To-Dos are the action items inside the Customer Hub that must be completed to enable the platform to execute the marketing plan. Each To-Do represents a specific setup task — such as providing account access, submitting business information, or approving content — that is required before a product or campaign can be launched.
The To-Do list is the most critical section of the Customer Hub. Without completing the relevant To-Dos, the associated campaigns cannot go live and projected revenue cannot be generated.
Note: The To-Do list varies by plan. Not every business will see every To-Do listed. The list is determined by the services included in the specific Growth Plan.
Every campaign, product, and service in the Growth Plan has a corresponding To-Do that must be completed before setup can begin. 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 delay in completing a To-Do results in delayed revenue. To-Dos are also the mechanism through which the team receives the information required to build and launch correctly. Incomplete or inaccurate submissions can lead to rework and 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 will be set up or created as a result of this task
Why — the business reason this task matters and the problem it solves
To-Do Fields — the required input fields to complete 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
Fields should not be left blank or filled with assumptions. Incomplete or inaccurate submissions delay setup and may require the process to be restarted.
Every To-Do includes a Plan section and a Why section that explain what is required and why it matters. Each field contains descriptive labels and placeholder text to guide input.
If a To-Do cannot be completed before the deadline, a response can be submitted to indicate that more time is needed. Execution will be paused until the required information is ready.
If no response is submitted, execution may continue automatically to keep the Growth Plan on schedule. Adjustments can still be made after launch if needed.
When a deliverable is ready — such as an AI Agent, CRM workflow, chatbot, or other completed item — it is sent for review.
There is a 7-day window to test, request revisions, or provide feedback. If no feedback is submitted within this period, the item will go live automatically to maintain execution timelines.
If there are open To-Do items that still need to be completed, email notifications and daily reminders are sent until all required items are submitted. This ensures that nothing is missed that could delay execution.
The chat widget (visible at the bottom right of the Customer Hub) serves two purposes:
Ask questions — if a field inside a To-Do is unclear, the chat assistant can provide immediate clarification
Report issues — if something is not functioning correctly (such as a page not loading or a button not responding), it can be reported through the chat
Once a To-Do is submitted, it cannot be modified. Submission sends the information directly into the execution workflow and setup begins immediately.
