Getting started

Quickstart

Get from sign-up to your first Business Health Index in a few steps.

This walkthrough takes you from a fresh account to your first Business Health Index.

1. Create your account

Request access and confirm your email. You'll land in your WarTable workspace.

2. Connect a tool

Start with the system that holds the most truth about your operation — usually your CRM or project tool. See Connecting your tools for the details. You can add more later; one good connection is enough to begin.

3. Let WarTable map your data

Once connected, WarTable organizes your data against the five engines and the systems underneath them. This happens automatically — no manual tagging required.

4. Review your Business Health Index

Within minutes you'll see your first BHI: an overall score plus a breakdown across the five engines. The lowest engine is your current constraint — the highest-leverage place to focus.

5. Turn on an agent

Pick one routine loop — overdue invoices, stalled leads, SOP updates — and enable an agent to handle it. Keep approvals on while you build trust.

Short on time? Run the free WBHI Mini Score first. It previews what your full Business Health Index will look like in about four minutes, no setup required.