
Task 1 — Update Your Business Profile & TimezoneThis ensures your automations, emails, bookings, and workflows run accurately.
Guide: https://info.theintellia.com/en/articles/66-how-to-update-the-business-profile
Task 2 — Connect Your Google AccountThis unlocks:
Email sending
File access
Contact sync
Guide: https://info.theintellia.com/en/articles/10-how-to-integrate-with-google-account
Task 3 — Connect Your Calendar + Configure AvailabilityOnce this is done, prospects can book you automatically — no manual back-and-forth.
Guide: https://info.theintellia.com/en/collections/4-calendar
Task 4 — Connect Your Domain (or Buy One Inside Intellia)This makes your pages look professional and trustworthy.
Guide: https://info.theintellia.com/en/collections/6-domains
Task 1 — Duplicate Your Landing Page TemplateGet a ready-made structure you can customize in minutes.
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Task 2 — Create Your Own Opt-In FormThis is how leads enter your system.
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Task 3 — Set Your SEO Meta SettingsEven if you don’t focus on SEO yet, this step is important.
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Task 1 — Duplicate Your WorkflowThis allows you to automate messages, tasks, reminders and follow-ups.
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Task 2 — Create Your Opportunity PipelineTrack leads clearly… like a real CRM pro.
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Optional Task — Build Your DashboardThis helps you see visual performance insights.
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Task 1 — Create Your Course (If Applicable)Perfect for coaches, consultants, and educators.
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Task 2 — Create Your Client PortalGive clients a place to log in and access their materials.
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Task 3 — Build Your CertificateGreat for programs, completions, or achievements.
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Task 1 — Create Your Affiliate CampaignLet others promote your services.
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Task 2 — Create Your Payment ProductReceive money directly inside Intellia.
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Task 3 — Build Your Email TemplateSend branded emails instantly.
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Task 4 — Upload Your Media ResourcesStore once → use everywhere.
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Task — Watch the On-Demand Courses You Have Access ToThey will help you:
Build better funnels
Improve conversions
Understand all Intellia features
Launch faster and smarter
Access here:
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