Take the first steps

Start program onboarding

Initial setup and account access to essential tools.

01

Schedule

Introductions

We’ll get familiar with scheduling meetings at times that work best for you.

02

Website

Questionnaire

By filling out a survey about your business, we’ll have vital details to start building.

03

Branding

Guidelines

Using the details you send us, we can follow or begin to organize a style guide.

04

Online

Training

Brief overview of how to organize leads with the CRM and update your website.

Introductions

Scheduling calls with Microsoft Teams.

Questionnaire

Learn about your story and vision. Discover current guidelines, goals and audience.

Brand Identity

Style guide for aesthetics and theme. Review for feedback and establish guidelines for consistency.

Training

HubSpot

Contact form integration. Lead management and message templates.

WordPress

Editing content and layout basics. Manage files and menus.

Website Delivery

Domain name setup. Preparing for launch. Search engine optimization and local business profiles.