Is there a free trial?

Yes. Starter is free for 7 days. No card. It ends on its own after 7 days unless you add one.

Every tier is month to month. Annual commitment is optional and takes twenty percent off the monthly.

Content, prospects, scoring runs and refreshes are all inside the number for your tier.

Why is there no price for Command?

It is scoped per engagement after you have seen the product on your own accounts, because it is our team running your account and the scope decides the cost.

Is there a setup fee?

The first month is the whole of it. You pay the first month and setup on your own accounts starts.

Yes. The account owner moves up from the Billing tab at any time, and the new price is shown and confirmed before anything is charged. To move down, write to us.

Do I need TruLata to get a website?

No. The site builder stands on its own: building is free, and going live is $49 a month or $468 a year.

What do I keep if I leave?

Your Drive folder of content, your lead ledger, and your own accounts with our access revoked by you.

Getting started

Use the Get set up checklist

The Get set up card on your Overview lists your first steps, counts what is done, and opens the tab for each step you click.

2 min read · Updated November 2, 2026

#Where it is

At the top of the Overview, the card Get set up shows how many steps are done, for example 3 of 7, with a progress bar. Click any open step and it opens the tab that does it. Finished steps are ticked and greyed out, and the card disappears once every step is done.

#The steps

Book your kickoff call: press Pick a time. See Book your kickoff call.

Your AI visibility check is in and Your Google reviews: two first-week findings, measured from your website and your public Google listing. Click them to read the AEO / GEO and SEO tabs. They count as done after your first week.

Connect Google and Choose your Analytics, Search Console and Ads accounts: both on Integrations. See Connect Google.

Tell us about your business: on Settings. Done once you have said what you do and given your website or where you work.

Send your leads here: on the Website tab. Connect your website's form, or connect GoHighLevel or CallRail on Integrations. A site made with the website builder counts too.

Invite your team: on Team. Done once a second person holds a seat.

#If our team runs your account

Your Overview shows Getting started instead. Each step is marked Done, We're setting this up or Needed from you, with what we need written under it. Reply to your TruLata contact or email support@trulata.com with anything marked Needed from you.

#Questions

A step will not tick off.

Each step checks the account itself, not a button press. For example, Connect Google ticks once Google is connected, and Invite your team once a second seat exists.

Can I hide the card?

It disappears on its own once every step is done.

Where else do open steps show?

Where the Home tab is switched on for your account, open steps also appear under the things that need you.

Book your kickoff callPick a 30 minute Google Meet with our team. We connect your accounts with you and set up what TruLata does for you first.Connect Google Analytics, Search Console and Google AdsSign in with Google from Integrations, approve read only access, and TruLata picks your Analytics, Search Console and Ads accounts.Tell TruLata about your business in SettingsFill in About your business on Settings: your website, what you do, where, for whom, how you sound and the searches you want to win.Send your website's form to the Leads tabPoint your own website's contact form at TruLata so every message lands on the Leads tab, with the page it came from.Invite your teamGive each person their own seat: open Team, type their work email, pick Member or Admin and press Invite member.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request

#Where it is

#The steps

#If our team runs your account

#Questions

Related articles