<aside> 🎓 A 5-minute walkthrough of using your Sales OS — for Financial Advisors.

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Quick start — step by step

<aside> ⚡ Follow these in order on day one. Takes ~10 minutes total.

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Step 1

<aside> ✨ Add your top 5 current leads to the Contacts database — copy/paste from your inbox if needed.

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Step 2

<aside> ✨ For each lead in active conversation, create a Deal with the expected value and close date.

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Step 3

<aside> ✨ Switch the Deals view to Board (group by Stage) — your pipeline is now visual.

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Step 4

<aside> ✨ Set a daily 5-minute reminder to log activities in the Activity Log (calls, replies, demos).

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Step 5

<aside> ✨ Each Friday, filter Deals by "expected close ≤ next 14 days" — that's your priority list for next week.

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Common mistakes — don't make these

• Update Stage on every contact — stale deals die quietly. A weekly review forces honesty.
• Use the Pipeline view in Deals to forecast revenue (sum of Value, weighted by Stage).
• Filter Activity Log by Done = unchecked for your daily call list — it becomes your morning ritual.
• Tag every Contact with Source (Inbound / Referral / Outreach) so you know which channels actually convert.
• Archive lost deals; don't delete. Lost reasons are gold for refining your pitch.