New Self-Service Onboarding in SalesEdge.io Listings Boosts Activation and Cuts Setup Time
We’re excited to introduce a new time-saving feature to SalesEdge.io: Self-Service Onboarding within the Listings tool! This update is designed to help coaches, consultants, and small business owners get their listings up and running faster — with clear guidance at every step, directly inside the platform.
What's New?
A new 5-step onboarding widget has been added to your Listings dashboard. It walks you through everything you need to complete your setup and start seeing results quickly:
Submit Your Business Info: Quickly register your business to activate listing services.
Add Your Business Hours: Make sure your information is accurate across all platforms.
Connect Google & Facebook: Easily sync your profiles and publish updates in real time.
Add Services & Keywords: Improve how people find you online by showcasing what you offer.
Link Social Media Accounts: Boost your credibility and SEO by connecting your social channels.
Why It Matters
This new onboarding experience is more than just helpful—it’s built to get you results faster. Here’s how:
Quick Access: The widget appears front and center on your Listings screen until all steps are completed, so you never lose track of what needs to be done.
Smart Prioritization: If your business profile is active but not fully set up, you’ll see it right at the top.
Progress Tracking: Check off each step as you go—watch your progress build and stay motivated.
Flexible Onboarding: You’re free to skip a step and return later without losing your progress.
Auto-Clears When Done: Once everything is complete, the widget automatically disappears to keep your workspace clean.
What This Means for You
Faster Results: Get your listings live and optimized without delays.
Less Support Needed: Clear instructions make it easy to set things up yourself.
Better Experience: With fewer roadblocks, you’ll feel more confident from day one.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
