Your first-week checklist

Use this as your week-one playbook. Each item links to the article that walks you through it.

1. Activate your account and turn on 2FA.
2. Add your business info, logo, and brand colours.
3. Connect a domain or subdomain.
4. Buy a phone number and set up call forwarding.
5. Connect your business email and verify the sender domain.
6. Connect Google Business Profile, Facebook, and Instagram.
7. Set up your default Pipeline AI with stages that match how you actually sell.
8. Build one calendar for your most-booked appointment type.
9. Import your contacts and tag the batch.
10. Invite your team and set roles.
11. Build one workflow: when a lead comes in, send a welcome SMS and assign to round-robin.
12. Send your first campaign or review request.