Five Step Onboarding

Articles
May 16, 2025•3 min read

The 5-Step Onboarding Process for Nurturely+

Every business is unique—and so is your pace. That’s why we don’t force a rigid weekly timeline. Instead, we walk you through five essential steps that build a rock-solid marketing foundation using Nurturely+.

Whether you move fast or take your time, these five steps will guide you from setup to growth.

Five Step Onboarding

The 5-Step Onboarding Process for Nurturely+

Step 1: Foundation & Verification

Step 2: Authentication & Team Access

Step 3: Identity Resolution Activation

Step 4: Organic Growth Infrastructure (SEO)

Step 5: Paid Ads + AI-Driven Engagement

What Happens Next?

Nurturely+ All-In-One CRM Software

Step 1: Foundation & Verification

Goal: Lay the groundwork and unlock platform features.

  • Complete your 1:1 Kickoff Call (Welcome + Goal Alignment)

  • Submit Business Info: name, logo, hours, service areas, authorized representative, etc.

  • Begin A2P Messaging Verification for SMS compliance

    • Set up MCAT (Missed Call Auto Text)

  • Install Live Chat

  • Install Intake Form

  • Install / activate the Automatic Google Review [AGR] Workflow

  • Install Appointments Calendar

  • Setup Pipelines

Milestone: Your Nurturely+ environment is configured and compliant—ready to start attracting leads.

Step 2: Authentication & Team Access

Goal: Secure your communications and get your staff onboarded.

  • Email Authentication: We authenticate your sending domain so emails land in inboxes, not spam folders.

  • Staff Access: Add your team members, assign roles, and give them the tools they need to succeed.

  • Start Light Prospecting: We’ll introduce low-pressure ways to engage your existing contacts and warm up your pipeline.

  • Only after A2P Verification is complete

Milestone: Your team is in, secure, and ready to start working leads.

Step 3: Identity Resolution Activation

Goal: Start capturing anonymous website visitors.

  • NurturelyX Installation: We install your unique identity resolution script onto your site or landing page.

  • Lead Flow Testing: You’ll begin seeing real leads (with names and emails) from anonymous visitors.

Milestone: You now see who's visiting your site—and how to follow up with them.

Step 4: Organic Growth Infrastructure (SEO)

Goal: Make sure you show up online when locals search for your services.

  • NAP Consistency Audit: We verify your Name, Address, and Phone are uniform across the web.

  • Directory Submission: You’ll be added to major local directories for better discoverability.

  • Review Monitoring Tools: We activate your real-time monitoring of online reviews across platforms.

Milestone: Your online presence is now optimized for trust, consistency, and local rankings.

Step 5: Paid Ads + AI-Driven Engagement

Goal: Add fuel to the fire with smart ad campaigns and automation.

  • Paid Ads Setup: We walk you through how to launch and manage your first ad campaigns based on your budget and goals.

  • Google

  • Facebook

  • Campaign Optimization: Early data helps us refine targeting, offers, and calls-to-action.

  • COMING SOON: Enable your AI Employee (Beta) to respond, book, and follow up automatically

Milestone: You now have a fully activated, multi-channel growth engine running—powered by human insight and AI scale.

What Happens Next?

Once these five steps are complete, we shift into ongoing support, optimization, and growth. Your success becomes our mission—from stronger lead flow to more booked appointments.

If you’re already a Nurturely+ subscriber: Welcome aboard.
If you’re considering joining: This is exactly what’s waiting for you.

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All-In-One CRM Platform

Everything You Ever Need To Turn Strangers Into Customers

Nurturely+ gives you the complete platform to win with paid ads, social media, SEO, websites, automations, and more—everything you need to attract more leads, close more sales, and scale faster.

Securely store customer data, quickly & easily automate tedious day-to-day tasks, recruit employees, generate sales leads, boost client success, and build a dominant online presence all with just this one platform: Nurturely+

Nurturely+ | All-In-One CRM Platform For Small Businesses

Features

One Platform. Every Tool You Need.

Running a modern business shouldn’t mean juggling a dozen different softwares (and a dozen different subscription fees).

