You're All Set Up!

4 areas

Your Complete Journey

Everything you've built, grouped together. Tap one to see the recap.

Core Setup

Account basics, phone registration, and your email domain, the foundation of your entire account.

Connections

Your integrations connected, a lead capture form live, and your very first workflow up and running.

Daily Tools

Your calendar live on your website, and the CRM essentials you'll use every single day.

Your Team

Staff added, roles set, and everyone connected through the mobile app.

"Most users complete their essential setup within the first week, and go on to become CRM experts within 90 days."

Key terms

Definitions

Tap any term to expand it.

The carrier verification confirming your business texts are legitimate. Double check both your brand and your campaign are approved.

The subdomain your email sends from, kept separate from your main business website.

The event, like a form submission, that starts one of your automations.

The stages a lead moves through, from new lead to closed.

What each team member can see and do inside your account.

In practice

What's Next

📇

Contacts Course

Recommended next. Go deeper on managing and organizing your contact database.

⚙️

Automation & Workflows

Spend more time building out automations once you're comfortable with the basics.

📅

Advanced Calendars

Explore calendar types like Round Robin as your team grows.

🚀

Explore As You Go

New features make more sense over time. Take each course only when you're ready for it.

⚡ Tips

Take your Contacts course next, it's the natural follow-up once you're comfortable with the CRM essentials.
After that, spend more time in automation, workflows, and calendars as your business needs grow.
Most users complete essential setup within the first week, and become CRM experts within 90 days.
Celebrate each milestone as you go, tracking your progress keeps you motivated.
Take each feature course only when you need it, there's no rush to learn everything at once.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

According to this course, which one should you take next once you're comfortable with CRM essentials?

Most users complete their essential setup within the first ____.

True or false: you should learn every feature course before you start actually using your CRM.

Most users go on to become CRM experts within ____ days.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🎯 My Next 90 Days

You are an onboarding consultant helping me plan my next 90 days now that my essential setup is complete. My context: - My business type and what I'm most excited to focus on next: [describe] - How much time I can realistically dedicate each week going forward: [insert] Give me: - 3-4 focus areas for days 1-30 - 3-4 focus areas for days 31-60 - 3-4 focus areas for days 61-90 - One milestone worth celebrating at the end of each phase Finish by asking me: "Which 30-day focus area are you most excited to start on? Tell me and I will help you break it into weekly steps.".

🗺️ CRM Mastery Roadmap

You are a CRM coach helping me plan which courses to take next, in what order, now that my essential setup is done. My context: - What I already feel comfortable with (Contacts, Conversations, Opportunities, or none yet): [describe] - What part of the business I most want the CRM to help with next: [describe] Give me: - A recommended order for my next 3 courses, with reasoning for the order - One thing to practice with what I already know before moving to the next course - A simple way to know when I'm ready to move on to the next one Finish by asking me: "Does your business lean more on inbound leads or outbound follow-up? Tell me and I will adjust the roadmap to fit.".

Congratulations on getting everything set up. You've built the foundation to save time, close more deals, stay organized, and manage your business on the go. Let's continue to build something great, one step and one feature at a time.