---
title: "Getting Started: Your First-Run Checklist | FirstSales"
description: "Go from empty workspace to a live campaign — set up your org, connect a mailbox, warm it up, add offerings and a knowledge base, then launch."
canonical: "https://firstsales.io/tutorial/getting-started-checklist/"
---

[Home](/)/[Tutorials](/tutorial/)/Getting Started: Your First-Run Checklist

Getting Started

# Getting Started: Your First-Run Checklist

Go from empty workspace to a live campaign — set up your org, connect a mailbox, warm it up, add offerings and a knowledge base, then launch.

8 min read·Beginner·7 steps

1. 1  
## The first-run path at a glance  
New to FirstSales? The real sequence is: create your org and workspace → connect a mailbox → warm it up → add offerings and a knowledge base → launch your first campaign. If you're an owner or admin, the workspace dashboard's **Get started** panel tracks four of these steps for you with an “{n} of 4 steps complete” progress bar.  
![The first-run path at a glance](/tutorials/getting-started-01-checklist.webp)
2. 2  
## Create your organization & workspace  
An **organization** holds billing and your team; a **workspace** holds campaigns, contacts, and mailboxes. New signups get a default org and workspace automatically, so most people skip straight to connecting a mailbox. See [Manage Organizations & Workspaces](/tutorial/manage-workspaces-and-orgs/) if you need a second one.
3. 3  
## Connect a mailbox  
“Connect an email account to start sending.” This is the highest-leverage first action — the checklist highlights it. Both Google/Microsoft OAuth and SMTP/IMAP are supported. Full walkthrough: [How to Connect a Mailbox](/tutorial/connect-mailbox/).
4. 4  
## Warm up the mailbox before you send  
A new sending domain has no reputation yet. Turn on warm-up, let it run for roughly two weeks in the background, then point real cold campaigns at the mailbox. See [How to Set Up Email Warm-up](/tutorial/email-warmup-setup/).
5. 5  
## Add offerings and a knowledge base  
“Give the AI context about your product.” A **Knowledge Base** is the checklist's first item — it grounds AI drafts in real facts about what you sell. Add **Offerings** so the AI knows exactly what to pitch. See [Create Offerings](/tutorial/create-offerings/) and [Build a Knowledge Base](/tutorial/create-knowledge-base/).
6. 6  
## Add credits / billing  
“Add credits to unlock sending.” Sending and AI drafting consume credits, so this is a required checklist item. Subscribe to a plan or buy a one-off top-up — see [Credits, Plans & Billing](/tutorial/understand-credits-and-billing/) and [Buy Credits: One-Off Top-Ups](/tutorial/top-up-credits/).
7. 7  
## Launch your first campaign  
With a mailbox, offerings, and a knowledge base in place, you're ready to build and launch. The **Get started** panel automatically closes once all four of its items are done or skipped. See [Your First Campaign in 15 Minutes](/tutorial/first-campaign-in-15-min/) for the fast path.

## Pro tips

Hard-won shortcuts that keep warm-up on track.

1

### The checklist is owner/admin only

Invited teammates with manager, member, or viewer roles won't see the Get started panel — that's expected, not a bug.

2

### You can skip any item

Skipped items disappear and the panel closes once everything is done or skipped. Skipping billing or mailbox setup doesn't unlock sending, though.

3

### Connect the mailbox first, then warm it

The roughly two-week warm-up runs quietly in the background while you build out offerings, a knowledge base, and your first campaign.

4

### A tracking domain is optional but worth it

You can launch your first send without one, but setting a custom tracking domain improves open/click accuracy and inbox placement — worth doing before you scale.

## Frequently asked questions

Where is the getting-started checklist?

On your workspace dashboard, in the **Get started** panel — visible to owners and admins only.

Why don't I see the checklist?

Either you're an invited member (manager, member, or viewer role), or all four items are already done or skipped.

Do I have to do the steps in order?

No, but connecting a mailbox, warming it up, and adding billing before your first real send is the safe order.

Is warm-up required?

It's not a checklist item, but it's strongly recommended for new domains — see [Email Warm-up Setup](/tutorial/email-warmup-setup/).

What's the difference between an org and a workspace?

An **organization** holds billing and your team; a **workspace** holds campaigns, contacts, and mailboxes.

Can I send without adding credits?

No — sending and AI drafting both consume credits. Add billing or a top-up first.

Do I need a tracking domain to launch?

No, it's optional for your first send, but recommended before you scale volume.

What comes after the checklist?

Warm-up, offerings and a knowledge base, then your first campaign — see the linked tutorials in each step above.

## Ready to put this into practice?

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[All tutorials](/tutorial/)