Nurturely+ brings everything under one roof — sales, marketing, communication, automation, and customer management — so you can grow faster, operate smoother, and focus on what matters most.

Built on the power of HighLevel, Nurturely+ gives you access to 29+ high-impact tools in one easy-to-use platform, trusted by the most profitable small businesses today.

Discover every feature that’s included with your Nurturely+ membership — and how each one can drive more leads, more sales, and more success for your business.

Nurturely+ | All-In-One CRM Platform For Small Businesses

2-Way Text & Email

Communicate instantly with your leads and customers using Nurturely+’s 2-Way Text & Email system.

Manage all conversations from one simple inbox, ensuring you never miss a message. Whether you're nurturing a lead, booking an appointment, or following up after a sale, you can text or email with ease—and track it all automatically. Increase engagement, speed up response times, and close more deals with seamless messaging integration.

With Nurturely+, you keep the conversation alive, organized, and converting.

> See competitor pricing

GBP Messaging

Connect directly through Google Business Profile (GBP) messaging with Nurturely+.

When customers message you from your Google listing, it flows straight into your centralized inbox, making it easy to respond quickly and professionally. Boost your local SEO, impress prospects with lightning-fast replies, and capture more leads right at the moment they’re most interested.

Nurturely+ makes it effortless to manage your Google conversations alongside every other channel you use—without missing a beat.

Live Chat

Turn website visitors into customers with Nurturely+ Live Chat.

Our live chat software lets you engage potential buyers in real time, answer questions instantly, and guide prospects toward taking action. Automated bots can handle common inquiries, book appointments, or capture lead details even when you're offline.

Improve customer support, drive higher conversion rates, and build trust with a fully integrated chat system—optimized for desktop and mobile. Every chat is a chance to grow your business.

> See competitor pricing

Reputation Management

Protect and grow your brand with Reputation Management from Nurturely+.

Monitor reviews across Google, Facebook, and more, all from one dashboard. Quickly respond to feedback, encourage happy customers to leave glowing reviews, and repair negative impressions before they spread. A strong online reputation leads to higher trust, better SEO, and more new business.

Nurturely+ gives you the tools to manage your reputation proactively—and profit from it.

> See competitor pricing

Facebook Messenger

Stay connected with your audience where they already spend their time.

Facebook Messenger through Nurturely+ lets you capture leads, answer questions, and nurture customer relationships directly inside Messenger. Sync every conversation into your main CRM, automate follow-ups, and turn chats into booked appointments.

With Messenger integration, you can maximize Facebook's reach without losing control of your communications.

GBP Call Tracking

Know exactly which marketing efforts drive your calls. GBP Call Tracking inside Nurturely+ tracks every phone call that comes from your Google Business Profile (GBP).

See call sources, listen to recordings, and attribute revenue back to campaigns. Understand what’s working, fine-tune your strategies, and optimize your local SEO for maximum return.

With Nurturely+, you turn every call into valuable marketing data.

MCAT (Missed Call Auto-Text)

Never miss another lead with MCAT (Missed Call Auto-Text) from Nurturely+.

When a new prospect calls and you can’t answer, MCAT automatically sends a personalized text back—keeping the conversation alive and the prospect engaged. Capture more leads, book more appointments, and reduce lost opportunities just by automating this simple but powerful step.

MCAT is a true sales safety net, built into Nurturely+.

> See competitor pricing

Text To Pay

Close sales faster with Text To Pay.

Nurturely+ makes it easy to send secure payment links directly via text message, allowing customers to pay on the spot. No complicated setup, no invoicing delays—just fast, frictionless transactions that get you paid quicker.

Ideal for service businesses, mobile operations, and anyone who wants to offer maximum convenience at checkout.

> See competitor pricing

Calendar

Manage your entire schedule with the Calendar system inside Nurturely+.

Book meetings, sales calls, service appointments, and internal events all in one place. Automate confirmations, reminders, and reschedules to reduce no-shows and keep operations running smoothly.

Nurturely+ lets you sync calendars across your team and connect scheduling directly to your sales and marketing funnels.

