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.
| Checklist | Take Me There In Salesbricks | Show Me How |
|---|---|---|
| Review the Salesbricks Navigation Overview (2 minutes) | Let's Do this! | |
| Company Details and Branding (3 minutes) | Settings - Branding | I'm ready |
| Products, Plans, and Bricks Overview (10 minutes) | Giddyup! | |
| Forming your Bricks (10 minutes) | Bricks | Let's build |
| Creating a Product (2 minutes) | Products | Let's get crack-a-lackin' |
| Creating a Plan (15 minutes) | Select a Product --> Click on your Plan | Vamos! |
| Pricing Page (5 minutes) | Select a Product --> Pricing Page tab | Cha-ching $$ |
| Adding team members (1 minute) | Settings - Team | 1, 2, 3, Teamwork! |
| Legal and Finance (5 minutes) | Settings - Legal or Finance | Coming Soon |
| Setting up Stripe (2 minutes) | Settings --> Integrations --> Stripe | Coming Soon |
| Orders (3 minutes) | Orders | Coming Soon |
| Review our FAQs (1 minute) | Coming Soon | |
| Suggest a feature (1 minute) | Profile Icon - What's new | Coming 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]
Updated 13 days ago
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