Exact steps
- 1Select the right business, then open Marketing → Goals or open Goals. The sidebar unlocks Goals after a diagnosis exists.
- 2Select New goal or Set your first goal. Answer the short questions about the outcome you want.
- 3When the Goal is set, select Build my steps to generate a focused plan. A saved Goal and generated steps are separate actions.
- 4Return to Goals to open an existing Goal, review its progress, or continue one that has no steps yet.
What to expect
A Goal describes a desired outcome; completing a step does not prove the outcome improved. Review any credit price shown before generating steps.