> See competitor pricing

CRM

Centralize your customer data with Nurturely+’s powerful CRM.

Track every interaction, automate follow-ups, view purchase histories, and segment your contacts for hyper-targeted campaigns.

Whether you’re managing 10 clients or 10,000, Nurturely+ ensures you have the right information at your fingertips to close more deals and build stronger relationships—all without getting buried in manual work.

> See competitor pricing

Opportunities

Never lose track of a hot prospect again with the Opportunities feature inside Nurturely+.

Visualize your entire sales pipeline, move deals through custom stages, and trigger automations based on where leads stand.

With clear visibility into every opportunity, you’ll know exactly what needs attention, when to follow up, and how to maximize your close rates.

> See competitor pricing

Social Planner

Plan, schedule, and post across all major social platforms with the Social Planner inside Nurturely+.

Create content once and publish everywhere—Facebook, Instagram, LinkedIn, and more. Build out content calendars, preview posts before they go live, and manage your brand’s online presence without juggling multiple apps.

Nurturely+ makes consistent posting effortless.

> See competitor pricing

Forms

Capture new leads easily with Forms by Nurturely+.

Build beautiful, mobile-friendly forms in minutes—no coding required. Add them to your website, landing pages, or social media to collect contacts, survey customers, or register event attendees.

Customize fields, track submissions, and connect new leads automatically into your CRM and workflows for instant follow-up.

> See competitor pricing

Surveys

Understand your customers better with Surveys from Nurturely+.

Create custom surveys to collect feedback, measure satisfaction, or gain insights to improve your services. Embed surveys into your emails, websites, or thank-you pages to capture responses easily.

All survey data flows directly into your CRM, helping you refine offers, services, and experiences.

> See competitor pricing

SMS & Email Templates

Save time and increase effectiveness with ready-to-use SMS & Email Templates in Nurturely+. Craft high-converting messages for every stage of the customer journey. Whether you’re following up on a lead, confirming an appointment, or requesting a review, you’ll have proven templates ready to go—fully customizable for your brand’s voice and goals.

Proposals & Estimates

Win more business faster with Proposals & Estimates built into Nurturely+. Send professional, branded proposals and detailed estimates in just a few clicks. Track when prospects open your documents and automate follow-ups based on their activity. Impress leads with polished presentations that speed up their buying decision—and yours.

Email Marketing

Launch powerful campaigns easily with Email Marketing by Nurturely+. Build beautiful, mobile-optimized emails with drag-and-drop simplicity. Segment audiences, personalize content, and automate follow-ups based on user behavior. Email marketing remains one of the highest-ROI activities, and Nurturely+ gives you everything you need to do it right.

Funnel Builder

Guide leads from curiosity to conversion with Funnels in Nurturely+. Create multi-step sales funnels that move prospects through a defined journey—landing pages, opt-ins, follow-ups, and checkouts—all without needing separate tools. Funnels focus attention, eliminate distractions, and dramatically improve your conversion rates from the same traffic you already have.

Website Builder

Build stunning Websites directly inside Nurturely+. Use professionally designed templates or create your own from scratch. Our websites are fast, SEO-optimized, mobile-ready, and fully integrated with all your marketing and sales tools. Launch a beautiful, high-converting online presence without expensive developers or ongoing maintenance headaches.

Memberships

Turn knowledge into revenue with Memberships by Nurturely+. Create private courses, coaching programs, or content libraries behind a paywall. Manage members easily, drip-feed content, and automate billing—all from inside one platform. Whether you’re launching a new revenue stream or scaling an education business, Nurturely+ Memberships make it simple.

Blogs

Boost your SEO and authority with integrated Blogs on Nurturely+. Publish high-value content that drives organic traffic and nurtures leads over time. Our blogging platform is fast, secure, and automatically optimized for mobile and search engines—giving you a powerful tool for building trust, loyalty, and inbound growth.

Communities

Build a loyal tribe with Communities from Nurturely+. Create private groups where your customers, prospects, or members can connect, share, and engage. Communities help you extend customer lifetime value, reduce churn, and deepen relationships. Best of all, you own the community—not a third-party platform.

