go↗SeeristTHE LITTLE FIELD GUIDE

START HERE / 3 MINUTES

A home for your work

Meet organizations and workspaces. Give each a little room of its own.

Your little win: Choose the right workspace type and understand where your team and billing live.

01 / SEE HOW IT FITS

The big picture, in little steps.

STEP 1 OF 4

Open the front door

Create an account and follow the verification message. Existing members can sign in or use Forgot? to request a password reset. Available sign-in providers and password rules are shown in the app.

02 / YOUR TURN

Have a little go.

✎ fictional practice

This is your practice table. Everything stays here—no account, real AI calls, or changes to Seerist.

Setting out the pencils…

03 / DO IT IN SEERIST

Ready for the real thing?

Sign in → Onboarding

Before you start: An email address; follow the verification and sign-in options shown by Seerist.

  1. 1

    Open the front door

    Create an account and follow the verification message. Existing members can sign in or use Forgot? to request a password reset. Available sign-in providers and password rules are shown in the app.

  2. 2

    Name your organization

    An organization keeps billing and teammates together. You can belong to several organizations with the same email address.

  3. 3

    Choose your workspace

    Choose Agency / services for client work, or SaaS / product for product-aware proposals and Growth. Give it a name and a description. An organization can contain multiple workspaces, subject to its plan.

  4. 4

    Pick a first goal

    Read and accept the displayed action boundaries, then choose a starting point. Manual opportunity capture is a useful first step; a SaaS workspace can start with a product launch.

A little thing to rememberOrganization = your team and billing. Workspace = a particular brand or team’s work. Always check which workspace is selected.

Open this area in Seerist ↗ (new tab)

Opens the real app in a new tab. Sign in and check the selected workspace before acting.

Take a little note with you.

About this lesson

Checked September 13, 2026 against app source a365066. Based on web/src/pages/OnboardingPage.tsx. This is a source-based guide, not a claim that every provider action was live-tested.