
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.
