# Mission 1: Onboard Your First Client

> Set up the Company Profile, run the Intelligence Workflow, and approve the profile to unlock downstream features

Source: https://docs.graph8.com/training/growth-manager/onboarding/

## 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](https://docs.graph8.com/training/growth-manager/global-context/)