Sabina onboarding · MaskinSpot (EN)

Week 24 Onboarding June 8 – June 12, 2026

Time	Mon 8/6 Intro day	Tue 9/6	Wed 10/6	Thu 11/6	Fri 12/6
08:15 – 09	WelcomeWalkthrough of workspace and office Equipment handover	Questions / thoughts Task review Review of expectations	Questions / thoughts Review of selected client setup and results	Questions / thoughts	Questions / thoughts
09 – 10	Workstation setup Onboarding documents handover Presentation of week 1 and week 2	Course: how to create an ad and prepare it for send Walkthrough of our graphic style for MaskinSpot clients	Own work time Live client	Own work time Live client	Walkthrough of Niber clients and tasks
10 – 11	MaskinSpot walkthroughProduct Clients Ads, live client systems	Build 1 ad for 1 clientGraphics, copy and new-ad email Live client	Own work time Live client	Own work time Live client	Own work time Live client
11 – 12	Lunch Log in to systems	Lunch Scenario walkthrough· Client emails new product · Account has few / expensive leads · Client wants lead form edited	Lunch Own work time Live client	Lunch Own work time Live client	Lunch Own work time Live client
13 – 14	System walkthrough– Meta Ad Manager – ClickUp – Go High Level (MaskinSpot system) – AI Tools (text generator · analyze bot) Review AgroFyn case + ad account	Deep ClickUp walkthrough· Client folders and lists · Client profiles · Client status review Plan Wednesday tasks (together)	Meta lead form courseBuild your own Meta lead form	Client profile walkthroughAlerts walkthrough(CPL / lead count / specific product drop)	Full status review of all clients(Plan next week)
14 – 15	Explore systems (software) Questions / thoughts	Read about clients, check ad accounts + GHL Questions / thoughts	Plan Thursday tasks (together) Questions / thoughts	Own work time Live client Questions / thoughts	Full status review of all clients(Plan next week) Evaluation af uge 1 + spørgsmål / tanker

Week 25 Onboarding June 15 – June 19, 2026

Time	Mon 15/6	Tue 16/6Full ad day	Wed 17/6Full analyze day	Thu 18/6Full client overview day	Fri 19/6
08:15 – 09	Week 1 review and recapWeek 2 walkthrough in ClickUp and calendar	Graphics + copy + create in ad account + new-ad emailLive client	Based on AI scan / reportwe select which ad accounts to look at	We build status on clients, tasks, planning	Recap of the onboarding period
09 – 10	Own work time Live client	Graphics + copy + create + new-ad email Live client	Analyze and optimize Live client	We build status on clients, tasks, planning	We walk through all elements, evaluate where extra training is needed
10 – 11	Own work time Live client	Graphics + copy + create + new-ad email Live client	Analyze and optimize Live client	We build status on clients, tasks, planning	Continues
11 – 12	Lunch Walkthrough of client from day 1 to day 30	Lunch Graphics + copy + create + new-ad email Live client	Lunch Analyze and optimize Live client	Lunch Work on setup in ClickUp	Lunch
13 – 14	Walkthrough of "Onboarding new client day 0–30"	Graphics + copy + create + new-ad email Live client	Analyze and optimize Live client	Work on setup in ClickUp	Full status review of all clients(Plan next week)
14 – 15	Questions / thoughts	Evaluation of the day	Evaluation of the day	Evaluation	Full status review of all clients(Plan next week) Evaluation af uge 2 + spørgsmål / tanker

