Scale House Client Portal Onboarding Guide
Welcome to your new AI-Powered Infrastructure.
You’re officially inside Scale House.
This guide will help you navigate your client portal, access your tools, submit requests, and understand how we work together to build your AI-driven business engine.
1. Welcome & Orientation
What You Can Expect
Over the next days and weeks, we will:
- Install your core AI systems
- Configure your CRM and automations
- Build your AI Sales Pipeline
- Set up your AI agents (inbound/outbound/customer service)
- Integrate your tools
- Train your team
- Deliver your full AI infrastructure
Your portal is the command center that keeps everything organized and moving.
2. How to Log Into Your Client Portal
Your portal link: [app.scalehouse.io]
You will receive an email titled “Your Scale House Client Portal Access”.
Inside, you’ll find:
- Your login link
- Your username
- A temporary password (update this after logging in)
If you didn’t receive the email, check spam/promotions or message:
👉 support@scalehouse.io
3. Portal Overview
Inside your portal, you’ll find the following sections:
📁 A. Project Dashboard
Your entire project at a glance:
- Current phase
- Completed tasks
- Upcoming deliverables
- Percent completion
- Notes and updates
This is where you’ll always know “what’s happening right now.”
📤 B. Submit Tasks & Requests
Here you can submit:
- Questions
- Feedback
- System issues
- Change requests
- Content uploads
- SOPs or internal documents
Every submission is assigned a ticket so nothing gets lost.
📅 C. Meeting Room
This page includes:
- Your onboarding call link
- Your weekly/bi-weekly check-in links
- Calendar for upcoming sessions
- Replays of past sessions (if applicable)
📘 D. Training & Resources
This includes:
- AI literacy training
- SOPs for using your systems
- Tutorials (CRM, automations, AI agents)
- Video guides
- Workflow diagrams
- Best practices
This page grows as your system grows.
📂 E. File Library
Here we store:
- System blueprints
- Prompts
- Scripts
- Assets
- Templates
- Workflow diagrams
- Deliverables
Everything delivered lives here—permanently.
📊 F. AI Infrastructure Map
A visual roadmap of:
- Your AI agents
- Automations
- Data flows
- CRM structure
- Funnels
- Integrations
- Reporting dashboards
This helps you understand your system at a glance.
💬 G. Messages
You can communicate directly with your Scale House team.
Use this for:
- Quick clarifications
- Small updates
- Status questions
For bigger issues, please submit through Tasks & Requests.
🧾 H. Billing & Documents
You’ll find:
- Invoices
- Contracts
- Payment plans
- Agreements
- Tax documents (if needed)
4. What We Need From You First
To begin implementation, please complete the following inside your portal:
1. Welcome Form
Basic business details, access, and permissions.
2. Tool Access Form
Provide logins or create collaborator access for:
- GoHighLevel
- Airtable
- Notion
- Email tools
- Calendars
- Websites/funnels
- Zapier/Make (if needed)
We NEVER change passwords, only use provided access.
3. Offer & System Audit
This gives us:
- Your core offers
- Your current marketing
- Your current systems
- Your lead flow
- Your sales process
- Your bottlenecks
4. Upload Any Existing Assets
Examples:
- Scripts
- SOPs
- Customer journeys
- Brand files
- Videos
- Sales scripts
- Funnels
The more you give us, the sharper your build will be.
5. Communication Standards
Response Times
- General updates: 24–48 hours
- Technical issues: 1–3 business days
- Major revisions: 3–7 business days
- Emergencies: ASAP
(Use “Urgent” tag in Tasks & Requests.)
Meetings
- Weekly or biweekly depending on your package
- All calls recorded and stored in the portal
Working Hours
Scale House operates Monday–Friday.
Weekend responses are limited.
6. How Deliverables Work
During your build-out, we deliver:
- Infrastructure updates
- Loom walkthroughs
- Testing links
- Scripts & prompts
- Dashboards & flows
- Final AI agent installation
You will see progress every week, with live systems launching quickly.
7. Your First 7 Days (Timeline)
Day 1–2:
- Access established
- Intake forms completed
- System audit
- Infrastructure blueprint drafted
Day 3–5:
- CRM setup
- AI Sales Pipeline structure
- Automations mapped
- First AI agent configured
Day 6–7:
- First automations go live
- Loom walkthroughs delivered
- System testing with your team
8. How to Get Support
For general support:
For technical issues:
Submit a request via Tasks & Requests
For billing:
For training:
We respond quickly — and we keep you moving.
9. Final Notes from Scale House
You’re building something powerful.
The businesses that win in this next era are the ones who embrace AI, simplify their systems, and build infrastructure that scales without burning out the team.
You’re one of those businesses now.
We’ll handle the tech.
You handle the vision.
Let’s build something legendary.