Day one: describe the business
Say what you sell, who buys it and what you want this month, in plain words. Coofi uses that to set up departments and give each agent its rules. You can rename, add or remove anyone afterwards.
The document that helps most
Upload your price list. Prices are the fact that shows up everywhere: the website, the newsletter, the reply to a customer. When the team can point to the real list, it does not have to guess, and every answer can say where its numbers came from.
Leave for later
Goals and recurring work can wait until the team has done a few jobs you have read. Watch what comes back for your OK in the first days; that tells you more about where the line sits than any setting.
