To-Dos are the action items inside the Customer Hub that you must complete to enable the platform to execute your marketing plan. Each To-Do represents a specific setup task — such as providing account access, submitting business information, or approving content — that the platform requires before a product or campaign can be launched.
The To-Do list is the single most important section of the Customer Hub. Without completing the relevant To-Dos, the associated campaigns cannot go live and the projected revenue cannot be generated.
Note: The To-Do list varies by plan. Not every user will see every To-Do listed in this guide. Your list is determined by the services included in your specific Growth Plan.
Every campaign, product, and service in your Growth Plan has a corresponding To-Do that must be completed before the platform can begin setup. The relationship is direct: no To-Do submission means no setup, and no setup means no campaign launch.
The Growth Plan revenue projections are built around a specific launch schedule. Each week of delay in completing a To-Do is a week of delayed revenue. To-Dos are also the mechanism by which the team receives the specific information it needs to build things correctly the first time. Incomplete or inaccurate submissions can result in setups that need to be redone, causing additional delays.
The To-Do list is accessible via the To-Dos item in the left navigation of the Customer Hub. Open tasks are sorted by urgency first, then by nearest due date. Each To-Do card shows:
Title and brief description
Status badge (active, completed)
Priority badge (high, medium, low)
Estimated completion time (e.g. ~10 min, ~20 min, ~30 min)
Due date
Clicking on any To-Do opens its detail page. Every To-Do follows the same structure:
The Plan — what the team will set up or create as a result of this task.
Why — the business reason this task matters and what problem it solves.
TODO'S — the actual input fields you must fill in and submit.
Onboarding Progress — shows X of Y required fields completed.
What Happens Next — what the platform does immediately after submission.
Submit button — sends the completed form into the execution workflow.
Do not leave fields blank or submit guesses. An incomplete or inaccurate submission delays setup and may require the process to be restarted.
Every To-Do contains a Plan section and a Why section that explain what is being asked for and why it matters. Each field includes descriptive labels and placeholder text to guide your input. If something is still unclear after reading these sections, contact your account manager for clarification before submitting.
If you are unable to review a To-Do before the deadline, you can respond to let the team know you need more time. The team will hold execution until you are ready. However, if no response is received at all, execution will continue automatically to ensure your Growth Plan stays on track and new clients keep coming in. Everything can be updated and adjusted after launch, so nothing is permanent.
When a deliverable is ready — such as an AI Agent, CRM workflow, chatbot, or any other completed item — it is sent to you for review. You have 7 days to test it, request revisions, or add remarks. If no feedback is received within 7 days, the item will go live automatically to ensure your marketing execution stays on schedule.
If you have open To-Do items that still need to be completed, you will receive an email notification as well as a daily email reminder until all open items are submitted. This ensures nothing gets missed that could delay your Growth Plan.
The chat widget (visible at the bottom right of the Customer Hub) serves two purposes:
Ask questions — if you don't understand a field inside a To-Do, such as what a specific input is asking for, ask the chat assistant and it will explain it immediately.
Report issues — if something is not working correctly (a page won't load, a button doesn't respond, you receive an error), report it through the chat. The team will address it as quickly as possible.
If you have open To-Do items that still need to be completed, you will receive an email notification as well as a daily email reminder until all open items are submitted. This ensures nothing gets missed that could delay your Growth Plan.
The chat widget visible at the bottom right of the Customer Hub serves two purposes:
Ask questions — if you do not understand a field inside a To-Do, ask the chat assistant and it will explain it immediately.
Report issues — if something is not working correctly (a page will not load, a button does not respond, you receive an error), report it through the chat. The team will address it as quickly as possible.
Once a To-Do is submitted, it cannot be modified. The submission sends the completed information directly into the execution workflow and setup begins immediately. If a change is needed after submission, contact your account manager as soon as possible.
