Platform Setup & Deployment Workshop

Overview

This hands-on workshop walks advisors through the technical and practical setup of their Goalster account, offers, and client experience. It ensures every advisor can onboard clients with confidence and clarity. Agenda: Platform Setup Walkthrough: Email, profile, and offer creation. Program Customization: Tailoring Goalster’s baseline roadmaps to your specialty. Client Experience Design: Setting expectations, introducing the platform to clients, and creating accountability touchpoints. Live Troubleshooting: Advisors can bring setup questions and get real-time support. Launch Checklist: Ensure you’re ready to bring your first 5–10 clients onto the platform.