Dispatch AI Agents

Client Onboarding

Welcome aboard. This quick form gives us everything we need to build your outreach campaigns and set up your account. Most sections take two to three minutes.

Some fields are already filled in based on what we have on file. Fields with a green border and a "We have this" badge are pre-filled. Review each one and update anything that needs to change.
Step 1 of 7
Primary Contact
Who you are, and where your leads should land.
This is where every prospect reply is sent. Use the inbox you actually open daily, not an address you rarely check.
Appears in your outreach emails and email signature.
Should anyone else see and reply to prospect responses, like an assistant or teammate? Add them and we'll route replies to them too. Optional.
Step 2 of 7
Business Details
So we can represent you accurately in outreach.
Two to three sentences.
This appears in the footer of every outreach email, which is legally required for cold email. Street, city, state, ZIP.
We point your outreach sending domains here, so anyone who looks you up lands on your real site. Any active page works. It doesn't matter whether you or your company owns the domain.
Step 3 of 7
Brand & Email Signature
We use this to build the signature on every email we send for you.
Upload whichever one you use, we'll only use one. If you skip this, we will not be able to include an image in your email signature.
Click to upload
PNG or JPG
Paste your complete signature, formatted the way you want it to look. Anything you leave out will not appear. Include your disclaimers, license numbers, and any legal text word for word. We use exactly what you paste here.
Your scheduling link, so prospects can book you directly. We place it just below your signature.
Pick your scheduling tool and we'll show you exactly how.
If you already have a booking link
  1. Sign in at calendly.com.
  2. On your Event Types, find the meeting you want people to book.
  3. Click Copy link on that card.
  4. Paste it in the box above (Ctrl+V, or Cmd+V on a Mac).
If you don't have one yet
  1. Sign up at calendly.com. The free plan works. Connect your Google or Outlook calendar when asked.
  2. Calendly gives you a ready-made "30 Minute Meeting" to start.
  3. Click Copy link on it, then paste above.
If you already have a booking page
  1. On a computer (not the phone app), go to calendar.google.com and sign in.
  2. On the left side, look under Booking pages.
  3. Hover over your page and click Copy link.
  4. Paste it above (Ctrl+V, Cmd+V on Mac).
If you don't have one yet
  1. On calendar.google.com, click Create (top left), then Appointment schedule.
  2. Set a title, how long each meeting is, and the days and times you're available. Click Save.
  3. It now shows on the left under Booking pages. Hover it, click Copy link, and paste above.
If you already have a booking page
  1. On a computer, go to microsoft365.com and sign in with your work account.
  2. Click the grid of dots (top-left) and open Bookings.
  3. Open your booking page and make sure it shows Published.
  4. Click Copy link (or Share), then paste above.
If you don't have one yet
  1. Open Outlook on the web, click the Apps icon, search Bookings, and open it.
  2. Under Personal booking page, click Create meeting type. Name it, set it to Public, and set your hours.
  3. Click Save, then Share, then Copy, and paste above.
Microsoft Bookings needs a Microsoft 365 work account. If you only have a free Outlook.com account, use Calendly or Google Calendar instead.
If you already have a booking page
  1. Sign in to your Acuity Scheduling account.
  2. In the left menu, click Scheduling Page, then Link.
  3. Under General Scheduling Page, click Copy.
  4. Paste it above (Ctrl+V, Cmd+V on Mac).
If you don't have one yet
  1. Sign in (or sign up at acuityscheduling.com).
  2. Click Appointment Types, then New Type of Service. Enter a name and duration, and save.
  3. Click Availability and set your hours.
  4. Then Scheduling Page, Link, Copy, and paste above.
  1. Open the tool you use to let people book time with you.
  2. Look for Share, Copy link, or Booking page. That link is what clients click to pick a time.
  3. No scheduling tool at all? Calendly or Google's Appointment schedule are the easiest free options. Set one up, or leave the link blank and tell us, and we will help.
Step 4 of 7
Offer & Ideal Client Profile
So your campaign talks to the right people with the right offer.
For example a free consultation, a business valuation, or a market analysis. This becomes your call to action.
Think about your best client from the last year. What made them a perfect fit?
Anything that builds trust: years in business, deals or transactions closed, certifications or designations, notable results or recognizable clients. Share what you're comfortable with.
Optional, but it helps us dial in your voice faster. Paste a couple of emails you would actually send a prospect for cold outreach or a first touch, so we can match how you write.
Step 5 of 7
Geography & Time Zone
Be as granular as you can. ZIP codes and city names work better than broad regions.
Which time zone your prospects should be in. PST default if none given.
Your own local time zone, so we schedule sends and meetings correctly.
Step 6 of 7
Do-Not-Contact List
Anyone we should never reach out to.
If there's anyone we should never contact, like existing clients, referral partners, or people from your networking groups (ProVisors, BNI, and the like), add them here and we'll exclude them from all outreach. You can send an updated list anytime.
A simple CSV with three columns: First Name, Last Name, Email. Download a blank template
Click to upload
CSV file
No one to exclude? Just click Continue.
Step 7 of 7
Review & Confirm
Last step. Please confirm and submit.
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