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Week 1: Build Your Tracking Universe

Goal: Set up your core tracking infrastructure

 

Days 1-2: Profile & Preferences

  • Set Project notification preferences 
  • Set user-specific location settings
  • Fine-tune Bill Impact results by completing your Organizational Profile
  • Skill builder: Spend 15 minutes exploring the dashboard & customizing

Days 3-4: Your First Real Alerts

  • Create 3-5 alerts for your top priorities
  • Use the Alert Strategy Guide (coming soon!) to choose alert types
  • Skill builder: Write down your 3 biggest policy priorities and assess if your alerts meet those or need refining

Days 5-7: Master Search

  • Try different search methods: natural language/AI and keyword
  • Save 2-3 searches you'll use repeatedly
  • Skill builder: Search for 5 bills on your priorities; save the important ones to a corresponding Project

 

Week 1 Milestone: You have 5 working alerts and understand basic search

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