Skip the blank account. Hit the ground running.
You saw the ad, got excited, signed up, then opened a blank account and thought: now what? It happens to nearly everyone. A powerful CRM is still a big bit of kit, and an empty one does nothing on its own. In two short calls our onboarding team gets the foundations set up with you and shows you how to run it, so you're actually up and running rather than stuck on day one.
Step one for every new customer · two calls, both recorded · a one-off £297 +VAT · once it's done, sessions with Bertie unlock
Two calls. One proper start.
Two one-to-one calls plus setup, delivered by our onboarding team and its AI pipeline, both calls recorded and sent to you afterwards. A real person from the team walking it with you, with the heavy lifting staged by our systems behind the scenes, so you finish up actually knowing how it all works.
The setup call
Our onboarding team gets your CRM set up and ready to use, with you, on a screen-share. The essentials done so it actually works for your business.
- Your leads land in one place
- Your emails send from your own address
- Your calendar takes bookings
- A chat widget on your website so leads can reach you
- Your social accounts connected so messages land in one place
- Your pipeline set up the way you actually work
The training call
The onboarding team walks you through using it, so you're confident running your own pipelines, inbox and bookings. Bring your questions.
- A guided tour of your account, set up your way
- How to run your pipeline and inbox day to day
- How to take bookings and chase leads
- The handful of moves you'll make most often
- Your questions, answered as they come up
- The call's recorded so you can rewatch any time
Onboarding is deliberately all the groundwork: accounts, data imports, domains, logins, pre-work and menu picks, handled by our onboarding team and its AI pipeline. We've priced it low on purpose, so a proper start is a no-brainer. Both calls are recorded and yours to keep, and you book them after purchase from inside your account. Once onboarding is done, sessions with Bertie unlock.
What's covered. What's not.
Our onboarding team gets the essentials set up with you and shows you how to run them. Plain and simple, so you know exactly what you're getting before you buy, and where a full custom build would pick up instead.
What's covered
- Your foundations set up with you, on a call, so the CRM is ready to use
- Your leads, emails, bookings and messages all flowing into one place
- Your emails sending properly from your own address
- The whole thing set up around how your business actually works
- A training call so you know how to run it yourself
- Both calls recorded and sent to you to keep
What's not covered
- Big custom builds and done-for-you funnels or websites, that's a custom build →
- Done-for-you automations and moving your old data across, also a custom build →
- Ongoing account management after onboarding
- Content creation and copywriting
In short: the onboarding team handles the groundwork and sets up the essentials with you, we don't build a whole bespoke system for you. Want serious building done? Onboarding unlocks sessions with Bertie, where the time is purely design and building. Rather we built it all for you? See how custom builds work →
From signing up to up and running.
Buy once, then book your two calls from inside your account. Simple, and you choose the times that suit you.
Add onboarding
Add the one-off £297 +VAT onboarding to your account. It's step one for every new customer.
Book your two calls
A booking link appears inside your account. Pick the times that work for your setup call and your training call.
The team sets up the foundations with you
On the first call our onboarding team gets the essentials sorted with you, on a screen-share, so it's ready to use.
You're up and running
The second call shows you how to run it. Both recordings are yours to keep, and sessions with Bertie are now unlocked.
New customers start here. Members skip ahead.
Start here if you
- Are new to NotLuck, onboarding is step one for every new customer
- Want a head start instead of a blank account on day one
- Want a session with Bertie, completing onboarding unlocks them
- Want it set up right the first time, around how you work
Skip it if you
- Are an existing CRM Club member: you're already set up, so book a session directly
- Want it fully built for you, in which case see a custom build →
Two one-to-one calls plus setup, delivered by our onboarding team and its AI pipeline. They handle the groundwork so your session time with Bertie is purely design and building. Both calls recorded. Priced low on purpose, so a proper start is a no-brainer.
Step one for every new customer. Once onboarding is done, sessions with Bertie unlock. Existing CRM Club members are already set up, so they book sessions directly.
Onboarding, answered.
Is this onboarding with Bertie?
No. Onboarding is delivered by our onboarding team and its AI pipeline. They set up CRMs all day, so you get people who know it inside out and can get you up and running fast. Building with Bertie personally is a build session, a Power Session, a half-day or a full build day, and completing onboarding is what unlocks them.
Do you build everything for me?
No. Our onboarding team sets up the essentials with you and shows you how to run them, so you leave knowing your way around. If you want serious building done, book a build session with Bertie: pick your builds, the pre-work is staged in advance, and your priorities are built live on the day.
Why does onboarding come before a build session?
Onboarding is deliberately all the groundwork: accounts, data imports, domains, logins, pre-work and menu picks, handled by our onboarding team and its AI pipeline. That means your session time with Bertie is purely design and building: connecting your site, shaping ideas together and bringing them to life. A new customer's Full Build Day totals £297 plus £2,950, both +VAT. Existing CRM Club members are already set up, so they book sessions directly.
Do I have to do onboarding?
If you're new to NotLuck, yes: onboarding is step one for every new customer, and completing it is what unlocks build sessions with Bertie. Existing CRM Club members are already set up, so they book sessions directly. We've priced it low on purpose, so a proper start never feels like a money-spinner.
How long is it?
Two calls with our onboarding team, about an hour each. One to get you set up, one to show you how to run it. Both are recorded and sent to you afterwards.
Are the calls recorded?
Yes. Both calls with the onboarding team are recorded and sent to you, so you can go back over anything in your own time.
Is it one-off or recurring?
One-off. It's a single £297 +VAT payment, not a subscription. You pay once and book your two calls.
When do I book the calls?
After you buy. A booking link appears inside your account, where you pick a time that suits you for each call.
Hit the ground running.
Two one-to-one calls plus setup, delivered by our onboarding team and its AI pipeline. They handle the groundwork, accounts, imports, domains and logins, so your session time with Bertie is purely design and building. A one-off £297 +VAT, and step one for every new customer.
Once onboarding is done, sessions with Bertie unlock. Existing CRM Club members book sessions directly.