Onboarding and Implementation

Launch the first useful workflow fast, then expand from there

TotalDeal is designed for teams that want an implementation path they can actually finish. Start with your first customer workflow, then layer in projects, documents, approvals, invoicing, payments, and automation over time.

A practical rollout path

1. Set up the core workspaceConfigure company details, basic pipeline stages, and the records your team will use every day.

2. Import or add the first live opportunitiesBring in contacts and active deals so the system starts with real business context.

3. Launch one client-facing workflowStart with the highest-value path, usually proposal, project handoff, approval, or invoicing.

4. Add repeatable structureLayer in templates, project milestones, sequences, forms, and document workflows once the core process is working.

5. Expand visibility and controlAdd portal usage, reporting, payment reminders, and role-based usage as the team grows into the system.

What teams usually implement first

CRM and deal tracking

Get leads, follow-up, and opportunity visibility working first.

Proposal and approval workflow

Make it easier to move from interest to approved work.

Project handoff

Keep won deals from breaking away into a disconnected project tool.

Invoices and payments

Close the loop with billing visibility, reminder workflows, and payment collection.

Why this rollout works for small teams

Small teams do not need a huge implementation project. They need the first real workflow live, clear ownership, and enough structure to improve without adding complexity too early.