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Getting Started as a Client
Getting Started as a Client

Learn about the benefits and features of being a Client on Seersite.

Updated over a week ago

Welcome to Seersite! Our platform connects you with industry experts who can provide insights and advice to help you make informed business decisions. This guide will walk you through getting started as a client on Seersite.


Step 1: Create Your Account

  1. Sign Up: Visit Seersite.com and click on "Sign Up as a Client."

  2. Enter Your Details: Provide your name, business email, and create a password.

  3. Confirm Your Email: Check your inbox for a confirmation email and verify your account by clicking the link provided.


Step 2: Build Your Client Profile

Your profile helps experts understand who they’re consulting with and ensures a seamless experience.

  1. Add Your Organization Details: Provide your company name and industry.

  2. Include Relevant Information: Add a brief description of your role and the type of projects you’re working on.

  3. Upload a Profile Photo (Optional): Adding a photo helps experts feel more connected during consultations.


Step 3: Search for Experts

Finding the right expert is easy with Seersite’s intuitive search tools.

  1. Use the Search Bar: Enter keywords related to the expertise you need (e.g., "Mobile Marketing," "AI Strategy").

  2. Filter Results: Narrow down experts by industry, availability, and expertise level.

  3. View Profiles: Click on expert profiles to learn more about their background, experience, and hourly rates.


Step 4: Book a Consultation

Once you’ve found the right expert:

  1. Select Availability: Choose a time slot that works for you based on the expert’s calendar.

  2. Submit a Request: Provide a brief summary of your needs or specific questions you want to cover during the call.

  3. Confirm the Booking: Review the details and confirm your request.

Tips for a Successful Request:

  • Be Specific: Clear and detailed requests help experts prepare better.

  • Provide Context: Include background information or challenges you’re facing.


Step 5: Prepare for the Call

To make the most of your consultation:

  1. Review Expert Info: Go over the expert’s profile and background before the call.

  2. Prepare Questions: Outline the key questions or topics you want to discuss.

  3. Join on Time: Use the provided link to join the call promptly.


Step 6: Conduct the Consultation

  1. Engage and Ask Questions: Use the time effectively by asking specific questions and clarifying doubts.

  2. Take Notes: Capture key insights and advice for future reference.

  3. Stay Professional: Maintain a respectful and productive dialogue.


Step 7: Provide Feedback

After the call, you can provide feedback on your experience.

  1. Rate the Expert: Leave a star rating to help us maintain quality standards.

  2. Add Comments: Share specific feedback to help improve the platform and assist other clients.


Step 8: Manage Consultations

  1. View Past Calls: Access a history of your consultations in your dashboard.

  2. Schedule Follow-Ups: Book additional calls with experts if you need more insights.

Track Invoices: Manage your payments and invoices directly from your account.

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