Review your first week checklist

Use this checklist to move from setup to real customer work without missing the basics.

What this feature is for

• Use this checklist to move from setup to real customer work without missing the basics.

When to use it

• You are close to launching Faster for your business.
• You want a simple readiness pass before inviting teammates or customers.

Do it manually

1. Create or review your homepage and main service page.
2. Add a test customer and submit a test form.
3. Create a draft invoice or quote and preview the portal link.
4. Connect at least one email sender or social channel if you plan to message customers.
5. Ask a teammate to review one customer-facing workflow before launch.

Ask Faster AI

Create a first week launch checklist for my Faster workspace. Include website, forms, CRM, payments, engagement, and social, and tell me what to verify first.

Review before saving or publishing

• Confirm the change matches the customer experience you want.
• Check owner, timing, audience, and next step before saving.
• Preview anything customer-facing before publishing or sending.

Common mistakes and fixes

• If you cannot find the item, refresh the workspace and check that you are in the right workspace.
• If a save is blocked, review required fields and permissions.
• If AI drafts something unexpected, ask it to summarize the changes before you approve them.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of review your first week checklist.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Create a lead capture form
• Send an invoice