If you just signed up for Boards — welcome! 🎉
Right after signing up, you’ll see a quick questionnaire. Take a moment to tell us a bit about yourself:
👉 Your industry 👉 Your brand 👉 Your experience
Don’t worry if you’re not sure about everything — just give it your best shot. This helps us better understand how to support you! 💬
Then, you’ll have two options:
🟦 Start the 14-day free trial of the Business Plan → You’ll get access to all premium features!
⚠️ After 14 days, your subscription will automatically renew unless you cancel through the Subscription Platform.
❌ Tap the “X” (close the screen) → You’ll enter the Free Plan with a 14-day reverse trial — which means you’ll still have access to all features, but won’t be charged automatically. In this case, to continue using premium features after the trial, you’ll need to manually upgrade to the Business Plan.
💡 Choose the option that makes the most sense for you, and make the most of your journey with Boards!
1 . What is Boards?
Boards is a game-changing sales platform that consolidates all your sales and marketing content in one place.
With Boards, you can create content boards that appear on your phone’s keyboard, giving you instant access to sales materials anytime, anywhere. Upload texts, videos, images, links, and PDFs, and organize them by topic for easy access.
Send content directly to customers via popular apps like Facebook, Instagram, Gmail, TikTok, WhatsApp, and more.
As a team leader or when prospecting new team members, you can share boards to keep everyone aligned and collaborate!
Join over 1 million users worldwide who trust Boards for their content needs.
2. Why create a personal Board?
🌟 How to create a Board and add content?
Think of it as your ultimate resource hub! Provide a central place for all the important information eliminating the frustration of searching through scattered files and documents.
You can continue accessing and creating your personal content even after the trial period by subscribing to the Business Plan.
Get a starter Board here: https://boards.com/a/GtjmYh.7uFuj7
Find out how to create a Board here.
3. What to do when you're invited to join a Board?
a. Dive into the Board to explore its content—scripts, promo images, videos, team info and more.
b. Use the Board keyboard to share the content directly with your customers.
You can keep sending 10 free daily messages from the keyboard or Chrome extension (desktop) if you opt to stay on the free plan. If you upgrade to the Business Plan you can send unlimited content and join and create unlimited Boards.
See how to share the content
c. With the Business Plan, you can copy content from shared Boards to your own Board and customize it however you like.
Find out how here.
3️⃣ How to create pages to sell?
🌐 What are pages?
Think of them as mini websites combining images, text, videos, PDFs, referral links, and even forms. You can:
1. Create a business card, promo pages, and event pages, and collect customer data or RSVP responses.
2. Create personalized checkout web pages to accept payments via PayPal.
3. Get some ideas here
