Simplero Foundations: Complete

Done-for-you complete Simplero new account setup 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
  • Configure your custom domain/subdomain*
  • Configure your custom email address domain*
  • Integrate payment gateway(s) - Stripe, PayPal, etc.*
  • Integrate Google Analytics*
  • Setup legals (privacy policy, terms, product-specific agreements, etc. - all content provided by you)

*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 up to 2 email template designs

Marketing Setup:

  • Configure 1 scheduled newsletter
  • 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 (design, copy & images provided by you)
  • Build 3 email sequence automations up to 10 emails each or 1 email sequence up to 30 emails (all copy & images provided by you)
  • Integrate your Interact Quizzes account (if applicable)

Sales Setup:

  • Create 3 products + customize checkout pages + create welcome emails (content provided by you
  • Build 1 sales page (design, copy & images provided by you)
  • Configure 2 courses up to 25 lessons or 1 course up to 50 lessons ready for you to populate
  • Configure 1 course onboarding/delivery automation (email content provided by you)
  • Integrate your Zoom account (if applicable)

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:

  • Typically complete within one week BUT turnaround depends heavily on the availability of content and responsiveness of client. Contact me about availability before booking if you want to hit a specific deadline.  

What's NOT Included:

  • Website migration or build
  • Database migration
  • Course content migration
  • Custom design work (all design layouts and elements provided by you)

Not ready for the full monty?

Get started with Simplero Foundations: Essential instead

Simplero Account Setup