Getting started
Your first-week checklist
A short, role-based list that ticks off as you go. Open it any time from Help → Getting started checklist.
Steps
- Owners and Strategists: create workspace → add brand and competitors → confirm own channels → invite the client to connect accounts → set the first goal → first Competitor report or briefing.
- Analysts: check collection, review attributions, open What works, check Formats & length, write a brief.
- Client viewers: each week read Today, check briefs waiting for approval, read Results, and ask your agency questions.
- Dismiss it when you are done; it stays saved to your login.
What good looks like
Every step is ticked within a week and the client has seen their first report.
Common mistakes
- Skipping channel confirmation — it decides what counts as the brand’s own posts.