Your First 7 Days — The Action Plan

Most teams are fully operational in one week

Here's the proven sequence. Each step builds on the last, and by day 7, Proactiq is running your business — not the other way around.

Day 1 — Foundation

• Complete workspace settings (company, tax, banking)
• Invite your core team (finance, HR, sales lead)
• Create your first contact in CRM

Day 2-3 — Finance

• Create your first invoice and send it to a client
• Set up expense categories matching your chart of accounts
• Record any outstanding payments

Day 4 — People

• Add all employees to HRMS
• Configure leave policies
• Set up your first department

Day 5-6 — Operations

• Create your active projects with tasks assigned to team members
• Set up your help desk ticket categories
• Write your first 3 knowledge base articles

Day 7 — Automation

• Set up at least one automation rule (e.g., notify on new ticket)
• Review the analytics dashboard — your first week's data is already there
• Complete the Onboarding checklist at /workspace/onboarding