Apply it to your first client

IntermediateLabBlueprintsAccountsAutomationsSet up every client with Blueprints · Step 3 of 7

Estimated time · about 20 minutes|Required · Partner Center admin access, A client account with the products its Blueprint Template requires active (for HVAC: CRM AI, Conversations AI – Embedded or another Inbox product with AI, Reputation Management (Premium), Campaigns Pro, and Local SEO Premium)

Outcomes

✓Get an account ready for a Blueprint Template: products on, room for custom objects

✓Apply a Blueprint to a client account with the apply wizard

✓Add the business's details to the AI Receptionist, then turn on the automations the client wants

✓Write the intake questions a template needs answered

Products first, then the apply

Set up every client in the same order:

1. Turn on the products the template lists.
2. Apply the template.

With every product active, the client gets the whole setup in one pass.

The account also needs room for the template's CRM custom objects. An account holds three at most, so a new client account with none of its own is ready.

The apply wizard

Applying a Blueprint takes two choices: which accounts receive it, and which of its components they get.

Labapply the template to your first client

Go to Partner Center → Accounts → Blueprints, open the Blueprint templates tab, and find the template for your client's industry.

1. 1.Open the template's ⋮ menu, and select Apply to. The Apply blueprint page opens on Select targets.
2. 2.Choose Individual accounts. Find your client, select their row, then select Next.
3. 3.On Select components, read what is about to go in, and keep every component selected so the account receives the whole setup.
4. 4.Select Apply to 1 accounts.

A copy of the template is in My blueprints. Open it, and your client is listed on its Applied accounts tab.

The Select components step states the rules before you confirm: applying only adds or updates, and nothing currently assigned is removed. For a template, it also states that the apply creates a copy in My blueprints, which this and future applies use.

Finish what only this business knows

A Blueprint sets up the structure. Two things are yours to finish, in this order.

First, the business's details. The AI Receptionist arrives knowing the industry, not the business. Add the client's own details to it, such as their hours and the area they serve, so it answers as their business. Their website is the quickest source for both.

Then, the automations. Automations from a template arrive Inactive. Review each one, and turn on the ones your client wants. Turning them on after the AI Receptionist has the business's details means every follow-up speaks for a business it knows.

Then run the same go-live test you use for every client, from Get your client live.

Let the template write your intake

The template shows you what to ask the client. Read WHAT'S INCLUDED in the template's details, and turn each component into a question:

• The services the AI Receptionist should know
• The stages a job moves through in the pipeline
• The details each form collects

Add those questions to the intake you send the day a client signs, and you collect everything the Blueprint needs in one pass.

The same apply works before a client signs. Apply the template to a demo account, add the prospect's hours and service area, and let the owner talk to their own receptionist on the sales call.

Knowledge Check

Three quick questions on the order of setup, the details a Blueprint leaves for you, and the intake.

Congratulations, you completed this step!

Set up every client with Blueprints · Step 3 of 7

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