Quick Start
From sign-up to your first warm leads in about ten minutes.
This is the whole loop as a checklist: set up your brand, create an agent, work the first leads. For the same flow shown on a concrete company, see A complete example.
Before you start
- A CatchIntent account. Sign up here.
- The roles, company type, and size you sell to, and two or three competitors.
The trial requires a card on file and gives you 50 leads to evaluate. You are not charged until it ends.
Step 1: Set up your brand
Add brand details
On first sign-in you create a workspace and your first brand. Enter your product description, website, who you sell to, your competitors, and a few keywords your buyers would use.
Review the generated profile
CatchIntent drafts an ICP and keyword set from your website and description. Narrow anything too broad. Write roles as real titles ("Head of Sales", not "decision maker"). This profile is what every agent matches against.
You should now see a brand with a defined ICP, competitor list, and keywords saved.
Step 2: Create your first agent
Create an agent
Open Agents and create one. An agent is a saved discovery configuration that runs on a schedule.
Turn on a few strategies
For a first run, enable Job changes, Funding, and ICP search. Add the rest later. See Strategies.
Confirm targeting and activate
The agent inherits the ICP, competitors, and keywords from your brand. Activate it.
You should now see the agent marked active with a next-run time, usually within a few minutes.
Step 3: Work your leads
When the agent runs, matches appear in Leads. Each lead shows who they are, the reason it surfaced, a warmth score, and a drafted opener. Sorted by warmth, the strongest are at the top.
Open the top lead, read the reason, edit the opener if needed, and send it from your own LinkedIn or X account with the browser extension. Set the status so the lead leaves the "new" list. Or push it to your CRM from the same screen.
You should now have at least one lead with a status set and a message sent.