First 7 Days Setup Plan

    Use this plan during your first week with GEVADE CRM. The goal is to set the account foundation before building complex workflows, campaigns, AI-assisted tools, or advanced reporting.

    Who this guide is for

    • New GEVADE CRM users
    • Account owners
    • Admin users
    • Small teams starting setup
    • Businesses preparing for a structured launch

    Day-by-Day Plan

    Day 1: Confirm access and business basics

    Log in, review the dashboard, confirm business details, time zone, account ownership, support contacts, and administrator access.

    Day 2: Invite users and review permissions

    Invite team members, assign roles, review access, and confirm who is responsible for contacts, billing, workflows, calendars, and support requests.

    Day 3: Prepare contacts and companies

    Review contact data, check duplicates, prepare import files, confirm tags, and decide what information is required for follow-up.

    Day 4: Review leads and pipelines

    Set up or review pipelines, opportunity stages, lead sources, assigned users, and follow-up rules.

    Day 5: Review calendars and booking flow

    Check appointment types, availability, buffers, staff assignment, booking links, confirmations, and reschedule handling.

    Day 6: Review communication setup

    Check SMS, email, WhatsApp, phone, conversation routing, message wording, opt-out handling where relevant, and usage-based services where applicable.

    Day 7: Test and document next steps

    Submit test forms, create test contacts, test booking links, review support request process, and document what needs to be completed next.

    What not to do in the first week

    • Do not build complex automation before contacts and pipelines are clean.
    • Do not rely on AI-assisted follow-up before business information is reviewed.
    • Do not send campaigns before communication setup is checked.
    • Do not import large contact files before testing a small sample.
    • Do not publish forms or funnels without testing them first.

    When to Request Support

    Submit a support request if you cannot access the account, cannot find expected settings, imports are not working, forms are not submitting, messages are not sending as expected, or you need account-specific setup guidance.