Day 1
- Connect Gmail + Calendar
- Confirm initial sync completed
Day 2
- Import any list from your old CRM or spreadsheet
- Run merge-duplicates pass
Day 3
- Define 3 AI fields
- Build your pipeline (5 stages max)
Day 4
- Run your first AI Chat report: “Pipeline by stage.”
- Approve everything in the queue
Day 5
- Install Signal on your site
- Turn on meeting bot
Day 6
- Invite teammates (or don’t. Solo works)
- Build 3 saved views
Day 7
- Forecast: “This quarter, commit and best case.”
- Audit AI field accuracy; tune prompts