First day · 15 min · 5 steps
Read your report and correct what is off
A report that says what is true about your business, so every draft starts from the right facts.
Step 01
Open Your report
It is the second line of the sidebar. The Documents tab shows the eight documents the set-up wrote; press Read on About the product first.
Step 02
Fix what is wrong, section by section
Found a wrong price or an old service? Edit this section, correct it and Save this section. For a bigger change, Rewrite it with a note says what to change.
Step 03
Say it in your own words
Open In your own words and write what only you know: who your best clients are, what you never do, the story behind the business. Add a file if it is written down already. Every specialist reads this first.
Step 04
Check the facts
On Facts, the statements the team may use about you. Remove what is wrong, add what is missing, with the page it comes from.
Step 05
Check the competitors
On Competitors, remove anyone who is not really in your league with Not a competitor — remove it — they will not come back. Add the ones you know.