Launch your agency
A two-week plan to go from founding-cohort acceptance 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 on the live platform with your SpiderLabs contact 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 without notes. Everything below assumes you have been accepted into the founding cohort, apply on the partner page if you have not, and can reach your Partner dashboard. There is no self-serve trial yet; your evaluation and rehearsal run on the live platform with your SpiderLabs contact.
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 end to end without notes, 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
Led by YouTypical time: A focused hourPick 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
Led by YouTypical time: An hourYour 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
Led by YouTypical time: Ongoing to day 11Open 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.
You are done when- You have a brand name and a one-sentence positioning.
- Your target list is started.
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
Led by YouTypical time: About an hourEnter 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
Led by You + your registrarTypical time: Minutes, plus DNSConnect 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
Led by You + StripeTypical time: Same dayConnect 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 are done when- Brand, domain, and payouts are configured in the wizard.
You do not have to finish all of it to sell
Days 8-11: rehearse and build the list
Rehearse on the live platform
Led by You + your SpiderLabs contactTypical time: Minutes per callYour SpiderLabs contact sets up the demo environment with you and puts the live receptionist on the line. Call it 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, and it is the same live product your prospects will hear. Your own branded number is provisioned during your white-label rollout.
Script your demo
Led by YouTypical time: An eveningA 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+
Led by YouTypical time: OngoingKeep adding practices and sharpening the one-line note on each. A list you know something about converts far better than a cold directory dump.
You are done when- You can give your demo end to end without notes.
- Your list has 30 or more practices, each with a one-line note.
Days 12-14: first pitches
Book conversations
Led by YouTypical time: Days 12-14Call, 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
Led by You + the practiceTypical time: MinutesRun the demo you rehearsed: your branded number once it is provisioned, or the live demo line your SpiderLabs contact set up with you until then. 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
Led by YouEvery 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.
You are done when- Real conversations are booked and your first pitches are delivered.
- Every conversation ended with a concrete next step.
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.
FAQ
I already run an agency with a brand. Do days 1-3 still apply?+
Skip the naming, keep the rest. You still want the one-sentence positioning for this specific offer and the target list with a note per practice. Most established agencies finish the whole plan faster; the order still matters.
Do I need a company set up before day 1?+
You need to be able to invoice clients under your own name before your first client goes live, because you are the merchant to your clients. How you structure that (LLC, existing entity, or otherwise) is between you and a qualified professional; this is not legal advice. It does not block days 1-14.
Can I sell to businesses other than dental practices?+
Dental is the deepest, production-proven vertical, with schedule write-back for Open Dental practices, so the 14-day plan points there. Other businesses run callback-first, which is a real launch mode; raise your market on the partner call and start where the proof is strongest.
What does the plan itself cost me?+
The published program structure: the flat monthly license plus wholesale usage at your agreement rate, from acceptance. Beyond that, your costs in these two weeks are a domain and your time. The full picture is in Billing and payouts.
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