Invoicing & Payments

Get paid faster with Invoice generation built into Nurturely+. Send polished, branded invoices in minutes, track payment status, and integrate with Text To Pay for even quicker transactions. Simplify your billing process, keep your cash flow steady, and make it easy for customers to do business with you.

Trigger Links

Track clicks and automate actions instantly with Trigger Links inside Nurturely+. Add trigger links to emails, SMS, or web pages, and when a contact clicks, you can enroll them in campaigns, assign tags, or notify your team automatically. It’s like giving every link a smart brain that grows your business.

Workflows & Automation

Automate your entire business with Workflows. Map out journeys for leads and customers based on behavior—automatically send emails, assign tasks, move deals, and trigger alerts. With visual drag-and-drop builders, Nurturely+ Workflows make complex automations simple, saving you hours every week while scaling your sales and support.

Reporting & Analytics

Measure what matters with Reporting & Analytics in Nurturely+. See real-time data on leads, revenue, sales pipelines, marketing performance, and more—all in beautiful, easy-to-read dashboards. Identify bottlenecks, double down on winning strategies, and make smarter decisions with confidence. Data-driven growth starts here.

Triggers

Create powerful Triggers that automate tasks across Nurturely+. Set up instant responses to events like form submissions, email opens, missed calls, or new leads. Triggers take action for you—moving contacts, assigning tasks, sending messages—so you can run a smarter, faster business without lifting a finger.

Campaigns

Nurture leads automatically with Campaigns inside Nurturely+. Build multi-step email and SMS sequences that guide prospects from first touch to final sale. Whether it’s a simple drip campaign or a complex onboarding journey, you can personalize every step based on customer behavior—and win more business while you sleep.

Why Choose An All-In-One CRM?

Trying to piece together all the tools your business needs would cost you over $1,100 every month—and you'd still be stuck managing dozens of disconnected platforms that don’t talk to each other.

Nurturely+ gives you everything in one place: lead capture, sales pipelines, follow-up automation, websites, reviews, payments, and more—all fully integrated and ready to go for a fraction of the cost.

Save money, save time, and finally run your business with the systems it deserves.

Industries Served

Residential Cleaning

Instantly capture new client inquiries, automate follow-ups, book more cleanings, and collect 5-star reviews—all without lifting a finger.

Commercial Cleaning

Automate lead capture, send professional proposals fast, and manage long-term client contracts—all from one streamlined platform.

HVAC

Respond to emergency service requests faster, schedule appointments automatically, and follow up with seasonal promotions to keep customers coming back.

Plumbing

Capture urgent service calls, book jobs instantly, and automate follow-ups to turn one-time fixes into lifelong customers.

Electrical

Respond faster to service requests, streamline project estimates, and keep every lead and job organized from first call to final invoice.

Landscaping

Capture new project requests, send quick estimates, and automate seasonal promotions to stay top of mind year-round.

Lawn Care

Book recurring services automatically, manage client schedules easily, and upsell seasonal treatments without chasing down customers.

Roofing

Respond to inspection and repair requests fast, send detailed proposals in minutes, and track every job from first call to final invoice.

Pest Control

Book urgent service calls instantly, automate contract renewals, and build a steady base of recurring customers with effortless follow-ups.

Appliance Repair

Capture service requests 24/7, schedule appointments automatically, and send real-time updates to keep customers informed and happy.

General Contractors

Manage bids, client communications, project updates, and payments all in one place—keeping every job organized and on schedule.

Remodeling & Renovation

Capture new project leads, send fast professional quotes, and automate client updates through every stage of the renovation process.

Home Inspection

Book inspections online, send reports quickly, and automate follow-ups to realtors and clients—building steady, repeat referral business.


Realtors

Capture buyer and seller leads instantly, automate appointment scheduling, and nurture every relationship from first inquiry to closing.

Insurance

Collect leads, quote new policies faster, and automate renewal reminders to grow your book of business without chasing down every contact.

Auto Repair

Capture service appointments online, send real-time updates to customers, and follow up automatically for repeat business and reviews.

