First Steps After Login

First Steps After Login

Welcome to Tagesplanr! Follow these steps to get set up:

Step 1: Configure Your Goal Timeline

Go to Settings and set:

• Your deadline date (when you want to achieve your goals)
• Your start date (when you began)
• Your weekly hours target

This helps the Dashboard track your progress.

Step 2: Set Up Time Tracking Categories

The Time Tracker comes with default categories, but you can customize them:

1. Go to Time Tracker
2. Click on any category to edit
3. Set weekly hour targets for each category

Step 3: Create Your Ideal Customer Profile (ICP)

For lead generation to work, you need an ICP:

1. Go to Lead Generation → ICP Setup
2. Fill in your company details
3. Define your target industries and geography
4. Set qualification criteria
5. Submit for approval

Step 4: Add Your First Leads

Start building your pipeline:

1. Go to BD Pipeline
2. Click + Add Lead
3. Enter company and contact details
4. The lead starts in "Identified" stage

Step 5: Explore the Dashboard

Your Dashboard shows:

• Weekly hour compliance
• Active leads count
• Upcoming tasks
• Goal progress

Tips for Success

• Track your time daily - Start the timer when you begin work
• Update lead statuses - Move leads through the pipeline as you progress
• Use AI enrichment - Let AI research your leads for you
• Check the Dashboard - Review your progress regularly