Onboarding Dashboard

Start Your Onboarding

Complete these steps to get set up fast.

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Step 1Choose your templates

Pick the email + page templates you want us to start from. We’ll customize them to match your brand.

View template options →

Step 2Book your onboarding call

Schedule your first onboarding call. We’ll confirm access, priorities, and your timeline.

Paste your calendar embed here

Step 3Share access (accounts + tech)

Check every item below. This step can’t be marked complete until all are checked.

Google Ads Grant access so we can manage campaigns + tracking.
Google Analytics Grant access so we can verify conversion tracking.
DNS / Domain Access We’ll set up authentication + routing (SPF/DKIM/etc.).

Step 4Social profiles

Complete each platform. This step can’t be marked complete until all are checked.

Instagram Create/confirm your business profile.
Get started →
Facebook Create/confirm your Business Page.
Get started →
LinkedIn Create/confirm your company page.
Get started →

Step 5Upload your assets

Upload your logo, photos, brand colors, and any existing docs to your shared drive folder.

Open your shared folder →

Step 6Graduation + weekly calls

Once you finish the initial setup, you’ll be added to:

• Tuesdays: Weekly Tech Calls
• Thursdays: Weekly Coaching Calls