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Getting started with B12: Onboarding guide for new users

At the beginning of your journey to get a website up and running, it can feel like a big task. But B12 makes it way easier. By blending AI with real human support, the platform takes the stress out of building a professional site. Instead of spending weeks figuring out design tools or code, you can focus on your business while B12 helps you get online fast.
This B12 onboarding guide is here to show you the ropes — from signing up to hitting publish on your live site. In this smooth onboarding process, you’ll see just how simple getting your site online can be.
If you’re curious about how to start with B12 or want to know how to set up an AI website with B12 step by step, you’re in the right place. By the time you’re done, you’ll be ready to launch a site that looks great and works for you.
Step 1: Sign up and describe your business
First things first: head over to B12’s site and create your account.
Don’t worry, the signup is quick and painless. Once you’re on the signup page, B12 will ask you to describe your business. Just type in what you do, who you serve, and anything you’d like your site to show off.
This is also where you can discuss what you sell, whether that’s consulting services, health services, vitamin injections, or other products and services. Think of it like giving B12 a quick intro to your business operations.
Here’s the cool part: as soon as you share those details, B12’s AI gets to work. It takes what you’ve written and uses it as a prompt to draft the first version of your website. The more specific you are, the better the AI can shape a site that actually feels like yours.
In a matter of minutes, you’ll have a starting point with text, images, and a layout that matches your business.
Step 2: Review your automatically generated website
After you’ve told B12 a bit about your business, the AI gets right to work and whips up a first version of your site. In just a few minutes, you’ll see a real website — complete with a layout, text, and images that match the type of work you do.
But here’s the best part: it’s not just AI on its own. B12 also has human experts who look over your draft to make sure everything feels polished and professional. They’ll catch little details the AI might miss and make sure your site feels ready for real visitors.
At this stage, you get to check out what B12 has built for you. Think of it as your starting point: a solid draft you can tweak and provide feedback on to ensure it aligns with your goals. This is also a good time to understand the importance of reviewing your draft carefully; this will ensure your site reflects your business before going live.
Step 3: Customize with the website editor
Now that you’ve got your draft site, it’s time to make it your own. B12 gives you an easy-to-use website editor that’s built for people who don’t want to mess around with complicated design tools. You don’t need advanced coding skills. You just point, click, and edit.
You can change the text whenever you want.
Swapping out images is super simple.
And if you don’t like where something is, just change the layout until it feels right.
Want to update your headline, rewrite your service or course descriptions, drop in a photo of your team or individual employees, or highlight your current hiring opportunities? It only takes a few clicks.
B12 also has smart sections and content blocks that make the process even smoother. You can pick from pre-built blocks for things like testimonials, pricing, or contact forms. Just add them to your page and customize the details. This way, you get a professional-looking layout without spending hours trying to design it yourself.
On top of that, you can adjust colors, fonts, and other design elements to match your brand.
Think of it like decorating your office space. B12 gives you the structure, and you get to add your personal touch so it feels like home. By the end, you’ll have a site that not only looks sharp but also represents your business exactly how you want.
Step 4: Add your tools and integrations
Now that your site looks good, let’s make sure it actually works for you day to day. One of the best parts about B12 is how easy it is to connect the essential tools and software you already use. B12 makes it easy to integrate tools, so you can assign appointments or tasks automatically.
The benefits of this include your site being able to help with client onboarding, booking clients, collecting payments, and keeping everything organized.
Want people to schedule a call without all the back-and-forth emails? Just connect a scheduling platform so customers can book meetings with you.
Need to get paid? Hook up a payment processor, and a person can check out right on your site, whether paying by credit card, digital wallet, or cash alternatives. Additionally, this keeps all their financial information safe and in compliance with regulations.
And don’t worry if you’re not super techy. Expect simple integration guides from B12 that walk you through each step. Whether it’s syncing your calendar or adding payments, it’s all designed to be beginner-friendly.
With the right communication and marketing tools plugged in, your site becomes part of your business workflow. It also helps you deliver a seamless experience to build trust and confidence with clients and ultimately boost sales.
Step 5: Launch and publish
You made it! After customizing your site and hooking up all your tools, it’s time to go live. B12’s features make this part easy — even if it’s your first time publishing a website. With just a few clicks, your site goes from draft to live, ready for anyone to check out.
If you’ve got a custom domain, you can connect it here, too. B12 walks you through linking it so your site has a professional address that matches your business name.
Once your site is live, B12 keeps an eye on things, conducts regular check-ins, and makes sure everything’s running smoothly. Pages load correctly, links work, and your integrations are ready to go. This helps you prepare for a seamless experience when visitors arrive at your site.
And the good news? You can still tweak your content, add new sections, or change the design anytime. You’re not locked in once it’s live.
Going live is exciting, but it’s really just the start. Your website is now out there helping people find you, book appointments, and learn about what you do. With B12, launching is stress-free, and you’ve got a polished, working site from day one. This leaves you to focus on growing your business and giving visitors a positive experience from the moment they arrive.
Step 6: Post-launch support and success tracking
Getting your site live is just the start. With B12, you can see how it’s performing using built-in analytics that update weekly and track 30-day trends.
You’ll get insights on things like how many people visited your site, which pages are the most popular, where visitors came from — whether through search engines, social media, direct traffic, or referral links — and what devices they’re using. If you’re using B12 forms, booking tools, or a custom email, you can even track interactions like submissions, chats, and emails.
B12 makes it easy to access your analytics right from the editor. Just log in, click Website > Analytics, and you’ll see a clear report on your site’s performance. If you want even more detailed tracking, you can link a free Google Analytics account.
And if you ever hit a snag, don’t worry. B12 has real people ready to help with customized training and offer ongoing support for maintaining your site, not just bots. There’s also a handy knowledge base full of tips and guides.
Between the analytics, integrated tools, and friendly support, you’ve got everything you need to keep an eye on your site, ensure continuous improvement, and make sure it’s working hard for your business as part of an ongoing process.
Wrapping up your B12 onboarding guide
This B12 onboarding guide is all about showing how quick and easy getting your site online can be. With AI doing the heavy lifting and human experts checking in, many people can actually get their website ready in a single day.
B12 makes launching your online presence simple, stress-free, and surprisingly fast — so you can focus on your business goals while your site works for you.
Ready to launch your AI-powered site? Start building with B12 today.
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