> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Setup Guide

> Get up and running with Stanna

## Prerequisites

Before setting up Stanna, ensure you have:

* Admin access to your company's CRM/support tools (HubSpot, Intercom, etc.)
* List of clients you want to track
* Team member emails for workspace invitations

## Step 1: Create Your Account

<Steps>
  <Step title="Visit Stanna">
    Go to [app.gostanna.com](https://app.gostanna.com)
  </Step>

  <Step title="Sign Up">
    Click "Sign Up" and enter your business email address
  </Step>

  <Step title="Verify Email">
    Check your inbox and click the verification link
  </Step>

  <Step title="Complete Profile">
    Add your company name, role, and basic information
  </Step>
</Steps>

## Step 2: Set Up Your Workspace

<Steps>
  <Step title="Choose Your Plan">
    Select the plan that fits your team size and needs. You can upgrade later as you grow.
  </Step>

  <Step title="Configure Basic Settings">
    * Set your company name and domain
    * Choose your timezone
    * Define your business hours
  </Step>

  <Step title="Invite Team Members">
    Add team members by email and assign their roles:

    * **CS Professional**: Day-to-day client management
    * **CS Director**: Team oversight and portfolio management
    * **Leadership**: Executive dashboards and strategic insights
  </Step>
</Steps>

## Step 3: Connect Your First Integration

Start with your most important data source:

<CardGroup cols={2}>
  <Card title="HubSpot" icon="hubspot" href="/integrations/hubspot">
    Sync contacts, deals, and interaction history
  </Card>

  <Card title="Intercom" icon="intercom" href="/integrations/intercom">
    Import conversations and support tickets
  </Card>

  <Card title="Google Workspace" icon="google" href="/integrations/google">
    Access Gmail and Calendar data
  </Card>

  <Card title="Custom CSV" icon="file-csv" href="/features/client-management#import-clients">
    Upload client data manually
  </Card>
</CardGroup>

## Step 4: Import Your Clients

<Tabs>
  <Tab title="From Integration">
    If you connected an integration, your clients will automatically sync within a few minutes. You can monitor the progress in **Settings > Data Sync**.
  </Tab>

  <Tab title="Manual Upload">
    1. Go to **Clients** in the main navigation
    2. Click **Import Clients**
    3. Download our CSV template
    4. Fill in your client data
    5. Upload the completed file
  </Tab>
</Tabs>

## Step 5: Verify Your Setup

<Check>
  **Setup Complete!** When you can check all these boxes, you're ready to start using Stanna:
</Check>

* [ ] Account created and email verified
* [ ] Workspace configured with company details
* [ ] Team members invited (if applicable)
* [ ] At least one integration connected (Gmail, HubSpot, or Intercom)
* [ ] Client data syncing or imported
* [ ] Dashboard displaying metrics

<Tip>
  **Try Lars!** Press `⌘L` to open your AI assistant and ask: "Which clients need my attention today?"
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="First Login Guide" icon="sign-in" href="/getting-started/first-login">
    Learn the basics of navigating Stanna
  </Card>

  <Card title="Dashboard Overview" icon="chart-line" href="/getting-started/dashboard-overview">
    Understand your main dashboard
  </Card>
</CardGroup>