For: First-day setup | Last Updated: May 2026
This page is the Day 1 setup checklist for a new Toolkit Manager. Work through each item — get accounts created, tools installed, and equipment set up.
For login credentials specific to your account, contact Theodore.
| Tool / Item | Purpose | Access Granted By | |
|---|---|---|---|
| Email (GoDaddy) | Your Toolkit Manager email account (incl. both brand inboxes) | Theodore | Done |
| Deal Studio (GoHighLevel) | CRM, pipelines, calendars, tasks, agreements, payments | Theodore | Done |
| Google Chrome | Organize your DS subaccounts | Theodore | Done |
| Notion | This handbook + all SOPs | Theodore | Done |
| Zoom | Seller interviews + general meetings | Theodore | Done - Laura need to set up |
| Loom | Video recordings (walkthroughs, updates) | Theodore | Done - Laura need to set up |
| ChatGPT | Work account for AI assistance | Theodore | Done - Laura need to set up |
| Dropbox | Brand assets, templated documents, listing folders | Theodore | Done - Laura needs to set up |
| BizBuySell + other portals | Verify live ads (BusinessesForSale.com, BusinessBroker.net, etc.) | Theodore | Lelia will provide later |
| Phone | Work line setup, voicemail configured | Theodore | Will fwd on first day |
| CRM mobile apps | Deal Studio | Self | Done |
| Profile picture | Headshot used across all platforms | Self / Theodore | |
| Timesheet excel file | Time tracking for payroll | Theodore | Done |
⚠️ Document specific login URLs and credentials process — review later.