New client

Set up the business you'll run outreach for. All discovery, campaigns, and content will be scoped to this client.

Profile

Client name *

WebsiteIndustry

DescriptionWhat does this client do?ObjectivesWhat does success look like for this client?Brand voiceTone / style notes used when generating copy for this client

Primary languageZona horaria de envíoLos emails de campaña salen en horario laboral de esta zonaBooking linkCalendly / Cal.com CTAContact nameSigns outreach emails as the sender ("I'm…")Contact emailPrefills the review share emailContact phone

Plan & client portal

PlanDrives what the client sees in their portalPortal languageBrand colorPortal accent (optional)

The portal is NOT live yet after creating the client — configure everything first, then use “Go live + send invite” on the client page to email the welcome/activation link.

Targeting

CountriesComma-separatedCitiesComma-separated

Business categoriesComma-separated

ToneMin score to campaignDaily discovery target

Send self-service invite

fast-track onboarding

Skip the profile form. We create a shell client with just an email + plan and email the activation link — the client sets a password and fills in their own business info via the portal form.