1. How To Approach Ivorey™
Welcome to the first step inside your Ivorey™ journey. This isn’t just about getting your systems live, it’s about building a business that genuinely supports you, the woman behind it and the life you’re here to lead.
In this video, you will:
✔ Reconnect with the reason you started
✔ Clarify the 2.0 version of your business
✔ Anchor into the mindset of a builder
✔ Shift from "I'm not a tech person" to "I've got this."
✔ Embrace a pace and plan that actually aligns with your season
Action steps after this lesson
Action steps after this lesson
Take 5 quiet minutes and get honest with yourself. This is your pause before the build.
Why am I here and what am I truly ready to build now?
What am I being called to create and what would it look like to truly back that vision?
What kind of client experience do I want to be known for and what needs to shift to make that happen?
What do I need to rebuild so my systems actually support the way I want to work and live?
Write down your new belief - something to anchor into when things feel stretchy. Example: “I’m not behind. I’m building,” or "I've got this."
Optional next step: Want to share your vision or get a little encouragement? Come say hiiii in our Support Widget - just click the little blue button in the bottom right corner inside Ivorey. We’re here to celebrate your wins, reflect with you, or help you figure out your next best step.
2. Take a Guided Platform Tour
Inside Ivorey™, everything you need to run and grow your business is right at your fingertips - from websites, funnels to client bookings, email marketing, contracts, payments, social media scheduling, courses, and so much more!
Inside this video, you will learn how to:
✔ Navigate your dashboard and sidebar menu
✔ Access fast support (via our Support Widget, Help Centre and AI Assistant Ivy)
✔ Explore your Template Library - with stunning website collections, emails, proposals, and funnels
✔ Preview and request Done-For-You services from our in-house team
Action steps after this lesson
Action steps after this lesson
Take a moment to click around and explore your dashboard.
Visit the Help Centre at help.ivorey.io
Explore the Help Widget (bottom right of your screen)
3. The First Things To Set Up
In this video, we’ll walk through the 5 essential setup steps to lay a powerful foundation inside Ivorey™ - so you’re not just building fast, you’re building on solid foundations. You don’t need to figure everything out today - just start here.
Your action steps after this lesson
Your action steps after this lesson
Today, start working on the Onboarding Task Checklist thats inside your Help Widget. It will walk you through the first pieces anyone new to Ivorey™ should set up.
4. Elevate Your Brand Experience
You’ve made the decision to build powerful systems and now it’s time to make them feel like you. This module is all about bringing your brand to life across your entire Ivorey™ experience. Whether you're bold and luxe, calm and minimalist or edgy and rebellious, this step helps you step into the 2.0 version of your business - visually and energetically.
When your logo, colours, and vibe show up across a funnel, a website, a welcome email… It changes how your clients see you. But more importantly, it changes how you see yourself. This lesson will give you a visual walkthrough of how to create your end-to-end brand experience.
Your action steps after this lesson
Your action steps after this lesson
Submit your logo and headshot on this form, and we’ll add them to the 80+ email templates inside your account.
Setup your Brand Board under Marketing > Brand Boards.
Browse our stunning collections to find your vibe.
5. How To Prioritise Your Ivorey™ Build Out
Now that your brand feels like you, it’s time to channel that clarity into focused action. In this final module, we’ll help you reduce overwhelm, narrow your focus, and map out exactly what to build next - so you’re not just staying busy, you’re building a business that works for you.
👉 First, download your editable Master Build List workbook (or pull up the project management tool of your choice - ClickUp, Notion, a whiteboard, or your favourite notebook). This is where the magic happens - with pen to paper and a plan you can see.
Your action steps after this lesson
Your action steps after this lesson
List all current subscriptions and renewal dates
Note your top 1–2 business priorities this quarter
Create your Master Build List
Choose your first project - and start there
Share your plan or ask questions anytime via the Support Widget (bottom right corner of your dashboard)
6. Choose Your Next Project
Welcome to your final onboarding lesson. By now, you’ve laid a strong foundation. You’ve clarified your vision, aligned your branding, and mapped out what really matters. Now, it’s time to build - one project at a time. This is where your Master Build List comes to life!
What’s the very next project that moves your business forward?
➡ Maybe it’s building your first sales funnel.
➡ Maybe it’s setting up your sales pipeline to track leads or create an automated chat bot.
➡ Maybe it’s refining your client onboarding or setting up your booking calendar.
Whatever it is - you don’t have to start from scratch. Inside Ivorey™, we’ve already created the templates, the workflows, and the step-by-step guides to help you bring it to life - without the overwhelm.
CHOOSE YOUR NEXT PROJECT
We suggest working through them in the following order. If a certain guide isn't relevant to you just skip it and move onto the next!
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Need Help?
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