Learn · Client CRM
The client crm launch checklist
Quick answer
Use this checklist to launch client crm without missing a step. It's the exact sequence Beautifyx onboarding uses.
Before you launch
☐ Import clients · ☐ Import services · ☐ Configure deposits and no-show fees · ☐ Set staff permissions · ☐ Add your logo and brand colors
The day you launch
☐ Run one full test cycle end-to-end · ☐ Update your Instagram bio, Google profile, and website with your booking link · ☐ Announce to your top 20 clients over SMS
Week one
☐ Review the daily P&L every night · ☐ Watch for any support tickets from clients · ☐ Iterate on one setting per day
Week two
☐ Turn on marketing automations · ☐ Enable the customer marketplace listing · ☐ Send a "how's it going?" email to your team
Ongoing
☐ Weekly report review every Monday · ☐ Monthly settings tune-up · ☐ Quarterly staff training refresh