Set up your workspace

Setup takes about ten minutes. Trig walks you through it.

1. Name the workspace. Usually your business name.
2. Pick your kind of business. Nonprofit, consulting, marketing or agency, real estate, legal, health or wellness, catering, creative or design, photography/video/drone, education or tutoring, small business (services, retail, trades), or Something else.
3. Take the ready-made setup, or not. Trig shows the lists that kind of business gets. Press Set it up for me, or Use the standard setup instead for the built-in lists only. If you picked Something else, describe what you do in a sentence and Trig plans your lists.
4. What do you offer? A few words for each thing. Trig turns them into a list of services.
5. How do you get customers now? Word of mouth, social media, referrals, ads, or none yet.
6. Roughly how many customers do you have? None yet, 1 to 10, 11 to 50, 51 to 200, more.
7. What do you charge? One box per service, rough is fine, or "not sure yet".
8. The one goal for the next 90 days. More customers, more revenue, less admin time, launch something, keep donors. A number if you have one.
9. What is an hour of your time worth? Optional. Used to show what admin work is costing you.
10. Your house rules. Deposit, follow-up timing, cancellation terms, when to ask for a review. Filled in with what is usual for your kind of business; change anything.

Press Finish setup. Your lists are created and named your way, the house rules are saved, and if your business takes bookings your booking page is live with starter services and hours.

What the ready-made setups include#

Each one creates the lists that kind of business keeps, suggests a first action and three things for the week, and switches on the studio that fits (Funding Studio for nonprofits, Booking for photography, tutoring and wellness, Course Studio for education, Matters for law firms). See Industry setups.