Create a fresh account
~1 minStart clean — a brand-new client with nothing connected yet.
Enter any email (e.g. sarah@sunriseyoga.com), a password (8+ chars), confirm it, and click Create Account. Dismiss the cookie banner with Essential only.
You land on /app and the coach opens the conversation automatically. The sidebar shows 0 / 10 — nothing is set up yet, and no tools are connected.
Walk through the onboarding conversation
~5–7 minThe coach asks one question at a time and quietly fills in the profile. Paste each answer when the coach asks — a thorough answer often advances several checklist items at once. Watch the Coaching Progress sidebar climb toward 5/10. Nothing's connected yet, so this is a pure conversation about the business.
"What kind of business do you run, and where are you located?"
I run a yoga and wellness studio called Sunrise Yoga & Wellness in Apple Valley, Minnesota. We've been open about 3 years. I'm Sarah — I own it and run the day-to-day with a small team of instructors.
"How do you make money — your main services and prices, and roughly what you bring in a month?"
Most of our revenue is memberships. We have about 145 active members across four options: Monthly Unlimited at $149/mo (58 members), Annual Unlimited at $1,399/year (22), a 10-Class Pack at $165 (27), and drop-ins at $22 (38). We also do personal training and the occasional workshop, plus a little retail. All in, we bring in around $32,000 a month.
"What are your biggest costs, and how do you pay yourself?"
Our biggest costs are rent at $4,800/month and payroll at about $15,200/month. Software runs around $600/month and insurance about $400. I pay myself an owner's draw of $5,500/month.
"What software runs the studio day to day?"
We run scheduling and memberships on OfferingTree, take payments through Stripe, and keep our books in QuickBooks Online.
"What are you trying to achieve, and what frustrates you most right now?"
My biggest goal this year is to grow to 180 active members and reach $40,000/month in revenue, and eventually hire a second full-time instructor. My biggest frustration is that I can't easily tell which of my services are actually the most profitable.
Once the profile is mostly filled, the coach stops asking, gives a quick summary + 2–3 quick wins, and points to the setup checklist and dashboards. Coaching Progress (Business Snapshot, Revenue Model, Cost Structure, Systems, Goals) now reads 5 / 10.
Connect the tools — watch the coaching get smarter
~2 minNow link the systems the owner already uses. In the demo each connects instantly, and each unlocks a new layer of data.
Open /app/launch → under Business Setup, step 1 → click Connect Stripe. (Links instantly and drops you on the Dashboard.)
Open /app/settings → the OfferingTree card → click Connect.
Open /app/expenses → click Connect bank account. (Links instantly as "Sunrise Community Bank (demo)".)
Complete the business-setup checklist
~2 minBack on /app/launch under Business Setup — the "get a real business off the ground" steps. Each card expands with guidance; tick the checkbox at the bottom of each to mark it done.
Expand step 2 → review the Sole Proprietor / LLC / Corporation comparison → for Sunrise Yoga, pick LLC → tick Mark complete.
Expand step 3 → choose Minnesota from the state dropdown → click "Open your state's LLC filing page" (opens the MN Secretary of State) → tick Mark complete.
Expand step 4 → the 8-step EIN walkthrough (entity = LLC, reason = "Started a new business", activity = "Health Care & Social Assistance", etc.) → click "Open the IRS application" (free, ~15 min, EIN issued immediately) → once obtained, tick Mark complete.
The banner reminds you: the EIN is free directly from the IRS.
Expand step 5 → review the suggested banks (local credit unions, Chase, Novo, Mercury…) → once opened, tick Mark complete.
The progress bar at the top of Launch now reads 10 / 10 milestones complete — fully set up and fully connected.
Show the payoff
~4 minEverything's connected now — walk the deliverables and drop these prompts into the coach chat (open /app).
How has my revenue been trending over the past few months?
Renders the revenue-trend chart and cites the monthly figures (~$34K Feb → $41K Jun, right around the $40K goal).
What's my membership mix, and where's my biggest opportunity?
"Looking at your OfferingTree data…" — 145 members across the four tiers, ~$16.5K membership MRR, with the 38 drop-ins flagged as the conversion opportunity.
Can I afford to hire a second full-time instructor?
Coach reasons through payroll going from ~46% to ~52% of revenue and whether it stays sustainable.
Where is most of my money going each month?
Pulls the categorized expenses from the connected bank feed (rent, payroll, software…).
/app/dashboard — live revenue, MRR, payouts, revenue-trend chart.
/app/ledger — the monthly P&L (revenue from Stripe, expenses categorized from the bank feed, net profit per month).
/app/forecast — 12-month projection; drag the sliders (membership growth, price increase) and watch profit update live.
/app/insights — the monthly AI review + an Ask Thrive grid of tailored questions (click one to drop it into the coach).
/app/compass — this month's priorities and the goal progress bars ($32K → $40K, 145 → 180 members).
How am I tracking against my goals for the year?
Internal demo runbook · not for distribution. Each run starts with a fresh signup (step 1). If the chat ever hangs, reload /app and re-send — the conversation is saved.