A practical setup path to get users productive and confident from week one.
1) Set up your account the right way
Start clean so your pipeline data stays usable from day one.
- 1Sign up at /signup using an email you check daily.
- 2Confirm your account and log in with an active session.
- 3Set language/timezone to match your operating schedule.
- 4Complete role, positioning, and service focus.
- 5Validate that your dashboard loads correctly.
Use a dedicated work email to keep lead communication organized.
2) Define niche and ICP
Clear positioning improves matching quality immediately.
- 1Pick one primary niche and one secondary niche.
- 2Define ideal client type: startup, SMB, agency, creator, etc.
- 3Set your minimum ticket threshold.
- 4Choose delivery model (retainer, project, hourly).
- 5Save and validate match quality in /app/matches.
3) Build your Vault baseline
Your Vault is your commercial memory system.
- 1Create your core offer in /app/vault.
- 2Write problem + audience + expected outcome.
- 3Add proof points: cases, metrics, testimonials.
- 4Capture objections and preferred responses.
- 5Keep language concise and specific.
If you are early-stage, use smaller but measurable outcomes as social proof.
4) Configure your first filter stack
Move from random leads to high-intent opportunities.
- 1Set budget and project-type filters in /app/matches.
- 2Sort by score, but manually validate relevance.
- 3Reject vague or contradictory briefs quickly.
- 4Favorite leads that align with fit + budget + urgency.
- 5Set a realistic daily review target.
5) Ship your first proposals
Speed matters, but quality still wins.
- 1Use /app/engine to generate first draft proposals.
- 2Personalize opening and business context.
- 3Define scope in short bullet points.
- 4Add one clear CTA (call or approval step).
- 5Log each proposal in CRM immediately.
6) Stand up your CRM workflow
Without CRM discipline, opportunities leak.
- 1Create stage logic: new, qualified, proposal sent, negotiating, won/lost.
- 2Assign owner and next action on each lead.
- 3Set follow-up due dates the same day.
- 4Add concise context notes to avoid memory gaps.
- 5Review stale opportunities every week.
7) Start with a 30-45 minute daily rhythm
Consistency beats intensity for sales systems.
- 1Block 10 min for lead triage.
- 2Block 15-20 min for proposals.
- 3Block 10 min for follow-ups.
- 4Block 5 min for metrics and notes.
- 5Repeat daily and iterate weekly.
8) First-week quality checklist
Use this to confirm your setup is truly operational.
- 1Profile complete and niche-defined.
- 2Vault populated with offer + proof.
- 3Filters tuned and first leads prioritized.
- 4Proposals sent and tracked in CRM.
- 5Follow-up cadence active and measurable.
Then continue with /help/using and /help/crm for deeper optimization.
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