Early Wins — Command Onboarding Guide
Command Platform  ·  Onboarding Series  ·  Verified Customer Access

EARLY
WINS

A step-by-step guide to get you fully operational on Command — connecting your tools, importing your audience, and sending your first email without spending a single credit.

6
Modules
5/6
Modules Free
60 min
Avg Setup Time
What This Guide Is

Get operational before you spend a single credit

Command runs on a credit-based system — you spend credits to create tasks, run automations, and activate advanced features. But before any of that, there’s a set of foundational steps every customer should complete first. These don’t cost credits. They make everything else work.

  • Connect your social accounts so your content stack is live
  • Start with just 10 people you already know, then import the rest of your list
  • Link integrations like Shopify, social, your ads manager, and SMS so Command becomes one source of truth
  • Set up your profile and business identity inside Command
  • Send a small first email blast — the right way, with a proper warm-up
  • When you’re ready, purchase credits and run your first task
02 / Guide

Your 6 Early Win Modules

Work through each module in order. Modules 01–05 are completely free. Module 06 is optional and requires credits — visit The Credit Store when you’re ready.

01
Foundation
Set Up Your Command Profile
Free
+

Before anything else, your Command account needs to represent your brand. This is the foundation every other module builds on — your business name, logo, timezone, and core preferences. Budget about 10 minutes.

1
Business Profile
Go to Settings → Business Profile and enter your business name exactly as it appears on your other platforms — this name gets pulled into emails, invoices, and client-facing pages, so consistency matters.
2
Logo Upload
Upload your logo — recommended size is 400×400px PNG with a transparent background for best results.
No logo yet? A simple text wordmark works fine for launch — you can swap it later without breaking anything downstream.
3
Timezone & Hours
Set your timezone and default working hours — this controls when automations fire, when reports generate, and when your booking calendar shows availability.
4
Industry & URL
Add your website URL and industry so Command can personalize recommendations and defaults for your account type.
5
Notification Preferences
Turn on email and SMS notifications for new leads, booked calls, and completed tasks, so nothing sits unanswered while you’re heads-down elsewhere.
✦ Your Win: A fully branded Command account ready for client-facing work.
02
Social Media
Connect Your Social Accounts
Free
+

Command manages your social presence across all platforms from one dashboard. Connecting your accounts is a one-time setup that unlocks scheduling, analytics, and AI content tools instantly. Budget about 15 minutes.

1
Open Connections
Navigate to Social → Connected Accounts and click Add Account to begin.
2
Instagram
Connect Instagram via your Facebook Business Manager — you’ll need admin access to the linked Page to authorize. A personal-only Instagram (no linked Page) can’t be connected yet.
3
Other Platforms
Add Facebook Page, LinkedIn, and TikTok — each uses a simple OAuth login. Takes under 2 minutes per platform.
4
Verify Status
Confirm each account shows a green "Connected" badge.
If a connection fails: make sure you’re logged into the browser as the Page owner/admin, not just a team member — the most common cause of a failed OAuth handshake.
5
Set Timezones
Set your default posting timezone per platform — critical if your audience is in a different region than you.
✦ Your Win: All social accounts live and ready to schedule from Command’s unified inbox.
03
Email & CRM
Import Your Email List
Free
+

Your email list is your most valuable asset. Whether it lives in Mailchimp, Klaviyo, a spreadsheet, or Shopify — here’s how to bring it into Command cleanly without losing any data. But you don’t need any of that to get started today. Budget about 15–20 minutes, or just 5 for the first step alone.

1
Start With Your Top 10
Before any import, spend 5 minutes on CRM → Contacts → Add Contact and manually add the 10 people who already know you — your best customers, closest friends, biggest fans, or a past client who’d be happy to hear from you. Tag them "Top 10 – Founding List." You don’t need a perfect list to start. You need ten real people and a reason to hit send.
Why this matters: this becomes your very first send in Module 05 — a warm, no-risk way to test your message before it ever reaches a bigger list.
2
Option A — CSV Upload
Export your list as a .CSV file. Go to CRM → Contacts → Import and upload. Map columns to Command’s fields (first name, last name, email, tags).
Clean before you upload: remove duplicate rows and any obviously fake or role-based addresses (info@, admin@) — a cleaner list means a healthier sender reputation from day one.
3
Option B — Shopify Sync
Go to Integrations → Shopify, enter your store URL, and authorize. Command syncs your customer list and purchase history automatically.
4
Option C — Platform Sync
Connect Mailchimp, Klaviyo, or ActiveCampaign via Integrations → Email Platforms. Lists sync automatically and stay updated in real time.
The bigger picture: Command can connect to most of the platforms you already use — social accounts, your ads manager, SMS, and email all included. Every contact you bring in, no matter the source, lands in one place that knows exactly what message to send, on which channel, and when. You’re not building another list. You’re building your one source of truth.
5
Create Segments
Create at least one list segment (e.g., “Active Customers”, “Leads”) so you’re ready to target campaigns immediately after import.
6
Build Your "First Blast" Segment
Once your fuller list is in, tag your most engaged 25–50 contacts (recent purchasers, frequent openers, personal contacts who’ll expect your email) as a segment called "Warm-Up Send" — the natural next step up from your Top 10. You’ll use both in Module 05.
✦ Your Win: A live Top 10 list ready to email today, plus your full audience segmented and ready to activate.
04
Integrations
Connect Your Business Tools
Free
+

