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What to Expect During Your First 90 Days with GlassHouse

Your onboarding timeline, key milestones, and the support behind you from day one.


Welcome to GlassHouse — we’re excited to help you start winning quickly and confidently.

Every new customer goes through the same guided onboarding experience designed to get your account set up, your team trained, and meaningful results on the board fast. Here's what happens so you always know where you are, what's coming next, and who's supporting you.

Your First 14 Days: Account Activation + Onboarding

After account setup, your account will be live with full access. Just keep in mind that any searches will use your purchased credits, so we recommend waiting until your first session to get started.

Onboarding runs until you land your first hot lead.

Onboarding Session 1 (Launch)

The goal: get your first messages out the door.

We'll do a quick account run-through (credits, users, landing page), a focused platform tour to get you oriented, and reveal your first targeted area on the map. Then we'll send your first text messages out together, live on the call.

Before Session 2: reveal 2-3 more targeted areas (sending is optional) and finish your CSV import or integration if it's still pending.

Onboarding Session 2 (Scale)

The goal: build volume and unlock the rest of the platform.

We'll send to more areas, finalize your templates, review response examples, and cover the features we didn't get to last time (campaigns, AI responder, ReEngage).

Additional Sessions (if needed)

If you haven't landed your first hot lead after Session 2, we'll keep going. Our team will work with you to test new areas and messaging, and adjust your approach until you're getting results.

Q&A + Customer Success Introduction

Once you land your first hot lead, we'll book a quick call to introduce you to your dedicated Customer Success Manager, who'll be your ongoing point of contact for strategy and support.

 

After Onboarding: Your First 90 Days with Customer Success

Once you've landed your first hot lead and met your Customer Success Manager, you'll move into a guided success period focused on momentum, consistency, and deeper results.

What you'll receive:

  • Regular check-ins with your Customer Success Manager

  • Four scheduled Success calls across the 90 days

  • Guidance tailored to your account performance and goals

  • The Digital Door Knocking 101 email series with activation tips to help you build strong outreach habits

  • Email outreach add-on setup call (if purchased)

This phase is designed to help you see wins early and often.

Long-Term Partnership

After your first 90 days, you'll move into our long-term success program. You'll always have a team behind you.

What you can expect:

  • Quarterly strategy calls with your Customer Success Manager
  • Regular check-ins to keep momentum going
  • Guidance on new features as they launch
  • Ongoing best practices tailored to your usage and goals

 We're here for the long haul, not just the launch!