Collection
Getting Started
12 articles
01Day 1 — what to do firstConnect your CRM, connect your mailbox, and write your ICP — don't deploy yet.3 min→02Set up your workspaceName it, set locale, configure brand voice and compliance — then lock it.3 min→03Invite your teamPick the right role for each teammate, and roll out in the right order.3 min→04Connect your CRMSalesforce and HubSpot connect via OAuth; other CRMs use the connector or API.4 min→05Connect your first mailboxConnect Gmail or Outlook via OAuth; turgo checks health and warms new mailboxes.3 min→06Define your first ICP rubricTurn a plain-English description of your ideal customer into a weighted rubric.4 min→07Deploy your first AI SDR in 10 minutesWith CRM, mailbox, and ICP set up, deploy an AI SDR in about 10 minutes.4 min→08Launch your first sequenceCompose a multi-step, multi-channel cadence from a template and launch it.3 min→09Read your first resultsAfter 48–72 hours you have data — read the dashboard headlines and Timeline detail.3 min→10Common day-1 mistakesThe mistakes that cause most Day-1 problems — and how to avoid each.3 min→11When to involve your CSMWhat your CSM does, the right moments to loop them in, and how to reach them.3 min→12Going from pilot to productionThe signals that say you're ready to scale, and the four steps to do it safely.3 min→
