Skip to content
English - United States
Sign in
  • There are no suggestions because the search field is empty.

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 after onboarding to get started.

Onboarding Session 1 (Foundations)

Account settings, templates, favorite neighborhoods, automations, and a walkthrough of Reveal and your Sales Board. You’ll leave this session with homework: create 3 templates and review your integrations.

Onboarding Session 2 (Execution)

Finalize templates, run your first neighborhood reveal and send, review response examples, and set up ReEngage.

Q&A + Customer Success Handoff

Wrap up any remaining questions and meet your dedicated Success Manager, who’ll be your ongoing point of contact for strategy and support. 

By the end of your two onboarding sessions, you’ll have hit your Launch Ready Milestone:

  • Using at least 500 Reveals

  • Sending 2 Prospect Groups to your Sales Board

  • Sending 1 SMS message

These steps confirm your account is fully configured and your team is ready to run.

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.

What You'll Recieve:

  • Regular success check-ins with your Success Manager

  • For customers using email outreach: a dedicated Instantly setup call to configure your sending account

  • A best-practices email series covering:

    • Automations

    • Templates

    • Lead engagement

  • 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. You’ll always have a team behind you.

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.