Set Up Your Firm
The first-run checklist to get operational.
A new firm becomes operational once a few essentials are in place. StrikeOps walks you through them with a guided first-run checklist.
The essentials
- Add your AI key, so the report engine runs on your own account.
- Set up your brand (logo, colours and tone) so output is yours.
- Add your service catalogue and rate card for proposals.
- Create your first client and engagement.
- Invite your team.
Phishing, agents and the client portal are set up on first use, so you can switch them on when you need them rather than all at once.