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New Client Onboarding Wizard

Activate your full QCMD system setup

WELCOME

Thank you for joining QCMD.

This page explains how your system will be set up and what information we need to activate your CRM, funnels, WhatsApp number, branding, domain connection, integrations, and user accounts.

The wizard takes a few minutes to complete and helps our team configure your system correctly from day one

HOW IT WORKS:

1. You complete the onboarding wizard.
2. Our team uses your answers to prepare your CRM, users, and default funnels.
3. Your account is activated and reviewed before going live.

WHAT YOU WILL NEED:

Business details
Admin contact information.
User information for up to ten staff members
Logo and brand colours
Domain preference
A WhatsApp number that has never been used before
Optional social media links
Integration details (Stripe, PayFast, PayPal, WooCommerce, Shopify, calendar tools)

WHY WE USE THIS WIZARD:

Your responses feed directly into our automated setup workflow inside the CRM.

This ensures your system is built accurately and fully aligned with your business needs.

It also eliminates delays, manual data entry, and follow-up questions.

AFTER YOU SUBMIT THE WIZARD:

Once you submit your onboarding wizard:

You will receive your login details via email.
You must check your inbox and SPAM folder..
You will also receive a confirmation WhatsApp message.
Your WhatsApp number in the onboarding form must be correct, active, and belong to you.

READY TO START!

Please click the button below to open your New Client Onboarding Wizard.

Your setup team will begin preparing your system as soon as your submission is received.

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