BOS

Business Operating System

Business Growth, Made Simple

Menu

BOS Onboarding Assistant

Use this assistant to set up BOS in the right order: workspace, contacts, pipeline, communication, AI, campaigns, assets, and video.

Smart Tools ▾

Smart Tools

Open tools assigned to this page or choose from your saved tools.

On this page

No Smart Tools are selected for this page yet.

Choose from saved toolsOpen ▾

No saved Smart Tools are available yet.

Manage Smart ToolsOpen ▾

Add new tools, edit saved tools, or manage page assignments in the full Smart Tools settings area.

Open Smart Tools Settings

Onboarding Checklist

Use this checklist to set up BOS as a working client acquisition, follow-up, and growth control center.

Workspace Setup
  • Confirm BOS branding and workspace name
  • Review dashboard cards and daily metrics
  • Confirm the sidebar matches your daily workflow
  • Use the Learning Center when you need setup guidance
Contacts, Organizations, and Leads
  • Add or import your first contacts
  • Review Contact, Organization, and Lead Work Centers
  • Confirm tasks, notes, calls, texts, and emails appear in the right record history
  • Use sections to separate audiences, campaigns, or business workflows
Pipeline and Daily Follow-Up
  • Create or review pipeline stages
  • Move active opportunities into the right stage
  • Use Leads and Tasks to decide who to contact next
  • Create follow-up tasks after calls, texts, emails, or meetings
Communication Setup
  • Connect email for CRM-native sending and logging
  • Connect calling and texting when ready
  • Review call result options and follow-up workflow
  • Confirm messages are logged to the right contact or organization
Funnel Builder and AI
  • Choose the default AI provider and model
  • Add provider API keys when using your own AI account
  • Use Funnel Builder to create external AI research prompts and import-ready list instructions
  • Import finished prospect lists into BOS when ready
Campaigns, Templates, Assets, and Video
  • Create or review email, SMS, and call script templates
  • Build your first campaign or follow-up sequence
  • Attach campaign assets, videos, and CTA links
  • Review and approve campaign steps before launch