Let’s get started!

Step 1:

Add your logo

Log into your dashboard here - Don’t forget to bookmark this page! Register your account if it’s your first time (which basically means setting up a password). Then click on “Settings”, which can be found under your name in the upper right hand corner. From there, add a logo - which will appear on all of the assessments and reports!

Step 2:

Add a prospect

Click on the Prospects tab at the top of the screen. Now add your first business owner prospect - this can be someone you just make-up, a friend, a family member. We won’t email your clients so feel free to use a fake email address. You can always delete this demo client later.

Step 3:

Complete Discover

Once you’ve added your first client it’s time to run your first Discover Assessment. Again, in the Prospects tab where you added your first prospect, click on the green button that says “Discover” to the right of the prospects name. Follow the prompts and complete the assessments. This should take about 5-10 minutes. If you don’t understand a question just make a note and keep going - then be sure to send support an email with all your questions so we can be most helpful.