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Client Streamline Help

Getting Started

Welcome to Client Streamline. This section walks you from a brand-new account to a fully working CRM in the same order we’d cover it together on a setup call — so you can move at your own pace and come back to any step later.

The setup path

Section titled “The setup path”

Work through these in order. Each one takes a few minutes, and you only do them once.

  1. Connect your email — so appointment confirmations, reminders, and follow-ups send from your address.
  2. Set up your phone and texting — get a number for calling and SMS from inside your CRM.
  3. Import your clients — bring your existing book of business in with the right fields mapped.
  4. Learn your calendars — your in-person, virtual, and phone booking options.
  5. Learn your automated follow-up — the sequences that work in the background so no lead goes cold.

What you already have

Section titled “What you already have”

Your account isn’t blank. It comes pre-built for insurance work, so most of the heavy setup is already done for you:

  • Insurance-ready contact fields — policy and Medicare details are built into every contact record.
  • Three booking calendars — in-person, virtual, and phone.
  • A Medicare sales pipeline — every stage from new lead to enrolled.
  • Automated follow-up — post-sale check-ins and appointment reminders that run on their own.

You don’t have to build any of that. This guide just helps you make it yours.