Welcome to Crewie
Get oriented with Crewie and what to do first
Welcome. You've just signed up for something that's going to change how you run your business — and we want to make sure you hit the ground running.
Crewie is your business operating system. It connects your strategy to your quarterly plans, your plans to your projects, your projects to your tasks, and your tasks to what you actually work on each morning. Every layer connects to the one above it — so you and your crew always know why you're doing what you're doing.
Here's what to do first
Step 1 — Choose your mode
When you first log in, Crewie will ask you two questions: what stage is your business at, and are you solo or part of a team? Your answers set your mode — Solo Operator, Startup, or Scale Up. This isn't just a preference. It changes the features, language, and AI prompts you see across the entire platform.
Don't stress about getting this perfect — you can update your mode any time in Settings.
Step 2 — Set your strategy
Before you do anything else, head to Strategy Crew. This is the foundation everything else flows from. Depending on your mode you'll either:
- Fill in your one-page solo strategy (who you help, what you sell, your quarterly outcome, what you're stopping)
- Follow the StartupPath from Founder Clarity through to Scale
- Build your full strategy stack — Vision, Mission, BHAG, North Star Metric, Goals, and Initiatives
This step matters. Everything else in Crewie connects back to it.
Step 3 — Ask CrewieAI anything
Once your strategy is set, open Ask Crewie. It already has context of your business. Ask it what to focus on, where the gaps are, or what to work on first. It won't give you generic answers — it knows your situation.
Step 4 — Create your first project or task
Head to Workboards and create your first task, or set up a Project if you're working on something substantial. Link it to your strategy and you're off.
Need help? Use the search bar above, browse the categories below, or hit Contact Support and our founders will get back to you personally.
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