Work through these steps in order. Most of what comes later — your website, your email sequences, your calendar — depends on getting the foundation right first.

🎨 Step 1: Brand Assets (Do This First)

⚙️ Step 2: Account Configuration

📞 Step 3: Phone & SMS

📅 Step 4: Calendar Setup

📋 Step 5: Import Your Contacts

🌐 Step 6: Build and Integrate Your Website

📧 Step 7: Set Up Your Welcome Sequence

📣 Step 8: Send Your First Campaign (Newsletter)

📬 Step 9: Investor Nurture Sequence