Guides/Help Center/Before you sign up

Your onboarding checklist

By Brad Bone, co-founder of RiverX AI · Updated October 2026

PlanAll plans
Time20 to 30 minutes to gather
Who does itYou
Short answer

Gather these before you start your welcome email steps and setup takes days, not weeks. Most items are things you already know. The ones people forget are your EIN, your domain login, and the Google account that manages your Google Business Profile.

Every plan

  • Legal business name and your friendly or brand name
  • EIN, written with the dash after the first two digits
  • Business email, phone, address, and business type
  • The cities or zip codes you serve
  • Business hours, including holidays you close
  • Logo file, and 5 to 10 real photos of your work, team, or location
  • List of your services, in your words
  • Login for your domain registrar, if you are keeping your website address (GoDaddy, Namecheap, Squarespace, or similar)
  • The Google account that manages your Google Business Profile
  • Cell numbers and emails for anyone who should get alerts

Foundation and up, add

  • How you mark a job done today: an app, an invoice, or nothing yet
  • Your best 3 customer reviews, if you have them, for the website

Plus and up, add

  • The greeting you want the AI to use
  • Your common customer questions and your answers
  • Words or promises the AI should avoid
  • Your phone carrier and account login, or a recent bill if you want to move your number
  • Access to your calendar: Google Calendar or Outlook
  • Price ranges you are comfortable quoting on the phone, or "we don't quote on the phone"
  • Jobs you do not do, and areas you do not serve
  • What counts as an emergency, and the cell numbers that should get those calls
  • Booking rules: appointment length, travel buffer, how far out people can book, days you do not book
  • English only, or English and Spanish

Rainmaker, add

  • Admin access to your CRM
  • Where your leads come from today
  • Your current follow up process, even if it is "we call once"
Need a hand?

Our team handles setup and changes for every plan. Call (661) 387-3960, 8 AM to 5 PM Pacific. We usually respond the same day.

Not a RiverX customer yet?

See plansLive demo (661) 561-6461
Next in Before you sign upWhat usage costs look like
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