CapBloom is a done-for-you setup. You don't have to figure out the tech — we build it with you. Here's exactly what happens from the day you sign to the day your system goes live.

Typical timeline: 4 to 6 weeks. The pace depends on how quickly you can provide the inputs we need. Faster input = faster launch.

⚙️ Phase 1: Set Up & Configure

Owner: CapBloom

This is the foundation. Before we build anything, we get your account properly configured so everything works the way it should from day one.

What CapBloom handles:

• GHL account setup — business profile, brand kit, colors, logo, fonts
• Email and domain configuration — marketing subdomain, sending domain, DNS records (SPF, DKIM, DMARC)
• Calendar integration — connect your Google or Outlook calendar for booking calls
• Data migration — export and import your existing contact list, map fields, apply tags
• Website and forms audit — review your existing site and identify what forms need to connect to your CRM
• Social media accounts connected to your CapBloom account

What you need to provide:

• Your logo, brand colors, and font preferences
• Access to your domain registrar (for DNS setup)
• Your existing contact list (CSV export from wherever it lives now)
• Your calendar account (Google or Outlook)
• Your website login (if we're embedding forms)
• Confirmation of your sending email address