Before You Start
⏱ 2 min readYou're about to spend 15 minutes setting up the tool that turns cold outreach into conversations.
What you'll accomplish
- Create your account and load your first AI buyer persona
- Feed the tool your product (URL or description)
- Run your first intelligence pull or message draft — and see how different it looks with real buyer intel baked in
What you'll need
- 5 minutes of quiet time (no meetings)
- Your product URL or a 2–3 sentence description of what you sell
- The buyer title or role you're chasing (e.g., "VP of Sales," "B2B SaaS CMO")
Sign Up & Complete Onboarding
⏱ 5 minThe onboarding wizard is six steps. Do it now — don't skip it.
Step 1: Create Your Account
Enter your email and set a password. You'll get a confirmation link. Click it.
Step 2: Choose Your First 3 Buyer Personas
You get access to 15 AI buyer personas, but you'll start with 3. Pick based on who you actually talk to, not who you think you should target. Available personas include: VP of Sales, CRO, CFO, CIO, B2B SaaS CMO, VP of Marketing, Sales Operations Manager, Demand Generation Manager, and more.
Step 3: Add Your Product
Paste your product URL or write 2–3 sentences describing what you sell. The AI uses this to personalise every output — intel, emails, cold call scripts, objection handling, everything. You can update it anytime.
- "We're a sales acceleration platform for B2B tech that automates cold email sequences and buyer intel research."
- "We build AI-powered sales coaching software that records calls and gives reps real-time feedback."
Step 4: Review Credit Costs
Credits only spend when you generate content — not when you browse.
| Tool | Cost |
|---|---|
| Chat, Cold Call Sim, Objection Drill | 1 credit / msg |
| Objection Prep, Demo Prep | 1 credit |
| Slides, Infographic | 5 credits each |
| Competitive Intel, Buyer Intel Doc, Messaging Playbook, Audio | 10 credits each |
Trial plan = 40 credits. Paid plans from 80–250+/month. Buyer Intel Docs are free if already cached.
Steps 5 & 6: Confirm and Go
Review your personas and product description, hit confirm, and the app loads. You'll see a Your Quick Start panel — three guided steps designed to get you your first win fast. This guide walks you through those same three steps in detail.
Pick Your First Win
Your first move shapes how you'll use this tool. Pick the path that matches what you need most right now.
What it is: Pre-researched deep-dive documents on buyer personas — the people who actually decide whether to buy what you sell. You pick a persona, the system generates a battle card you can use immediately.
The tools
A written deep-dive on your chosen persona. Covers their top 3–5 priorities this year, what keeps them awake at night, how they think about budget and ROI, what objections they'll raise, and how to position your product specifically for them. The AI uses your saved product description to make it relevant to what you sell — not generic research.
Same intel, but as a podcast-style audio briefing (MP3). Multi-speaker format. Listen in the car on the way to a call. Same depth as the doc, different format.
How to use it
- Click Intel Hub (first icon on the home page)
- Pick the persona that matches who you're calling this week
- Click Generate Buyer Intel Doc (or Audio Overview)
- Wait 30 seconds
- Read or listen — you now have a one-sheet understanding of what this buyer cares about, what they'll push back on, and how to frame your solution
What you walk away with
- A battle card ready to use before your next call
- Their actual priorities — not generic research
- Objections pre-loaded so nothing catches you off guard
- A positioning angle specific to them and your product
10 credits per doc — free if cached.
What it is: Tools that write outbound messages for you. Not templates. Not generic. Built on buyer intel, shaped to your product, ready to send or refine.
The tools
Writes a cold email tailored to your persona and product. Mentions their actual priorities, positions your product as a fit, and sets up a clear next step. Refine it with follow-up instructions: "Make it shorter," "Lead with ROI," "Add a case study reference."
A full 6-section positioning guide built around your product and chosen persona: (1) Top 3 Priorities, (2) Value Prop Canvas, (3) Objection Responses, (4) Discovery Questions, (5) Competitive Positioning, (6) Bottom Line one-liner. Use it as your north star for all outreach to that persona — emails, calls, LinkedIn, demos.
