Setup & Onboarding

Complete your setup to unlock the full power of Digital360.

Overall Progress33%

Brand

Set Digital360 identity, sender details, theme tokens, and portal presentation.

In Progress

Continue

Workspace

Create the first client workspace, industry profile, timezone, and operating model.

Completed

Edit

Team

Invite admins, operators, sales users, billing users, and client viewers.

Completed

Manage

CRM import

Map contacts, companies, tags, lifecycle stages, and opportunity sources.

Pending

Connect

Integrations

Connect or stage Stripe, Twilio, email, calendar, Meta, GBP, Supabase, and OpenAI.

Pending

Connect

Campaign

Prepare the first launch funnel, campaign, follow-up sequence, and attribution route.

Pending

Connect

Automation

Activate speed-to-lead, missed-call, review request, and task routing workflows.

Pending

Create

Billing

Choose launch plan, usage limits, billing owner, invoice profile, and payment provider.

Pending

Set Up

Launch

Review readiness, domain settings, auth email, integrations, reporting, and client handoff.

Pending

Review

Brand checklist

Agency owner · 8 min

Logo added

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Theme reviewed

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Sender identity drafted

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Portal preview checked

Capture the decision, validate it with the owner, and write an audit-ready setup note.

Brand details

These fields are ready to connect to tenant-scoped persistence.