Open the welcome email
Use the same email address you used at checkout. Your receipt and TEA access message may arrive separately.
No mystery after checkout
You buy. We show you exactly what happens next.
Your receipt, account access, setup, first useful result, and support path each have a clear place. One-time projects also end with a real handoff—not an awkward sales surprise.
Your first access
Four small steps to a useful result.
Your receipt and access instructions may arrive separately. Use the email address entered at checkout. If the access message has not arrived, check spam and email support@ask4tea.com.
Sign in to your TEA account
Follow the access instructions for your product. If your TEA Core account is ready, open MyTEAcrm and confirm your sign-in.
Confirm your first business
Check the business name, primary location, contact details, plan, apps, and included team hours.
Pick your first win
Choose the first useful result: capture leads, follow up, book appointments, launch an app, or give the TEA team a workstream.
One clear path for every kind of buyer
What did you buy?
Plans, apps, projects, and retainers start differently. Each one still leads to a useful first result.
Your first tool and onboarding step come first.
- Stripe sends the receipt and TEA starts account setup.
- TEA sends an access link or an assisted activation step to your checkout email.
- You confirm one primary business or location and choose onboarding.
- Booster, Pro, and Pro+ customers name the first active workstream.
Start with the app you chose.
- Stripe sends the receipt; TEA sends access or an assisted activation step.
- Use the app's access instructions and TEA support contact.
- You complete the app-specific setup and first useful action.
- Booster or Pro stays optional if you later want more apps or team help.
The build closes with a written next-step choice.
- The accepted scope sets the owner, milestones, access, price, and finish line.
- About 14 days before completion, TEA recommends the smallest ongoing option—if one is useful.
- At handoff, you receive the approved deliverables, access, open-item list, and any scoped stabilization period.
- You accept a plan, app, retainer, or clean project close. Nothing recurring starts without written acceptance.
Capacity starts with priorities and owners.
- The proposal defines capacity, specialists, workstreams, cadence, and starting term.
- Kickoff turns the backlog into a short operating plan.
- The team reports progress, decisions, time, and next priorities on the agreed rhythm.
- The relationship is reviewed before renewal, expansion, or a move into a standard plan.
The project finish line
Project complete means a decision—not an assumption.
TEA recommends the smallest useful ongoing option before the work ends. The customer chooses it in writing or the project closes cleanly.
Recommend
Match the actual ongoing need to Essential, Booster, Pro, a focused app, or another capacity option when appropriate.
Hand off
Confirm accepted deliverables, access, ownership, open items, training, and any stabilization period included in the scope.
Continue or close
Activate the accepted ongoing option on the handoff date, or close the project with future work billed separately.
Keep the scope simple
One approved primary business or location comes first.
An additional or not-yet-configured brand or location is a separate setup, project, or subscription unless the written order includes it. After a location is onboarded, human changes use included hours; normal automated app actions do not.