Welcome — your account is set up and ready to go. Here's a quick overview of exactly what you have access to so you know where everything lives.
Your Starter account includes:
- Contacts — Your customer and prospect list. Add people, take notes, tag them, and track your relationship with each one.
- Conversations — Your two-way inbox for SMS and email. Text and email your contacts directly from here.
- Calendar — Your personal booking link for demos and appointments. Share it and let people book directly.
- Forms — Your opt-in form. Share the link and new contacts flow straight into your account.
- Workflows — Pre-built automations that run in the background. Appointment confirmations, reminders, and new contact welcomes are already set up for you.
- Email Templates — Three pre-built email templates: *Demo Confirmed*, *Demo Reminder*, and *Monthly Check-In*.
- Pipeline — A simple four-stage board to track where each lead stands: `New Lead → Demo Booked → Demo Done → Customer`.
Not included in the Starter plan: Funnels, websites, social planner, courses, reputation management, and the AI content tools. These are available in higher-tier plans.
If you have questions about upgrading, contact your account administrator.
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
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