Simplero Foundations: Essential

This package covers just the essentials needed to 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:
  • Main account configuration
  • Configure your custom domain/subdomain*
  • Configure your custom email address domain*
  • Integrate Google Analytics*
  • Integrate Zoom (if applicable)*

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

Branding Setup
  • Set basic global brand settings (colors & logos provided by you)
  • Create 1 email template design
Marketing Setup
  • Configure 1 primary email list with welcome email and tags
Sales Setup
  • Create 1 product with welcome email (copy & images provided by you)
Wrap Up:
  • Test all
  • Final wrap-up call - 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.

*What's NOT included:
  • Branding:
    • Website theme configuration
    • Membership theme configuration
    • Product and course cards
    • Signature blocks
    • Additional email templates
  • Marketing:
    • Landing page setup
    • Lead magnet funnel(s)
    • Email sequence(s)
  • Sales:
    • Additional products & welcome emails
    • Checkout page customization
    • Course configuration
    • Automations

How It Works

  1. Purchase this package
  2. After payment you will be redirected to my calendar to book your Project Day. Select the available date of your choice within the next 45 days. 
  3. Once you've booked your Project Day, you'll receive an email with all the details and your Pre-Work Questionnaire.

Want more than just the essentials?

Get the Foundation Complete setup service instead

Simplero Account Setup