A guided walkthrough of the setup tasks you should complete before anything else. Do these in order and the rest of the platform will behave predictably.
Before you start sending emails, building funnels, or importing contacts, there are a handful of foundational settings that make every other feature work correctly. Skipping them is the single most common reason new accounts run into deliverability issues, broken workflows, or wasted hours troubleshooting. Here is the order that works.
Go to Settings → Business Profile and fill in your company name, address, phone, and legal business entity. This data is used across emails (CAN-SPAM compliance footer), SMS (A2P 10DLC registration), and invoices. Inaccuracies here cascade into problems later. While you are there, upload your logo, set your primary brand color, and configure your timezone.
Connect your custom domain and authenticate your sending email address. This is covered in detail in the Email Marketing article, but at minimum you need SPF, DKIM, and DMARC records added to your DNS before sending a single campaign. Without these, your emails land in spam.
If you plan to send SMS, provision your business phone number and start A2P 10DLC brand and campaign registration. See the SMS & Phone article. Registration takes 2–6 weeks to approve, so starting on day 3 means you are ready by the time the rest of your setup is done.
Bring your existing list in from whatever CRM, spreadsheet, or email tool you were using before. Follow the Importing & Organizing Contacts article. Take the time to tag imported contacts with their source so you can segment later.
Build a simple lead-capture funnel using one of the pre-built templates. Even if you never use this exact funnel in production, the walkthrough teaches you the builder's conventions. See Building Your First Sales Funnel.
Create a new-lead follow-up workflow that sends a text and an email when someone submits any form. This is the highest-ROI automation you will build and should exist before you drive any traffic. See Creating Your First Automation Workflow.
Schedule a 30-minute review call with our team. We will walk through what you built, flag anything misconfigured, and map out week 2. Most first-week issues are caught in this call before they become real problems.
Do not blast your imported list with a broadcast on day 1. Do not enable 20 automations before you have tested one. Do not buy Facebook ads pointing at a funnel that has not been tested. The single biggest mistake new users make is trying to use every feature on day one — it usually creates a mess that takes a week to untangle.
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