What You Can Expect
Step 1: Submit Your Information
Fill out the form below to provide us with the details we need to get started.
Step 2: Select an Onboarding Call Time
Choose a time for your initial onboarding call. During this session, we’ll discuss your goals, gather additional details, and ensure we’re aligned to deliver exactly what you need.
Step 3: Account & Social Setup
Our team begins setting up your account, including:
Adding phone numbers, email addresses, and calendars.
Setting up integrations for workflows and automations.
Configuring your social accounts to align with your branding and marketing goals
Step 4: Backend & Website Setup
If you’re moving an existing website or creating a new one, we’ll start that process here. Additionally, we’ll complete backend configurations to ensure seamless operations.
Step 5: Testing & Initial Review
Before going live, we thoroughly test all integrations, workflows, and automations. Around Day 13, we’ll have a review call to finalize any necessary adjustments.
Step 6: Training
We’ll guide you through the system, ensuring you have the knowledge and tools needed to manage and maximize your platform’s potential.
Step 7: Final Review & Go Live!
We finalize all details and conduct a final review to ensure a smooth transition. Once everything is in place, your system goes live, and you’re ready to roll!
Step 8: Ongoing Strategy Sessions
We’ll schedule recurring meetings for continued optimization and success, including:
Reviewing and planning email campaigns
Optimizing workflows and automations
Aligning on future marketing strategies.
We’re here to ensure you not only get set up but are fully equipped for long-term success.