Four steps from kickoff to first digest. Most tenants have a first digest within 14 days.
Step 01
Discovery.
A 30-minute Zoom. We learn your persona, region, what "warm" means to you, what a good lead looks like in your pipeline, and what a bad lead looks like. You share your Zoho login (read-only first, write access when you're ready). You walk us through an existing prospect you liked.
Step 02
Setup.
We configure your tenant's filter criteria, brand voice profile, and Zoho schema mapping. Zoho becomes the system of record for every prospect; our admin dashboard reads from a real-time cache so you can review and edit drafts without going into Zoho. Setup runs in 7 to 10 days.
Step 03
First digest.
The first Monday, Wednesday or Friday after setup completes, the system runs end-to-end: search, score, draft, queue. You log in to your admin dashboard, read the AI's picks, edit the drafts you want to personalise, send the ones you're happy with. The rest sit in the queue for review.
Step 04
Iterate.
Every digest, we capture which leads you sent to, which you skipped, and which got a reply. Filters tighten monthly. Voice tightens monthly. After three months, the system is calibrated to your version of "good lead."