Use this checklist to onboard new users quickly and consistently.
Day 1: Account and Access #
- Confirm invite email received
- Complete password setup
- Log in successfully
- Verify assigned role (Owner/Manager/User)
Day 1: Integrations and Permissions #
- Confirm at least one active integration
- Validate camera/mic permissions
- Confirm extension access policy for org
Day 2: First Content #
- Record first intro video (30–60 sec)
- Save and verify in My Videos
- Create one reusable template in My Emails
Day 3: First Send #
- Send internal test to teammate
- Confirm rendering and tracking
- Adjust thumbnail/snippet style as needed
Day 4–5: Production Readiness #
- Create 2–3 persona-specific templates
- Finalize CTA style
- Document team naming conventions and sender account policy
Manager Sign-Off #
- User can record, insert, send, and track without help
- User follows role/tier policies
- User knows troubleshooting basics
