Mission 1: Onboard Your First Client

What you’ll learn

• How to create and populate a Company Profile
• How to run the Intelligence Workflow to auto-extract 11 data points
• How to review, edit, and approve the profile

Tip

Accuracy at this stage matters. Every document generated downstream — personas, ICPs, campaign copy — pulls from the Company Profile. Spend the extra minute verifying the data.

Set up the Company Profile

1. Navigate to Settings

   Click Settings in the left sidebar, then select Company Profile.

2. Enter the client’s website URL

   Paste the client’s primary domain (e.g., https://acmecorp.com) into the Website URL field. This is the seed for the Intelligence Workflow.

3. Fill in basic company details

   Complete the required fields: Company Name, Industry, and Headquarters. Leave optional fields blank for now — the Intelligence Workflow will fill many of them automatically.

Run the Intelligence Workflow

1. Open the Workflows tab

   Navigate to Workflows from the top navigation. You will see the Intelligence Workflow card.

2. Start Intelligence

   Click Start Intelligence. The workflow analyzes the client’s website and extracts 11 structured data points including value propositions, target markets, product offerings, and competitive positioning.

3. Monitor progress

   Watch the status indicators update as each data point completes. The full workflow typically takes 5-10 minutes.

4. Review extracted data

   Once complete, return to Settings -> Company Profile. The Intelligence Workflow populates fields like Value Propositions, Target Markets, Key Differentiators, and more.

Tip

If the workflow stalls on a particular data point, check that the website URL is correct and publicly accessible. You can retry individual steps without rerunning the entire workflow.

Approve the Company Profile

1. Review every section

   Scroll through the full Company Profile. Pay special attention to Value Propositions and Target Markets — these heavily influence persona and campaign generation.

2. Edit any inaccuracies

   Click into any field to edit. Common corrections include refining industry classification, adjusting company size, and sharpening value proposition language.

3. Click Approve

   Once you are satisfied with the profile, click the Approve button at the top of the page. This locks the profile and unlocks downstream workflows: Context Generation, Research Reports, and Campaign Ideas.

Tip

You can return and edit the Company Profile later, but changes after approval may trigger re-generation of dependent documents. Get it right the first time when possible.

Mission complete

You now have an approved Company Profile backed by 11 intelligence data points. The platform is ready to generate context documents.

Next mission: Mission 2: Generate Global Context