Software and systems Your tools — click to open

#	Name	Description	Link
Cv	Canva	Graphics, images and video	canva.com
Ad	Adobe Pakken	Heavier graphics and video editing	adobe.com/creativecloud
BM	Business Manager	Facebook pages and ad accounts for all clients	business.facebook.com
AT	AdTool	Ad setup and preview links for client approval	app.adtool.io
CU	ClickUp Client Profiles	Comment field and profile per client (similar to Podio)	app.clickup.com
CU	ClickUp Client Folders	Task management and client folders — primary workspace	app.clickup.com
GS	MaskinSpot Client Overview	Google Sheets · data hub for all clients	—
Cl	Cloudinary	Image hosting for Zapier flows, n8n and emails	console.cloudinary.com
GHL	GoHighLevel	Pipelines, landing pages and automations	app.maskinspot.dk
AI	AI Text Generator	Ad copy based on the client's DNA profile	dashboard.maskinspot.com
n8	n8n	Lead flows and daily reports · status and overview	niber.app.n8n.cloud
Cc	Claude Code / Cowork	AI assistant for copy, research and automation	claude.ai/code
AF	AgroFyn case	Reference case for performance report	agrofyn-salgsanalyse.vercel.app
SD	SoonSabina Dashboard	Internal overview of tasks, deadlines and client status · built with AI	—
EB	SoonEmail Builder	AI-built email builder	—
LP	SoonLandingpage Builder	AI-built landing page builder	—

Items to review Click to mark as done · status is saved in your browser

0 / 30 done

Done ✓	Item	Note
Training and walkthrough
	ClickUp walkthrough
	Creating graphics for a MaskinSpot client
	Text generator walkthrough
	Business Manager walkthrough
	Walkthrough of expectations for your role
	Walkthrough of your tasks
	Training: MaskinSpot product
	Training: New ad (from idea to live ad)
	Sparring on selected client
	Walkthrough of Conditional Logic on lead form
	Walk through systems (software)
	Creating an ad Graphics, copy, AdTool, new-ad email
	Review AgroFyn case
	Walkthrough of selected client's ad account
	Daily morning routine 08:30 scan of overdues + today's priorities
	Status every Friday routine + template
	Onboarding new client day 0–30 SOP walkthrough
	GHL · create new client hands-on, full snapshot flow
	Training: Cloudinary
	Training: AdTool
	Training: Ad sets and audiences
Test and hands-on
	TEST SOLO: build 2 full ads for selected client + Nicklas review
	TEST SOLO: client status whole status-Friday on your own
	TEST: Analyze and optimize account + decide next action
	TEST: execute the action decided from the A/O
	TEST: plan a full week of client tasks
	TEST: create new client in GHL
	TEST: create ad from scratch lead form, graphics, copy, ad set
	TEST: build new lead form and switch ads over to it
	TEST: set up Conditional Logic on lead form

SOP: Flow from contract signed to day 30 Merger of "Flow from contract" + "New client example"

Week	Focus	Main tasks
Week 1	Onboarding + first ads	Sales meeting → tech setup → 2–3 ads live
Week 2	Service calls + new ads	2 calls (lead quality + status) + 1 new ad
Week 3	Service email + optimization	Email "we're watching" + new ads as needed
Week 4	Service call + optimization	1 service call + analysis + new ads as needed
Week 5	Day 30 check	Service call: leads, pipeline, full check

