Beginner-friendly videos for your business foundations, website, CRM, marketing and payments. Watch a lesson, then use the action prompt to put it to work.
1. Choose your structure → 2. Check state fees → 3. Build a website → 4. Organize leads → 5. Market one offer → 6. Set up payments.
8 lessons · Free to watch · Selected October 29, 2026
Edit a website template, apply your branding, and create a clear call to action.
Create a homepage with your offer, services, contact information and one clear next step. Preview it on mobile before publishing.
Start with free assets and a free publishing option. Custom domains and some features may require a paid plan.
See how leads, contacts and deals fit together in a sales workspace.
Create pipeline stages, assign an owner, add a next-action date and import a small test list before moving your full database.
Confirm plan limits, seat minimums and automation allowances before subscribing.
Explore a basic CRM template and turn follow-ups into a repeatable process.
Define what makes a lead qualified, when a deal moves stages, and who follows up. Test one reminder before adding more automation.
The basic CRM template and the dedicated monday CRM product can differ. Use the setup that matches your account.
Understand the difference between a legal entity and a tax election, with practical trade-offs.
List your owners, liability exposure, planned investors, regulated activities and administrative budget. Use the comparison guide below to eliminate unsuitable options with an adviser.
A video cannot decide your legal or tax structure. There is no universal profit threshold for choosing an S corporation election.
Learn how a website, search, email and social content can work together.
Choose one audience, one offer and one conversion goal. Start with a simple website and one channel you can maintain consistently.
Older tutorials remain useful for concepts; platform screens, features and prices change.
Build a social media strategy around your audience and business goals.
Choose one primary social platform. Plan three useful posts per week, add a clear contact link, and track inquiries rather than likes alone.
Use licensed visuals and music, disclose paid partnerships, and get consent before sharing customer information.
Consider payment choices and the friction that can delay customer payments.
Write down whether customers pay in person, online, by invoice or on a recurring basis. Compare payout timing and reconciliation before choosing a processor.
Vendor videos describe the vendor’s perspective. Compare alternatives and your actual transaction mix.
Review the features and trade-offs of several payment providers before narrowing your choices.
Compare monthly fees, card-present and online rates, chargeback costs, refund fees, hardware, contract terms and business-type eligibility.
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