Your First Week Plan
A day-by-day checklist so week one is productive without trying to do everything at once.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Owner / admin leading the rollout |
| Estimated time | Spread over 5 days |
| Prerequisites | Completed first login |
| Portal areas used | Settings, CRM, Projects |
| AI used | None to light (setup) |
#Purpose
Give you a realistic sequence for the first five days so setup stays manageable.
#Business outcome
By Friday you are set up, your core team is in, and you have run at least one real deal.
#How to do it
1
Day 1 — Secure & orient
Sign in, enable 2FA, confirm your organization.
2
Day 2 — Team & branding
Invite core users; set branding.
3
Day 3 — Connect tools
Connect email, licensing, and WordPress if you use it.
4
Day 4 — AI & first deal
Configure AI; run one real lead to invoice.
5
Day 5 — Rhythm
Set daily/weekly routines and assign ownership.
#Recommended reading order
#Success checklist
You're on track when
- Owner account secured with 2FA
- Core team invited with correct roles
- Email and any integrations connected
- One real deal run end to end
- Daily/weekly routine started
#Common mistakes
- Trying to configure everything on day one
- Inviting everyone before the basics work
#Best practices
- One focused task per day
- Get to a real deal quickly
#Related documentation
Still need help?
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