Simplero New Account Setup - Comprehensive

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: 2 hours of ad hoc assistance or troubleshooting after setup is complete.

Main Account Setup:
  • Main account configuration
  • Custom domain/subdomain DNS/email integration*
  • Integrate payment gateway(s) - Stripe, PayPal, etc.*
  • Integrate Google Analytics*
  • Setup legals (privacy policy, terms, product-specific agreements, etc. - all content provided by you)
  • Setup basic global brand settings (colors & logos provided by you)
  • Test all

*These elements require Admin rights or login credentials to your accounts or collaboration with you in real time.

Branding Setup:
  • Customize primary website theme with your branding (colors, fonts, logos & images provided by you)
  • Customize 1 theme for membership site with your branding (colors, fonts, logos & images provided by you)
  • Create product card template to match your branding
  • Create up to 2 global email signature blocks (content provided by you)
  • Create up to 2 email template designs
Marketing Setup:
  • Configure 1 primary email list
  • Configure 1 lead magnet list with tagging and automatic freebie delivery (if applicable)
  • Create & install lead magnet signup form on your website
  • Build 1 landing page (copy & images provided by you)
  • Build 3 email sequence automations (including up to 10 emails each, all copy and images provided by you)
Sales Setup:
  • Create 3 products + customize checkout pages + create welcome emails (content provided by you
  • Build 1 sales page (copy & images provided by you)
  • Configure and populate 1 course including up to 25 lessons (content/assets/media provided by you)
  • Configure 1 course onboarding/delivery automation (email content provided by you)
Wrap Up:
  • Test all
  • Wrap-up call - walk through everything that was done and answer any questions you may have
  • BONUS: 2 hours of ad hoc assistance or troubleshooting after setup is complete
Time Frame:
  • Next availability October 2024. Typically completed within 2 weeks, depending on responsiveness of client.

Not ready for the full monty?

Get just the Basics Setup instead

Need more sites/courses/products/automations? Contact me for a custom quote.

Simplero Account Setup