Getting started is easy. Getting the most out of it from day one takes the right habits — and this guide gives you exactly that.
Starting a new platform is exciting and a little overwhelming. You have a powerful tool in front of you, a team to get up to speed, and clients waiting on proposals. The last thing you need is to figure it all out by trial and error.
This guide covers the most impactful best practices for getting started on ClientPoint - applicable to every industry, every team size, and every use case. Whether you're a solo consultant or managing a full sales operation, these habits will set you up for long-term success from the very first week.
- 3.4× higher client retention with structured onboarding
- 86% of clients stay loyal after a great onboarding experience
- 25% reduction in early churn with a proper onboarding process
- 50% less time spent on proposals with reusable templates and content
The numbers are clear: how you start matters. Let's make sure you start strong.
Best Practices for Getting Started on ClientPoint
01 Set Up Your Workspace Before You Send Anything
Upload your logo, set your brand colors, and configure team permissions on Day 1. Every proposal you send after reflects this - get it right from the start.
ClientPoint Tip: Go to Workspace Settings first. This applies to everything you build from here on out.
02 Build Your Template Library in Week One
Never start from a blank page again. Turn your most common proposal types into reusable templates and watch your response time drop and consistency soar.
ClientPoint Tip: Store reusable sections, pricing tables, and case studies in the Content Library. Build your top 3 templates first.
03 Personalize Every Proposal - Even Templated Ones
Templates create speed. Personalization wins the deal. Even small touches - the client's name, their challenge, their goal - show you were paying attention.
ClientPoint Tip: Use Merge Tags to auto-fill client details. Use MEG AI to generate personalized content in minutes.
04 Embed a Video in Your First Proposal
A 60-second intro video builds more trust than three pages of text. It shows the human behind the proposal - and most of your competitors won't bother.
ClientPoint Tip: Embed video directly into your ClientPoint proposal. No links, no downloads - it lives inside the experience.
05 Share a Link, Not a PDF
PDFs get lost, can't be tracked, and don't forward well. A ClientPoint link is live, shareable with the whole buying committee, and tells you exactly who opened it.
ClientPoint Tip: Share via ClientPoint link - you'll get a real-time notification the moment your client opens it.
06 Configure ClientPoint Sign Before You Need It
Don't figure out eSignatures on a hot deal. Set it up early, test it, and make closing as seamless as the rest of your proposal experience.
ClientPoint Tip: Use drag-and-drop signature fields and smart routing so contracts go to the right people automatically - in the right order.
07 Train Your Whole Team Together
When only one person knows the platform, quality becomes inconsistent. A single team session in your first week aligns everyone on templates, workflows, and standards.
ClientPoint Tip: Register your team for ClientPoint's monthly Learning Series - hands-on, free, and built for exactly this.
08 Follow Up With Data, Not Guesswork
The best follow-up isn't "just checking in" - it's knowing exactly when a client viewed your proposal and reaching out at that precise moment.
ClientPoint Tip: ClientPoint Analytics shows who opened your proposal, when, and for how long. Let the data tell you when to reach out.
"The way you show up in the proposal is the way clients expect you to show up in the relationship. Make both count."
Your First-Week Checklist
Use this as your Day 1–7 action plan to get your ClientPoint workspace set up for success:
- Set up workspace branding and team permissions
- Build your top 3 proposal templates
- Upload key content to the Content Library
- Configure Merge Tags for auto-personalization
- Set up and test ClientPoint Sign
- Embed a video in your first live proposal
- Send via link and check the analytics dashboard
- Register your team for the next Learning Series webinar
The Bottom line
- Don't skip the setup. A well-configured workspace pays dividends on every single proposal you send.
- Templates + personalization = the winning formula. Speed without relevance loses deals. Relevance without speed loses time.
- Share links, not attachments. Visibility into client behavior is one of the most underused advantages in the platform.
- Follow up with data, not guesswork. ClientPoint tells you when to reach out — use it.
- Train together. Consistency across your team creates a client experience that feels professional at every touchpoint.
Getting started on ClientPoint is just the beginning. The businesses that get the most out of the platform aren't the ones with the most features turned on — they're the ones who use the right features consistently, from day one.