step 1:

Your next step is to book your first “One-to-One Strategy Call” with me.

This typically takes place using ZOOM Meetings. You can join via Computer, Device or Phone.

CLICK HERE and follow this link to book your monthly “1:1 Calls with me” as needed time in my diary.

Keep the above URL handy and BOOKMARK it in your browser.

As a Diamond Client – you’ll also use the same link to book your Monthly 60 to 90 minute calls with me as they are needed. It is your responsibility, as the client, to book these monthly calls.

Step 2:

If we are importing any databases – provide us with a Database List of current clients that you have permission to send email and/or sms marketing.

Must be Saved as a .CSV file inside our shared Dropbox File


CLICK HERE to Download your .CSV file here.


Use the above file for preparing Database for your Email Marketing using Infusionsoft.

Remember if you have Different SEGMENTS of your Database – provide them as Different .CSV Files.

Please place the completed .CSV Document/s in Dropbox.

Step 3:

If we haven’t already – we will be sending you a Dropbox Account invite so we can share files in the cloud.

Dropbox APP is also available on Smartphone and Tablet Devices plus a Desktop version that syncs back into the cloud.

Watch the video below.

Step 4:

Then you will receive a invitation from us. This is so we can keep track of all communication inside TeamWork about your projects. It also syncs with Dropbox

Please check with our team before you create new TASKS in – the TASK section is for us.

You’ll mainly use the following…

MESSAGES to post messages for everyone to see:

NOTEBOOKS to share ideas, content or information:

LINKS for putting your Website, LeadPages/Click Funnels, App logins or anything else I need to access on your behalf:

You don’t have to log into Teamwork either – you can also do any of the above VIA chrome.

Get the TEAMWORK Goggle Chrome App here


Teamwork APP for your phone here – Click for Android or Click for Apple


As a Diamond Client – you receive a priority response from me but keep all future communications about your projects and business from this point inside – Email is not the most direct way to contact me moving forwards as I don’t check email daily.

Step 5:

Give us ACCESS to all your Apps like Infusionsoft, Ontraport, LeadPages, ClickFunnels etc. Place these URLS and PASSWORDS into “TEAMWORK” in the “LINKS” area of Teamwork.

Step 6:

To manage your Facebook Business Page and Google+ Business Page Accounts you’ll need to add me as an ADMINISTRATOR  – use my personal profile “CoachCameron Roberts” – // – you might have to send me a request to “like” your pages 1st, then once I “like” or “follow” – you can make me an ADMINISTRATOR – (Go to Business Page > Settings > Page Roles > Add another Person) – my email to search for on Facebook when adding me to your account is “”

For Facebook Funnels – please click here and add me as your Facebook Ads Admin.

For adding me as your Facebook Page Advertising Manager, click here to see how

I am a Facebook Business Manager so I can access your account via my own logins and create all your Facebook Ad Top-Of-Funnel Campaigns.

Step 7:

While I’ll be doing the grunt work of your project – you might also come across my other main team members:

Ethan is our Project Manager. He is also an Infusionsoft and HubSpot Consultant, Backend Website Developer and Programmer, and Social Media Management guy. He’s the geeky coding guy of the group. We keep him in front of the computer most of the time! He’s been with us for 7 years now and has helped build 100’s of landing pages, websites, Funnels, Campaigns and digital assets.

Klayton is a certified Infusionsoft and HubSpot Marketing Consultant – happens to be my brother (what can I say – Marketing runs in the family!) – he helps setup CRM’s, Workflows and Funnels for our clients.

Michelle is the next member of our local team. She is also a fully Certified Marketing Automation Consultant with Infusionsoft. Michelle happens to be my wife too – but she’s not just a pretty face! Michelle has helped me build and been an active director of numerous award-winning, profitable businesses over the years. She has business in her blood as her own family has run successful businesses too.

Mary and Kenneth are our Inbound Marketing Consultant and help with some of the Ninja SEO and Inbound Content Marketing Tactics for getting top Google Rankings.

Congratulations again on becoming a Client.

You’re one of a handful of special people that get to work with me each month “up-close-and-personal”

Chat soon (-:

Regards Cam Roberts

Coach Cameron Roberts