Set up your workspace
The seven onboarding questions, why each one matters, and how to connect your inbox and calendar.
Setup takes about two minutes. You answer seven short questions, connect your inbox and calendar, and the agents start working from what you told them.
The seven questions
- About you. Your name, business name and business email.
- Your role. Founder, co-founder, operator, freelancer, agency owner or other.
- Your business. What you do, your industry and your stage, from idea to $50k+ in monthly revenue.
- Team and web. How many people you are and where you live online.
- Your customer. Who you sell to. This is the most important answer: Scout uses it to decide which companies are worth your time.
- Pain points. What is slowing you down right now.
- Goals. What you want the next few months to look like.
Connect your inbox and calendar
Relay sends email from your own address, so replies land where you already work, and it books meetings straight into your calendar.
Connections use the standard sign-in screen of the service you are connecting. Magnevo never sees your password for it, and you can disconnect at any time. Details in Data and privacy.
What happens next
- Scout starts looking for companies that match your customer and showing buying signals.
- Relay drafts first emails for the best matches.
- Lens sends your first report the following Monday.
- Brain is ready for questions straight away.