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What should my GeoSnake onboarding checklist include?

Summary

A practical final checklist for getting your team fully up and running.

What this is and why it matters

A strong onboarding checklist keeps your first weeks structured so the team can move from setup to decision-making without missing the basics.

Keep the first setup narrow. GeoSnake becomes useful when one organization, one clear prompt set, and one repeatable review habit are in place before you expand coverage.

  • Create the workspace and define the first prompt set.
  • Add the key competitors and one priority market.
  • Invite the first active users and define ownership.
  • Run the first scan and schedule the first review session.

Helpful tips

  • Good onboarding is about clarity, not complexity.
  • Keep the setup tied to one repeatable weekly habit.
  • Review the checklist again if the team expands or shifts goals.

Possible issues and troubleshooting

  • If the first setup feels noisy, reduce the scope instead of adding more prompts, markets, or competitors.
  • If the dashboard looks empty, confirm that the first scan has finished and that the setup data was saved in the right organization.
  • If adoption is weak, the problem is usually ownership or review cadence, not the fact that one more screen is missing.

What to do next

Once this step is stable, move straight to the next highest-value setup action. Momentum matters more than overbuilding the first pass.

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