Towing

Respond to urgent tow requests faster, track service calls, and automate follow-ups to win long-term roadside assistance partnerships.

Pressure Washing

Book residential and commercial jobs online, send quick quotes, and automate follow-ups to keep your schedule full year-round.

Painting

Capture project leads, send detailed estimates quickly, and keep clients updated through every phase of the painting project.

Fencing

Book consultations online, send fast custom estimates, and automate customer communication to close projects faster and with less hassle.

Solar

Capture inbound solar inquiries, schedule consultations automatically, and track prospects from first interest to final installation.

Tree Removal

Book emergency tree services instantly, send proposals fast, and stay top of mind with seasonal outreach campaigns.

Cybersecurity

Capture business inquiries, automate client onboarding, and manage ongoing communications securely through a unified CRM platform.

Chiropractors

Book new patient consultations easily, automate appointment reminders, and nurture ongoing relationships to maximize patient retention.

Dentists & Orthodontists

Manage patient leads, automate appointment scheduling and follow-ups, and drive 5-star reviews to strengthen your local reputation.

Consultants

Capture new client leads, automate discovery call booking, and streamline proposals, contracts, and follow-up campaigns in one place.

Legal

Capture case inquiries securely, automate client intake, and manage consultations and case follow-ups without dropping a lead.

Financial Advisors

Capture new client appointments, send automated follow-up sequences, and manage ongoing client communications—all from one dashboard.

Travel Agents

Capture new trip inquiries online, automate itinerary follow-ups, and build long-term client relationships with timely promotions.

Veterinary Clinics

Book appointments online, send vaccination and wellness reminders automatically, and grow repeat visits through personalized communication.

Ready to get started?

Founding Members

Master Local Marketing | Guides, expert tips, and proven strategies for small business owners ready to win with paid ads, social media, and SEO.

Built on the power of HighLevel, Nurturely+ gives you access to 29+ high-impact tools in one easy-to-use platform, trusted by the most profitable small businesses today.

Quick Links

Why Choose An All-In-One CRM?

Trying to piece together all the tools your business needs would cost you over $1,100 every month—and you'd still be stuck managing dozens of disconnected platforms that don’t talk to each other.

Nurturely+ gives you everything in one place: lead capture, sales pipelines, follow-up automation, websites, reviews, payments, and more—all fully integrated and ready to go for a fraction of the cost.

Save money, save time, and finally run your business with the systems it deserves.

FAQS

What exactly is Nurturely+?

Nurturely+ is an all-in-one CRM and marketing platform built for small and local businesses. It combines lead capture, sales tracking, marketing automation, website building, appointment booking, reputation management, and more—so you can run your business without stitching together multiple tools.

Is Nurturely+ difficult to set up, learn & use?

No. Nurturely+ is designed for non-technical users. Most businesses can get their core systems—CRM, forms, automations, calendars, and websites—set up within a few hours. Step-by-step tutorials and templates are included to make the process as easy as possible.

How is Nurturely+ different from other CRMs?

Most CRMs only track contacts. Nurturely+ manages your entire customer journey—from first contact to final sale—and replaces 5–10 other tools (like email marketing, forms, landing pages, and call tracking) in one dashboard. It’s built specifically for businesses that need marketing and sales tools, not just data storage.

Can I cancel anytime?

Yes, Nurturely+ runs month-to-month with no long-term contracts, and you can cancel anytime without penalties—unless you’re on the annual plan.

When you choose to pay annually, you lock in at least 20% savings every year, but the full year is prepaid and non-refundable.

Most businesses save more by choosing the annual option once they know Nurturely+ is the right fit.

Who is Nurturely+ best for?

Nurturely+ is built for local service businesses that depend on leads, appointments, and client relationships to grow.

It’s perfect for cleaning services, HVAC companies, landscapers, plumbers, electricians, roofers, pest control companies, real estate agents, chiropractors, dentists, veterinary clinics, and more.

If you need a simple, powerful way to attract more customers, follow up automatically, and grow without hiring a big marketing team, Nurturely+ is built for you.