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Ensure you understand the platform's core features

Carefully examine messaging for each persona

Verify accuracy of value propositions for different personas/products

Ensure AI can effectively position your offering based on these assets

Review the Content Hub Articles to better understand how to set things up properly

Review this guide

Upload sample content that reflects your desired tone and style

Apply specific rules or prompts in the main text box

Adjust word count to match your typical message length

Test and refine until the output matches your preferences

Review this guide for Insight Control

Review all available insights (particularly 10-Ks. Try filtering by by categories you think may be relevant in the top left corner.

Toggle on/off relevant insights for your business

Include all relevant keyword variations

Use exact keywords (e.g., "sales rep", "sales representative")

Consider the talking points (i.e value proop that helps the Ai understand how to leverage this insight when firing) for each role type. Does it change from one to another? i.e For Autobound, our value slightly changes if companies are hiring SDRs vs AEs. Other companies may just care about hiring sales roles in general.

For general hiring, use a space as keyword to capture all openings

List technologies relevant to your prospecting

Focus on company-level tech, not product-specific:

Autobound currently tracks tech usage at the company level, not the individual product level. Example: If you compete with a specific Salesforce product, listing "Salesforce" will track all Salesforce products, which may be too broad

Avoid listing tech from companies with multiple products if you only compete with one: Example: If you compete with GitHub (owned by Microsoft), listing "GitHub" would also track all Microsoft products

Instead, focus on technologies that directly compete with or complement your specific offering

Authenticate with your platform: Outreach, Salesloft, or Gmail/Outlook

Create and save your sequences

Review advanced functionality. After saving. Click into each sequence step. Check the "tips" section on the right side. Explore options to refine your sequence prompt templates

There are multiple guides for sequencing found here. Choose the correct guides based on the tools you have and the workflows you desire

Test each component to ensure proper setup

Run a sample prospecting scenario to verify end-to-end functionality