<aside> 🧭

Guided Setup (15 minutes)

Follow this once, then run the OS daily from the dashboard.

</aside>

Step 0 — Optional: duplicate clean (30 sec)

• Keep the sample data if you want a walkthrough.
• When ready, delete sample rows (they’re clearly labeled “SAMPLE”).

Step 1 — Add your first client (3 min)

Go to Clients (Agency) and create one row.

• Client Name
• Primary Contact + Email
• Status = Active
• Next Touchpoint = 7 days from today

Step 2 — Add a campaign (3 min)

Go to Campaigns (Agency) → New

• Link it to your Client
• Add Start + End dates
• Status = In progress
• Goal / KPI

Step 3 — Add deliverables (4 min)

Go to Deliverables Due (Next 14 Days) → New

• Link Client + Campaign
• Set Type + Due Date