Getting Started Checklist

Getting started can take as little as a couple of hours if you have all the parts and pieces ready to go. If not, we've got plenty of best practice guides to help you on your journey.

Just as any good pilot runs carefully runs through a checklist before takeoff we recommend reviewing the checklist below before launching with Salesbricks.

ChecklistTake Me There In SalesbricksShow Me How
Review the Salesbricks Navigation Overview (2 minutes)Let's Do this!
Company Details and Branding (3 minutes)Settings - BrandingI'm ready
Products, Plans, and Bricks Overview (10 minutes)Giddyup!
Forming your Bricks (10 minutes)BricksLet's build
Creating a Product (2 minutes)ProductsLet's get crack-a-lackin'
Creating a Plan (15 minutes)Select a Product --> Click on your PlanVamos!
Pricing Page (5 minutes)Select a Product --> Pricing Page tabCha-ching $$
Adding team members (1 minute)Settings - Team1, 2, 3, Teamwork!
Legal and Finance (5 minutes)Settings - Legal or FinanceComing Soon
Setting up Stripe (2 minutes)Settings --> Integrations --> StripeComing Soon
Orders (3 minutes)OrdersComing Soon
Review our FAQs (1 minute)Coming Soon
Suggest a feature (1 minute)Profile Icon - What's newComing Soon

This article was brought to you by Jordan Davis, a renowned mason at Salesbricks.

Have questions or need additional support? Shoot me an email at [email protected]

What’s Next

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