Your first 30 days with CRMDAY One: a practical onboarding plan

The agencies that get the most out of a new CRM aren't the ones that configure everything on day one. They're the ones that pick a few workflows, make them the only way of working and add layers every week. This is the 30-day sequence we recommend to agencies starting on CRMDAY One.

1. Week 1

   Foundations: book, owners and pipeline

2. Week 2

   Channels: WhatsApp, SMS, voice and email in one inbox

3. Week 3

   Automation and ARIA on one or two flows

4. Week 4

   Dashboards and the management rhythm

Week 1: foundations

• Bring in your active book (for ACA agencies, sync HealthSherpa and review the preview before confirming).
• Assign an owner to every client and open lead.
• Set up the sales pipeline with the stages your team actually uses.
• Invite the team with the right permissions for each role.

Week 2: channels

• Connect the business numbers and channels your clients use.
• Agree on one rule: every client conversation happens in CRMDAY One.
• Create message templates in each language you serve.

Haven't started yet? The trial lets you run this whole plan with your team. Start your free trial →

Week 3: automation and AI

• Turn on one automation that removes daily friction, such as new-lead assignment or renewal reminders.
• Set ARIA's rules for one flow, like after-hours replies, and review its conversations daily.
• Prepare signed forms for consent and income as reusable templates.

Week 4: the management rhythm

1. 01A daily 10-minute queue review: what's overdue, who's overloaded.
2. 02A weekly look at pipeline, renewals and response times.
3. 03A monthly adoption check: records updated and tasks closed by agent.

Adoption is a management decision. When managers run the meeting from the CRM, the team updates the CRM.