Set up your workspace
Answer a few questions so your menu, Sprints and numbers fit who you are.
A workspace is the company, or the client, you work on. Setup asks one question per screen and takes about two minutes. Everything after it, from the menu to the numbers you track, follows your answers.
1 Step 4 of 10
What industry are you in?
One question per screen
- Where you are: Step X of N.
- Pick a card and it moves on by itself.
- Back to change an answer, Next when a screen has fields.
Who are you?
Founder or CEO, Growth, SEO, or Agency or consultant. Growth then asks your role; SEO asks your level and where you work.
Industry
Twelve industries plus Other. An agency answers for the client this workspace is for.
Where the company is now
Founders pick a stage from Idea to Exit; everyone else picks Early, Growing or Scaling.
Team, revenue and focus
Three quick cards. What matters most shapes which Sprints come first.
About the company
Its name, its website and the currency your numbers are in.
One goal (optional)
A number, a target and a date. No goal for now is fine; you can set it later from the goal card on Today.
| You chose | Your own screen | Also in your menu |
|---|---|---|
| Founder or CEO | Company pulse (a validation tracker at the idea stage) | Experiments, Market research |
| Growth | Experiments | Market research |
| SEO | Search cockpit | Experiments |
| Agency or consultant | Portfolio, every client on one screen | Market research |
Only the workspace owner can run setup. Run it again any time from Set up this workspace; your earlier answers are already filled in.
When you press Finish setup you land on Today. If you gave a website, its first Site health check starts on its own.
Did not find your answer? A person reads every request.
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