Onboarding

Platform

Build

Revision

Launch

Welcome to the Family

Thank you for joining the SavvyHippo family! To get started, follow the onboarding instructions below...

Step 1. Onboarding Call

(Optional)

All SavvyHippo clients are entitled to a one-on-one onboarding session before beginning their project to outline how the process works and to answer any remaining questions you may have.

Click the option to the right that describes your current situation for instructions on what to do next.

Congratulations! You may continue to Step 2 below.

Follow the instructions below to schedule your onboarding session.

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
 
2. Choose your Time Zone from the drop-down menu. Click Set time zone after you’ve made your selection.
 
3. From the available dates show, click on your preferred day to reveal available times on that day. Click your preferred time and then click Continue.
 
4. An intake form will load. Enter your Name and Email Address and then click Complete Appointment.
 
5. A summary of your appointment will load. At the scheduled day and time, you’ll receive a Zoom Link to join your live video session.
 
6. We suggest waiting until your scheduled session before continuing on to Step 2 below.
 
Important: Your onboarding session will be held via Zoom, a video conference platform. As such, we require that you join on a desktop computer or laptop, with audio capabilities, in order to view and hear the on-screen presentation.

Though we recommend an onboarding call, one is not required. If you’d prefer to skip this call, you may continue to Step 2 below.

Step 2. Domain & Hosting

SavvyHippo clients are required to have a registered domain name and website hosting (the service that hosts your website content). This does not include Wix, Weebly, or Squarespace–your hosting must be capable of installing WordPress.

Click the option to the right that describes your current situation for instructions on what to do next.

IMPORTANT: The SavvyHippo platform is incompatible with Wix, Weebly, and Squarespace. All client sites are built on the WordPress platform. Therefore, you must have website hosting capable of installing and running WordPress.

If this describes your situation, congratulations! You may continue to Step 3 below. (If you are currently using Wix, Weebly, or Squarespace, please contact us for support.)

Follow the instructions below to set up website hosting with our preferred vendor for your current domain. (Note: You may also set up hosting with your preferred service. Please do so before proceeding to Step 3 below.)

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
 
2. Under StartUp, click Get Plan.
 
3. Choose I Already Have a Domain and enter your domain name. Click Proceed.
 
4. Enter your account, client, and payment information.
 
5. Under Purchase Information, choose the desired length of your hosting package; rates are $3.95/mo for up to three years, afterwards $11.95/mo. (We recommend choosing three years to maximize your savings.)
 
6. Under Extra Services, you may leave Site Scanner unchecked.
 
7. Check the box to confirm that have read and agree to the SiteGround Terms of Service and Privacy Policy.
 
8. Click Pay Now to complete your order.
 
9. When finished, continue to Step 3 below.

Follow the instructions below to register a domain name and set up website hosting with our preferred vendor. (Note: You may also register a domain name and set up hosting with your preferred service. Please do so before proceeding to Step 2 below.)

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
 
2. Under StartUp, click Get Plan.
 
3. Choose Register a New Domain and enter your desired domain name (we recommend your company name or first and last name–JohnSmith.com–if available). Click Proceed.
 
4. Enter your account, client, and payment information.
 
5. Under Purchase Information, choose the desired length of your hosting package; rates are $3.95/mo for up to three years, afterwards $11.95/mo. (We recommend choosing three years to maximize your savings.)
 
6. Under Extra Services, you may leave Site Scanner unchecked. However, we recommend Domain Privacy if you’d like to avoid receiving spam (newly registered domain names are entered into a public database, but you can protect this data using Domain Privacy.)
 
7. Check the box to confirm that have read and agree to the SiteGround Terms of Service and Privacy Policy.
 
8. Click Pay Now to complete your order.
 
9. When finished, continue to Step 3 below.

Step 3. Domain Email

All SavvyHippo clients are required to have domain email, which is an email address that ends in a domain name, such as Jane@JaneSmith.com (as opposed to JaneSmith@gmail.com, for example). For this service, we highly recommend G Suite.

