Connect payments and go live

The final piece of onboarding: connect Stripe (or another payment processor) so you can charge invoices, sell through funnels, run subscriptions, and accept payments — then run through a final go-live checklist to make sure everything is ready before flipping the switch.

If you don't take payments through your CRM (e.g., you only use it for lead management and refer payment elsewhere), you can skip the payments section and jump to the go-live checklist.

Step-by-step - connect Stripe

1. Go to Payments settings

1.    Settings → Payments → Stripe

2.    Click "Connect with Stripe"

2. Sign in or create a Stripe account

If you already have a Stripe account, sign in. If not, you'll create one in the OAuth flow — takes 10–15 minutes and requires:

  • EIN (or SSN if sole proprietor)

  • Business address

  • Business phone

  • Owner identity (driver's license or passport)

  • Bank routing + account number for payouts

  • Approximate monthly volume estimate

3. Approve OAuth and return to Intellivizz CRM

1.   After Stripe verification, you're redirected back

2.    Connection status shows "Connected: Live mode"

3.    f status shows "Test mode," click the toggle to switch to Live (and re-verify if needed)

WARNING — Live vs. Test mode — confirm before launch

Stripe has two modes: Live (real money) and Test (sandbox with fake card numbers). Make sure your CRM is connected to Live mode before sending invoices to real customers. Test-mode invoices accept fake cards (4242 4242 4242 4242) and don’t actually charge — a common reason for "why didn’t my customer get charged" support tickets at launch.

4. Test a real payment end-to-end

  • Create a $1 test product (e.g., "Onboarding Test Charge")

  • Send yourself a $1 invoice using your real card

  • Pay it from your email link

  • Verify in Stripe dashboard that the charge appears (and you can see your CRM-side record too)

  • Refund the $1 charge from Stripe (or from inside Intellivizz CRM)

  • Verify the refund appears as "refunded" in both places

4. Final pre-launch checklist

Before you announce launch to customers or staff, walk through this entire checklist. If you can check every box, you're ready.

Account & branding

  • Business profile complete and EIN verified

  • Logo, favicon, and brand colors set

  • Custom domain connected and SSL active

  • Time zone, business hours, and holidays configured

Team & permissions

  • All team members invited and active

  • Roles assigned correctly (no one has unnecessary Admin access)

  • 2FA enabled on all Admin accounts

  • Each team member has installed and signed into LeadConnector mobile

Phone & SMS

  • Phone number purchased or ported

  • A2P 10DLC Brand approved

  • A2P Campaign approved and assigned to number

  • Test SMS sent and received successfully

  • Voicemail greeting recorded

Calendar & bookings

  • External calendar connected (Google or Outlook) for everyone who takes appointments

  • At least one calendar (Event/Round-Robin/Service) is configured

  • Confirmation + reminder workflows are tested

  • Booking link works from incognito and on mobile

Channels

  • Google Business Profile connected

  • Facebook + Instagram connected (and 45-day token reminder set)

  • Chat widget installed on website

  • Each channel tested by sending a real message and verifying inbox arrival

Channels

  • Existing contacts imported from prior CRM/spreadsheet

  • Imported contacts spot-checked for accuracy

  • SMS opt-in status preserved as a custom field; Smart List for "OK to text" created

Automations

  • New Lead Instant Response workflow active and tested

  • Appointment Confirmation workflow active and tested

  • Appointment Confirmation workflow active and tested

Payments (if applicable)

  • Stripe connected in Live mode

  • $1 test charge succeeded and was refunded

  • Tax handling configured if your jurisdiction requires it

Knowledge & training

  • Owner has gone through the dashboard tour

  • Each team member knows where to find their daily workflow (inbox, calendar, opportunities)

  • Owner knows how to reach support: (571) 248-9453 or [email protected]

  • Owner has bookmarked help.intellivizz.ai

4. Going live — the actual flip

When every box above is checked, you're ready. "Going live" isn't a button you click — it's the moment you start sending real customers to your booking link, your funnel, your chat widget, your phone number.

  • Update your website to point lead-capture forms at Intellivizz

  • Update your business cards/email signatures with the new phone number (if changed)

  • Tell your team: "We're live" — hand them the LeadConnector app, the dashboard, and one workflow each

  • Watch the inbox closely for the first 48 hours — catch any misconfigurations before they affect many customers

  • Send your specialist a quick "we're live!"

TIP — Plan a 30-day review

Schedule a calendar event for 30 days after launch. At that 30-day mark, look at: which workflows fired the most, which leads converted best, where customers dropped off, what notifications you ignore, what you wish you could automate. THIS is the data that drives the

Success criteria

  • Stripe is connected in Live mode

  • A $1 test payment succeeded and was refunded cleanly

  • Every box in the pre-launch checklist is checked

  • Real customer-facing surfaces (booking link, phone number, chat widget) point to my Intellivizz CRM

  • I've told my team we're live and they have access to what they need

  • I've scheduled a 30-day review to assess and optimize

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