- Step1: Sign up on Retainr.io.
- Step2: Customize your dashboard and set up your agency profile.
- Step3: Add your services, define pricing, and create service packages.
- Step4: Integrate your favorite tools like Zapier and Google Analytics.
- Step5: Onboard clients using custom sign-up features.
- Step6: Manage projects, tasks, and communication through the unified dashboard.
- Step7: Process payments and use automation for recurring invoicing.
- Step8: Use the insights and analytics to track performance and upsell services.