Your first day: a 10-minute walkthrough
A practical, step-by-step walkthrough to build a live pipeline and a working daily action list in about ten minutes.
Quick answer
Confirm your timezone and goal, add your active leads and any deals in progress, then open Today's Actions and work the core loop: act, log, and schedule the next follow-up.
New tools usually fail because people set them up, don't see immediate value, and drift away. RelkoAI is designed to avoid that. In about ten minutes you can go from an empty account to a live pipeline and a real daily action list. Open RelkoAI in another window and do these steps as you read.
Before you start (2 minutes)
Confirm two settings that make everything accurate: your timezone (in your profile) and your annual GCI goal (on the Command Center). You can skip connecting an AI key for now — none of these steps require it.
Minute 2–6 — Add your active leads
Go to Leads and add your 10–15 most important active leads. For each, set the stage (honestly), the source (it feeds your reports later), a next follow-up date (the field that drives Today's Actions), and a hot flag for genuine priorities. Don't aim for perfection — build a working foundation.
Minute 6–8 — Add any deals in progress
For leads that have become real transactions, go to Deals and create a buyer or seller deal with its stage, value, commission, and expected close date. Even a couple of deals shows how RelkoAI connects your daily work to your income goal.
Minute 8–10 — Open Today's Actions and work the loop
Go to Today's Actions. You'll see a ranked list — overdue follow-ups, hot leads, and tasks due today. Work the top item and practice the core loop: act (make the call), log it (record the activity), and schedule the next touch (set the next follow-up before you move on). That three-part loop is the entire daily rhythm of RelkoAI.
What happens after day one
Because everything is connected, working Today's Actions keeps the rest of the product current automatically — your Command Center, Goal Pacing, and Reports all update as you log activity and advance deals. The only habit you need to build is opening Today's Actions each morning and working the list.
Steps / Key takeaways
- Add your 10–15 most important active leads with a next follow-up date.
- Open Today's Actions and work it from the top.
- The core loop is: act, log the activity, set the next follow-up.
Frequently asked questions
Do I need to add all my leads on day one?
No. Start with your 10–15 most important active leads. A focused, accurate set is more useful than a big, messy one, and you can add more anytime.
What if a lead has no follow-up date?
It won't appear in Today's Actions. A lead with no next follow-up date is exactly how leads go cold, so always set one.
Need more help?
Sign in to contact support from your RelkoAI member workspace.