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What to Expect During Your First 90 Days with GlassHouse

Learn what happens during your first 90 days with GlassHouse, including onboarding timelines, key milestones, and what support you can expect.


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.

Below is an overview of what happens during your first 90 days so you always know where you are, what’s coming next, and who’s supporting you.

Your First 14 Days: Fast, Guided Setup

Your onboarding experience is focused on getting you fully set up and generating early wins.

What You Can Expect

  • A welcome email with everything you need to begin

  • A short kickoff call to gather the required information to complete your account, align expectations and review your timeline

  • Two hands-on training sessions

    • Guided setup for:

      • Templates

      • Favorite Neighborhoods

      • Automations

      • SMS setup

      • Instantly setup

  • A dedicated Q&A touchpoint

  • A handoff meeting with your Customer Success Manager

Your onboarding is complete once you reach your GlassHouse Activation Milestone, which includes:

  • Using at least 500 Reveals

  • Sending 2 Prospect Groups to your Sales Board

  • Sending 1 SMS message

Activation ensures you’re fully up and running and positioned for success.

Days 15–90: High-Touch Success Coaching

After onboarding, you’ll move into a guided success period where we help you keep your momentum, build consistency, and deepen your results.

During This Phase, You’ll Receive

  • Regular success check-ins with your Success Manager

  • A dedicated Instantly setup call

  • A best-practices email series covering:

    • Automations

    • Templates

    • Warm/Hot lead engagement

    • A/B testing

  • Guidance based on your account performance and goals

  • Four short Success calls scheduled throughout the period

This phase is designed to help you maximize adoption, build strong outreach habits, and see wins early and often.

Day 91 and Beyond: Long-Term Partnership

After your first 90 days, you’ll transition into our long-term success program.

What You Can Expect Going Forward

  • Quarterly strategy calls

  • Regular check-ins

  • Ongoing support

  • New feature guidance

  • Best practices based on your usage and goals

Our goal is to support your business growth long after onboarding is complete — you’ll always have a team behind you.