House of Karma
    Back to Home
    Start Here

    Your quick-start guide to the portal

    Walk through these tools in order to capture your business — then submit to discovery and we'll turn it into a full digital audit, comprehensive marketing audit, and competitor analysis with House of Karma.

    1. 1. Build your Business Planner

      The foundation of your whole portal. Add your business profile, what you sell, your financials, and your goals.

      Why it matters: Everything you enter here feeds the discovery form automatically — so this is the highest-leverage place to start.
      Business name, contact, website & locationWhat you sell (products & services) with price + costAverage revenue per client + monthly expensesTop goals and the one big problem you're solving
      Open Build your Business Planner

    2. 2. Log your financials

      Break income and expenses into recurring vs. one-time, then filter by month to see your real cash picture.

      Why it matters: Accurate numbers let us recommend where to reinvest and what ROI to expect from marketing.
      Recurring + one-time income streamsMonthly expenses with notesMonthly filter view of the full ledger
      Open Log your financials

    3. 3. Plan your marketing

      Mock-schedule social posts and campaigns on a visual month/week calendar, plus plan your marketing and website strategy.

      Why it matters: A content calendar + channel plan shows us exactly where you have momentum and where there's a gap.
      Social content calendar (month/week)Campaigns + inspiration boardMarketing plan & website plan
      Open Plan your marketing

    4. 4. Map your business roadmap

      Design a phase-by-phase journey — vision, objectives, market, KPIs, and financial notes — all in one interactive board.

      Why it matters: A roadmap gives us the strategic context to recommend the right services at the right time.
      Vision + objectives + market positioningPhases with milestones & KPIsFinancial notes tied to each phase
      Open Map your business roadmap

    5. 5. Set up your Brand Hub

      Store your logos, colors, fonts, tone of voice, photos, services, offers, audience, and brand documents in one place.

      Why it matters: A complete brand profile lets every audit and proposal we send you look and sound like you.
      Logo variants + color & font tokensTone of voice + audience + offersBrand documents & photos
      Open Set up your Brand Hub

    6. 6. Organize your Pipeline

      Drag-and-drop board for tasks, marketing plans, and business initiatives across custom stages. Pick a pre-made template to start.

      Why it matters: Seeing your work in columns shows us where execution is bottlenecked.
      Pre-made templates (marketing, sales, onboarding…)Cards with checklists, owners, due datesCustom stages
      Open Organize your Pipeline

    7. 7. Explore the rest of the toolkit

      SOP Generator, Proposals, Calculators, Business Calendar, Whiteboard, and the full Resources library.

      Why it matters: These round out how you operate day-to-day and surface anything else we should know.
      SOPs, Proposals & CalculatorsBusiness Calendar with reminders & milestonesGuides, checklists & glossary
      Open Explore the rest of the toolkit

    Ready for your full audit?

    We'll pull what you've built into your discovery questionnaire, then deliver a full digital audit, comprehensive marketing audit, and competitor analysis — done by House of Karma.

    Unlock your free 60-min discovery session

    Complete your profile, Business Planner, financials, and roadmap to hit 65% portal completion, and we'll unlock a free 60-min strategy session with a House of Karma marketing expert. Brand Hub is a bonus.

    Portal Progress0%
    65% to go