Simplero New Account Setup - Basics
This package covers the essentials needed to effectively run your business in Simplero.*
Setup services include testing of all elements plus a final call to walk through everything that was done and answer any questions you may have.
BONUS: 1 hour of ad hoc assistance or troubleshooting after setup is complete
Main Account Setup:
- Complete all basic settings*
- Custom domain/subdomain DNS/email integration*
- Integrate payment gateway(s) - Stripe, PayPal, etc.*
- Integrate Google Analytics*
- Setup basic global brand settings only (colors & logos provided by you)
- Setup legals (privacy policy, terms, product-specific agreements, etc. - all content provided by you)
- Configure 1 primary email list
- Create 1 email template design (colors, fonts & logos provided by you)
- Create 1 global email signature block
- Test all
*These elements require Admin rights or login credentials to your accounts or collaboration with you in real time.
Wrap Up:
- Test all
- Final wrap-up call - walk through everything that was done and answer any questions you may have.
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BONUS: 1 hour of ad hoc assistance or troubleshooting after setup is complete.
Time Frame:
- Depends upon availability but usually completed within one week or less. Contact me to confirm availability before booking if you are on a tight timeline.
*What's NOT included:
- Branding:
- Website theme configuration
- Membership theme configuration
- Product and course cards
- Additional signature blocks
- Additional email templates
- Marketing:
- Landing page setup
- Lead magnet funnel
- Email sequence(s)
- Sales:
- Product configuration & welcome emails
- Checkout page customization
- Course configuration and population
- Course onboarding/deliver automation
Want more than just the basics?
