A guided path from a fresh account to your first booked call.
The Get Started checklist is the first thing you see when you sign in to a new workspace. It's a small list of steps that walk you from an empty workspace to a published funnel, in the order that gets you there fastest.
Where to find it
The checklist lives at Get Started in your workspace. You can also reach it from the dashboard. Each step expands to show what to do and links you to the right screen.
What the steps cover
The checklist walks you through:
Building your first funnel
Connecting your calendar
Reviewing your qualification questions
Publishing the funnel
Sharing the funnel link
Each step marks itself complete the moment you finish it. The checklist watches your account activity, so you don't need to tick anything by hand.
Hiding the checklist
When you've done everything (or you'd rather work without a checklist nudging you), open the menu on the checklist and choose Hide. It tucks away, and you'll land on the dashboard the next time you sign in.
You can bring it back from the dashboard if you change your mind.