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First Steps After Setup
Summary: Get started quickly with growlio by following these essential first steps to set up your workspace for success.
Overview
You've created your account and completed onboarding - now what? This guide walks you through the essential first steps to take after setup. By following these actions, you'll establish a solid foundation for managing clients, leads, and projects effectively in growlio.
Prerequisites
- Completed account creation and email verification
- Finished business onboarding process
- Access to your growlio dashboard
How to Get Started with growlio
Step 1: Explore Your Dashboard
Take a moment to familiarize yourself with the main dashboard. The dashboard provides an overview of your business activities, recent clients, upcoming tasks, and key metrics at a glance.
Tip: Bookmark your dashboard URL for quick access. The dashboard is your command center in growlio.
Step 2: Complete Your Profile
Navigate to profile settings and add your photo, contact information, and professional details. A complete profile helps team members recognize you and makes client communications more personal.
Step 3: Customize Company Settings
Visit organization settings to review and refine your company information. Add your logo, set brand colors, and ensure all business details are accurate before creating client-facing documents.
Step 4: Invite Your Team
If you work with team members, invite them to your growlio organization. Click the "Invite Team" button and send invitations via email. Assign appropriate roles based on their responsibilities.
Tip: Start with core team members who handle client relationships and gradually add others as needed.
Step 5: Add Your First Client
Create your first client record by clicking "Add Client" in the Clients section. Enter basic information like name, email, and company. You can always add more details later.
Step 6: Create a Lead
Add a potential customer by navigating to Leads and clicking "Add New Lead". Track prospects through your sales pipeline from initial contact to conversion.
Tip: Import existing contacts using the bulk upload feature if you have a CSV file of leads or clients.
Step 7: Set Up Your First Lead Form
Create a lead capture form to collect potential customer information from your website. Navigate to Lead Forms, click "Create New Form", and customize the fields you need.
Step 8: Explore Proposal Templates
Review the proposal templates available in growlio. Familiarize yourself with the structure so you can quickly create professional proposals when opportunities arise.
Step 9: Configure Integrations
Connect growlio with your existing tools. Set up calendar sync, email integration, or payment processors to streamline your workflow and reduce manual data entry.
Tip: Start with calendar integration to automatically sync your schedule across all platforms.
Step 10: Review Help Resources
Explore the help center, video tutorials, and documentation. Understanding available features helps you leverage growlio's full potential and solve problems quickly.
Tips & Best Practices
- Complete setup steps in order for the smoothest experience
- Start with basic features before exploring advanced capabilities
- Import existing client data early to centralize your information
- Schedule time to explore one new feature each week
- Join growlio's community forum to learn from other users
- Set up email notifications so you don't miss important client activities
- Create a sample proposal to test your branding and formatting
- Bookmark frequently used sections for faster navigation
- Enable two-factor authentication for account security
- Review the dashboard daily to stay on top of business activities
Troubleshooting
Issue: Dashboard looks empty after setup
Solution: This is normal for new accounts. Add clients, leads, or projects to see data populate on your dashboard. The dashboard displays activity as you build your business in growlio.
Issue: Can't find a specific feature mentioned in tutorials
Solution: Some features may be plan-specific. Check your subscription level in Settings > Billing. Upgrade if you need access to advanced features.
Issue: Invited team members didn't receive invitation email
Solution: Check that email addresses are spelled correctly. Ask team members to check spam folders. Resend invitations from the Team section if needed.
Issue: Import of existing data fails
Solution: Ensure your CSV file matches growlio's format requirements. Download the sample CSV template to see correct formatting. Remove special characters that might cause parsing errors.
Issue: Branding doesn't appear on documents
Solution: After uploading a logo and setting brand colors, create a new document to see changes. Existing documents retain their original formatting. Recreate them to apply new branding.