Nicklas Sabina Together Nicklas + Client

WEEK 1 — Onboarding + ads

Monday (Day 1)	Nicklas + Client	Sales meeting closed Recording transcribed Notes written in GHL GHL deal (MaskinSpot pipeline) moved to Sold column — triggers ClickUp tasks automatically
Tuesday (Day 2)	Nicklas + Client	Onboarding meeting + setup + materials Questions for the onboarding meeting (everything is noted): Which machines? (links and notes) Image and video material? Logo sent? Colors? Customers? Target audience? USP? Does the customer know the product, or do they need advice? Show prices in ads or not? Option for Book Demo? What's good about the machine? What does the salesperson highlight? How does the machine help the customer? What's the customer benefit? What does the customer already have? What's their pain / situation? Customer cases we can mention? Access to website? Access to hosting (for DNS)? Facebook budget? Lead form questions? Do we want postal code from lead? Setup (in-person meeting or TeamViewer): Add person to their Business Manager (as admin) Check that ad account is connected — or create it Check that payment card is on — or add it Check that FB page is on — or add it Products (machines): We must be 100% clear on which products we market and where the assets are. Per machine: Model name, manufacturer, what's good about it, what they usually sell it on, target audience, where the assets are.
Tuesday (Day 2)	Sabina	Create client profile + collect logo Create client profile (ClickUp, sales notes, products, materials) Collect logo
Wednesday (Day 3)	Together	Technical setup Much of this can be triggered by moving the client to "Sold" in GHL. Meta: Connect client's ad account and FB page to system user GHL Subaccount (1 template to copy from): Create Subaccount Pipeline Automations — Task reminder webhook (to n8n) Lead confirmation DNS Custom fields (AI can build) Lead tech (Meta → client's email → GHL → Sheets): Zapier (right now — should be n8n asap) Remember tags per product (lead, product) Google Sheets (AI does this): Internal Lead sheet Cloudinary lookup sheet Cloudinary: Create folder for client Google Drive: Create client folder + shared folder n8n: Build project for client n8n task reminder (linked to GHL flow) Lead tech system (replaces Zapier) Hooked into Daily report Update client profile (Google Sheet): Private key from Subaccount into client profiles The rest auto-fills from n8n / Claude Code Machines, info etc. should also go in here ClickUp: Client folder + client task list Client task under Client Profiles Onboarding tasks: Send invoice 1 (Dinero) + Create subscriber (Dinero) Dinero: Create the client
	Sabina	Email confirmation to leads Set up and test.
	Nicklas	Email to client — "tech is being set up" Send GHL guide + GHL login.
Thursday (Day 4)	Sabina	Create 2–3 first ads for client Copy (1 text per product, optional price — AI drafts): Headlines Image copy Lead form intro Lead form questions End page Image / video Selected and edited.
	Nicklas	Second opinion Ads, copy and setup.
	Sabina	Email new ads to client (from Sabina's email) Script: "Draft — let's walk through what you like and don't like."
Friday (Day 5)	Nicklas + Client	Talks through the ads + GHL training.
Friday (Day 5)	Sabina	Adjusts ads and starts them

WEEK 2 — Service calls + new ads

Monday (Day 8)Ads active over weekend	Nicklas	Call the client Ask about lead quality.
Monday (Day 8)Ads active over weekend	Sabina	Adjust if there are changes Ads, lead form, email.
Wednesday (Day 10)	Sabina	Quick analyze and optimize account 1 new ad for client + new-ad email + send to client Check GHL — is the client using it?
Friday (Day 12)Ads active for 1 week	Nicklas	Call the client Hear about status and GHL status.

WEEK 3 — Service email + analyze and optimize

Monday (Day 15)	Together	Email to client "We're watching the account and adjusting continuously."
Wednesday (Day 17)	Sabina	Analyze and optimize New ads or changes if needed.

WEEK 4 — Service call + analyze and optimize

Monday (Day 22)	Sabina	Check GHL notes
Monday (Day 22)	Nicklas	Service call
Wednesday (Day 24)	Sabina	Analyze and optimize New ads or changes if needed.

WEEK 5 — Day 30 check

Tuesday
(Day 30)

Nicklas

Service call

Emails to leads? Pipeline changes? Anything else?

Afterwards (month 2 and forward)

Month 2		New ads every 10th day (graphics + copy + lead form) Service call every 14th day Analyze and optimize 1–2x/week
Month 3+		New ads every 3rd week (graphics + copy) Service call every 14th day Analyze and optimize weekly
Ad hoc		Client sends new or different products Client asks for changes to active ads Client asks for changes in GHL

Area	Details	Status
CRM system	Create new client	TBD
Lead form	Create new lead form Create new lead form (with Conditional Logic)	TBD
Analyze and optimize ad account	If there are few or expensive leads	TBD
ClickUp overview explained	How she uses ClickUp · how it's structured	TBD
Analyze and optimize (recurring)	—	TBD
Insert ads into account	—	TBD
Status every Friday på alle	—	TBD
New ads every 14th day	—	TBD

Sabina

Responsibilities

Later

From the contract

The most important tasks

Conditional Logic example

New-ad email

Ad example