<p class="PlaygroundEditorTheme__paragraph"><br></p><h1 class="PlaygroundEditorTheme__h1" dir="ltr"><span style="white-space: pre-wrap;">🎥 </span><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Click here to watch the replay</span></a></h1><p class="PlaygroundEditorTheme__paragraph"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><span style="white-space: pre-wrap;">Below is an overview of what was discussed on the call</span></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Informal Q&amp;A session @ 0:00</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie introduces the informal nature of the call, explaining it is an opportunity for participants to get any questions answered about the simple business suite. She checks in with Trett and Yeni to see if they have specific topics they want to discuss.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=106" title="PLAY @1:46" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Workflows and done-for-you services @ 1:46</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Yeni expresses interest in having the company build various workflows and automations for her, rather than learning how to do it herself. Stephanie explains the new "done-for-you" services they are launching, where clients can submit requests and the company will build the workflows for a fixed price.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=257" title="PLAY @4:17" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Setting up a waitlist landing page @ 4:17</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Yeni discusses wanting to set up a landing page to collect emails for a waitlist for an upcoming course launch. Stephanie walks through the steps to create the landing page, set up a workflow to tag and segment the leads, and send automated emails to the waitlist.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=822" title="PLAY @13:42" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Trett's website and funnel questions @ 13:42</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Trett expresses confusion about how her existing website and the simple business suite platform work together. Stephanie explains the benefits of using a funnel-based approach versus a traditional website, and walks through how Trett can leverage the platform to build out her offerings.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=1788" title="PLAY @29:48" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Integrating Shopify, Square, and other tools @ 29:48</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">The group discusses how to integrate Trett's existing e-commerce, payment, and calendar tools with the simple business suite platform. Stephanie provides guidance on the best ways to connect these external tools and manage the customer experience.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=2879" title="PLAY @47:59" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Secure document sharing and client portals @ 47:59</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Yeni raises the need for secure document sharing and client portals, which is a key feature that the simple business suite currently lacks. Stephanie acknowledges the limitation and discusses potential workarounds, as well as the possibility of adding this functionality in the future.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&amp;timestamp=3350" title="PLAY @55:50" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Recap and next steps @ 55:50</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie summarizes the key action items and next steps, including creating a video tutorial on setting up secure client portals. She encourages the participants to reach out with any additional questions or needs.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p>

You can find the replay for the office hours session from December 23, 2024

# 🎥[Click here to watch the replay](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9)

### Below is an overview of what was discussed on the call

### [Informal Q&A session @ 0:00](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=0 "PLAY @0:00")

Stephanie introduces the informal nature of the call, explaining it is an opportunity for participants to get any questions answered about the simple business suite. She checks in with Trett and Yeni to see if they have specific topics they want to discuss.

### [Workflows and done-for-you services @ 1:46](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=106 "PLAY @1:46")

Yeni expresses interest in having the company build various workflows and automations for her, rather than learning how to do it herself. Stephanie explains the new "done-for-you" services they are launching, where clients can submit requests and the company will build the workflows for a fixed price.

### [Setting up a waitlist landing page @ 4:17](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=257 "PLAY @4:17")

Yeni discusses wanting to set up a landing page to collect emails for a waitlist for an upcoming course launch. Stephanie walks through the steps to create the landing page, set up a workflow to tag and segment the leads, and send automated emails to the waitlist.

### [Trett's website and funnel questions @ 13:42](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=822 "PLAY @13:42")

Trett expresses confusion about how her existing website and the simple business suite platform work together. Stephanie explains the benefits of using a funnel-based approach versus a traditional website, and walks through how Trett can leverage the platform to build out her offerings.

### [Integrating Shopify, Square, and other tools @ 29:48](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=1788 "PLAY @29:48")

The group discusses how to integrate Trett's existing e-commerce, payment, and calendar tools with the simple business suite platform. Stephanie provides guidance on the best ways to connect these external tools and manage the customer experience.

### [Secure document sharing and client portals @ 47:59](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=2879 "PLAY @47:59")

Yeni raises the need for secure document sharing and client portals, which is a key feature that the simple business suite currently lacks. Stephanie acknowledges the limitation and discusses potential workarounds, as well as the possibility of adding this functionality in the future.

### [Recap and next steps @ 55:50](https://fathom.video/share/MjyzCDkbVZh5XqJ_w7BTFLMm6DTGp4T9?tab=summary&timestamp=3350 "PLAY @55:50")

Stephanie summarizes the key action items and next steps, including creating a video tutorial on setting up secure client portals. She encourages the participants to reach out with any additional questions or needs.

Office Hours: November 20, 2024

All replays of our office hour calls can be found here.