Everything from the Loxo: Beginner to Power User tutorial, as a checklist you can work top to bottom.
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⭐ The golden rule from the video: configure it, load your data, run the loop, then automate the loop.
Do it in that order and Loxo is one platform instead of five half-used ones.
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This checklist follows Tim's recording. Where a feature depends on your plan (AI agents, SMS/calling, careers page), confirm it is enabled on your tier before relying on it.
Master the loop first. The AI agents and integrations are amplifiers, they make a good process faster, but they cannot fix a process you have not built yet.