Your AI Workforce™ Setup Is Underway
Thank you for ordering ProEdge OS™. We are reviewing your checkout details and preparing your CRM setup based on the plan, business type, and answers you submitted.
You do not need to figure this out alone. We will guide you through the next steps.
What Happens Next
We Review Your Order
We confirm your selected plan, business type, transfer details, and setup answers so we know how to prepare your ProEdge OS™ account.
We Prepare Your CRM
Your CRM setup begins based on your checkout responses, including the systems and AI Workforce™ structure that best match your business.
You Start Onboarding
Once you log into the CRM, go to the ProEdge CRM On-boarding area in the left menu and complete the onboarding steps.
After you log into the CRM, click “ProEdge CRM On-boarding” in the menu and complete each step. This is how we collect the final information needed to finish your setup correctly.
Join the Weekly ProEdge Sessions
All onboarding, 1:1 support, and weekly training sessions use the same Zoom link.
ProEdge Q&A
4:00 PM – 6:00 PM ET
Bring your CRM, setup, automation, AI, and growth questions.
ProEdge Marketing
4:00 PM – 6:00 PM ET
Build campaigns, funnels, content, AI systems, and marketing assets.
ProEdge Mastermind
12:00 PM – 2:00 PM ET
Strategy, implementation, growth ideas, and advanced ProEdge training.
Before Your First Session
Log into your CRM when access is provided
Open ProEdge CRM On-boarding from the menu
Complete the onboarding steps
Save the ProEdge Zoom link
Bring your questions to the next live session
Your AI Workforce™ Is Being Built Around Your Business
The answers you submitted help us prepare the right setup path for your business. Complete the onboarding steps inside the CRM, join the weekly sessions, and we will help you get moving.