Click the option to the right that describes your current situation for instructions on what to do next.

Congratulations! You may continue to Step 4 below.

We highly recommend using G Suite to handle your domain email. Experience has shown far greater success in receiving emails sent via a website form (contact submissions, coaching applications), whereas other domain email is more often blocked or sent to spam, which means you may not receive all of the messages intended for your inbox.

You are not required to change domain email providers. However, if you’d like to transition to G Suite, we will assist in the transfer after you have completed your work inside the platform.

You may continue to Step 4 below.

Follow the instructions below to sign up with G Suite to handle your domain email. (Note: G Suite carries a monthly cost of $6.)

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
 
2. Click Get Started within the box labeled Basic.
 
3. Enter Business Name, Number of Employees, and Country. Click Next.
 
4. Enter First Name, Last Name, and Current Email Address. Click Next.
 
5. On the next page, you’ll be asked if you have a domain. Because you completed Step 1 above, click Yes, I Have One I Can Use. (If you have not yet completed Step 1 above, please do so before proceeding.)
 
6. Enter your Domain Name. Click Next.
 
7. On the following page, you’ll be asked to confirm use of domain. Ensure the proper spelling for your domain and click Next.
 
8. Choose your Username and Password. Note: The username you choose will serve as your main domain email address. Click Agree And Create Account.
 
9. Confirm your choice of G Suite Basic with a monthly fee of $6. Click Next.
 
10. Enter your Customer Information and Payment Method. Click Next. (Your 14-day trial will begin, after which you’ll be charged $6 per month.)
 
11. You will then be asked to verify your domain to begin using domain email. Follow instructions given. If you require support, please contact us at support@savvyhippo.com.
 
12. When finished, continue to Step 4 below. 

Step 4. Email Marketing

In order to communicate with your audience, as well as create your client funnel, you’ll need an email marketing service. We use and recommend MailerLite (free up to 1,000 subscribers), though you are free to use any service you prefer.

Click the option to the right that describes your current situation for instructions on what to do next.

Congratulations! You may continue to Step 5 below.

While we recommend MailerLite, you are not required to change your provider. We also work with popular providers such as MailChimp, ConvertKit, and AWeber. 

You may continue to Step 5 below.

Follow the instructions below to sign up with our preferred email marketing service, MailerLite. (Note: MailerLite is free up to 1,000 email subscribers.) If you prefer to use a different vendor, please create your account with them before continuing.

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
 
2. Enter Company/Organization Name.
 
3. Enter Domain Email Address. (Note: You must use a domain email address. Free email services such as @gmail are not allowed. Domain email was covered in the previous step.)
 
4. Enter desired Password.
 
5. Click Create my account.
 
6. You will be logged into your free account. We will complete your profile and verify your account. No further action is required.
 
7. Continue to Step 5 below.

Step 5. Online Calendar

In order to allow visitors to book free sessions through your website, as well as create your client funnel, you’ll need an online calendar service. We use and recommend Acuity Scheduling, though you are free to use any service you prefer.

Click the option to the right that describes your current situation for instructions on what to do next.

Congratulations! You may continue to Step 6 below.

While we recommend Acuity Scheduling, you are not required to change your provider. We also work with popular providers such as Calendly and ScheduleOnce. 

You may continue to Step 6 below.

Follow the instructions below to sign up with our preferred online calendar service, Acuity Scheduling.

(Note: Acuity Scheduling offers a free account, though it does not include the ability to embed the calendar into your website as seen in our demos. To embed your calendar, you will need to sign up for a paid plan, which start at $15/month. However, a paid plan is not necessary to use the SavvyHippo service. If you choose a free plan, we will simply include a button that links to your Acuity Scheduling online calendar.)

If you prefer to use a different vendor, please create your account with them before continuing.

