Startups
A small team is forming. Time to add a little process.
First real customers, first hires — a few things start to matter that you could skip as a solo founder.
Where to start
1. Invite your team
Add teammates as Members — they manage their own resources but can't touch billing or other users.
2. Turn on automated backups & health checks
You have real users now — make sure you find out about problems before they do.
3. Connect LeadOcean to a CRM or webhook
As your sales process forms, stop exporting leads by hand — push them straight into your CRM or a webhook automatically.
Still skip
Formal compliance documentation (SOC 2/ISO reports) — revisit once enterprise deals start asking for it, at the Series A stage.
When enterprise deals start asking questions
Compliance becomes a sales blocker, infra pain gets real, and dedicated functions emerge — head to the Series A+ guide.
Read the Series A+ guide →Explore docs by role or company stage
Still have questions?
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