Below is a preview of what's inside. The complete, downloadable resource is available to active members.
What is in the Getting Started Guide?
- Format
- Step-by-step onboarding walkthrough
- Covers
- Account setup through placing your first service order
- Best for
- New members in their first week
What the preview includes
- 1. Create Your Member Account
Register with your email and a payment method for your $49/year membership. You'll receive a confirmation email with your member portal login link within a few minutes. - 2. Verify Your Email & Complete Your Profile
Confirm your email address, then complete your member profile — business name (if you have one already), state of operation, and your primary goal (formation, web presence, compliance, etc.) so we can route relevant resources to your dashboard. - 3. Browse the Service Catalog
The full catalog is organized into six tiers — Business Formation, Web Presence, Compliance, AI Automation, Family Office Coordination, and Referral Network. Each listing shows the flat price up front, with government fees itemized separately where applicable.
- Placing your first service order and what happens after checkout
- Setting up your document vault and understanding folder structure
- How to message your assigned team and expected response times
- Reading your member dashboard status indicators
Full download available to members