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Your first week

A short checklist after the first save — daily sourcing, then team setup, then billing if you own the workspace.

Last updated Aug 18, 2026

Use this after Quick start. Skip anything that is not your job.

Day 1 — get value

  • Save a LinkedIn profile with a status and a one-line note.
  • Open Profiles and find the same person.
  • Glance at Home for recent activity.

Day 2 — source as usual

Same week — if you work as a desk

  • Invite teammates from Settings → Members.
  • Agree who is Owner vs Admin vs Member (Roles).
  • Tailor Statuses and Positions so everyone uses the same words.
  • Rename the workspace in Settings → General if {Your name}'s workspace is not how the desk talks.

If you own billing

  • Know when the trial started (first saved profile).
  • Know what happens if nobody chooses a plan — the workspace becomes read-only.
  • Boolean history and visit badges stay free either way.
Invited teammates do not see the owner’s setup coach. They join a workspace that is already running.

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