Harper RelayStart

CRM onboarding

Start with the tools, not a blank call.

This form gives clients an easy first pass while giving Harper Relay the package we actually need: current tools, lead sources, workflow priorities, access gaps, decision rules, and the welcome path that gets them moving right away.

Fill out the onboarding formSee Lead Manager

What happens after submit

1

we identify the current tools and channels

2

we research what can be connected or automated

3

we package the setup gaps and access requests

4

we draft the welcome path and first CRM pilot

Easy intake

The shortest path to a useful setup brief.

The client can move fast. Harper Relay gets enough detail to research their stack, confirm capabilities, map gaps, request access safely, and send the right welcome note instead of scheduling a discovery call just to ask for basics.

Step 1

Who are we onboarding?

Step 2

What are we researching first?

Step 3

Pick the first workflows.

Workflows
Lead or request sources
Systems or channels to connect

Step 4

Tell us the rules before we touch the workflow.

After submit

Turn the intake into the first useful operating lane.

Harper Relay reviews the tools, lead sources, approval limits, schedule constraints, and welcome path, then turns them into a practical CRM setup brief instead of another loose discovery note.

Review the lead flowOpen the message desk
current channels and tools become the research queue
approval limits become safe routing rules
the welcome note names the first pilot path