How to Sign Up, Verify, and Log In to the Platform

How to Sign Up, Verify, and Log In to the Platform

1. Start the onboarding and review the initial setup 0:00

• Begin the sign-up and environment provisioning flow.
• If the logo is not scraped correctly, don’t worry.
• New or hard-to-scrape websites may not have enough online references yet, but this can be updated later after signup.
• Review the suggested group plan/recommendations and continue even if they are not perfect, since they can be refined later.

2. Enter your contact details and account information 0:32

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• Use your real phone number during signup.
• This is important because the platform includes a test drive feature that can simulate your ICP and test multiple channels:
• Call
• Phone
• Email
• Text
• LinkedIn
• Proceed with account creation by entering a secure password.

3. Accept the terms and choose your account type 0:59

• Accept the terms and conditions to continue.
• Decide whether you are signing up as a regular company or as an agency.
• If you manage multiple companies, choose the agency option so you can:
• Add multiple workspaces
• Switch between workspaces
• Manage different accounts separately

4. Create the account and verify your email 1:40

• Click Create Account to submit the signup form.
• Check your email for a verification message.
• Open the email and click Verify to confirm your account.

5. Return to the sign-in page and log in 2:12

• After verification, you’ll be redirected back to the sign-in page.
• Log in with your newly created account credentials.
• Once logged in, the onboarding process is complete.

Link to Loom

https://loom.com/share/ca5922cd9f784729a40c5cd4f6048e92

Cautionary Notes

• Use a real phone number during signup; test drive and channel testing may rely on it.
• Do not delay signup because the logo or website data is incomplete; these details can usually be updated later.
• Make sure you verify the account through email before trying to log in.
• Select the correct account type early, especially if you need agency/workspace management.

Tips for Efficiency

• Continue through signup even if recommendations or scraped data are imperfect; refine them after account creation.
• If you manage multiple clients or brands, choose the agency setup from the start to avoid rework.
• Keep access to the signup email inbox handy so you can verify the account immediately.
• Use a secure password manager to speed up password creation while maintaining security.