Command works best when connected to your full stack. These integrations take minutes to set up and immediately expand what Command can automate for your business. Budget about 15 minutes.

1
Browse Integrations
Go to the Integrations Hub and browse available connections. Start with tools you use daily — payment processors, booking tools, or your existing CRM.
2
Payments
Connect Stripe or Square to enable payment tracking and revenue insights directly inside Command’s dashboard.
3
Booking Tools
If you use Calendly or Acuity, link them so appointment data flows into your CRM automatically — no manual entry required.
4
Zapier / Webhooks
Enable Zapier or Webhooks for tools not natively supported. Command’s webhook endpoint accepts data from virtually any platform.
5
Test Everything
Trigger a test event from each connected platform and confirm the data appears in Command within 30 seconds before moving on.
✦ Your Win: A fully connected business ecosystem — all data flowing into one place.
05
Email
Send Your First Email Blast
Free
+

This is the moment your list becomes useful. But your very first send matters more than any send after it — it’s what tells inbox providers whether your domain is trustworthy. Do this step deliberately. Budget about 20 minutes plus a few days of patience.

1
Confirm Sending Domain
Go to Settings → Email → Sending Domain and confirm your SPF, DKIM, and DMARC records show green. If anything shows red, fix it here before sending anything — otherwise your emails land in spam regardless of content.
2
Draft a Simple First Email
Keep it short and personal: who you are, what you’re building, and one clear thing to click. Skip heavy design, big image blocks, and link-stuffing — plain, text-forward emails perform better on a brand-new sending domain.
3
Send to Your Top 10 First, Then Your Warm-Up Segment
Go to Marketing → Email → New Campaign. Your very first send goes to the Top 10 – Founding List you built in Module 03 — people who already know you and will open it no matter what. Once that lands clean, move up to the Warm-Up Send segment (your 25–50 most engaged contacts).
Strongly recommended — run the full warm-up ramp, don’t skip to your whole list: Day 1 send to your Top 10. Day 2–3, if that landed clean, send to your ~25–50 Warm-Up Send segment. Day 4–5, if opens still look healthy, expand to ~150–250. Day 6–7, expand to ~500–1,000. Only after a full week of clean sends should you email your entire list. New domains that blast a full list immediately are the #1 cause of landing in spam permanently.
4
Watch Your Numbers for 24–48 Hours
Check Marketing → Analytics for this send. You want opens above 20%, bounces under 2%, and spam complaints under 0.1%. If any metric is off, pause and fix your list or content before the next round rather than pushing forward on volume.
5
Scale Gradually
Once a send looks healthy, create the next segment (next few hundred contacts) and repeat. Command’s built-in Warm-Up Campaign template automates this ramp for you — find it under Marketing → Templates → Warm-Up Campaign so you don’t have to build each segment by hand.
✦ Your Win: A trusted sending domain and a first email that actually lands in the inbox.
06
When You’re Ready  ·  Optional
Create Your First Command Task
Requires Credits
+

Modules 01–05 are completely free. This module is the next step whenever you’re ready to go further — it requires credits to run your first task. Purchase credits from The Credit Store, then come back here to complete your setup.

⚡
You need credits to run tasks
Credits allow you to tap into the power of our Revenue Operators and Developers to handle any task inside Command for you — from social posts to full campaign drafts. Visit The Credit Store to choose the right package for where you’re starting.
No commitment required. Buy only what you need and top up anytime.
Visit The Credit Store →
✦ Your Win: Credits purchased, automations triggered, Command fully activated.
Understanding Credits

What costs credits and what doesn’t

Everything in this guide is free — including your first email send. Credits come into play when you create tasks, run advanced automations, or use AI features at scale. Here’s a quick breakdown so you always know what to expect.

Setup & Profile
FREE
Integrations
FREE
Social Connect
FREE
Email Import
FREE
First Email Send
FREE
First Task
OPT
AI Campaigns
MED

Ready to
Take Command?

You’ve got the guide. Now run it. Complete all 6 modules and your Command account will be fully operational — connected, imported, and sending.

Start Module 01 →
Early Wins Guide  ·  V2.0