Your first week with ClientTurn

This plan assumes you have finished setting up your workspace. Each step links to the detailed guide.

Day 1: connect where your leads come from

• Connect your lead sources in Settings → Connections: Meta Lead Ads, Google Ads, LinkedIn Lead Gen Forms.
• If enquiries arrive through your website, send them in with the API.
• Connect your calendar (Google Calendar or Calendly) so qualified leads can book.

Day 2: bring in who you already know

• Import a CSV of existing customers or past enquiries, choosing honestly how you know them. Leave Start follow-up on imported leads off until you have decided what to send.
• Connect your CRM, and decide whether to import from it.

Day 3: set up email and your team

• Connect your mailbox and check Sending domain health.
• Invite colleagues in Settings → Team, giving each the lowest role they need.
• Connect Slack if your team lives there, and choose which alerts it gets.

Day 4: tell ClientTurn how you sell

• Fill in Settings → Business Profile and Settings → AI & selling. See AI guides and best practice.
• Turn the conversation assistant on in Suggest replies mode, so you see every draft before it goes.

Day 5: look for new business

• In Find Leads, describe your ideal customer and run a first, small search. See Discovering companies with Find Leads.
• Review the prospects before approving anyone.

Every day

• Check the Dashboard and Inbox for leads that need attention and conversations handed to a person. On the Dashboard, the Booking-ready card counts leads that are qualified but not yet booked; choose it to open that list under Leads.
• Work through anything left under Finish setting up at the top of the Dashboard.
• Ask Copilot "Which leads need attention?"

End of the week

• Look at which sources produced qualified leads and bookings on the Dashboard and in Analytics.
• If the assistant's drafts needed little editing, consider moving it to Reply automatically.
• If a sourcing search worked well, turn it into a sourcing agent.

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