Before you begin
Complete the Quick start checklist first. Then pick the track that matches how leads enter your business.
Real estate brokerage — week one
- Day 1 — Capture: open house form → QR test; optional browser companion, Meta Lead Ads, default listing
- Day 2 — Pipeline: add listings → inquiry form from listing → IDX embed
- Day 3 — Follow-up: cadence template (email + SMS + call); form assignee + cadence on submit
- Day 4 — Contact: Phone & SMS → assign line → test Dialer on new leads
- Day 5 — Close loop: request showing from listing; review form outcome funnel
B2B / sales — week one
- Day 1 — Pipeline: CSV import or manual leads; connect email (Pro) → triage Inbox queues
- Day 2 — Outreach: cadence template (demo follow-up or nurture); verify emails before send steps
- Day 3 — Capture: Contact us or Demo request form → embed on website
- Day 4 — Team (Pro+): invite teammate → assign leads → shared cadence templates
- Day 5 — Measure: Performance dashboard and deals pipeline
Suggested article order
- Workspace overview → Lead capture forms → Meta Lead Ads → Listings → Cadences → Phone & SMS → Dialer → Schedule