Your Business Hub fully set up - and your team trained - in four scheduled sessions
Four live sessions with our onboarding team. About five hours, total. By the end, your Business Hub is wired to your calendars, phones, payments, domains, and social; and the people who use it daily know exactly where to click.
$298 buys roughly five hours of one-on-one work with our team, split across four scheduled sessions. The first puts your Business Hub fully online; calendars, email, social, domains, mobile app, Google Business Profile, phone numbers, and payment gateways, all connected while you watch.
The next three teach your team to run it. Basic training first; advanced training a few days later, once the basics are reflex; one follow-up after you've been using the platform for a couple of weeks. The recordings are yours to keep.
- Session 1 · Business Hub setup (2–3 hrs, live screen-share)
- Session 2 · Basic training for your team (1 hr)
- Session 3 · Advanced training (1 hr)
- Session 4 · Follow-up after two weeks (~30 min)
What four sessions buys you
Four live sessions, end-to-end. The first connects your calendars, email, social channels, domains, mobile app, Google Business Profile, phone numbers, and payment gateways. The next three train your team on the dashboard, the templates, the workflows, the AI features, and the mistakes that cost most teams a week to undo.
Business Hub Setup
Two to three hours, one session. We share a screen and connect everything that needs to be wired before the team logs in.
Block out the morning. Coffee helps.
We connect:
- Calendars and email accounts
- Social media accounts for the content planner
- Existing domains
- Mobile app; downloaded, logged in, tested
- Google Business Profile and review platforms
- Phone numbers (one per user)
- Payment gateways
Basic Training
One hour. Bring everyone who'll use the platform daily, there's no per-seat charge.
By the end, your team can move around the platform without asking us where things are.
We cover:
- Reading your dashboard for decisions, not for show
- What each navigation category actually does
- Where the templates live; email, funnel, form, SMS
- Adding users without breaking permissions
Advanced Training
One hour, scheduled a few days after Basic Training so the basics have time to set in.
This is where the platform stops being a thing you check and starts running parts of the business for you.
We cover the features that save the most hours and prevent the most support tickets:
- Bulk actions, templates, and automation patterns
- Workflow logic and campaign triggers
- AI for email copy, social posts, and smart replies
- eSignature templates that hold up
Follow-Up Session
A scheduled call two to four weeks after Advanced Training, once you've been using the platform.
Bring the friction. This is where we catch the small habits that cost you time, the ones you can't spot until you've been in the platform a while.
- Workflow review: what's firing, what isn't
- Anything that's slowed your team down since Advanced Training
- Quick fixes for the most common first-month mistakes
Ready to see the whole thing in motion?
Let's find the perfect fit for your business, together.
Enjoy a one-on-one live demonstration of the portal to explore your options, ask questions, and get expert guidance tailored to your specific needs.