1. Click Here. (A new page will load. Keep this window open to continue following the directions below.)
 
2. Choose your preferred plan. If free, click Free Signup. If paid, click Start 7-day Trial under preferred plan.
 
3. Enter Primary Email Address. (Note: You are not required to use domain email. All appointment notifications will be sent to the address you enter here.)
 
4. Enter desired Password.
 
5. Click checkbox to agree to Terms of Service and Privacy Policy.
 
6. Click Create My Account.
 
7. You will be logged into your account. No further action is required.
 
8. Continue to Step 6 below.

Step 6. Photo Shoot

While it is not required, we recommend all SavvyHippo clients schedule a professional photo shoot to have professional headshots taken for their website.

Click the option to the right that describes your current situation for instructions on what to do next.

Congratulations! You may continue to Step 7 below.

Great choice! Follow the instructions below to get started. (Note: If desired, you can put us in touch with your chosen photographer to ensure you get the shots we need. Contact us at support@savvyhippo.com for details.)

1. Click Here to download our photography guide.
 
2. Schedule your photo shoot as soon as possible.
 
3. You may continue to Step 7 below.

We understand a professional photo shoot is not always an available option. Within the platform, you will be instructed on how to find high-quality stock images to use in the place of professional headshots.

You may continue to Step 7 below.

Step 7. Client Intake

When you have your domain name, website hosting, domain email, email marketing service, and online calendar service in place, you may continue to your Client Intake form below.

Contact us at support@savvyhippo.com.

Client Intake Form

Please complete the form below in its entirety. If you need help, contact us at support@savvyhippo.com.

  • Coach Bio

  • Domain Name

    In order to build your website, we’ll need access to your online accounts. If you are not comfortable submitting your usernames and passwords below, you may email them to use directly at support@savvyhippo.com, create temporary logins for us to use, or use a password service such as One Time Secret.
  • This is the username used to log into the service at which you registered your domain name (ex: SiteGround, GoDaddy, etc.)
  • This is the password used to log into the service at which you registered your domain name (ex: SiteGround, GoDaddy, etc.)
  • Website Hosting

    This section pertains to the company that hosts your website files. Often, the company at which you registered your domain and the company that hosts your website files are the same, but not always. If you followed our recommendations above, both your domain and hosting are managed by SiteGround. (Note: Wix, Weebly, and Squarespace are not compatible with our service. If you are currently using one of these services to host your website, please contact us for support.)
  • This is the username used to log into the service that hosts your website files (ex: SiteGround, GoDaddy, etc.)
  • This is the password used to log into the service that hosts your website files (ex: SiteGround, GoDaddy, etc.)
  • Domain Email

    This section pertains to the company that manages your domain email (ex: john@johnsmith.com). If you followed our recommendations above, your domain email is managed by G Suite.
  • This is the username used to log into the service that manages your domain email (ex: G Suite)
  • This is the password used to log into the service that manages your domain email (ex: G Suite)
  • Email Marketing Service

    This section pertains to your email marketing service (ex: MailerLite, MailChimp, ConvertKit, etc.) and not your personal or business email account (ex: Gmail, G Suite). If you followed our recommendations above, your email marketing is managed by MailerLite.
  • This is the username used to log into the service that manages your email marketing (ex: MailerLite)
  • This is the password used to log into the service that manages your email marketing (ex: MailerLite)
  • Online Calendar Service

    This section pertains to the online calendar by which you take appointments (ex: Acuity Scheduling, Calendly, etc.). If you followed our recommendations above, your online calendar is managed by Acuity Scheduling.
  • This is the username used to log into the service that manages your online calendar (ex: Acuity Scheduling)
  • This is the password used to log into the service that manages your online calendar (ex: Acuity Scheduling)
  • Current Website (Optional)

    This section pertains to you if you already have a website up and running. If not, you may skip this entire section.
  • Client Agreement

    Please read the following agreement and click to verify your consent. This agreement represents a binding contract between SavvyHippo and Client.
  • This field is for validation purposes and should be left unchanged.

© Copyright SavvyHippo. All Rights Reserved. Privacy | Terms | Contact