Launch your agency
A two-week plan to go from a trial account to your first real pitch. It is deliberately paced: a few focused hours a day, in order. By day 14 you have a brand, a live sign-in domain, payouts connected, a rehearsed demo, and a target list you are proud to call.
At a glance
- Fixed 14-day path, grouped into four short phases you can do around other work.
- Foundation first: pick one niche and one city before you touch the product.
- Set up once, reuse forever: brand, domain, and payouts in the setup wizard.
- Rehearse with your trial number so your first demo is not your first call.
You are building a company, not flipping a switch. The goal of these two weeks is not to close on day 14 — it is to be genuinely ready to sell: a brand that looks real, a product that carries it, and a demo you can give in your sleep. Everything below assumes you have started your 14-day trial and can reach your Partner dashboard.
Before day 1
Two decisions make the rest of the plan easy, so make them first:
- One niche. Dental is the deepest, production-proven vertical today, so start there. Resist the urge to also chase salons, clinics, and law firms in week one. One niche means one script, one demo, and one set of objections to master.
- One city or area. A tight geography lets you reference the same neighborhood, drive to a walk-in, and build word of mouth. You can widen later.
The plan at a glance
| Days | Phase | What you finish with |
|---|---|---|
| 1-3 | Foundation | A brand name, positioning, and your target list started. |
| 4-7 | Set up | Brand, domain, and payouts configured in the wizard. |
| 8-11 | Rehearse | A demo you can give on your trial number, plus a list of 30+ practices. |
| 12-14 | First pitches | Real conversations booked and your first pitches delivered. |
Days 1-3: foundation
Name and position the brand
Pick a brand name you would put on an invoice. Positioning is one sentence: who you help and what you fix. For example, “an always-on front desk for busy dental offices so no patient call goes unanswered.” Keep it about the outcome, not the technology.Decide how you show up
Your brand is your logo, two colors, and a product name your clients see when they sign in. You do not need a designer to start; a clean wordmark and a strong accent color are enough. You will enter these in the wizard on day 4.Start your target list
Open a spreadsheet and list practices in your city: name, phone, owner or office manager if you can find it, and one specific note (new location, hiring a receptionist, long hold times). You are aiming for 30 or more by day 11. Selling shows how to use these notes.
Days 4-7: set up the product
This is the one-time configuration that makes the product yours. Do it in the partner setup wizard; the Partner Academy tracks each step as you finish it.
Business profile and brand
Enter your company name, product name, support contact, then upload your logo and set your colors. The step-by-step is in Branding and domain.Custom domain
Connect a web address so clients sign in under your brand, not ours. You can buy a domain at any registrar, add two DNS records, and verify. The full walkthrough, including the exact records, is in Branding and domain.Connect Stripe for payouts
Connect your Stripe account so money for the clients you run reaches you. How the license, usage, and payouts fit together is in Billing and payouts.
You do not have to finish all of it to sell
Days 8-11: rehearse and build the list
Call your own trial number
Your trial includes 50 minutes of call time. Use them. Call the receptionist as if you were a patient: ask for hours, ask a service question, ask to book. Listen for where it shines and where you would want to explain more. This is how you learn to demo with confidence.Script your demo
A good demo is short: state the problem (missed calls cost bookings), place a live call so they hear it answer, then show the dashboard where the call and the callback appear. Practice it end to end three times. Selling has the full flow.Grow the list to 30+
Keep adding practices and sharpening the one-line note on each. A list you know something about converts far better than a cold directory dump.
Days 12-14: first pitches
Book conversations
Call, email, or walk in. The goal of the first touch is a short conversation with the owner or office manager, not a close. Lead with the problem and offer to show them, not tell them.Give the demo
Run the demo you rehearsed on your own branded number. Let them hear the receptionist answer a real call, then show where it lands in the dashboard. Seeing it beats any slide.Ask for the next step
Every conversation ends with a concrete next step: a follow-up time, a decision date, or a yes. When you get a yes, move to Client onboarding.
What comes next
After two weeks you have a real business ready to sell. Deepen your method in Selling, and when a practice says yes, run the end-to-end launch in Client onboarding. Your first client’s launch is concierge with your SpiderLabs contact, so you learn the gate once and run it yourself after that.