Your business.
One step at a time.
Adapted from our step-by-step business-building process. Start at the beginning or jump to the stage you are working on. Mark completed steps to keep your place.
Launch & get paid
Connect your website, payments, and marketing.
Create payment links
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Configure one-time and recurring payments
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Connect payments to your website
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Build your website
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Create a marketing funnel
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Connect your funnel, website, and payments
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Set up your social media presence
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
- Make sure all services or products are visible and available in the facebook business page
- Make sure all services or products are visible and available in the instagram business page
- Youtube
- Yelp
- Angies list
Build forms and reporting systems
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
- Forms
- Spreadsheets (ar, ap, confidential)
- Tabs in spreadsheets for each form
- Form data to pivot tables
Prepare business agreements and forms
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
- Forms
- Credit card authorization form
- Invoice to bill due payments
- Receipts for already paid payments
- Mutual partnership agreements
- Closer/affiliate agreement or setter/closer/affiliate agreement
- Universal employment agreement w/w2
- W9 form
- Universal contractor agreement w/w9
- W4 form
- Attach w9 or w4 to all necessary agreements
- Cancellation form
- Careers application
Create team welcome materials
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
Set up your CRM and onboarding
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.
- Employee onboarding
- Client onboarding
- Lead delegation (round robin if necessary)
Connect your automations
Plan and complete this step when it applies to your business. Use the resource library or request support to choose tools and set up your process.