Your Next Steps: Watch the Video

Confirm Your Details

Review your profile and business information to ensure everything is accurate before we begin setup.

Track Your Progress

Follow your onboarding checklist to see what’s completed and what’s next at every stage.

Getting Started Guide

Step-by-step instructions to help you navigate through your client portal and resources.

  • Log in to your client portal using your registered email address from the link we sent you.

  • Complete your Onboarding Form so we can begin your build!

  • Begin your onboarding Course and checklist marking each step as you complete it.

  • Schedule your 1 on 1 Onboarding Call

Client Resources

Access valuable tools and resources to support your business setup and growth.

  • 1 on 1 Onboarding Tech Call

  • 1 on 1 How-to-use Key Features

  • AI ChatBot Wizard Trained to Help you backed by Live 24/7 Support in English or Spanish

  • Onboarding Coarse/ Check List

  • Video tutorials for each onboarding step

  • 4 Day Weekly Onboarding Support Webinars with Live Q&A

  • Access to exclusive trainings, community forums, and workshops

A flat lay of printed business templates, a tablet showing a video tutorial, and a stack of onboarding checklists, all arranged on a white table. The scene includes a pen, a pair of glasses, and a cup of tea, with soft natural light and a clean, professional look.

Need Additional Help? Contact Live Support

Reach out to our support Live Support team through the chat widget for any questions or assistance needed during or after onboarding.

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