Generates finished content — scorecard, benchmark report, playbook, or cheatsheet — you can use as an offer in cold outreach. Gives you a real reason to reach out: "I put together this benchmark for your industry…"
How to use it
- Go to Outbound Hub (second icon on the home page)
- Make sure your product description is saved
- Pick a persona
- Click Generate Cold Email or Generate Messaging Playbook
- Read the draft — if it lands, use it; if not, give feedback and regenerate
- Refine until it's right, then use it as your template for the whole list
What you walk away with
- A cold email you can send today
- A full playbook you'll use for weeks
- Lead magnet content that gives you a reason to reach out
1 credit / msg Cold Email 10 credits Messaging Playbook 3–15 credits Lead Magnets
What it is: Role-play with an AI buyer. You pitch. It responds like a real prospect. You practice before you pick up the real phone.
The tools
The AI plays your chosen buyer persona. You give your pitch. It responds realistically — asks questions, raises objections, pushes back, sometimes shows interest. You handle it in real time. You learn what actually works, not what you think works.
Same setup, but the buyer is already in an evaluation. You practice asking discovery questions — uncovering pain, budget, timeline, and decision process. The AI responds like a real buyer: sometimes open, sometimes guarded, sometimes switches topics on you.
The AI fires objections at you one at a time — "We're happy with our current vendor," "Your price is too high," "Now's not a good time." You respond. It rates your answer and suggests improvements. Drill until you can handle them without thinking.
A written list of the top 8–10 objections your chosen persona is likely to raise, with suggested responses tailored to your product. Not a live drill — a reference sheet to read the morning of a call to prime your brain.
A guide for demoing to your chosen persona: what to lead with (outcomes, not features), what to avoid, questions to ask before you start demoing, and how to tailor the demo flow based on their answers.
How to use it
- Go to Simulate Hub (third icon on the home page)
- Pick Cold Call, Discovery Call, or Objection Drill
- Pick your persona — optionally set context ("selling to a CMO at a 200-person SaaS company")
- Click Start and give your opening pitch — type it like you're saying it out loud
- The AI responds — handle it, keep momentum, adjust in real time
- Run 5–10 exchanges, then review what worked and what didn't
What you walk away with
- Muscle memory from real reps before a real call
- Confidence — you know how to handle the hard objections
- Real feedback on what actually lands
- Reference sheets to use before your next call
1 credit / msg Live simulations 1 credit Prep documents
Which path first?
- Path A — if you need to sound sharp on a call this week
- Path B — if you're building outbound and need messaging that converts
- Path C — if you're new to the product or want reps in before the pressure's on
Most users run Path A first (30 seconds, immediate value) and Path C second (builds confidence). Path B is your week 2 move once you know what you're selling.
Your Next Steps
Week 1: Master Your Chosen Hub
Do 3–5 reps in your chosen hub. Get comfortable. Use 10–15 credits — that's what they're for.
Week 2: Pick a Second Hub
You've nailed one path. Try another. If you started with Intel, try Outbound. If you started with Outbound, try Simulate.
Week 3: Introduce the Ask Hub (paid plans only)
Ask Hub gives you two tools:
- Ask the Buyer — Run a live conversation with an AI buyer to stress-test your positioning
- Ask the Committee — Simulate a full buying committee with multiple stakeholders pushing back simultaneously
After two weeks of the core hubs, you'll know if they're worth upgrading for.
Managing Your Credits
- Don't hoard. Credits reset monthly. Unused credits don't carry over.
- Track what gives you the biggest ROI — usually Intel and Simulate.
- Upgrade when you're consistently hitting 75%+ usage before month end.
Where to Get Help
- Every hub has a help icon — click it for detailed walkthroughs
- Tooltips appear on every tool card explaining what it does and what it costs
- Your product description can be updated anytime under Settings — keep it current
Quick Reference: The 5 Hubs at a Glance
| Hub | What it does | Cost | Best for |
|---|---|---|---|
| Intel | Buyer intel docs & audio overviews | 10 credits (free if cached) | Pre-call research, call prep |
| Outbound | Cold emails, messaging playbooks, lead magnets | 1–10 credits | First-touch messaging, sequences |
| Simulate | Cold call, discovery, objection drills, demo prep | 1 credit / session | Building call confidence, training |
| Ask (paid) | Live AI buyer & committee conversations | Paid plans | Positioning validation, big-deal prep |
| Create | Slides, infographics, competitive intel | 5–10 credits | Sales collateral, battlecards |