One decision-maker
Your Primary Contact approves work and speaks for the team. Feedback from several people goes through that person as one consolidated response.
Shook Systems · Client onboarding guide
One partner. One platform. Here's what happens next.
You now have one partner and one platform for your website, CRM, email, texting, forms, pipelines and reporting. This guide covers what happens next, when, and what we need from you so your systems launch on schedule.
Welcome
How long it takes
Your Order Form lists your level and start date; this guide explains the rest.
4–6 weeksPlatform and Growth Systems, kickoff to launch
6–10 weeksManaged Growth and Enterprise, with more automations and integrations
2 business daysFrom your four setup items to your kickoff invite
Step one
Your first 5 days
Kickoff is scheduled once these four items are complete. Each one takes 10 to 20 minutes.
02
Pay
The setup fee, plus the Recurring Payment Authorization through the secure payment link.
Secure payment page →04
Grant access
Domain, email provider, Google Business Profile and social accounts, via the secure credential request we send or by adding [email protected] as a user.
Once all four are in, we send a kickoff invite within 2 business days.
Build timeline
Six phases, three gates
Each gate is something you complete. The next phase starts once it's done, so the launch date moves with your approvals.
Set up
Days 1–5
Kickoff
Week 1
Gate 1 · Signed, paid, intake in, access grantedBuild
Weeks 2–4
Review
Week 5
Gate 2 · First draft reviewedLaunch
Week 6
Gate 3 · Consolidated feedback sentOptimize
Week 7 onward
Gate you completeShook workingGo live
Phase by phase
What happens in each phase
Weeks are counted from kickoff and assume a Platform or Growth Systems build. Managed Growth and Enterprise builds add 2 to 4 weeks to the Build phase.
| Phase | When | Shook does | You do |
|---|---|---|---|
| Set up | Days 1–5 | Sends agreement, payment link, intake form and credential request; reviews your intake | Sign, pay, complete intake, grant access |
| Kickoff | Week 1 | 60-minute kickoff call: confirms goals, sitemap, pipelines, automations and the launch date; sets up your sub-account and users | Attend with your decision-maker; send remaining brand assets and content |
| Build | Weeks 2–4 | Builds website, CRM pipelines, forms, calendars, email and SMS sequences, reporting; files SMS carrier registration; sends a progress note each Friday | Answer questions within 5 business days; review the first draft at the end of Week 3 |
| Review | Week 5 | Walks you through the full build on a review call; makes one round of revisions | Test forms, calendars and messages; send consolidated feedback within 5 business days |
| Launch | Week 6 | Points the domain, turns on automations, imports contacts, trains your team (60 minutes, recorded) | Approve launch in writing; share the new site with your team |
| Optimize | Week 7 onward | Monitors, adjusts and reports per your engagement level; starts the standing meeting cadence | Use the system daily; bring questions and ideas to the standing meetings |
Meeting cadence
When we meet
Every level has the same kickoff, review and launch meetings; the standing cadence after launch differs. Meetings are on video (link in the calendar invite), 30 minutes unless noted, and you can reschedule up to 24 hours ahead through the booking link.
| Meeting | Platform | Growth Systems | Managed Growth | Enterprise |
|---|---|---|---|---|
| Kickoff (60 min) | Yes | Yes | Yes | Yes |
| Weekly build check-in during Build and Review | Email update only | 15-min call | 30-min call | 30-min call |
| Review call (60 min) | Yes | Yes | Yes | Yes |
| Launch and training (60 min) | Yes | Yes | Yes | Yes |
| 30-day post-launch review | Yes | Yes | Yes | Yes |
| Ongoing standing meeting | None (support by email, hourly for extra help) | Monthly, 30 min | Every 2 weeks, 30 min | Weekly 30 min plus quarterly 90-min planning |
| Performance report | Dashboard access | Monthly email report | Monthly report reviewed on the call | Monthly report plus quarterly business review |
Support
How to reach us
Business hours are Monday to Friday, 9:00 am to 5:00 pm Eastern. Please send one consolidated email per topic rather than several short ones; it keeps decisions in one place.
| Need | Use | Response |
|---|---|---|
| Questions, approvals, content | Email [email protected] | Within 1 business day |
| Quick questions during the build | Text 978-270-5219 | Same business day |
| Something is broken site down, forms not sending, messages failing | Text "URGENT" plus a one-line description to 978-270-5219 | Within 4 hours, 7 days a week |
| Training or extra help beyond your plan | Email to request; billed at $150 per hour in 15-minute increments | Scheduled within 3 business days |
Your part
What keeps you on schedule
The launch date depends on three things from your side, all written into the Master Services Agreement.
Five business days
Each request for access, content or approval has a 5-business-day window. A draft with no response after 10 business days is treated as approved so the build can continue.
Content before design
Logos, copy, photos and service details arrive by kickoff. Missing content is the most common reason a launch slips; where your Order Form includes copywriting, we draft it and you approve it.
A delay on your side moves the launch date by the same number of days. Monthly billing starts on your Start Date regardless, because your platform and software are live from day one.
Track it
Onboarding checklist
Check items off as you go. Your progress is kept in this browser.
0 of 14 done
Ready for step three?
The intake survey takes about 20 minutes and tells us everything we need to build.