You're all set!

Let's schedule your onboarding

Your Business Management Plan is active. The next step is to book your onboarding call so we can help you set up your account correctly and get you moving fast.

What happens on your onboarding call

  • We'll confirm your business goals and current setup

  • We'll help you set up the essentials inside your account

  • We'll make sure everything is organized and working properly

  • We'll identify what you can manage yourself vs what you may want us to implement for you

Duration: 30–45 minutes

Format: Zoom / Google Meet

Step 1

Choose your onboarding time

Please select a time for your onboarding call below. Once booked, you'll receive a confirmation email with your meeting link and next steps.

If you don't see a time that works, please scroll forward to view additional availability.

Optional next steps after onboarding

Your onboarding call focuses on getting your system set up correctly and ready to use. If you'd like help beyond onboarding, we can discuss optional services such as:

  • Website or landing page builds

  • AI employee setup

  • Custom automations and workflows

These are optional and quoted separately based on your needs.

Once you've booked your onboarding call, you'll be redirected to a short confirmation page with next steps.