Your no-fluff guide to setting up the basics without stress or tech jargon

The Beginner’s Setup Checklist for WordPress

Inside you’ll find:

  • 7 simple steps every new user should complete

  • Explanations of why each step matters

  • Quick tips to save time and keep things organized
    Think of it as your shortcut to getting started the easy way.

About The Author

Rey Albert

I created this checklist to give beginners a clear, stress-free way to start using The WordPress CRM without feeling overwhelmed.

When you first log in, it can be confusing to know what settings matter, what steps to take, and how to organize things properly.

Instead of guessing or wasting hours searching for answers, this checklist lays out the essentials in plain language.

Each step includes a short explanation and tip, so you not only know what to do but also why it’s important. It’s designed to save time, prevent mistakes, and help you feel confident using your CRM.

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