When you create a workspace, Launch Point asks one question per screen. It takes a few minutes. Most screens have Skip for now, and Save and finish later lets you come back to it.
Before you start
If you see Choose a plan to start, pick a plan. If we gave you a trial code, click Have a trial code? and enter it.
The steps
- Tell us your title and how many people work on marketing with you.
- Enter your business name and your website. Launch Point reads your site and drafts three knowledge pages: a company overview, your competitors and your brand voice. Read them over and fix anything that is off.
- Choose the marketing you are responsible for (for example SEO, paid search or email) and the tools you use for each.
- Connect your tools. You can do this now or later from Integrations.
- Add the teammates who should join you, or skip this for now.
- Click Take me in.
Your first chat
Setup ends in a guided first chat. It suggests three things to do first and ticks them off a Getting started card as you go: invite your team, build out your knowledge base and connect your tools. When you are done, it points you to Triage, where new work arrives.
Who can do this: anyone creating a new workspace. If you were invited to an existing workspace, see Join your team's workspace instead.