Complete guided setup
Answer a few questions about your business and Agiled builds a workspace that fits how you sell and deliver.
Guided setup is the short set of questions you see right after you verify your email. Tell Agiled what you sell and how clients buy from you, and it builds a workspace around your answers: sales stages, your services, proposal and contract drafts, a lead form and a booking page that takes bookings on day one.
It takes about five minutes. Everything it creates is a draft you can change later, so you do not need perfect answers.
The progress bar in the top-right corner shows where you are, such as 2 of 6. Use Back at any time to change an earlier answer.
1. Tell us about your business
Enter your Company Name and pick your Industry. Your industry shapes your starting sales stages and documents.
If you have a website, add it in Website URL. Agiled reads your services from it to save you typing. You can leave it empty.
Agiled suggests a Workspace address from your company name, such as
fernwood-studio.agiled.ai, and tells you when it is available. This is the
web address you and your team use to open Agiled.
Select Continue.
2. How clients buy from you
This step tailors your sales and delivery stages.
- In Main services or offers, list what you sell, separated by commas.
For example:
Brand identity, website design, monthly social content. Each one becomes its own service, so list them the way you would on a price list. - In Sales process, choose how clients usually decide: Consultation, proposal, then approval, Estimate or quote, then approval, Clients book directly, Clients purchase directly or Relationship-based sales. Each choice prepares different steps, such as a discovery call and proposal, or a booking page and checkout.
- In Delivery model, choose how you deliver the work: One-time projects, Recurring or retainer work, Appointments or sessions, Products or fixed packages or A mix of these.
- Optionally describe your ideal clients and what the journey should achieve.
The preview on the right shows the client journey your answers create.
3. Your tools
Tick the tools you already use, such as Google Calendar, Zoom, or Stripe. Agiled does not connect anything yet. Each tool you tick becomes a step in your setup checklist, so you can connect it when you are ready. Choose Not now to skip.
4. What to accomplish first
Pick the outcome you want help with first:
- Turn inquiries into paid projects
- Let clients book and pay
- Deliver client work consistently
- Sell services online
Under Tools we will prepare, Agiled lists the modules it switches on for that outcome. Select Adjust tools to add or remove modules. You can change this any time in Settings › Modules.
5. Review your client journey
Agiled builds your workspace. This takes a few moments. When it is done, you see your client journey: the stages a new lead moves through before they buy (these become your Deals pipeline), and the stages your work moves through after (your Projects stages).
Select Looks good to continue. If the stages don't fit, select Not quite right and Agiled tries again. You can edit every stage later.
6. Choose a plan or start your trial
Choose a plan if you already know what you need, or start a free trial first. Select Start 14-day Business trial to try every Business feature for 14 days at no charge. You do not need a card to start the trial.
Everything guided setup built stays in your workspace whichever option you choose. When the trial ends, you can choose a paid plan or extend the trial once by 7 days. See When your trial ends.
What guided setup prepares
When setup finishes, Agiled shows what it prepared and suggests where to start. Depending on your answers, you can get:
- a deal pipeline that matches how you sell;
- a lead or intake form;
- proposal and contract drafts;
- your services, with names taken from your answers;
- a booking page and event type, such as Book a Discovery Call, that is already accepting bookings;
- project stages that match how you deliver.
Each item is marked Draft until you review it. Select Go to dashboard when you are ready.
The booking page works straight away. Until you connect a video app, the meeting is a phone call using the number from your profile. Connect your calendar in Settings › Apps so clients can't book over your busy times. See Create a booking page.
After guided setup
Your dashboard opens with a Set up workspace checklist in the sidebar. It lists the next few things to do, such as reviewing your drafts, adding your first client, connecting the tools you ticked and sending your first invoice.
You're done when you see the dashboard. Next, pick the guide for how clients buy from you.