Getting started
Your first week: the setup checklist
A self-serve workspace starts with the details that make guidance, drafts and connections useful for your business. The first week is about getting the foundation in place, then creating one useful piece of work.
Work through the setup in a calm order. You do not need to publish everything at once. The goal is to give your team a clear starting point for local presence, content and customer communication.
The strongest setup is not the fastest list of tasks. Start with accurate business context, then use each completed step to inform the next. When a task is not ready, leave it visible rather than forcing a publish or connection. The workspace is designed to help your team make deliberate progress and return to the right next action.
How to approach it
- 01
Tell us about your business
Complete Brand Brain with the context that should guide the account.
- 02
Bring in your team
Invite teammates up to the seat limit in your plan.
- 03
Connect your essential accounts
Connect Google, then Facebook and Instagram, with guided setup.
- 04
Prepare sending channels
Set up email sending and register for texting before using campaigns.
- 05
Create one useful post
Use Content Studio to draft, review and schedule your first post.