Onboarding: 10 Steps to Your Digital Presence

Business basics

Business name

Industry

Short description

Phone

Locations & hours

Address

Hours

Service area (for mobile/on-site businesses)

We have more than one location

Brand

LogoUpload logo

Primary color

Brand voice

Services or menu

Services / menu itemsOr upload a menu/price list. Our team will enter it for you.

Upload a menu or price list (PDF/photo)

Photos & media

Upload photos

Storefront, team, products, work, space

I'd like help arranging a professional photo shoot

Google Business Profile

We'll request manager access through Google. You stay the owner.

I have a profileI need one createdNot sure

Social accounts

Instagram

Facebook page

Customers & marketing

Import customers (CSV)

Include consent status if you have it

I confirm imported contacts gave permission to be contacted. Contacts without SMS consent won't receive texts.

Loyalty programReview requestsWin-back campaignsBirthday offers

Goals & AI rules

Top goal for the next 90 days

What may AI do without asking?

Publish replies to 5-star reviews with no text Answer website chat from approved info Publish social posts from approved categories Nothing: always ask me first (default)

AI is building your presence…

Website draft, Google profile updates, SEO foundation, social calendar, review flow, campaigns and AI chat.

Ten steps. About 30 minutes. Then we take it from here.