Skip to main content
The first time you sign up, EasyMate asks you a short series of questions. Your answers shape your workspace and the solutions you’re offered, so it’s worth taking a minute to be specific. Here’s what to expect.

​
1. Your business name and website

The first step asks for your business name and, optionally, your website. If you have a website, paste its address. EasyMate reads your public pages and uses them to get a head start: your branding (logo and colors), your business details, and the general tone of your writing. This saves you filling everything in by hand.
The page reading takes a few seconds. Your website needs to be public, a normal page that anyone can open. Pages behind a login, PDFs, and broken links can’t be read.
No website? No problem. The website is optional. Just enter your business name and EasyMate starts you with sensible defaults that you fill in yourself.
The first onboarding step asking for your business name and website

Enter your business name, and add your website so EasyMate can pick up your branding and business details.

​
2. Your industry

Tell EasyMate what kind of business you run. This helps it suggest the right wording and options later. If your industry isn’t listed, choose the closest match or enter your own.
The industry step with business type options

Pick the type of business you run, or define your own.

​
3. What you call your customers

Pick the word you use for the people you serve: Customers, Clients, Members, Patients, Students, and so on. EasyMate uses this word throughout the product, so everything reads the way you’d say it.
The step asking what you call your customers

Choose the word that fits your business, or add your own.

​
4. What you offer

Choose everything you deliver, for example one-to-one work, group sessions, or online courses. You can pick more than one. This helps tailor your solutions to how you actually work.
The step asking what you primarily deliver

Select everything you offer. Pick as many as apply.

​
5. What you want help with

Finally, tell EasyMate what you’re hoping to improve. The choices are grouped into three areas: winning more customers, engaging the customers you have, and growing your business. What you pick here decides which solutions EasyMate sets up for you.
The challenges step, with options grouped into win, engage, and grow

Pick everything that sounds familiar. Your choices decide which solutions get set up for you.

​
What happens next

First, EasyMate shows you a summary of the solutions it recommends based on your answers. Review the list, then continue.
A summary of the recommended solutions before building

EasyMate recommends a set of solutions. You only pay for the ones you decide to use.

EasyMate then builds your workspace. You’ll see it create your solutions, which takes a few moments, and apply your branding. When it’s done, you land in your workspace ready to set up your first solution.
The build screen showing solutions being set up

EasyMate sets up your solutions and applies your branding. This takes a few moments.

The workspace showing solutions ready to set up

When the build finishes, your solutions are ready. Start with the Sales Assistant.

Nothing goes live yet. You set up and launch each solution when you’re ready, and you can fine-tune each one as you go.

​
Next steps