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.
The inbox you actually open daily, not one you rarely check. If you handle replies yourself (next question), this is where they land.
Appears in your outreach emails and email signature.
When a prospect replies, we forward it to one inbox only. We cannot split replies across several addresses, so pick the single mailbox that is genuinely watched every day, whether that is yours or a teammate's. A reply that lands somewhere nobody checks is a missed deal.
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.
Paste your complete signature, formatted the way you want it to look. Colors, fonts, links, and layout all carry over exactly as you pasted them. Include your disclaimers, license numbers, and any legal text word for word, since we use exactly what you paste here. Images are the one exception. A photo or logo has to be pulled from an outside server every time your email is opened, and filters weigh that most heavily on a first email to someone who has never heard from you. The same picture that is completely normal in a reply to an existing client can be enough to push a cold email into a promotions tab. Any image you paste is removed automatically and everything else is kept.
Why your emails will not have an unsubscribe link. An unsubscribe footer tells the reader they are one name on a list, which is the opposite of the impression we want, and it pulls your email toward the promotions tab. Instead every email carries one short line in your own voice, just above your sign-off: "If you would rather I did not write again, just reply and let me know, and I will honor your request." Someone with an easy, human way to stop hearing from you will usually just reply and say so. Someone who cannot find one reaches for the spam button instead, and that quietly damages every other message going out under your name. This turns a complaint into a reply.
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, and setting one up takes a few minutes. Choose either one in the list above for step-by-step instructions.
Step 4 of 7
Offer & Ideal Client Profile
So your campaign talks to the right people with the right offer.
Keep your targeting broad here. We look for prospects by who they are and where they are, for example "restaurant owners in San Diego County". That is the level that works. Adding revenue floors, employee counts, or years in business sounds more precise, but it shrinks how many real prospects we can find you, and the detail is rarely published anywhere we can check it. Tell us the type of business and the area, and leave the rest to us. If anything below is already filled in from a previous form and names a revenue floor, a headcount, or a minimum number of years, please take it out while you are here.
For example a free consultation, a business valuation, or a market analysis. This becomes your call to action.
Think about the clients you have enjoyed working with, then describe the type of business they were rather than any one of them. That type, across your whole area, is what we go looking for.
Who you want to reach, in a sentence or two: the type of business and the person you deal with there. "Independent restaurant owners" or "owners of family-run machine shops" is the right level. No revenue, headcount, or years-in-business minimums, please.
The trades or business types themselves. List every one you would happily work with, not only the best one, since each extra type widens the pool we can draw from.
Hard exclusions only: the business types you would genuinely turn down, or are not allowed to approach. Leave out anything you would merely prefer less, because every exclusion removes real prospects from your list.
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
Go as wide as you are willing to work. Counties, metros, or a radius around you are ideal, for example "San Diego County" or "within 90 minutes of Dallas". A short list of ZIP codes or single towns runs out of prospects quickly, and then your campaign stalls while we come back to ask for more ground.
The counties, metros, or regions you cover. If you would take the work, include the area.
Only places you genuinely will not work, such as somewhere a partner already covers. Most clients leave this blank.
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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